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SaaS and software: Weekly and monthly performance review

51 items from weekly tracking health, ad, and funnel reviews to monthly MRR, churn, CAC, and payback, including experiment decisions and the management report.

51 items6 groups18 minOctober 15, 2026

  • performance report
  • mrr
  • churn
  • saas

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In SaaS, whether a campaign worked often shows up weeks later, when trials turn into paying customers. This list covers what to check, in what order, in the weekly and monthly reviews, and which decisions to write down.

Weekly tracking health

8 items
  • Last 7 days of signups, activations, and paid conversions in GA4 were compared against the CRM or product database, and any gap over roughly 10 percent was traced.
  • Events Manager shows no new drop in event match quality and no new event warnings.
  • Google Ads conversion actions were checked, and none is failing to record, inactive, or sitting at zero conversions in recent days.

5 items more in this group for members.

48 items more for members

This item has 51 items in total. With a membership you see all of it and copy any line in one click.

  1. Weekly ad review10 items
  2. Weekly funnel and activation8 items
  3. Monthly revenue and subscription metrics10 items
  4. Monthly channel, content, and SEO review7 items
  5. Decisions, experiments, and the report8 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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    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.

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  • 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?

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  • Checklist20 min

    A 36-point SaaS marketing checklist

    • 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.

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