← All templates FREE RESOURCE / HEADSUP Software seat review checklist. Compare purchased access with actual use before proposing changes.
Team leads reviewing licensed software seats.
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02 / REVIEW & KEEP Your draft Generated draft SEAT REVIEW — [Software]
Purchased seats: [Purchased seats]
Recently active: [Recently active seats]
Usage window: [Usage period reviewed]
Reviewer: [Reviewer]
[ ] Check the vendor's definition of active usage.
[ ] Ask owners about seasonal, emergency and infrequent use.
[ ] Identify integrations and service accounts.
[ ] Verify whether unused seats can actually be removed.
[ ] Confirm minimum terms, discounts and billing impact.
[ ] Document the proposed change and its approver.
[ ] Record the confirmed vendor outcome separately. Copy draft Download .txt Print draft
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A THREE-STEP WALKTHROUGH From blank page to next action. 01 Use an explicit time window and check how the vendor defines usage.
02 Talk to owners before proposing removals; inactivity alone is insufficient.
03 Ask the vendor for the actual billing effect and record the result.
A worked example Four apparently unused seats do not necessarily mean one-third of the invoice is avoidable. Minimum commitments and pricing tiers can change the answer.
Illustrative example, not a customer result.
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