/CHECKLIST · SAAS
SAAS AUTOMATION CHECKLIST
Internal-tool and operations workflows for SaaS companies. Things your engineering team probably hasn't gotten to yet.
8 OPPORTUNITIES · USE WHATEVER FITS
Admin dashboard rebuild
10–20 hrsCustomer search, feature flags, billing intervention, audit logs. The stuff support needs daily.
ROI: Support tickets resolved 50%+ faster; CS doesn't escalate to engineering
Customer onboarding automation
5–10 hrsWelcome sequence, milestone tracking, sticking-point alerts to CS, churn-risk scoring.
ROI: Activation rate up 10-25%; CS workload focused on at-risk accounts
Churn prevention workflow
4–8 hrsBehavioral signals → CS alert → automated outreach → human takeover for high-value accounts.
ROI: Churn drops 5-15% typical; LTV math compounds
Trial-to-paid conversion sequence
3–6 hrsTrial milestone tracking + targeted outreach + auto-conversion at trial end.
ROI: Trial conversion rate up 15-30% typical
AI feature integration
variesRAG over your product, generative content, semantic search. Use AI as a feature, not a cost center.
ROI: Differentiation + new pricing tier potential
MCP server for AI agents
variesCustom MCP exposing your product to Claude/agents securely. Customer support + dev integration.
ROI: Future-proofs the product for AI-first buyers
Internal data exports + reports
5–10 hrsDaily/weekly/monthly report automation. Replace the 'can you pull a CSV' workflow.
ROI: Engineering reclaims hours; ops gets faster data
Webhook + event monitoring
2–4 hrsDetect failed webhooks, retry logic, alert on systemic failures. Most SaaS webhooks fail silently.
ROI: Catch integration breaks before customers do
/HOW TO USE THIS
Mark the items you're currently doing manually. Sum the weekly hours. That's the actual cost of running your business the way you're running it.
Now rank: which one would relieve the most pain if it disappeared tomorrow? Start with that one. Either build it yourself, use a SaaS, or scope it with us — whichever path the math supports.
/OTHER INDUSTRY CHECKLISTS
WANT THE ROADMAP?
30-minute free audit. We pick the top 3 from this checklist for your specific business, anchor the cost on each, and give you a 1-page written roadmap within 48 hours.