SaaS Frameworks: 15 Templates, Checklists and Worksheets for Success

Building a successful SaaS business is difficult. You know that, I know that.
From validating your idea to building Personas, marketing strategies, customer journeys and Go-To-Market strategies - there is a lot of work to be done to even have any chance of building a successful business.

Without a solid foundation, it is easy to get lost. That's why I've created this SaaS Resource Hub. This resource hub will help you build the business of your dreams - with lots of valuable resources, templates and SaaS frameworks.

Of course, you can use the frameworks and templates for other business models as well, but some of them are particularly important for SaaS (Software as a Service) businesses.

A hint: if you see an '*', you can only download the templates with your email address, the rest can be downloaded with just one click.

Let's dive in.


Sales Funnel (AARRR) Framework*
Marketing Channel Cheat Sheet*
SaaS Metrics Cheat Sheet*
Go-To-Market Strategy Cheat Sheet + Infographic
Customer Journey Worksheet
Customer Onboarding Checklist
PVP Index Marketing Worksheet
SaaS Website Checklist*
CTA (Call To Action) Checklist
Pricing Cheat Sheet
B2B and B2C Cheat Sheet
SaaS PaaS IaaS Cheat Sheet
Micro SaaS Cheat Sheet
SaaS Terms Booklet
SaaS FAQ Cheat Sheet
Sales Funnel (AARRR) Framework

Sales Funnel (AARRR) Framework*

The AARRR framework is one of the most popular models for Start-ups and SaaS companies to measure growth and success. It was introduced by David McClure, founder of Practical Venture Capital, and is also known as the Pirate Metrics or Pirate Framework.

It divides your customer lifecycle into 5 stages and maps them to corresponding metrics - from the first touch point to the point where a prospect becomes a paying customer. This gives you a clear insight into which parts of the customer lifecycle are performing well and where you have potential to improve your conversion funnel.

The worksheet has been downloaded over 20,000 times - so get yours now!
Download the Sales funnel frameworkMarketing Channel Cheat Sheet

Marketing Channel Cheat Sheet*

Getting customers is difficult and many SaaS companies and start-ups fail because of a lack of new customers. If you do not know which marketing channels will work for your business, you will waste time and money.

This cheat sheet will help you find out which marketing channels could be valuable to your business and how to measure success.
download the marketing channel cheat sheetSaaS Metrics Cheat Sheet

SaaS Metrics Cheat Sheet*

If you want to grow and be successful as a SaaS company or Startup, it is necessary to keep track of your numbers. Metrics are essential in all parts of your funnel, whether in marketing in the acquisition phase or in sales in the revenue phase.

If you don't track your numbers, you will not know if you are moving closer to your goal or further away. Only measuring your metrics will help you improve and adjust your journey of growth.

This worksheet will help you understand the key SaaS metrics, which metrics impact your business success, and how to improve each metric.
download the saas metrics cheat sheetGo-To-Market Strategy Cheat Sheet + Infographic

Go-To-Market Strategy Cheat Sheet + Infographic

The service you want to offer solves a customer problem - great!
You have done your competitive analysis - well done!
People are telling you they cannot wait to use your service - excellent!

But how are you going to get your service or product to market? What is your plan to not only reach potential customers, but to acquire and retain them?

The Go-To-Market Strategy describes your plan for bringing your product or service to market. It is an action plan that outlines all the steps needed to reach customers and gain a competitive advantage.

Use this worksheet to find out which Go-To-Market strategy is best for your business.
download the gtm strategy cheat sheetCustomer Journey Worksheet

Customer Journey Worksheet

It is not easy to know where to start when building your first product. What features will you need? What marketing channels could help you get your first customers? How do people want to interact with your service, and how can you provide a great user experience so that people buy and stick with your service?

One of the best ways to get answers to these questions is to create a customer journey, one of the most powerful tools in the marketing industry. A customer journey - also known as a user journey or customer map - illustrates how potential customers interact with your service at every touchpoint.

Download this customer journey worksheet and create a service your customers will love.
download the customer journey worksheetCustomer Onboarding Checklist

Customer Onboarding Checklist

Onboarding plays a critical role in building a strong relationship with your customers. It's the first step in showing them how your product can help them achieve their goals and overcome their challenges. A negative experience can drive a third of customers away from a brand they love, making the onboarding process critical to your business success.

The foundation of a successful SaaS customer onboarding experience lies in creating a robust framework. Skipping this foundational work can result in a lacklustre onboarding process and a negative experience for your customers.

This checklist will help you create an onboarding experience that converts leads into customers.
download the customer onboarding checklistPVP Index Marketing Worksheet

PVP Index Marketing Worksheet

The PVP Index is a strategic framework designed to help companies identify the most appropriate customer segments for their offerings. It stands for Personal Fulfillment, Value and Profitability. The framework helps companies learn whether they are focusing on the right target group.

Interestingly, the framework goes beyond traditional demographics such as age, income or gender. It looks at the psychological and emotional aspects of your customers. By analyzing and rating each individual market segment on a scale of 1 to 10 based on the PVP Index, you can make better decisions about where to focus your marketing efforts and resources.
download the pvp index worksheetSaaS Website Checklist

SaaS Website Checklist*

If you want to attract new customers to your business, you need a professional website. When I built my first website back in the day, I was overwhelmed with all the things you need to be aware of in order to get traffic and then convert that traffic into valuable leads.

I remember having an Excel spreadsheet that I used as a checklist with tons of information from various blogs, YouTube videos and other sources. I had to do a lot of research.

To make your life easier, I have created this ultimate website checklist - with 83 actionable tips and tricks you can implement today.
download the saas website checklistCTA (Call To Action) Checklist

CTA (Call To Action) Checklist

Every website, email newsletter, app and software has it - a Call To Action (CTA). A Call To Action is a request for visitors to take a specific action. It could be to download a free trial, click on a specific link, share your content, create an account or pay for your service.

A Call To Action is there to move visitors further down the sales funnel and help them reach their goal. Calls To Action are one of the most important parts of any successful service and can cost your business millions of dollars if you omit them or use them incorrectly. At the same time, they can be a huge opportunity and the lever you want to pull if you are unhappy with your conversion rate or sales funnel.

Download this CTA checklist and design buttons that convert!
download the CTA checklistSaaS Pricing Cheat Sheet

SaaS Pricing Cheat Sheet

Sound pricing strategies can be the difference between a thriving business and one that is struggling to stay afloat. With so many options available, determining the best approach can be overwhelming. Choosing the right pricing model for your SaaS application requires careful consideration.

This cheat sheet is your guide to finding the best pricing strategy for your business.
download the pricing cheat sheetB2B and B2C Cheat Sheet

B2B and B2C Cheat Sheet

While B2B SaaS companies provide services and solutions to other businesses, B2C SaaS companies target individual consumers. While both markets are lucrative, they differ in their target audiences, business objectives and sales strategies.

Understanding these differences is crucial for companies in the SaaS industry, as it will help them define their marketing and sales strategies, tailor their products, and ultimately increase their success.

This cheat sheet will help you understand the key differences between B2B and B2C SaaS and what you need to consider when deciding which business model to choose.
download the b2b and b2c cheat sheetSaaS PaaS IaaS Cheat Sheet

SaaS PaaS IaaS Cheat Sheet

SaaS (Software as a Service), PaaS (Platform as a Service) and IaaS (Infrastructure as a Service) are the three most common cloud computing models. Each has its own characteristics.

Before choosing one, it is important to understand its implications, advantages and disadvantages. In short, SaaS provides an out-of-the-box solution, PaaS provides the development environment and IaaS provides the entire infrastructure.

Download the cheat sheet to find out what's important.
download the saas, paas and iaas cheat sheetMicro SaaS Cheat Sheet

Micro SaaS Cheat Sheet

Got a great business idea? Well, here's the problem you might be facing: The Software as a Service (SaaS) world is super competitive and the road from startup to established company is full of obstacles. So what can you do?

Micro-SaaS might be for you.

This cheat sheet will show you what Micro SaaS is and how you can build a successful Micro SaaS business.
download the micro saas cheat sheetSaaS Terms Booklet

SaaS Terms Booklet

AARRR, CAC, GTM. Are you scratching your head when it comes to understanding SaaS terms? The world of SaaS is full of terminology that can be confusing.

To help you out, here are 50 key SaaS terms and concepts you need to know.
download the saas terms bookletSaaS FAQs Cheat Sheet

SaaS FAQ Cheat Sheet

With its own slang and jargon, the SaaS industry can be daunting. So, let's make the SaaS world a little easier to understand with these 15 SaaS FAQs.

Whether you're new to SaaS or just looking for clear answers to common questions, this SaaS guide is for you.
download the saas FAQ cheat sheet

Wrapping up

I hope these templates, frameworks and checklists will help you build the business of your dreams. But I have one more thing for you: The SaaS Bundle.

Whether you're taking your first steps into the entrepreneurial world or you're a seasoned SaaS professional looking to improve what you do, this bundle is tailored to your needs. The SaaS bundle will teach you everything you need to know about SaaS, from Personas, customer journeys, go-to-market strategies, marketing tactics, SaaS metrics and a lot more.

Check it out for yourself!