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How I found $3,200/mo silently leaking from my SaaS (a free 5-step audit)

Every SaaS founder I know has at least one revenue leak they didn't spot for months.

Here's a 5-step audit process I've been refining. Run through it — it takes about 2 hours:

Step 1: Failed payment recovery
Pull your payment processor data for the last 90 days. What % of failed charges were eventually recovered vs lost? If it's less than 40% recovery, your dunning logic needs work. Exponential retries over 14 days, with email sequences, can recover 20-35% of failed charges.

Step 2: Trial funnel drop-off
Find the feature or step where the most trial users abandon. In most SaaS tools, 60-80% of trial churn happens at a single bottleneck. Fix that one thing before anything else.

Step 3: Expansion revenue triggers
When a user hits a usage limit, what happens? If it's just a hard block with no upgrade prompt, you're leaving expansion MRR on the table. Map every limit → add an in-context upgrade nudge.

Step 4: Annual vs Monthly mix at renewal
Track how many annual customers downgrade to monthly at renewal. That's "downgrade churn" — it doesn't show up in standard churn metrics but it tanks your MRR growth.

Step 5: Pricing page clarity
Run a session recording on your pricing page. Watch where users hesitate, scroll back, or leave. Usually it's one row in the feature comparison table they don't understand. Simplify it.


I've been building a more detailed version of this — a 15-step Revenue Leak Detection Toolkit (Notion templates + Excel calculators + playbook) priced at $49.

Question for IH: Would you pay $49 for a ready-to-run audit toolkit like this? Or would you just expect this to be free? Genuine question — trying to figure out whether to ship it.

on May 27, 2026
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