Procedures

Step-by-step procedures for the work on your plate today

Numbered procedures for the recurring jobs on a PM's plate. Open a page, finish the task. No theory detours.

Most PMs land here

How to Calculate Customer Lifetime Value (LTV)

When the CFO or a board deck needs a defensible LTV number this week.

The most-googled PM metric procedure. Five numbered steps from raw revenue and churn to a defensible LTV number, plus the LTV:CAC ratio check most teams forget.

Calculate a metric

Get to a defensible number for the SaaS metric your CEO is asking about. Each page is one metric, four to six steps, formulas included.

When you need to commit to a single recurring-revenue number for the business and stop the arguments.

When growth is asking what each new customer costs and the answer needs to hold up in a finance review.

When the team disagrees on whether to use logo churn or revenue churn for the next review.

When the support team has the survey responses and needs the number turned into something reportable.

When a feature pitch needs an ROI number and you have a budget plus a forecast and not much else.

When you ran the Sean Ellis survey and need to turn the responses into a single number.

When leadership wants a stickiness number and you have to pick the right window for your product.

Run a process

Procedures for the recurring PM jobs: sample size before a test, market sizing for a pitch, A/B test setup. Steps you can hand to a teammate.

When the team is shipping an experiment and you need to set it up so the result is actually readable.

Before you press start. Without this, your test runs too short and you ship on noise.

When a pitch deck or strategy doc needs a defensible market number and you have a few hours to get it right.

Build an artifact

Templates and walkthroughs for the documents and scoring sheets PMs hand off to other teams.

When the team is starting RICE for the first time and the spreadsheet needs to outlast the meeting.