A clear, repeatable process built around your business — not a generic framework. Most clients see their first savings within 30 days of receiving their report.
We map every subscription, tool, seat, and contract across your entire business. This includes cloud tools, desktop software, API subscriptions, SaaS platforms, and any active trials. We also check for zombie licenses — active accounts belonging to employees who've left — which are often the biggest single source of waste.
You share your invoices and a list of tools your team uses. We handle the rest. No technical access required.
With the full inventory in hand, we cross-reference usage data, identify tools serving identical functions across departments, and benchmark your per-seat pricing against current market rates for your region (US, AU, CA, or UK).
You'll receive a waste score showing exactly what percentage of your software budget is recoverable — broken down by category and vendor.
You receive a prioritised action plan — ranked by savings impact vs. effort to implement. This includes specific cancellation recommendations, downgrade suggestions, vendor negotiation scripts for upcoming renewals, and a 12-month renewal calendar so nothing sneaks up on you again.
We walk through the full report together on a call, so you leave knowing exactly what to do next.
We support you through implementation. Track savings against targets. Most clients action their first cancellations or downgrades within 11 days of receiving their report — and see money back in the business before the month is out.
For Cost Optimization Strategy clients, we include a 60-day follow-up check-in to review progress and surface any remaining opportunities.
30-minute onboarding call. You share 3 months of invoices/statements and a tool list. We get everything we need in one session.
We build your full inventory, identify redundancies, benchmark pricing, and calculate your waste score. No involvement needed from your team during this phase.
You receive your full report and we walk through it together — explaining every recommendation, how to action it, and what savings to expect.
You implement the quick wins (we're available for questions). Most clients cancel or downgrade their first tools within 11 days of the report — money back in the business before month 2.
60-day check-in call (included with Cost Optimization Strategy). Review savings achieved, surface any remaining opportunities, and set up your renewal calendar alerts.
Typically: 3 months of credit card or bank statements filtered to software vendors, plus a list of tools your team uses day-to-day.
We don't need access to your full P&L, banking credentials, or any systems. Invoices and a tool list is enough to do a thorough audit.
Roughly 2–3 hours total across a 4–6 week engagement. One kickoff call (~30 min), some document sharing, and one report walkthrough (~60 min).
We do the heavy lifting. You review and approve. That's the model.
We work from invoices and billing records — not system access or credentials. All documents are shared via encrypted channels and deleted after the engagement.
We're happy to sign an NDA before any information is shared. Just ask.
Absolutely — and many businesses intend to. But most never get to it. We've yet to meet an SMB leadership team where "audit our software subscriptions" sits at the top of anyone's priority list.
We do it in weeks. Most internal attempts stall for months, if they happen at all.
Book a free 30-minute audit call. We'll show you where you're overpaying and what we'd do about it — no obligation to go further.