Home / Systems / SaaS Founder & Indie Hacker
SaaS Founder & Indie Hacker

A founder operating system: roadmap, support, billing and the weekly scoreboard.

For solo founders and 2-5 person SaaS teams.

What this fixes

  • Support tickets are answered reactively and repeat issues persist → A support triage flow with canned responses and escalation
  • Roadmap decisions get re-litigated every week → A decision log that ends re-litigation
  • Billing, churn and refunds are checked manually → A weekly scoreboard of the five metrics that matter
  • There is no single view of the numbers that matter → A churn and refund workflow with triggers

The flow it implements

  1. Signup — SOP, checklist and templates included
  2. Onboarding — SOP, checklist and templates included
  3. Activation — SOP, checklist and templates included
  4. Subscription — SOP, checklist and templates included
  5. Support — SOP, checklist and templates included
  6. Renewal — SOP, checklist and templates included
  7. Expansion — SOP, checklist and templates included
  8. Churn — SOP, checklist and templates included

The numbers you track

MetricDefinitionFormula
Activation rate %New signups reaching the activation milestoneactivated_users / new_signups
MRRMonthly recurring revenuesum of active subscription MRR
Churn rate %Monthly revenue churnchurned_mrr / starting_mrr
Ticket resolution time hMedian time to close a support ticketmedian hours between ticket open and close

What's in the download

Notion workspace

Importable databases (clients, pipeline, tasks, playbooks, notes) plus the schema to set up the rest in 25 minutes.

Sheets trackers

Pipeline, client scorecard and capacity trackers with live formulas. Open in Sheets or Excel.

Every document

Proposal, agreement, onboarding checklist, weekly report, monthly report, offboarding — plus one SOP per stage (8 in total).

AI prompt pack

4 prompts tuned for SaaS work, with the variables and the rules that keep output specific.

Automations

Five automations described trigger-by-trigger, a setup guide for Make, Zapier and GitHub Actions, and a working script.

Reference

Metrics dictionary, glossary, troubleshooting guide for when the system is not being used.

Setup takes 15 minutes

  1. Import pipeline-tracker.csv into Google Sheets and delete the example rows.
  2. Copy the three documents you send most often and replace the {{placeholders}}.
  3. Import tasks.csv as your checklist, then add your first real client.

Questions

Is this legal or professional advice?

No. These are operational templates. The documents in the pack are drafting aids and must be reviewed for your jurisdiction before you rely on them.

Do I need Notion or Google Sheets?

No. Every file opens in any spreadsheet app, and the docs are plain Markdown and CSV. Notion and Sheets are conveniences.

What if it does not fit my business?

Edit it. That is the point. If you need a different vertical, ask for it — requests drive what gets built next.

Can I use it for unlimited clients?

Yes. One purchase, unlimited client use, permanently.

What if I want a refund?

Email campbelltrdbaja@gmail.com within 14 days. We do not ask why.

Other systems

Bookkeeper & Accountant

A clean, deadline-driven practice: document collection, close checklist, and client reports.

Business Coach

Every client onboarded properly, from signed agreement to 90-day win.

Café & Restaurant Owner

Cost control, prep lists and supplier relationships handled with less admin.