Index / Firm Operations & Finance
PB-043

Vendor Spend Audit

Finds the marketing and service vendors quietly billing you for nothing.

The spec — copy this

Set up a new bot for me I can trigger quarterly. Walk me through connecting my accounting system and my email, then configure it: list every recurring vendor charge with the amount, the frequency, the contract term if it can find one, and the last time anyone at the firm actually used or referenced the service. Pay particular attention to lead vendors, directory listings, SEO retainers, software seats, and answering services, and for each one tell me what it produced against what it cost — for lead vendors, cost per signed case, never cost per lead alone. Rank everything by amount at stake and mark the ones with an auto-renewal date coming. It cancels nothing. Ask me which vendors are protected and where the performance data lives, run the first audit with me watching, then save it.
Paste into an assistant that can connect to your systems.
Category
Firm Operations & Finance
Connects to
Contributed by
Jacob Malherbe @jacobmalherbeMass Tort Ad Agency
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