Simple Subscription Management Template
Download a Sample Simple Subscription Management Template for
Excel | Google Sheets
Download a Blank Simple Subscription Management Template for
Excel | Google Sheets
Use this all-purpose subscription management template to keep track of your subscriptions and memberships. Enter the name of the subscribing organization or individual; the date they paid their fees; the amount, duration, and expiration date of their subscription; the renewal method, the renewal date, and any relevant notes. This template is the perfect solution for organizations, businesses, or individuals looking to keep track of current subscriptions or membership lists. Download this simple template to ensure that renewals hit all-time highs.
For more resources and templates related to managing clients and customers, see this comprehensive collection of free client and customer list templates.
Subscription Management Dashboard Template
Download a Sample Subscription Management Dashboard Template for
Excel | Google Sheets
Download a Blank Subscription Management Dashboard Template for
Excel | Google Sheets
Keep track of all of your subscription and membership details with this visually dynamic subscription management dashboard template. The template includes dashboard-style details, including number of active subscribers, year-to-date net amount, churn rate, month-by-month subscription or membership adoption, new subscribers, average duration of subscriptions, and number of unsubscribers. This completely customizable template can help you and your organization optimize your subscription and membership numbers, resulting in a higher rate of subscriber duration, a lower churn rate, and higher subscription net amounts.
Monthly Subscription Tracking Spreadsheet
Download a Monthly Subscription Tracking Spreadsheet for
Excel | Google Sheets
Get month-by-month and annual subscription data with this monthly subscription tracking spreadsheet. For each subscriber, enter their name, indicate whether their subscription is a gift, and include their subscription type, subscription start date, date of last-shipped subscription material, subscriber address, and whether their subscription carries over to the next year. Once you populate the template with subscriber data, you or any team member can use this single-source template to get the most up-to-date details on your subscribers.
Check out this list of free client intake templates and forms to ensure that you’re optimizing your new clients’ onboarding experience.
Subscription Business Model Template
Download a Subscription Business Model Template for
Excel | Google Sheets
Improve your subscriber retention rate with this easy-to-use subscription business model template. The template provides you with a big-picture view of your subscription success rates by tracking data such as the percentage of new members due to a free trial, free membership conversion rate, bill-through rate, average revenue per user (ARPU), monthly premium retention, and more. This fully customizable template helps ensure that you successfully account for all subscriber data so that you have a successful model for future subscription and membership campaigns.
For more resources and templates on managing your subscribers, see this article with tips and best practices for mastering client management.
Membership Tracker Template
Download a Membership Tracker Template for
Excel | Google Sheets
Track each member or subscriber with this comprehensive membership tracker template. For each member, list a membership level, whether or not they’re active, if their renewal fees are overdue, how long their membership has lasted, if they’re a new member, if renewal is pending, if their membership level has changed, and their membership level. This template is the perfect tool for gaining visibility into each member’s subscription or membership lifecycle and tracking any outstanding membership dues.
Use Smartsheet to Track Subscriptions and Memberships with Ease
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