Industry · Marketing & margin audit

Subscription marketing audit: published findings and scope

Separate voluntary churn, failed payments, billing and acquisition. A retained subscription requires a stated follow up period before future value can be treated as realized revenue.

7
published cases
$344k
sum of annual case figures
$51k
lower median case figure / yr
6 days
lower median time to findings

The 7 published Subscription case highlights sum to $344k in annual figures, with a lower median of $51k. Each case explains its own outcome; the sum does not establish realized cash recovery.

What the Subscription figures mean

7 published Subscription cases: $51,000 lower median annual highlight figure. The estimator uses a separate $51k model reference. Equal figures in some sectors do not make these the same statistic.

The population is the 74 published case studies, with one selected highlight figure per case. It is not a representative sample of all SMBs or a total of every finding in each audit. A lower median is the middle value after sorting, using the lower of the two middle values for an even count. Published annual figures include different outcome types; they are not all collected cash, profit or recurring savings. Case publication dates do not establish common observation, implementation or recovery periods; use each case for its supported timing and outcome.

Separate voluntary churn, failed payments, billing and acquisition. A retained subscription requires a stated follow up period before future value can be treated as realized revenue.

Where Subscription budgets leak

The 7 published subscription audits spread across the whole life of a subscriber, and the group worth the most is the one nobody markets to: billing. 2 cases worth $115k a year in case figures were revenue subscribers already owed, from a failed payment flow that let recoverable members lapse to seat true ups that never caught up with growing teams ($63k a year, found in 6 days, the largest finding in the set).

Acquisition is the second story. Growth spend looked healthy on day one while churn erased it by month three, and discounted win back campaigns targeted users who were returning anyway. Pricing follows, with an annual discount deeper than the churn it prevented and shipping tiers where the most loyal cohort subsidized the least loyal. One more case sits in the cancel flow: members who wanted a pause found canceling easier.

Every one of these reads as growth on a sign up report. The audits below measure by cohort, so a retained subscriber counts as realized revenue only after a stated follow up period.

Four patterns across the 7 published Subscription cases. Each card names the cases it rests on; open one for its evidence. The five patterns behind them are defined in the margin leak guide.

Billing

Revenue the billing never collected

Failed payments left to lapse as involuntary churn, and seats added faster than contracts are trued up, are revenue subscribers already owed that never reaches the books.

2 of the 7 published cases · $52k to $63k a year
Paid media

Acquisition and win backs counted as wins

Cohorts that churn by month three, and discounted win backs aimed at subscribers who would have returned anyway, both read as growth until retention is measured by cohort.

2 of the 7 published cases · $33k to $51k a year
Pricing

Discounts and tiers priced below cohort value

An annual discount deeper than the churn it prevents, and shipping tiers that let the most loyal cohort subsidize the least loyal, give margin away where it earns nothing back.

2 of the 7 published cases · $41k to $57k a year
Retention flows

Pause flows leaking to cancel

Members who wanted a pause find canceling easier, so a save becomes a lost subscription with a recurring cost.

1 of the 7 published cases · $47k a year
The largest published Subscription finding

$63,000 a year, found in 6 days

Seat true ups were underbilled as accounts grew. Expanding teams added users faster than contracts were trued up, leaving seats unbilled.

Active users actually being billed, before93%After the fix99%

Read the case →

The 7 Subscription audits

What the audit checks for Subscription

Failed payment retry is the first check: the step by step guide shows how to measure it yourself.

Running paid search or paid social? Each has its own self scored checklist: the Google Ads audit checklist and the Meta ads audit checklist.

Reviews on Google, then Subscription client statements firstAll 60 client statements →4.8 on Google →
GOOGLE REVIEW

“Short version, we were about to cut the wrong thing. Glad we got this done first.”

Gustavo Moraes
SUBSCRIPTION

$63k a year found in 6 days

Active users actually being billed: 93% → 99%

“Expansion lagged what we saw inside accounts. Victoria reconciled active users against billed seats: many customers used more seats than they paid for. Automated true ups now capture it, and nobody pushed back.”

VP of Finance · Subscription · B2B software
Written approvalUnder NDA6 days to findings
Portrait photograph of Victoria MillerVictoria MillerSenior Auditor · signed this audit off
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GOOGLE REVIEW

“Founder was on the kickoff call, the auditor who did the work ran the readout. Small thing but I've never had that with a consultancy before. You actually talk to the people who know the answers.”

Daniel Andrés Cruz Rodriguez
DTC / ECOMMERCE

$134k a year, read a year after a 6 day audit

Contribution margin on the two top campaigns: −7% → +9%

“Revenue grew and cash didn't. Victoria rebuilt margin per order after shipping, returns and payment fees, and our two biggest prospecting campaigns were losing money on every sale. We stopped scaling them.”

Founder & CEO · DTC · Beauty & personal care
Client approvedUnder NDA6 days to findings
Portrait photograph of Victoria MillerVictoria MillerLead auditor on this audit
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GOOGLE REVIEW

“The thing that won me over was a line in the report that basically said "we can't prove this one, so we're not counting it". Nobody does that. Made me trust everything else in there.”

Keano Coulier
MANUFACTURING

$118k a year of wasted spend cut in 7 days

Rebates paid on volume never actually earned: 19% → 1%

“Rebate expense outran distributor volume and we could not see why. Cristian reconciled rebates paid against volume actually shipped and paid for, tier by tier: accruals had run off gross purchase orders. Quarterly true ups now catch it.”

VP of Supply Chain · Manufacturing · Water pipe producer
Written approvalUnder NDA7 days to findings
Portrait photograph of Cristian BragauCristian BragauSenior Auditor · signed this audit off
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GOOGLE REVIEW

“I've paid for a few of these "audits" over the years and they usually end with a pitch. This one ended with a list of what to fix and which parts we could do ourselves. Some of it was not what I wanted to hear. All of it was right.”

JOEL PABLO ESPADA PEA
FINTECH

$96k a year of wasted spend cut in 7 days

App installs that funded a real account: 24% → 63%

“Installs looked great and funded accounts stagnated. David followed sign ups through to funding, and the bonus was buying registrations from people who claimed it and never transacted. Incentives now pay on activation, not the download.”

VP of Growth · Fintech · Consumer
Written approvalUnder NDA7 days to findings
Portrait photograph of David JacksonDavid JacksonSenior Auditor · signed this audit off
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GOOGLE REVIEW

“Solid work. Lost a star only because the first week dragged, mostly getting them access on our end so partly our fault. After that it moved fast and the readout was really clear.”

Wiwa Smutter
B2B SAAS

$92k a year found in 7 days

Enterprise deal margin lost to quarter end: 5 pts lost → 0 pts lost

“Bookings hit target while margin slipped. Cristian split our discounting by timing and rep: concessions spiked in the last days of every quarter because buyers had learned to wait. Approval thresholds fixed it without losing deals.”

CRO · B2B SaaS · Enterprise
Written approvalUnder NDA7 days to findings
Portrait photograph of Cristian BragauCristian BragauSenior Auditor · signed this audit off
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RETAIL

$88k a year of wasted spend cut in 7 days

Paid social proven to lift store visits: ~1 in 3 → 9 in 10

“Our CFO doubted that online ads drove store visits. David's matched market geo lift test proved the doubt right: footfall barely changed where the ads were off. The budget moved to markets and channels that passed the test.”

VP of Marketing · Retail · Omnichannel
Written approvalUnder NDA7 days to findings
Portrait photograph of David JacksonDavid JacksonSenior Auditor · signed this audit off
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PHARMA

$88k annual budget redirection identified in 7 days

Congress spend with a tracked return: 8% → 88%

“Six figures a year in congresses and KOL sponsorships, renewed on habit. Leslie tried to connect it to share of voice, engagement or prescribing and found no instrumentation at all. The unmeasurable part now funds engagement we can track.”

Head of Commercial Strategy · Pharma · Biopharma
Written approvalUnder NDA7 days to findings
Portrait photograph of Leslie MartinLeslie MartinSenior Auditor · signed this audit off
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MARKETPLACE

$74k a year of wasted spend cut in 7 days

Courier bonuses paid into already full zones: 22% → 3%

“Incentive spend rose while service levels stayed flat. Alex matched bonus payouts against real time courier availability by zone: in dense areas we paid couriers who would have worked anyway. Bonuses now fire only where coverage is short.”

VP of Supply Growth · Marketplace · Food delivery
Written approvalUnder NDA7 days to findings
Portrait photograph of Alex PopAlex PopSenior Auditor · signed this audit off
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SERVICES

$62k a year found in 6 days

Qualified inbound calls that became bookings: 2 in 3 → 9 in 10

“Marketing hit every target and revenue stalled. Leslie followed our qualified calls into intake and about a third were dropped at busy times or never followed up. Fixing staffing and call handling converted demand we had already paid for.”

Managing Partner · Services · Legal
Written approvalUnder NDA6 days to findings
Portrait photograph of Leslie MartinLeslie MartinSenior Auditor · signed this audit off
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The five leak patterns every Subscription audit tests

Every Subscription audit tests the same five patterns that drain SMB marketing margin. The 2026 benchmark shows how often each one turns up across industries.

Industries we audit besides Subscription

Book a Subscription audit → Estimate your Subscription leak → See the benchmark