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ChecklistMeasurement

A 36-point SaaS marketing checklist

Signup flow, tracking, ad account, content production, sales handoff, monthly review, and compliance. Use it before each new campaign and at the end of every month.

36 items6 groups20 minOctober 15, 2026

  • checklist
  • tracking
  • funnel
  • compliance

Preview

3 items open, 36 items in total. Members see the rest.

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In software, ad budget usually goes to waste after signup, not in the ad itself. This list checks that the funnel holds first, then that the ads are measured correctly. Assign each item to one person on the team.

Website and signup flow

6 items
  • The homepage hero says who the product is for and what job it does in one sentence.
  • The pricing page clearly shows VAT status, the pricing unit, and the monthly vs. yearly difference.
  • The signup form asks only for required fields; if phone is required, it says why.

3 items more in this group for members.

33 items more for members

This item has 36 items in total. With a membership you see all of it and copy any line in one click.

  1. Tracking6 items
  2. Ad account6 items
  3. Content and sales handoff6 items
  4. Monthly review6 items
  5. Compliance and data6 items
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The same item for other industries

This item has a separately written version for 31 other industries. If you work with them too, open their version.

SaaS and software page

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  • Copy template15 min

    14 ad, page, and message templates for SaaS

    Meta ad: switching from the old way

    Doing {TASK} with {OLD_WAY} works, right up until the team grows. With {PRODUCT}, {TASK} happens on one screen: {FEATURE_1}, {FEATURE_2}, and {FEATURE_3}. {TRIAL_TERMS}. If you get stuck during setup, our team is on {SUPPORT_CHANNEL}.

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  • Script18 min

    8 video and call scripts for SaaS

    0-3s30s screen-recorded demo

    "{TASK}: from 4 steps to 1." Visual: a cluttered {OLD_WAY} screen.

    8 scripts · 2 groupsMembers only

  • Message template20 min

    WhatsApp and DM replies

    First message from an ad

    Hi {FIRST_NAME}, this is {REP} from the {PRODUCT} team. Thanks for writing to us about {AD_TOPIC} from our ad. Two quick questions so I can give you the right information: what do you use for this today, and how many people on your team would use it?

    20 templates · 5 groupsMembers only