Pricing & monetisation
Pricing change rollout checklist
Step-by-step checklist to plan and execute a pricing change: segmentation, migration strategy, guardrails, messaging, enablement and risk controls.
Resources: templates & tools for B2B SaaS
This is a small, focused library of templates, checklists and tools we actually use in projects with B2B SaaS teams.
Everything here is designed to be practical, hypothesis-driven and EV-focused—you should be able to pick something, copy it into your own stack, and use it this week.
Browse by topic
Pricing & monetisation
Templates to help you run pricing changes with less churn and less chaos.
Go-to-market (GTM)
Tools to sharpen ICP, focus pipeline, and make GTM more measurable.
Churn & NRR
Templates for understanding why customers leave and how to keep them.
M&A & ownership
Checklists and lenses for commercial diligence and integration.
Go-to-market (GTM)
ICP scorecard template for B2B SaaS
A simple 0–3 scoring model to evaluate account fit, prioritise pipeline, and reduce time spent on opportunities you’re unlikely to win or keep.
Churn & NRR
Churn analysis template (cohorts + segments)
Cohort-first churn template that lets you see where churn actually concentrates by plan, segment, channel and onboarding stage.
M&A and ownership
SaaS commercial diligence checklist
Commercial DD checklist focused on retention quality, revenue quality, unit economics and integration risks—the things that tend to hurt post-deal.
Not sure which tool to start with?
If you’re unsure whether pricing, GTM, churn/NRR or efficiency is your biggest EV lever, a short diagnostic can give you a ranked view and a 90-day plan.