# Productivity tool trial checklist

MakeMeSane — a practical evaluation worksheet

## Before the trial

- Tool and plan:
- Problem I want to solve:
- What a useful improvement would look like:
- Existing tool or process this could replace:
- Essential requirements and source links:
- Account permissions required:
- Trial end date, time, and timezone:
- Cancellation deadline and instructions:
- Renewal amount, currency, tax, and billing period:

## Test real work

| Scenario | What I tried | What happened | Manual work still needed |
| --- | --- | --- | --- |
| Setup and import | | | |
| Normal workday | | | |
| Meeting or deadline change | | | |
| Unfinished or recurring task | | | |
| Data export and exit | | | |

Record firsthand observations separately from vendor descriptions. Avoid entering
confidential client information into a trial before checking access and privacy requirements.

## Cost and commitment

- Number of paid users:
- Monthly price per user:
- Full annual price per user:
- Total for the chosen billing period:
- Additional usage, tax, or add-on costs:
- Payment timing and refund terms:
- Setup and maintenance effort:

## Decision

- Essential requirements met:
- Benefits I actually observed:
- Problems or unanswered questions:
- Existing tool/process I can retire:
- Keep / investigate further / cancel:
- Reason:
- Decision date:
- Cancellation confirmation reference, if applicable:

Use this worksheet as editorial guidance, not a guarantee of performance or savings.
MakeMeSane: https://makemesane.com