Field manual

SaaS Workflow

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Sixteen phases from the first itch to a company that runs without you. Mark a step, and it stays in this browser.

1. Idea

About this phase

Transform raw observations into a validated SaaS concept by systematically identifying painful problems, researching market dynamics, selecting a defensible niche, analyzing competitors, and mapping the opportunity landscape. This phase ensures you pursue ideas grounded in real demand rather than assumptions.

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Uncover high-value problems worth solving by immersing yourself in target communities, analyzing complaint patterns, and quantifying the cost of unsolved pain points. The goal is to find problems people are already spending time or money trying to work around.

4 deliverables5 tools2-3 weeks

Size the addressable market, understand growth trajectories, and identify macro trends that create tailwinds for your SaaS concept. This sub-phase grounds your idea in economic reality and investor-grade market data.

5 deliverables6 tools2-3 weeks

Narrow your broad market opportunity into a specific, defensible beachhead segment. The best SaaS companies start by dominating a niche before expanding. This sub-phase identifies the ideal initial segment where you can win quickly and build momentum.

4 deliverables5 tools1-2 weeks

Systematically deconstruct the competitive landscape to identify positioning gaps, feature opportunities, and strategic differentiation angles. Understanding competitors deeply reveals where the market is over-served, under-served, and unserved.

5 deliverables6 tools2-3 weeks

Synthesize all research into a clear opportunity thesis โ€” a compelling, evidence-backed narrative of why this SaaS should exist, who it serves, how it wins, and why now. This is the capstone of the Idea phase that feeds directly into Validation.

5 deliverables4 tools1-2 weeks