The tool review

Bellhaven Wealth Advisors · Audit · Deliverable 04

Demonstration document. Bellhaven Wealth Advisors is a fictional firm and the tools below are generic categories, not named vendors. Every figure is illustrative.

Annual spend you can stop

Two subscriptions cover work another tool already does, and one seat block goes unused.

$14,280per year

Current subscriptions

Tool	Annual	Seats used	Verdict	Cancel by
Content scheduling platformOverlaps entirely with the scheduler already inside your CMS.	$5,400	3 of 8	Cancel	Mar 14
Standalone AI writing toolNo compliance rule support. Every draft goes through full review anyway, so it saves nothing downstream.	$4,680	6 of 6	Cancel	Renewal date, Jun 2
Analytics suite, upper tierDowngrade one tier. The features driving the upgrade have not been opened in eleven months.	$4,200	4 of 12	Downgrade	Any time, prorated
Email marketing platformCore to the operation and the reporting build depends on it. Keep.	$7,800	5 of 6	Keep	n/a
CMSKeep. Its scheduler replaces the tool in row one at no extra cost.	$9,600	6 of 6	Keep	n/a
Design toolLight usage but no clean substitute. Revisit at renewal rather than now.	$1,900	2 of 5	Revisit	Review Oct 1

What the build adds

Line item	Annual	Note
Claude seats for the marketing team	$4,320	Paid directly to the vendor under your billing. Not resold.
Usage above the included allowance	$600 to $1,100	Scales with interview volume. Estimated from your current publishing rate.

Net of the cancellations above, the first year of tooling runs roughly $8,900 cheaper than what you spend today, before counting any hours returned.