VerticalEdge Briefing

Operator Toolkit · instant download

Seven deliverables. $29 once.

Originals — not template-spam. Built using operator knowledge from running VerticalEdge and the OperatorIndex calculator dataset. Use them Monday morning.

Vertical SaaS Pricing Audit

Google Sheets template

A 6-tab workbook that audits per-seat vs metered vs hybrid pricing against vertical-cohort benchmarks. Used internally at OperatorIndex.

Customer Success Health Score (12 questions)

Notion template

Score every customer Tier 1+ on retention risk. Built around the 12 signals that predict 90-day churn in vertical SaaS.

Board Update Template

Notion + PDF

One-page board summary used by 30+ vertical-SaaS operators in our network. Investor-friendly, no slideware bloat.

Sponsor Outreach Email Templates

10 variants, docx

The exact templates VerticalEdge uses to pitch sponsors. Subject-line A/B variants, follow-up sequence, response templates.

Affiliate Tracking Spreadsheet (with EPC calculator)

Google Sheets

Track every affiliate placement, compute EPC over time, identify dead programs. Connects to PartnerStack/Impact CSV exports.

30-60-90 Day Operator Onboarding Checklist

PDF

The first 90 days for a new VP-of-ops, GM, or solo operator at a vertical-SaaS company. Drawn from 50+ operator interviews.

Vertical-specific KPI Dashboard Templates

Looker Studio + Equals

Pre-built dashboards for 5 verticals (legal, dental, construction, restaurant, field service). Plug in your data, see your benchmarks.