The Build-or-Buy Executive Audit01

Find what to stop buying.
Find what to build.
Know what never to build.

A 10-business-day independent review of your go-to-market technology stack, run against the Five Tests from Navigating B2B Sales — The Agentic Age Unpacked.

Roland Kümin · Author, Navigating B2B Sales buildorbuy.guru
Where every revenue team is standing02

Every revenue team
is standing here.

A contract renews. Someone asks what it costs. Nobody can say what it is actually for.
The management question03

Where are we still paying SaaS prices for capabilities we could now manufacture ourselves — and where would building be a costly mistake?

Every renewal cycle, that question is answered by default — by inertia, by the vendor’s roadmap, by whoever shouts loudest. Rarely by evidence.
Why this is suddenly urgent04

The line moved.
Most stacks haven’t.

Capabilities that once needed a whole SaaS vendor can now be assembled in-house. Not all of them should be. The boundary moved; the contracts did not.

The line now
The old line
Moved
Buy
Build

Still the vendor’s job. Buying keeps the risk with them.

Capabilities that changed hands This band is the audit’s entire subject.

Yours whether you like it or not: liability, maintenance, blast radius.

Money left on the table on one side. Hidden risk taken on the other.
What changed05

Three forces, moving at once

The agentic age changed the maths of build-versus-buy. Each force alone is manageable. Together they are why a renewal signed on last year’s logic is now a decision made by accident.

01

Costs compound silently

Seats, tiers and auto-renewals stack up one small decision at a time. Nobody owns the total, so nobody questions it.

02

The build option got real

What was a six-month project is now days of work — for the right capabilities, and only for those.

03

But building can backfire

Build the wrong thing and you own the liability, the maintenance and the blast radius forever. There is no renewal to walk away from.

The solution06

An independent audit that turns the renewal question into a decision

In ten business days I review your GTM stack capability by capability and hand you a board-ready decision system. Not opinions — a defensible answer for each tool: keep buying, build, or hybrid.

Independent

No allegiance either way

No vendor commission, no build-it-all bias. One outside view whose only job is your economics.

Evidence-based

Numbers, not gut feel

Every call rests on spend data, usage reality and five structured tests you can re-run yourselves.

Decision-ready

Something the board can act on

You leave with a matrix, a business case and a 90-day plan — not a slide about frameworks.

The method · the Five Tests07

Every capability runs through five questions

1LiabilityWho carries the downside if the output is wrong?
2MoatIs the real value data, access or neutrality we cannot own?
3SpecificityDoes this need to work differently for us?
4VolatilityHow fast does the external environment change?
5Blast radiusWhen it fails, how far does the damage travel?
The rule Buy keeps the risk with the vendor. Build makes sense only when all five point that way.
From framework to working proof08

What does build-or-buy look like in practice?

One CRM capability. One real decision.

Capability Keep CRM records current
Current model
Full SaaS seathuman opens CRMupdates record
Agentic alternative
CRM stayshuman uses WhatsApp / Telegram / voiceagent updates CRM
LiabilityLow
MoatVendor’s
SpecificityHigh
VolatilityLow
Blast radiusContained
A lower-risk way in09

Before auditing the whole stack, find one leak

The build-or-buy method, turned into software: point it at the CRM contract that renews next, and see the opportunity before you commit to anything.

  1. 01Free CRM scanRead-only analysis of 90-day write activity, opened with an invitation code.
  2. 02Seats & spend verdictActive · Light · Delegable · Dormant.
  3. 03Savings caseWhat could actually be removed or delegated?
  4. 04Executive auditWhat else is hiding across the GTM stack?
If we can find unnecessary spend in one CRM renewal, what might be hiding in the rest of your stack?
The engagement10

Ten business days.
One decision system.

The bar below is to scale: each phase is as wide as the days it takes.

Inventory
Days 1–2
Spend, seats, renewals, workarounds.
Diagnose
Days 3–5
Each capability through the five tests.
Economics
Days 6–7
Three-year TCO. Payback.
Prioritise
Day 8
Ranked by value.
Decide
Days 9–10
Readout, decision, plan.
Two working weeks, start to signature-ready 10 business days
What you receive11

Six deliverables. Board-ready. Yours to keep.

01
Current Stack MapA fact-based view of spend, ownership and renewal exposure.
02
Buy / Build / Hybrid MatrixA defensible decision for each major capability.
03
Savings & TCO Business CaseCurrent cost, alternative cost, payback and three-year impact.
04
Top 3 Priority OpportunitiesWhere action creates the highest economic value.
05
90-Day Action PlanWhat to do first, what to prove, and what to leave alone.
06
Executive ReadoutA board-ready decision session with your management team.
Everything is handed over as working documents, not as a locked slide deck. You re-run the tests next renewal without me.
Why me — and who is behind the delivery12

A practitioner’s judgement, a codified method, real delivery capacity

The person

Roland Kümin

Serial entrepreneur and B2B sales leader. Decisions made from inside the leadership team, not studied from outside it.

  • Digital Shaper — BILANZ Top 100 (2016)
  • SaaS, BI and eCommerce leadership
  • Years in Silicon Valley
  • Author and keynote speaker
The method

Navigating B2B Sales

The Agentic Age Unpacked, second edition. The Five Tests, twelve GTM use cases and the TCO models at the heart of this audit come straight from its pages: written down, tested, repeatable.

The delivery

Avanti Group

When a decision leads to building, delivery is backed by Avanti Group’s agentic engineering capacity — so you get diagnosis and, if you choose, execution.

  • avantigroup.ai
The audit stays independent. Diagnosis first, with no obligation to build — and a capable partner ready when you decide to.
Start here13

Start with one renewal.
See the opportunity before you commit.

CRM seat & spend scan
Freewith an invitation code

Read-only, no commitment. See which seats are active, light, delegable or dormant — and what that costs. Ask for a code and we open it for your account.

Build-or-Buy Executive Audit
CHF 15’000

10 business days, the entire GTM stack. Five Tests per capability, three-year TCO, board-ready readout.

Let us look first. If the free scan finds nothing, you have lost an afternoon and gained an argument for the vendor.
Appendix14

Where it can go
from here.

The audit is the entry point. For teams that want to act on it, the same method carries through implementation and beyond.
The buildorbuy.guru path15

Think, diagnose, execute — one continuous path

From a free scan to managed agents. Each step is driven by what the last one found — never sold in advance.

01 · Execute-led entry

Free CRM Scan

The way in

Point it at the next renewal. Seat and spend verdict, no commitment.

Free · invitation code
02 · Diagnose

Executive Audit

The decision system

The whole GTM stack. Five Tests per capability, three-year TCO, board-ready.

CHF 15’000
03 · Execute

Build

The implementation

Purpose-built agents such as Renewal Hawk, delivered with Avanti engineering.

Project-based
04 · Execute, ongoing

Managed Agents

The ongoing edge

The agents keep running — confirmed writes, audit trail, ongoing edge.

From CHF 12 / user / month
A consulting-led software company: the book defines the method, the audit applies it, the agents run it.
The implementation, in detail16

The 90-Day Agentic Revenue Sprint

Thirteen weeks, again drawn to scale. Most of it is weeks 5 to 10 — building and proving one or two systems, not a portfolio.

Find the money
Weeks 1–2
Stack audit, renewal review, five tests, savings.
Choose the builds
Weeks 3–4
Business case, architecture, blast radius, buy / build / hybrid.
Build & prove
Weeks 5–10
One or two agentic systems, evaluation, approval rules, measurement.
Operationalise
Weeks 11–13
Governance, ownership, KPIs, next-wave roadmap.
Only entered on the audit’s evidence 13 weeks
Other ways to work together17

Smaller doors into the same method

Half a day

Executive Workshop

A 90-minute boardroom session on your real stack — the Five Tests applied live to the three contracts that renew next.

CHF 5–7.5k
Subscription

Live Vendor Index

Keeps the buy / build answer current as the market shifts, so a decision made this quarter is re-checked rather than assumed.

Enablement

Practitioner Certification

Train your team or your partners in the Five Tests methodology, so the judgement stays in the building.

Roland Kümin · buildorbuy.guru
In partnership with Avanti Group · avantigroup.ai
Take it with you18

Every version, as a PDF

The ten-slide visual telling, the deck you just read, the original it was rebuilt from, and the two one-page versions for a single email attachment.

Roland Kümin · buildorbuy.guru
In partnership with Avanti Group · avantigroup.ai
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