Subscription and Vendor Cost Review
Budget optimization takes focus, the right framework, and space to practice. This workshop gives you all three — structured around your actual financial decisions, not theoretical scenarios.
Flat fee for up to 40 line items
Add-on negotiation brief available for CAD 180 per vendor. Larger inventories quoted separately.
Only 5 spots remaining
Recurring costs are the easiest to overlook precisely because they recur without requiring a decision each time.
Organizations accumulate software subscriptions, vendor agreements, and service retainers over years of operational growth. A tool purchased for one project gets renewed automatically. A vendor contract signed at scale remains in place after headcount drops. These individually small decisions add up to a meaningful portion of operating expenses.
The review process begins with a complete inventory of all recurring costs — software licenses, SaaS tools, maintenance contracts, and professional service retainers. Each line item is evaluated against three criteria: current usage frequency, available alternatives, and alignment with present operational needs.
The output is a prioritized list of 10 to 20 specific cost items with a recommended action for each: retain, renegotiate, consolidate, or cancel. Recommendations include estimated annual savings and any transition considerations to factor in before making changes.
The review does not include contract negotiation itself, though a negotiation brief can be prepared as an add-on. The timeline is short and the scope is contained, making this a practical entry point for organizations that want a quick, focused look at one area of their budget before undertaking a broader restructuring.
What you'll work through
Review Steps
- Step 1 — Inventory
- Collect all recurring cost data: invoices, contracts, and auto-renewal records
- Step 2 — Usage Assessment
- Cross-reference costs with actual usage data where available
- Step 3 — Evaluation
- Score each item against the three-criteria framework
- Step 4 — Recommendations Report
- Prioritized list with rationale and estimated savings per item
- Step 5 — Debrief Call
- 45-minute session to review findings and discuss next steps