Bonus: all steps in one place
Every milestone from idea to exit
The SaaS Progress Checklist
This checklist follows the eleven articles in this series. Start at Phase 1 and move forward only when the current phase is clear. The first unchecked item is your next task.
Phase 1: Ideation
- Name the problem: Can you explain the painful problem in one sentence?
- Identify the person: Do you know exactly who has this problem?
- Understand the failure: Do you know why existing solutions fail this person?
- Separate excitement from evidence: Are you excited because of a real insight, not just because the idea sounds like a good business?
- Define the promise: Can you describe the value of the solution clearly?
Phase 2: Validation
- Talk to real people: Have you stopped relying on your own reflection and spoken with potential users?
- Find active frustration: Do people have a problem they are already trying to solve?
- Test the workaround: Do you understand what users use today and why it is insufficient?
- Accept modification: Have you changed the idea where the evidence demanded it?
- Find first believers: Is there a small group genuinely interested in an alternative?
Phase 3: Pre-MVP
- Choose one workflow: Can you draw the complete user journey on one whiteboard?
- Cut the scope: Have you removed everything that is not required to solve the core problem?
- Protect the MVP: Can you say “no” to features that belong in a later phase?
- Define the value: Can you explain the product’s value in one sentence?
- Accept smallness: Are you uncomfortable with how little the first version includes?
Phase 4: MVP
- Build the core workflow: Can a user complete the main job from start to finish?
- Ship imperfectly: Is the product functional even if the UI, copy, and documentation are rough?
- Put it in users’ hands: Are real users testing the product rather than only reviewing mockups?
- Watch behavior: Are you learning from what users do, not only what they say?
- Let users teach you: Are you prepared to change direction based on the evidence?
Phase 5: Early Traction
- Get strangers using it: Are people outside your immediate network trying the product?
- Earn the first payment: Has someone paid for the solution?
- Measure return visits: Do users come back after their first experience?
- Track churn honestly: Do you know why users leave?
- Improve the core: Are you improving speed, clarity, and value instead of adding distractions?
Phase 6: Public Launch
- Prepare the message: Can you explain the value proposition in one sentence?
- Launch publicly: Have strangers had a chance to discover and judge the product?
- Measure reality: Are analytics showing what users actually do?
- Handle the noise: Can you respond to bugs, support requests, and criticism without losing focus?
- Turn launch into routine: Is acquiring and supporting users becoming normal business activity?
Phase 7: Growth
- Repeat what works: Do you have an acquisition motion you can run consistently?
- Know your channel: Can you explain where your best users come from?
- Watch the economics: Is customer acquisition cost below lifetime value?
- Reduce churn: Is retention stable or improving as acquisition grows?
- Document the motion: Can you describe the acquisition strategy in a few repeatable steps?
Phase 8: Product-Market Fit
- Recognize the pull: Are customers recommending the product without being asked?
- See stronger retention: Are customers staying because the product has become part of their work?
- Learn from unexpected use: Are customers showing you valuable uses you did not originally imagine?
- Turn complaints into ideas: Are support conversations becoming product insight rather than repeated rejection?
- Feel the shift: Does growth feel less like convincing and more like responding to demand?
Phase 9: Scaling
- Stop being the bottleneck: Can the company operate without your daily input?
- Hire for leverage: Have you built a team that can own important areas of the business?
- Document decisions: Can new people understand how onboarding, support, and operations work?
- Delegate judgment: Does your team make decisions you would endorse without waiting for you?
- Build predictability: Are revenue and key metrics growing in a way you can plan around?
Phase 10: Profitability
- Cover the costs: Does revenue consistently exceed expenses?
- Spend deliberately: Have you stopped chasing every opportunity and started investing with intent?
- Build stability: Are you independent of the next funding round?
- Improve over time: Is profitability becoming a durable trend rather than a one-time result?
- Sleep better: Does the business give the team emotional and financial stability?
Phase 11: Maturity
- Build for longevity: Is the company designed to last beyond its original growth phase?
- Create a lasting product: Do customers stay because the product has become indispensable?
- Grow the next generation: Does the team want to work there for the work itself, not only the mission statement or equity?
- Let the company evolve: Can the vision change with the market without depending on one founder?
- Make it bigger than you: Would the business remain strong even if your name disappeared from the product?
How to use: Start at step 1. If you cannot check an item, that is your current work. Do not skip ahead to a later phase before the foundation is solid.