HeadsUp / Examples of reviewing software subscriptions. HEADSUP / EXAMPLES 03 — 02
Examples of reviewing software subscriptions. HeadsUp keeps a list of the software your business pays for. Enter prices and renewal terms, then see the next bills and the earlier dates for giving cancellation notice.
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EXAMPLE / 4 STEPS Check when you must give notice and decide whether to keep the plan.
Start with the vendor’s dates Assign the review before the cutoff Model the choices without changing the record Read the full example ↗ TRY THIS SITUATION A plan renews on 18 October and requires 30 calendar days’ notice. The entered notice deadline is 18 September. Schedule the internal decision before that day; confirm the vendor’s actual cutoff and notice process.
Illustrative example 02
EXAMPLE / 4 STEPS Check which paid user accounts are still used and ask about a smaller plan.
Count purchased seats and active users Ask who still needs access Price the option using the vendor’s offer Read the full example ↗ TRY THIS SITUATION Twelve seats are purchased and eight are currently active. A smaller plan is worth discussing. A four-seat reduction is only an option until the team confirms its needs and the vendor confirms the price.
Illustrative example 03
EXAMPLE / 4 STEPS Check prices, upcoming renewals and the plans someone still needs to review.
Repair gaps before interpreting totals Review the next decision window Look at charges and usage together Read the full example ↗ TRY THIS SITUATION One annual renewal needs a decision this week, another plan has no owner, and a third has a recent seat review. Handle the deadline first, assign the missing owner, then consider the usage question.
Illustrative example PUT IT TO WORK Check your next subscription date. Use the free tool with your own details. Download what you make. Create an account if you want to keep your work online.