Description
Setup Guide & Full Tour (5 min, start here if you are new to Notion)
Run your subscription box from first sketch to doorstep. See who is active, paused or cancelled, what every box really costs and earns, which items are short, which purchase orders are late, where each shipment is and who is due a win-back offer.
Who it’s for
- Subscription box founders
- Small curated-box shops selling on Cratejoy, Shopify or their own site
- Gift box sellers moving to a monthly plan
What’s inside
- Subscribers: plan, status (Trial, Active, Paused, Cancelled), months subscribed, lifetime value, churn flag and reason, next renewal and win-back follow-up date
- Plans & Pricing: monthly, quarterly, annual and gift plans with price, cost and margin per box, active subscribers and MRR
- Monthly Boxes: theme, status (Planning, Sourcing, Packing, Shipped), linked items, cost per box, retail value, margin and ship-by date
- Box Items & Products: supplier, unit cost, retail value, quantity needed, stock on hand and shortfall
- Suppliers: contact, lead time, minimum order, rating and total spend
- Inventory & Purchase Orders: Draft, Ordered, Received; total with freight, expected date, days overdue and a Late orders view
- Shipments & Fulfillment: one row per subscriber per box with carrier, tracking, postage, delivered date and days in transit
- Marketing & Retention: promo codes, referral and win-back offers with spend, new subscribers, cost per subscriber and ROI
- Dashboard: a subscriber status donut, margin per box by month and MRR by plan, eight photo navigation cards and sections for subscribers, boxes, sourcing, shipping and retention.
- Start Here: Step-by-Step Guide inside the template, written for complete beginners
- Fictional sample data so you can see how everything connects, easy to clear
How it works
Items roll up into each month’s box to give the real cost and margin per box; boxes and subscribers roll up into each plan’s margin and MRR. Purchase orders track what you still need from suppliers, and every shipment links a subscriber to a box.
Built-in automations
Four automations: Shipped on, Received on, Delivered on and Cancelled on (which also sets a win-back follow-up 30 days later).
Set up in 3 steps
- Open the template link in your PDF and click Duplicate to copy it into your own Notion workspace.
- Open Start Here and follow the setup: add your own details and clear the sample data when you’re ready.
- Work from the dashboard every day and use the weekly checklist in Start Here to keep everything up to date.
What you get
- The Notion template (duplicate link delivered as a PDF)
- Setup Guide PDF with a step-by-step walkthrough and FAQ
- Start Here guide inside the template
Free plan
Works on the Free Notion plan. The built-in automations are Notion database automations, which run on paid plans (Plus and up). On the Free plan they pause and you fill those dates in by hand; every database, formula and view still works. Desktop, web and the Notion mobile app.
Digital product: nothing physical is shipped. Sample data is fictional.
Notion is a trademark of Notion Labs, Inc.; this is an independent template by Create Digital Tools (createdigitaltools.com).
New to Notion? Try it free here (affiliate link: we may earn a commission at no extra cost to you).
Also on Gumroad: Subscription Box Business Manager: Notion Template
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