Checklist
Pricing page checklist
A checklist for a SaaS pricing page: what it must say, how it handles unknowns and what to confirm before you publish or change a price.
How to use this. Tick each item that is true of your page today. Every item left unticked is a question to answer before you publish a price or change one.
1. Clarity
- [ ] Each plan says who it is for, in one sentence.
- [ ] Each plan lists what is included, in the same order as the other plans.
- [ ] The page says what costs extra, or says that nothing does.
- [ ] The billing term is stated: monthly, annual or both.
- [ ] The unit you charge for is stated: per seat, per account, per use or flat.
- [ ] The page says how a customer changes or cancels a plan.
2. Honesty
- [ ] The price is shown, or the page says plainly how a visitor gets a quote.
- [ ] Every fee is shown before checkout, not first at checkout.
- [ ] Any trial states exactly what it includes, when it ends and what happens at the end.
- [ ] Any discount states its conditions on the same screen.
- [ ] Taxes are described accurately for the places you sell to. Ask your counsel or accountant what applies.
- [ ] The page does not describe a plan as popular, best or most chosen unless you can show it.
3. Comparison
- [ ] The differences between plans are in one table.
- [ ] The table uses words as well as symbols, so it makes sense to a screen reader.
- [ ] A visitor can tell which plan fits without contacting you.
- [ ] The table does not rely on color alone to show what is included.
4. Trust
- [ ] The terms of service and the privacy notice are linked from the page.
- [ ] The cancellation and refund policy is linked, and matches what you actually do.
- [ ] The page says where to get help before buying.
- [ ] No logo, quote or number appears without permission and a source you can show.
5. Accessibility
- [ ] Text has enough contrast against its background.
- [ ] Every control can be reached and used with a keyboard.
- [ ] The page works when zoomed to twice its size without sideways scrolling.
- [ ] Prices and plan names are text, not images.
6. Price change log
Never overwrite a price. Add a row each time a price, a package or a billing term changes, and keep the old row.
| Date the change took effect | What changed | Previous value | New value | Reason | Who approved |
|---|---|---|---|---|---|
7. Before you publish
- [ ] You wrote down what you expect to happen, and what you will do if it does not.
- [ ] Existing customers know what changes for them, and when.
- [ ] The change is recorded in your decision log.
- [ ] Your counsel has seen any wording about renewals, price changes or refunds.
Start a readiness review
Tell WE where the company stands. WE replies to arrange a conversation and a written read of your company's timeline.
A short PDF of the charts and sources, sent by email to the address you give.
Talk to WE : A question that does not fit a form.