SaaS Operators Vault

SaaS Operators Vault

SaaS Operators Vault

16 resources — Smartsheet, Notion, Excel, PDF — Pro & Agency only

16
resources available
Format
Smartsheet • Notion • Excel • PDF
Access tier
Pro & Agency members
Last updated
April 2026 — 2 new resources added

Metrics & growth

Resource
Format
Download
SaaS metrics dashboard
Live MRR, ARR, churn, LTV, CAC, and NRR tracking in a single Smartsheet view
Smartsheet
MRR growth tracker
Monthly MRR waterfall with new, expansion, contraction, and churned revenue segmented
Smartsheet
SaaS pricing calculator
Model per-seat, usage-based, and flat-rate pricing with margin and breakeven analysis
Excel

Customer success

Resource
Format
Download
Customer onboarding checklist
Day 1 through day 30 onboarding milestones, tasks, and check-in prompts
Notion
Churn analysis framework
Churn reason categorization, cohort analysis, and recovery playbook in Excel
Excel
NPS survey system
NPS scoring tracker, response log, and follow-up action framework by score band
Notion

Product & operations

Resource
Format
Download
Product spec template
Feature spec doc with problem statement, user stories, acceptance criteria, and edge cases
Notion
Tech stack audit guide
Evaluation framework for reviewing, scoring, and rationalizing your SaaS tool stack
PDF
New resources added every month
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