End-of-year SaaS subscription checklist for small teams
A quick routine to close the year strong: review tools, right-size seats, cancel waste.
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.