The first 90 days: an adoption plan

What you get

A dated plan from signup to a saving on the record — with one measurable outcome per phase, so whoever approved the purchase can see it working.

Days 1–7 — first money

Connect your accounting platform. Claim the first two quick wins: See what you're actually spending on software and Find the apps you're paying for twice.

Outcome: a defensible annual spend figure and a list of duplicate tools.

Days 8–30 — make the numbers true

Confirm the suggestions in Needs Review and assign the software in Unmapped. Confirm your app list. Assign owners on your top twenty apps. Add renewal dates for your five largest.

Outcome: per-app costs you would put in front of a board, and every finding with someone to take it to.

Days 31–60 — see the people

Connect your identity provider. Roll out the browser extension with a message in your own words. Claim Find the licences nobody is using as soon as coverage is high enough to act on.

Outcome: cost per user on every app, and your first unused-seat figure.

Days 61–90 — make it routine

Generate your first full report. Handle one renewal with evidence — seats used, cost per user, the ask. Mark your first saving resolved.

Outcome: a realised-savings figure above zero, and a monthly routine that runs.

What good looks like at day 90

Your key data sources are connected, the largest spend items are reviewed, at least one meaningful action has moved forward, and a recurring review habit is in place. Everything after that builds on Your monthly 15 minutes.

What you've unlocked

Next: Building an advisory routine your clients pay for