Fictional sample

A five-person service business, reviewed end to end.

This sample shows the promised depth of a Worthd Review. The company, costs, and decisions are fictional and exist only to demonstrate the deliverable.

Sample context

Northline Studio, five people

A fictional client-services firm uses Google Workspace, Slack, Asana, HubSpot CRM, Calendly, QuickBooks, and Zapier. The team wants fewer handoffs without disrupting client work.

Decision Ledger

DecisionToolReasonFirst action
KeepGoogle WorkspaceEmail and collaboration are stable; no migration case.Confirm annual renewal and admin ownership.
KeepQuickBooks OnlineAccountant workflow matters more than a small license difference.Review user roles and connected payments.
ReplaceSlackThe team already pays for Google Meet and uses Asana for decisions.Pilot one project without Slack before cancellation.
WatchHubSpot CRMThe current workflow fits HubSpot CRM, but any move into paid packaging must be evaluated against the vendor's current offer.Set a trigger at 10 users or paid automation need.
AddNone yetThe immediate value comes from process cleanup, not another subscription.Fix ownership before buying.
Current stack

User-entered spend

A real review records invoices, billing terms, taxes, add-ons, and unknowns before drawing a conclusion.

Potential direction

Lower overlap

Any savings conclusion depends on a successful pilot, a confirmed cancellation path, and current vendor terms.

Implementation

Moderate

Two-week pilot, owner training, channel archive, and workflow documentation.

What changes the plan

Team or workflow growth

Reopen at 10 users, a paid HubSpot requirement, or a client-security change.

Why this is not a generic list: the sample keeps tools that fit, removes only after a pilot, adds nothing without a named gap, and records the event that should reopen each decision.