SaaS Subscription Toolkit

Downloadable Resources, Instant Access

Warrant that your organization has a practical, business oriented approach to Problem Solving and be able to effectively counsel internal clients by providing them with clear, concise and commercial advice and creative solutions where necessary, on established timelines to meet the Business Needs.

More Uses of the SaaS Subscription Toolkit:

  • Govern: influence future Lifetime Value through higher Product Adoption, Customer Satisfaction and overall health.

  • Validate Metadata, image, video, audio and timed text media assets against a variety of client and internal specifications.

  • Solidify expertise servicing large, complex enterprise customers across a variety of verticals with a SaaS Subscription Pricing Model.

  • Collaborate with renewals managers, commercial ops, business officers, sales, client success, and other cross functional partners to identify resolve issues related to contracting, adoption, and retention.

  • Navigate large organizations to build trust and credibility, and demonstrate value with decision makers and influencers.

  • Manage work with Management Team to ensure that critical issues are documented and escalated in an expeditious manner for resolution.

  • Help lead projects alongside your design and cross functional partners, across the entire user journey and ongoing Product Lifecycle.

  • Write clear, consistent, concise User Interface content, emails, notifications, and product tours at all stages of the advertiser journey.

  • Guide: share the Product Roadmap with the customer on  and help the product team with early feedback.

  • Manage work with operations and Technology Teams as projects come up which require bulk ingest or migration of assets across various systems and storage pools.

  • Think outside of the box to help brainstorm new content, and campaign ideas with the broader Marketing Team.

  • Be the trusted advisor to the Sales Team, collaborating on pricing, product, and commercial terms for non standard transactions.

  • Identify New Business Opportunities across the you SaaS market (Market Research and customer segmentation).

  • Facilitate internal and external Project Planning sessions, to set formal timelines and milestones for Project Schedule.

  • Methodize: team with account executives on the Customer Success team to ensure customers achieve a Return On Investment of subscriptions.

  • Facilitate resources necessary to work together with platform Consultants and Architects to move further in the sales cycle.

  • Confirm your operation complies; focus the teams efforts on selling subscription based customer training to ensure a solid customer base and predictable Revenue Generation.

  • Pilot: partner with finance to build revenue plans, own the Sales Budget, update weekly forecasts, and design and manage comp plans.

  • Collaborate with Internal Stakeholders to oversee internal implementation set up processes for new accounts and standard changes to existing accounts.

  • Pilot: Growth Mindset and achievement orientated, someone who is always learning and wants to develop into a top performing sales person.

  • Develop: close working relationship between Executive Stakeholders, Product Teams, and operational focused teams.

  • Contribute to the teams mission to improve Data Flows, optimizing your processes, and ensuring accounting output is accurate.

  • Create and prepare documentation, reports, and tracking mechanisms to support Contract management activities, and build for scale.

  • Control: source, develop, and interpret financial data to provide insight into trends and recommend improvements.

  • Manage work with operations and Technology Teams to develop dashboards for department based monitoring of storage utilization.

  • Be accountable for acting as a trusted advisor to client leaders and aggressively shaping deals early in the sales cycle and advancing opportunities that result in profitable revenue growth for your organization.

  • Communicate at all levels in your organization and to support Business Development and change.

  • Guide: natural relationship builder who can research and leverage various tools and approaches to uncover ways to relate to your customers.

  • Oversee and perform regular internal review of existing legacy contracts and ensure legal and policy compliance, instilling Process Improvements where necessary.

  • Provide timely and accurate information to management as forecasting, account plans, Business Objectives etc.


Save time, empower your teams and effectively upgrade your processes with access to this practical SaaS Subscription Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any SaaS Subscription related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated SaaS Subscription specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the SaaS Subscription Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which SaaS Subscription improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What will drive SaaS Subscription change?

  2. What is an unauthorized commitment?

  3. What is the recognized need?

  4. Do you have enough freaky customers in your portfolio pushing you to the limit day in and day out?

  5. How are measurements made?

  6. How can you incorporate support to ensure safe and effective use of SaaS Subscription into the services that you provide?

  7. Is the cost worth the SaaS Subscription effort?

  8. Why is SaaS Subscription important for you now?

  9. Who should receive measurement reports?

  10. Have the concerns of stakeholders to help identify and define potential barriers been obtained and analyzed?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the SaaS Subscription book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your SaaS Subscription self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the SaaS Subscription Self-Assessment and Scorecard you will develop a clear picture of which SaaS Subscription areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough SaaS Subscription Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage SaaS Subscription projects with the 62 implementation resources:

  • 62 step-by-step SaaS Subscription Project Management Form Templates covering over 1500 SaaS Subscription project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all SaaS Subscription project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the SaaS Subscription Project Team have enough people to execute the SaaS Subscription Project Plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed SaaS Subscription Project Plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete SaaS Subscription Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 SaaS Subscription project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 SaaS Subscription project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any SaaS Subscription project with this in-depth SaaS Subscription Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose SaaS Subscription projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based Best Practice strategies aligned with overall goals
  • Integrate recent advances in SaaS Subscription and put Process Design strategies into practice according to Best Practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make SaaS Subscription investments work better.

This SaaS Subscription All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.