How to run a lightweight SaaS audit in one hour

Why a quick audit works

You don’t need a finance team to get control. A focused hour once a month will surface most savings.

Step 1 — Gather (10 minutes)

Open your source of truth (sheet or tool). Columns: vendor, plan, price, billing cycle, renewal date, seats, owner.

Step 2 — Sort by urgency (10 minutes)

Filter to renewals in the next 60 days. Everything else can wait.

Step 3 — Usage and owner check (20 minutes)

For each item in the 60-day list:

• Owner still active? If not, reassign or cancel.
• Seat utilisation: active vs paid.
• Plan fit: are you paying for features you don’t use?

Step 4 — Decide (15 minutes)

Mark one outcome: Keep, Right-size, Negotiate, Cancel. Add a one-line note.

Step 5 — Set next actions (5 minutes)

• Calendar a renewal reminder 30–45 days out.
• If negotiating, draft the first email now.

Signals it worked

You have owners on every tool, a short action list, and no surprise renewals.

Want a calmer audit each month? Crodor keeps renewals, owners, and notes in one place.