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Playbooks

Find the tools you pay for twice

5 minQuick

You can name every tool you pay for, who owns it, which client it serves and which overlap to cancel.

  1. Step 01

    Open the ledger

    Every tool with its owner, monthly cost, seats and renewal date in one table. The free Stack audit gives you the totals from numbers you paste; the ledger keeps every tool behind them.

    Example data
    Open the ledger
  2. Step 02

    Split the cost by client

    Set how much of each tool serves each client, and Cost by client shows what every client costs in tools each month, active tools only.

    Example data
    Split the cost by client
  3. Step 03

    Read the renewals

    Renewals are grouped by the next 7, 30 and 90 days, and owners get a digest every Monday, so nothing renews as a surprise.

    Example data
    Read the renewals
  4. Step 04

    Cancel with the numbers in hand

    Group the ledger by category to see where two tools do the same job, and flags any product entered twice. Switch one off for a month before you cancel it, and the monthly total updates when you do.

    Example data
    Cancel with the numbers in hand