The Checklist That Eases SaaS Strain

The Problem: Overloaded Teams

Churn and financial issues hurt MRR (60% of SaaS firms face this).

Your Tools, Your Choice

We enhance HubSpot and QuickBooks or suggest Klaviyo and Salesforce when needed, ensuring budget-friendly results.

5 Checklist Steps

1. Reduce Churn
   Optimize HubSpot to cut churn by 20%.
   Action Steps:

   • Reduce onboarding steps.

   • Add in-app guidance.

   • Send follow-up emails.

   • Test flow weekly.

2. Track Financials
   Use QuickBooks or Baremetrics to save 15 hours.
   Action Steps:

   • Sync with HubSpot.

   • Set ARR alerts.

   • Update weekly.

   • Share with team.

3. Boost Campaigns
   Use HubSpot or Klaviyo to increase MRR by 15%.
   Action Steps:

   • Set up onboarding emails.

   • Segment users by behavior.

   • Send campaigns.

   • Track open rates.

4. Align Teams
   Use Asana to improve collaboration, saving 10 hours.
   Action Steps:

   • Set up project boards.

   • Assign tasks clearly.

   • Update weekly.

   • Monitor progress.

5. Secure Data
   Ensure SOC 2 compliance to avoid breaches.
   Action Steps:

   • Verify Drata setup.

   • Audit quarterly.

   • Train staff.

   • Monitor compliance.

The Impact

CodeZap cut churn by 20%.