B2B SaaS
Early-Stage SaaS Operations
Automated onboarding and contract flow for a 6-person team, cutting setup time in half and eliminating missed renewals.
Onboarding time
New customer setup to first value
Missed renewals
Since launch
Ops time reclaimed
Per week for founder
The challenge
Pain points we addressed
Onboarding checklist manual—easy to miss steps
Contracts copied from a Doc, edited by hand, sent as PDFs
Renewal dates in a spreadsheet with no reminders
Usage data in the product; billing in Stripe—no single view
Founder bottleneck on every new customer setup
The strategy
Why we built it this way
The team was too small for heavy enterprise tooling. We built a thin operations layer that connected what they already had: Stripe for billing, their product for usage. Supabase held the source of truth for customers, contracts, and renewal dates. Next.js gave us an internal dashboard the whole team could use. We automated the contract flow with templates and e-sign links—no Doc copying. Webhooks from Stripe kept renewal status in sync.
The build
Architecture breakdown
The impact
Results delivered
Onboarding time
New customer setup to first value
Missed renewals
Since launch
Ops time reclaimed
Per week for founder
| Before | After |
|---|---|
| Manual checklists, Doc-based contracts, spreadsheet renewals | Automated flow, template contracts, 0 missed renewals |
Key outcomes
- Automated onboarding checklist with status tracking
- Contract generation and e-sign from templates
- Renewal tracking with automated reminders
- Unified customer view (Stripe + product data)
Client perspective
“I can actually focus on the product now. The renewal reminders alone have been worth it.”
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