Worksheet

Plan and billing decision sheet

A two-page worksheet covering the billing metric, plan names, features and limits per plan, trial rules, retry and grace rules, and exit terms. Add a column for who decides each item and the date it was agreed. Sign it before the build starts.

Name: ______________________   Business: ______________________   Date: ______________

Cross out or rewrite any heading that does not fit your business. From the guide “How to Plan SaaS Plans, Trials and Billing Before the Build”, www.gullysystem.com/blog/how-to-plan-saas-plans-trials-and-billing-before-the-build