Coming soon
Perks Audit Kit
A guided workbook and spreadsheet for a yearly perks audit. Work through your cards, workplace benefits, memberships, insurance and local perks with plain-English prompts, then keep everything in one tracker with reminders for credits that expire.
$12 once. Instant download. 30-day refund.
Create a free account and tick "email me when the Perks Audit Kit is available". We'll send one email when it is. No payment is taken now.
What's in the kit
- Audit workbookStep-by-step prompts for every place perks hide.
- Perks tracker spreadsheetEvery perk, its value, and when it renews or expires.
- Annual fee calculatorIs each card or membership still worth it?
- Question scriptsWhat to ask HR, your insurer and card issuers.
- Claim logFor warranty, price protection and benefit claims.
- Yearly calendarWhich month to check what.
What the kit is, and isn't
It's a set of templates for organizing your own perks. It doesn't recommend cards or products, link to retailers, or earn us anything when you use a perk. Benefits are set by each provider, so the kit helps you find and check them, not guarantee them.
Questions
When will it be available?
We're finishing the templates now. Create a free account and choose to be notified, and we'll send one email when it's ready.
What software do I need?
The spreadsheet works in Google Sheets, Excel or Numbers. The workbook is a printable PDF.
What if it isn't useful?
Email us within 30 days and we'll refund it in full.
Will buying it add me to marketing emails?
No. You'll get a receipt and your download link. The newsletter is a separate choice.