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Finance · Template

Membership Program Design Workbook

A worksheet for designing membership tiers, pricing, and modeling the breakage and recurring-revenue math.

Educational template — not financial advice. This is an educational template with illustrative ranges, not financial advice and not a forecast. Figures are general orientation only and will differ for your practice. Confirm targets and benchmarks with your own accountant.
Download editable Excel (.xlsx) An original Money Racket template

Design tiers around recurring value, then model the economics — including the deferred-revenue liability of unredeemed credits. Download the editable spreadsheet or use the structure below. Illustrative only.

Tier design

TierMonthly priceIncluded value / creditsKey perks
[Tier 1][$____][____][priority booking, retail credit, member pricing]
[Tier 2][$____][____][____]
[Tier 3][$____][____][____]

Recurring-revenue & breakage model

MetricYour figureNotes
Members per tier[____]
Monthly recurring revenue (MRR)[$____]Members × price, summed
Credit redemption rate[____%]Unredeemed credits = a deferred-revenue liability on your books
Estimated breakage[$____]Track the liability — don’t treat prepaid cash as earned
Retention / churn rate[____%]The number that makes or breaks membership economics
Educational template — not financial advice. This is an educational template with illustrative ranges, not financial advice and not a forecast. Figures are general orientation only and will differ for your practice. Confirm targets and benchmarks with your own accountant. © 2026 Money Racket.
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