End-of-year SaaS subscription checklist for small teams

A quick routine to close the year strong: review tools, right-size seats, cancel waste.

Pilot with a checklist in a cockpit, representing a structured SaaS subscription review before year-end.
A simple checklist to review, right-size, and cancel SaaS tools before January.

A quick routine to close the year well. Review tools, right-size seats, and cancel waste so January starts clean.

Checklist

  • Export a list of subscriptions with vendor, plan, price, owner, and renewal date.
  • Confirm each subscription has an active owner who still needs it.
  • Right-size seats and downgrade unused tiers.
  • Cancel legacy tools or overlapping categories.
  • Note negotiation targets for Q1 and the date to start outreach.

Tips

  • Prefer annual billing for stable tools you will keep for the next year.
  • Add a monthly review reminder so renewals never surprise you.

Use Crodor to keep renewals, owners, and notes in one place next year.