The Software as a Service (SaaS) Scythe
Most business owners have subscription creep. You sign up for a trial, forget the handshake, and the money bleeds out. This is a systematic workflow to keep you on track.
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Phase 1: The Hunting Protocol
Instead of scrolling through your inbox, go to the source.
The Bank Extract: Export your last 30 days of transactions as a CSV.
The Filter: Sort by Amount or Description to group recurring charges.
The Hidden Culprits: Check your Apple/Google App Store subscription.
The invisible ones that don't show up on a standard bank statement as a direct company name.
Phase 2: Keep, Sever, or Consolidate
This is the Architecture part. Here is a 3-question filter for every line item:
Utilization: Has anyone logged into this in the last 30 days?
Redundancy: Does Software A do 80% of what Software B does?
e.g., Why have Zoom and Meet and Teams?
The Legacy Trap: Are we paying for a Pro tier for features we don't actually use?
Phase 3: The SEVER Switch
Don't just cancel. Document. Always take a screenshot of the Cancellation Confirmed screen.
Keep it in your Receipts Vault in case of a zombie charge next month.
DOWNLOAD - ENTER - ASSESS
THEN CONTACT ME TO SAVE THE DAY
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