Small business software buying checklist

Before trial

• Write the workflow you are fixing in one sentence.
• List the current tool or spreadsheet this will replace.
• Confirm the current pricing page, plan limits, and add-on fees.
• Check whether the tool supports your country, currency, tax needs, and payment processor.

During trial

• Create one real workflow with sample data.
• Invite the teammate or accountant who will actually use it.
• Test export, cancellation, and support response paths.
• Record the exact plan needed for your use case.