01AI & Software Spend LedgerXLSX. Every AI-touching and SaaS line item found across contracts, invoices, card statements and expense reports — vendor, annualized cost, contract end date, auto-renew flag, internal owner, seats purchased vs. seats with activity in the last 30 days. Up to 300 line items.
02Waste RegisterXLSX + report section. Itemized cancellable, downgradable, duplicate and orphaned spend. Each row: a dollar amount, a confidence rating (Confirmed / Likely / Needs Verification), the exact action, the person or vendor rep to send it to, and the deadline. Footed to one number — Recoverable Annual Dollars.
03Shadow-AI InventoryEvery AI tool in use that IT did not procure — sourced from expense lines, SSO and identity logs, browser-extension inventory where available, and interviews. Each tool gets a data-exposure rating (does company data leave the tenant, is training opt-out set, is there a signed DPA) and a keep / replace / kill call with the reason.
04Duplicate-Capability MapOne page showing which purchased tools do the same job — three products that all do meeting transcription, two that both do document Q&A — with the consolidation target and the annual dollars freed by consolidating.
05AI Readiness ScorecardSix dimensions scored 0–5: data accessibility, identity and SSO coverage, process documentation, integration surface, governance and policy, change capacity. No score is given without a named artifact or a named system behind it.
06Unclaimed Wins List10 automation and AI candidates ranked by (annual hours saved × loaded hourly rate) ÷ build effort in days. Each entry names the system of record, the process owner, the trigger, and a build estimate in days — specific enough that your team or any vendor can quote it.
0790-Day RoadmapThree 30-day blocks. Each has a named owner, entry criteria, exit criteria, a dollar target, and an explicit "do not start this until" dependency. Written so it can be executed by internal staff or any third party.
0812-Month Renewal CalendarEvery AI/SaaS renewal date in the next 12 months with a recommended posture — cancel / downgrade / renegotiate / consolidate / renew — and the specific leverage line to use in that negotiation.
09The report itselfPDF, 25–40 pages, plus a 20-minute recorded video walkthrough delivered with it. Written by me. Not assembled by a template generator.
10One-Page CFO MemoThe entire audit compressed to a single page you can forward to finance or drop into a board packet without editing: current AI/SaaS run rate, recoverable dollars, the three actions, the 90-day dollar target.
11Written scope boundaryPublished before purchase. One legal entity, up to three business units, up to six 30-minute stakeholder interviews, up to 300 software line items, read-only data access only. Anything beyond that is quoted separately or declined — never billed as an overage.
12Data handling termsPublished before purchase. Mutual NDA signed before the intake call. Read-only exports only. No production system access. No PII requested or accepted. All client data deleted 30 days after delivery, with written confirmation.