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SaaS Renewal Control Checklist

The exact checklist agencies and small teams use to get renewals under control. Use it free. No login.

Walk through a simple, guided process to assess your SaaS stack, identify waste, and create a plan to stay in control.

Step 1: Quick Snapshot

Answer a few quick questions to get a sense of your SaaS stack situation.

Step 2: Checklist & Table

Use the checklist to guide your collection, then add your subscriptions to the table below.

What to Collect

Your Subscriptions

Tool NameOwnerCostBilling CycleRenewal DateStatus

Step 3: Review Routine

Choose a review cadence that works for your team. Consistency is more important than frequency.

What to Do

Review all upcoming renewals in the next 30 days. Check for tools you no longer need, negotiate better rates, and plan your budget. This keeps surprises to a minimum and helps you stay proactive.

Action Items:

  • Check renewals in next 30 days
  • Identify tools to cancel or renegotiate
  • Update your checklist with any changes
  • Set calendar reminders for next month

Step 4: Summary & Export

Review your totals and export your checklist. Optionally, have it emailed to you.

Total Costs

Monthly

$0.00

Annual

$0.00

By Status
Keep0
Review0
Cancel0
Upcoming Renewals

0

Next 30 days

0

Next 60 days

0

Next 90 days

Download CSV

Export your checklist as a CSV file for easy sharing and backup.

Email This Summary (Optional)

Get your checklist summary sent to your email for easy reference.

Want to automate this process? See how RenewGuard works

If maintaining this manually already feels like a chore...

That's exactly why I built RenewGuard. It's this checklist, but automated.

Track all your subscriptions in one place, get automatic reminders before renewals, and never get surprised by an auto-charge again. No integrations needed—just simple, manual tracking that actually works.