Quick checklist: cut costs without killing growth
Use this checklist to cut expenses while protecting revenue, customers, and future growth. Work top to bottom; stop if an item risks customer experience or core capabilities.
1. Separate fixed vs. variable costs
- Do: List monthly costs as fixed (rent, salaries) or variable (materials, shipping, ad spend).
- Decision rule: Target variable costs first — you can scale them up or down with demand.
- Example: If shipping jumped 20%, renegotiate rates or switch carriers before cutting staff.
2. Protect revenue-generating activities
- Do: Identify top 20% of activities that produce 80% of revenue (customers, products, channels).
- Decision rule: Never cut budget for top-performing products or channels until you test alternatives.
- Example: If Facebook ads drive most sales, rework creative or target instead of pausing the channel.
3. Audit subscriptions and recurring services
- Checklist: Export all bank/credit card charges for 12 months; flag recurring items.
- Do: Cancel unused tools, consolidate overlapping services, ask vendors for lower tiers.
- Decision rule: If a tool is used <3x/month and doesn't save >2 hours per month, cancel or replace.
4. Negotiate contracts and vendor terms
- Do: Contact top 5 vendors and ask for better pricing, longer payment terms, or volume discounts.
- Script: "We value our partnership. If you can reduce price by X% or give net-45 terms, we’ll consolidate more spend with you."
- Example: Ask your supplier for 2% off for upfront annual payment; compare savings vs. interest.
5. Trim overhead without harming ops
- Actions: Reduce office footprint (hybrid schedules), delay nonessential hires, and centralize admin tasks.
- Decision rule: Only freeze hires if workload per person increases >15% long-term; otherwise hire temp help.
- Example: Move to smaller office and book shared meeting spaces for occasional needs.
6. Reduce cost of goods sold (COGS)
- Do: Re-bid raw materials, order larger but fewer shipments, and redesign packaging to cheaper options.
- Decision rule: If alternative material raises defect rate >2%, keep current supplier.
- Example: Switch to a slightly cheaper box that still protects product; save on shipping volumes.
7. Cut marketing waste, not reach
- Checklist: Pause low-performing ads, increase organic content that converts, repurpose high-performing creatives.
- Decision rule: Pause ads with CPA > 1.5x target; reallocate budget to channels under target CPA.
- Example: Turn a top-performing email into a short social video instead of buying more ad spend.
8. Improve labor efficiency
- Do: Map the top 5 processes, remove steps that don’t add customer value, and standardize best practices.
- Decision rule: Automate tasks that take >3 hours/week and repeat monthly.
- Example: Use a template for common invoices to save bookkeeping time.
9. Use temporary cost-saving tactics first
- Actions: Implement hiring freeze, reduced hours, or voluntary unpaid leave before permanent layoffs.
- Decision rule: If cash flow forecast shows survival <3 months, consider permanent reductions.
- Example: Offer a 10% temporary pay cut with equity or bonus on recovery.
10. Monitor cash flow weekly
- Do: Maintain a 13-week cash flow forecast; update weekly with actuals.
- Decision rule: If forecasted cash <30 days of runway, trigger emergency cost cuts and lender calls.
- Example: Use a simple spreadsheet: starting cash, inflows (sales), outflows (fixed+variable), ending cash.
11. Protect customer experience
- Checklist: Before cutting, ask: Will customers see slower service, lower quality, or higher prices?
- Do: Test changes with a small segment and measure churn or complaints before rolling out.
- Example: Offer slower shipping as an opt-in discount instead of raising standard prices.
12. Reinvest savings into high-return areas
- Do: Track savings and redirect at least 30% into top-performing marketing, product improvements, or retention.
- Decision rule: If a reinvestment yields <10% ROI within 6 months, stop and reallocate.
Quick risk checklist before finalizing cuts
- Will this reduce revenue next quarter? (Yes — rethink)
- Will this harm customer retention? (Yes — avoid)
- Is there a low-cost test to validate? (No test — try a pilot)
One-page action plan (next 7 days)
- Day 1: Export bank charges and list recurring subscriptions.
- Day 2: Identify top 20% revenue drivers and freeze cuts there.
- Day 3: Negotiate 3 key vendor contracts.
- Day 4: Pause low-performing ads and repurpose best content.
- Day 5: Run a 13-week cash forecast and set runway trigger points.
- Day 6: Pilot 1 efficiency automation and track hours saved.
- Day 7: Decide on temporary vs. permanent labor changes using decision rules above.
Use this checklist weekly until your cash and growth metrics stabilize.