Sample — indicative mode, illustrative data

Indicative Audit Summary

What you receive the same day as your free ~30-minute call — before any purchase history or NDA is needed.

Prepared forDrilling fluids company (illustrative)
Scope4 categories · tick-list only, no purchase history
BasisSpend you state on the call — a quick estimate, not a report

A quick read, not a deep one: four categories, reviewed live in ~30 minutes, no invoices or supplier names needed. This is the same range read out on the call, in writing.

$1.16M
Annual spend discussed
$99–199K
Indicative annual opportunity

Indicative range by category

  • PHPA — $33K–$65K/yr indicative
  • Xanthan gum — $27K–$53K/yr indicative
  • PAC LV — $22K–$45K/yr indicative
  • Specialty surfactant — $18K–$36K/yr indicative

Ranges reflect category-level benchmarking against qualified international supply, not yet validated against your invoices. The full audit narrows each line to a validated, SKU-specific figure under mutual NDA. USD is Uptinergy's pricing basis; CAD is how most clients budget.

What this is — and isn't

A decision document to help you judge whether a full audit is worth doing — not a commitment, not technically validated, and not built from your purchase history. If the range looks worth pursuing, the next step is a full audit under mutual NDA: 12 months of purchase history, producing a validated, SKU-level report like this sample. If not, no action needed — we're happy to check back down the road.

Uptinergy Inc. · Sourcing Strategy & Supply Chain Advisory · Calgary, AB info@uptinergy.com · +1 780 209 1570

Ready to go deeper? See what the full audit report looks like →