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Playbooks · Money
Subscription audit
Once a month, a review of recurring charges that spots price rises, overlaps and trials about to turn into bills.
Paste this into your agent
Once a month, go through my receipts and statements and list every recurring charge with its price and billing cycle. Point out any price that has risen since the last payment, any services that overlap and any free trial due to become a paid plan within 30 days. For each item I might drop, explain in a line or two how cancellation works. Do not cancel, downgrade or change any plan, because I will make those calls myself. What the agent does
Collect receipts, renewal notices and statements
List recurring charges with price and cycle
Flag price rises, overlaps and trials about to convert
Explain how cancellation works for the likely cuts
Rules to add
- No cancellations, downgrades or plan changes by the agent
- No new sign-ups, even for a cheaper alternative
- Card and account numbers stay out of the report
What you end up with: A monthly list of charges with the rises, overlaps and trial traps marked.