Contract Compliance and Entitlement Audit Playbook

The fastest way to find revenue leakage is to compare:

• what the contract promises and allows
• what the customer actually uses
• what you actually bill

This playbook installs a beginner-safe audit motion you can repeat quarterly.

What you will install

1. Entitlement extraction checklist
2. Sampling and prioritization approach
3. Evidence pack template
4. Remediation workflow (fix billing rules and recover leakage)
5. A quarterly audit cadence

Step-by-step audit motion

Step 1: Extract entitlements

Capture:

• what is included
• usage limits and overage pricing
• minimums and commitments
• discounts and renewal terms
• billing frequency and timing rules

Step 2: Reconcile usage and invoices

For sampled accounts:

• compare usage to entitlements
• compare entitlements to invoiced line items
• identify underbilling and mispricing

Step 3: Remediate and prevent repeats

Actions:

• correct billing rules and price books
• pursue back-billing when appropriate
• update templates and onboarding to prevent repeats

Templates

A) Entitlement extraction checklist (copy/paste)

Copyable template (TEXT)
Copy
Entitlement Extraction Checklist

Contract ID:
Customer:
Term dates:

Included:
Usage limits:
Overage pricing:
Minimum commitments:
Discounts:
Billing frequency:
Special terms:
Renewal and escalators:

B) Evidence pack template (copy/paste)

Copyable template (TEXT)
Copy
Evidence Pack

1) Contract excerpt (entitlements and pricing)
2) Usage report (billing period)
3) Invoices issued (billing period)
4) Variance summary (what should have been billed vs what was billed)
5) Remediation plan and owner