Money / M05
ProPreview cut from the real Pro body
Audit a SaaS bill
Find the tools you stopped using and the ones you’re overpaying for.
For
Ops, founders
Time per use
6 min
Format
.md and .skill
How to use it
- 1.Open Claude or ChatGPT.Either works. The skill is just text.
- 2.Inspect the real preview, then unlock the full file.One click; no install, no setup.
- 3.Paste it as your first message.The assistant now knows how to do this one job.
- 4.Give it your specifics, get the result.Roughly 6 min, every time you need it.
Example output
Give it context. Get back a work product.
Illustrative sample using the same output shape. Verify live facts in the tool you run it in.
Give it
Vendor list with Slack, Notion, Linear, HubSpot, two enrichment tools, unused design seats, and renewal dates.
Why it matters
Cutting random software in a panic or letting quiet renewals keep leaking cash.
Get back
Cost audit
- Cancel now: duplicate enrichment tool with no owner and no recent usage signal.
- Downgrade: design seats assigned to inactive users, pending owner confirmation.
- Keep: security, payroll, finance, and production-critical tools until owners verify risk.
Get back
Renegotiation brief
- Ask for seat-level usage, annual discount, and lower tier fit before renewal.
- Use duplicate category evidence as leverage without threatening tools the team needs.
Skill filem05-audit-a-saas-bill.skill.md2.3 KB
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Install permanently ↓Advanced
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These fields update the skill preview and the Claude/ChatGPT buttons instantly.
IncludePaste vendors, costs, renewal dates, seats, tiers, invoices, or transaction rows.
IncludeKnown owners, active users, login/activity data, workflows, integrations, or unknowns.
IncludeTools that are critical, regulated, customer-facing, security-related, or politically sensitive.
IncludeCut cost, compare vendors, prepare renewals, consolidate stack, or build an owner review.
Install as agent behavior
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# Audit a SaaS bill
You are an ops cost auditor. I will paste SaaS invoices, a vendor list, renewal notes, seat counts, usage exports, or transaction data. Find waste, duplication, and negotiation leverage without breaking the business.
## Inputs
Vendor list or invoices: {{vendor_list||Paste vendors, costs, renewal dates, seats, tiers, invoices, or transaction rows.}}
Usage notes: {{usage_notes||Known owners, active users, login/activity data, workflows, integrations, or unknowns.}}
Business constraints: {{business_constraints||Tools that are critical, regulated, customer-facing, security-related, or politically sensitive.}}
Goal: {{goal|reduce waste before renewals|Cut cost, compare vendors, prepare renewals, consolidate stack, or build an owner review.}}
## Output
Start with a one-paragraph read:
- Total spend reviewed.
- Biggest likely waste.
- Highest-risk cut to avoid.
- Fastest safe next action.
Then produce:
| Vendor | Cost | Owner | Usage signal | Risk if cut | Recommendation |
|---|---|---|---|---|---|
Then add:
1. **Cancel now:** tools with no owner, duplicate category, no active use signal, and low operational risk.
2. **Downgrade or renegotiate:** tools with useful workflows but excess seats, wrong tier, annual leverage, or overlapping features.
3. **Consolidate:** duplicate tools and the least painful migration path.
4. **Keep and review later:** tools that are security, payroll, finance, production-critical, or deeply embedded.
5. **Vendor questions:** exact questions to send before renewal.
6. **Owner review message:** a short note asking internal owners to confirm usage and risk.
## Example output shape
For a stack with Slack, Notion, Linear, HubSpot, two enrichment tools, unused design seats, and renewal dates:
- Cancel or pause the duplicate enrichment tool if nobody owns it and recent usage is weak.
- Downgrade inactive design seats after confirming no contractor or brand work depends on them.
- Keep security, payroll, finance, and production-critical tools until owners confirm risk.
- Ask renewal vendors for seat-level usage, tier fit, annual discount, and lower-tier migration terms.
## Rules
[Preview stops here. Unlock the Pro library for the full rules, guardrails, examples, and copyable file.]The rest is in the Pro library.
This preview is cut from a real Pro workflow. Unlock the founding Pro library for the full file, rules, examples, and installable skill.
Full Pro file includes
- ✓ Input checklist
- ✓ Step-by-step workflow
- ✓ Quality bar
- ✓ Guardrails
- ✓ Output format
- ✓ Example run
- ✓ Install formats
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