Template $5.90

Free Trial & Introductory Offer Tracker

Every free trial converts to a paid charge eventually, unless you cancel first. This makes sure none of them do it silently.

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The problem

A single free trial is easy to remember — five of them, less so

One free trial is easy to track in your head. Several, running at the same time, each with its own conversion date and its own price once the introductory period ends, is a different problem — and the design of most sign-up flows counts on exactly that. Payment details go in upfront, the conversion date isn't front-of-mind, and the charge lands before you've actually decided whether to keep the service.

This tracker keeps every trial and introductory offer in one place — the start date, the promo price against the price you'll actually be charged once it converts, the exact cancel-by date, and whether you've set a reminder — so the decision to keep or cancel each one gets made deliberately, not by default.

Features
  • Start date and trial length for every offer, in one place
  • Promo price vs. price after conversion
  • Cancel-by date, calculated with a buffer before the actual conversion
  • Reminder tracking, so you know which trials still need a reminder set
  • Resolved-trials log — what you kept, what you cancelled, and when
  • Cancellation reminders checklist
How it works

Step by step

  1. Download the tracker and log each active free trial or introductory offer as you sign up.
  2. Record the start date, the promo price, and the price you'll be charged once it converts.
  3. Set the cancel-by date with a buffer before the actual conversion date, and note when you've set a reminder.
  4. When a trial is resolved, move it to the Resolved-Trials Log with the outcome and date.
  5. Work through the cancellation reminders checklist for anything still active.
Who it's for

Anyone who signs up for more than one free trial at a time

Streaming, software, meal kits, or anything else offered with an introductory period — if you're tracking more than one, this keeps every conversion date visible in one place.

What's included
  • Print-ready PDF tracker
  • Trial start dates, promo vs. conversion pricing
  • Cancel-by dates and reminder tracking
  • Resolved-trials log
  • Cancellation reminders checklist
  • Works on any device
Related tools

Don't let a trial convert by accident.

Every cancel-by date, in one place, before it's too late to act on it.

Get it — $5.90 →

One-time $5.90 · PDF · Works on any device