Every milestone from idea to exit

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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

  1. Name the problem: Can you explain the painful problem in one sentence?

  2. Identify the person: Do you know exactly who has this problem?

  3. Understand the failure: Do you know why existing solutions fail this person?

  4. Separate excitement from evidence: Are you excited because of a real insight, not just because the idea sounds like a good business?

  5. Define the promise: Can you describe the value of the solution clearly?

Phase 2: Validation

  1. Talk to real people: Have you stopped relying on your own reflection and spoken with potential users?

  2. Find active frustration: Do people have a problem they are already trying to solve?

  3. Test the workaround: Do you understand what users use today and why it is insufficient?

  4. Accept modification: Have you changed the idea where the evidence demanded it?

  5. Find first believers: Is there a small group genuinely interested in an alternative?

Phase 3: Pre-MVP

  1. Choose one workflow: Can you draw the complete user journey on one whiteboard?

  2. Cut the scope: Have you removed everything that is not required to solve the core problem?

  3. Protect the MVP: Can you say “no” to features that belong in a later phase?

  4. Define the value: Can you explain the product’s value in one sentence?

  5. Accept smallness: Are you uncomfortable with how little the first version includes?

Phase 4: MVP

  1. Build the core workflow: Can a user complete the main job from start to finish?

  2. Ship imperfectly: Is the product functional even if the UI, copy, and documentation are rough?

  3. Put it in users’ hands: Are real users testing the product rather than only reviewing mockups?

  4. Watch behavior: Are you learning from what users do, not only what they say?

  5. Let users teach you: Are you prepared to change direction based on the evidence?

Phase 5: Early Traction

  1. Get strangers using it: Are people outside your immediate network trying the product?

  2. Earn the first payment: Has someone paid for the solution?

  3. Measure return visits: Do users come back after their first experience?

  4. Track churn honestly: Do you know why users leave?

  5. Improve the core: Are you improving speed, clarity, and value instead of adding distractions?

Phase 6: Public Launch

  1. Prepare the message: Can you explain the value proposition in one sentence?

  2. Launch publicly: Have strangers had a chance to discover and judge the product?

  3. Measure reality: Are analytics showing what users actually do?

  4. Handle the noise: Can you respond to bugs, support requests, and criticism without losing focus?

  5. Turn launch into routine: Is acquiring and supporting users becoming normal business activity?

Phase 7: Growth

  1. Repeat what works: Do you have an acquisition motion you can run consistently?

  2. Know your channel: Can you explain where your best users come from?

  3. Watch the economics: Is customer acquisition cost below lifetime value?

  4. Reduce churn: Is retention stable or improving as acquisition grows?

  5. Document the motion: Can you describe the acquisition strategy in a few repeatable steps?

Phase 8: Product-Market Fit

  1. Recognize the pull: Are customers recommending the product without being asked?

  2. See stronger retention: Are customers staying because the product has become part of their work?

  3. Learn from unexpected use: Are customers showing you valuable uses you did not originally imagine?

  4. Turn complaints into ideas: Are support conversations becoming product insight rather than repeated rejection?

  5. Feel the shift: Does growth feel less like convincing and more like responding to demand?

Phase 9: Scaling

  1. Stop being the bottleneck: Can the company operate without your daily input?

  2. Hire for leverage: Have you built a team that can own important areas of the business?

  3. Document decisions: Can new people understand how onboarding, support, and operations work?

  4. Delegate judgment: Does your team make decisions you would endorse without waiting for you?

  5. Build predictability: Are revenue and key metrics growing in a way you can plan around?

Phase 10: Profitability

  1. Cover the costs: Does revenue consistently exceed expenses?

  2. Spend deliberately: Have you stopped chasing every opportunity and started investing with intent?

  3. Build stability: Are you independent of the next funding round?

  4. Improve over time: Is profitability becoming a durable trend rather than a one-time result?

  5. Sleep better: Does the business give the team emotional and financial stability?

Phase 11: Maturity

  1. Build for longevity: Is the company designed to last beyond its original growth phase?

  2. Create a lasting product: Do customers stay because the product has become indispensable?

  3. Grow the next generation: Does the team want to work there for the work itself, not only the mission statement or equity?

  4. Let the company evolve: Can the vision change with the market without depending on one founder?

  5. 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.