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
- Signup — SOP, checklist and templates included
- Onboarding — SOP, checklist and templates included
- Activation — SOP, checklist and templates included
- Subscription — SOP, checklist and templates included
- Support — SOP, checklist and templates included
- Renewal — SOP, checklist and templates included
- Expansion — SOP, checklist and templates included
- Churn — SOP, checklist and templates included
The numbers you track
| Metric | Definition | Formula |
|---|---|---|
| Activation rate % | New signups reaching the activation milestone | activated_users / new_signups |
| MRR | Monthly recurring revenue | sum of active subscription MRR |
| Churn rate % | Monthly revenue churn | churned_mrr / starting_mrr |
| Ticket resolution time h | Median time to close a support ticket | median 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
- Import
pipeline-tracker.csvinto Google Sheets and delete the example rows. - Copy the three documents you send most often and replace the
{{placeholders}}. - Import
tasks.csvas 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.
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