SaaS Product Management Bootcamp 2026

Discover how to align features with the product vision through a vision board, and define goals using customer personas, pain points, and market understanding.

Define a product strategy by understanding market and user needs to gain competitive advantage, guided by discovery, analysis, design, development, product analytics, and the strategy pyramid.

Explore the four pillars of product strategy - customer, product, company, and competition - and build a product strategy stack aligning vision, market insight, and execution for SaaS.

Explore the product strategy stack for saas, focusing on customer segmentation, retention, and a unified CRM platform like HubSpot that delivers an unfair advantage.

Develop a SaaS product charter by defining a long-term vision and mid-term mission, set goals, outline key features from HubSpot's CRM suite, and map success metrics, risks, and stakeholders.

Define a clear product vision as the foundation for product strategy, roadmap, and backlog, guiding problem-first, user-specific solutions and timely releases.

Craft a compelling product vision statement for SaaS apps by articulating users, their problems, and how a unified, integrated solution drives growth, inspired by Amazon and HubSpot examples.

Learn to build a product vision board by defining the vision statement, target group, needs, product fit, and business goal, with monetization ideas and a grocery delivery app example.

Develop a product vision board to define long-term vision, target audience, needs, and business goals for a unified CRM platform that streamlines sales, marketing, and service.

Define customer pains and personas to guide an eight-step product strategy that frames what you build, why, and how. Align market sizing, goals, differentiation, metrics, and roadmap for development.

Outline the problems faced by the target small business audience, then use customer empathy and a jobs-to-be-done framework to define core pain points under resource constraints.

Learn to conduct user interviews to build SaaS user personas, gathering demographic, CRM usage, integration, engagement, and data insights from startups, gyms, and enterprises to foster customer empathy.

Identify and define your user persona to build customer empathy, detailing demographics, motivations, goals, and frustrations to target the right SaaS audience.

Develop a SaaS user persona template using a HubSpot example, detailing Sara, a digital marketing manager, and Alex, a startup founder, with goals, motivations, frustrations, and key tools.

Define user personas to align product goals with real users, detailing goals, motivation, frustrations, and the apps a marketing manager uses with HubSpot.

Explore how a customer empathy map shows what your target audience thinks, feels, sees, hears, and does, uncovering their pains and gains in UK fintech merchant contexts.

Analyze a customer empathy map for a software product like HubSpot, focusing on think and feel, see, say and do, and hear to uncover pains and gains.

Build empathy for merchants by talking directly to users and creating a customer empathy map that captures what they see, think, worry, do, and feel while using the product.

Explore the user journey map across awareness, research, consideration, conversion, loyalty, and referrals, with touchpoints like content marketing and free certifications guiding HubSpot's onboarding and retention.

Learn how to map a user journey from awareness to loyalty and referrals, identifying activities, goals, touchpoints, onboarding, and industry-specific customization for a product like HubSpot.

Apply the jobs to be done framework to uncover functional, social, and emotional jobs behind customer needs and focus on circumstance, motivation, and goal to deliver the experience.

Define competition and craft clear job statements for SaaS products using the jobs-to-be-done framework, and prioritize opportunities as underserved, well served, or overserved.

Apply the jobs to be done framework to determine if you are building the right product, illustrated with HubSpot’s CRM and a single dashboard for marketing, sales, and service.

Identify market size concepts, from TAM to SAM to SOM, and assess market forces using Porter's five forces to gauge opportunity and competition for SaaS products.

Explore top down and bottom up market sizing, investor perspectives, and Porter five forces to evaluate market entry and growth for a SaaS product.

Estimate market size by calculating TAM, SAM, and SOM using population, interest, and spend, illustrated with HubSpot’s CRM market.

Define a clear product goal using the smart framework to guide strategy and progress. Explore good versus bad goals and introduce okrs as a framework for setting measurable, time-bound objectives.

Craft a precise goal statement for a SaaS product, detailing the product, its action, who it helps, and how success is measured, including adoption, satisfaction, and business metrics.

Discover and apply OKRs for SaaS products, linking objectives to key results. Learn to improve user experience, reduce setup time, boost email open rates, and strengthen sales and integration funnels.

Define product goals using a time-bound, measurable format and apply the OKR framework to align objectives, key results, and initiatives, illustrated with HubSpot-style examples.

Define product differentiators and business model differentiators to stand out. Enhance value through quality, design, service, features, and customization, while using pricing models like free/ad-supported, freemium, tiered, and subscription.

Identify how HubSpot differentiates in SaaS by offering an all-in-one CRM, data-driven analytics, end-to-end user journey insights, a user-friendly interface, integrations, and marketing and sales alignment.

Define action-oriented KPIs and success metrics to measure product performance, using paid subscription and news website examples, and apply the pirate metrics framework to track usage, stickiness, and revenue.

Explore the AARRR pirate metrics framework—awareness, acquisition, activation, engagement, revenue, retention, and referral—to guide product-led growth and optimize customer acquisition cost and the north star metric.

Identify the north star metric for a SaaS product and optimize its input metrics: users, engagement, frequency, and happiness to grow customer lifetime value over time.

Create a feature breakdown for SaaS by turning product vision into themes, epics, user stories, and tasks, with examples like wishlist and advanced CRM.

Apply the business model canvas to map customer segments, channels, value proposition, customer relationships, key partners, activities, resources, costs, and revenues, using HubSpot as a case study.

Learn to build a product strategy canvas for saas by defining a long-term vision, challenges, target conditions, and kpis, using HubSpot's example to map current state, timelines, and integrations.

Wraps up the product strategy module by revisiting vision, customer insights, and competition, and shows how to craft a strategy with jobs to be done, user journeys, and OKRs.

Define SaaS as cloud-based software accessed via a browser, not installed locally. Cite examples like Google apps, Slack, Zoom, and HubSpot, and note free and paid versions.

Explore the history and future of SaaS, compare on-premise and cloud CRM, and grasp the shift from licensing to subscription as cloud solutions drive growth.

Explore the benefits of software as a service, including browser-based use with no installation or setup costs, automatic upgrades, scalable cloud security, backups, real-time updates, and global collaboration.

Identify B2C, B2B, and P2P startup types, including aggregators and marketplaces, and compare horizontal vs vertical SaaS and SaaS categories like self-service, enterprise, subscription, IaaS, PaaS, and BaaS.

Explore how SaaS products group into package, collaborative, and technical types, and how sales models—from self-service PLG to enterprise sales—shape CRM, ERP, HR, and other SaaS domains.

Explore the freemium business model in SaaS with examples like Dropbox, Google Drive, and iCloud. Learn how free features convert to paid upgrades and impact costs and marketing.

Explores freemium pricing models such as traditional freemium, land and expand, freeware 2.0, ecosystem pricing, and free tools, with real-world SaaS examples.

Explore how subscription models drive monthly or yearly recurring revenue for SaaS, with high gross margins and low marginal costs, illustrated by G Suite, Shopify, and HubSpot.

Compare free trial and freemium pricing in SaaS, highlighting full access for a period vs limited features, and discuss paid conversion trends and product-led growth.

Explore pay-as-you-go pricing for SaaS products using AWS as an example, showing how usage drives costs and how on-demand, reserved, spot, and dedicated pricing scale.

Compare freemium, premium, flat-rate, usage-based, tiered, and per-user pricing strategies used by SaaS companies, with examples from Basecamp, AWS, HubSpot, and GitHub.

Compare flat-rate and tiered pricing for SaaS, examining simplicity, upselling potential, and revenue implications with Base Camp and HubSpot as reference points.

Explore pay per user pricing, charging per user and scaling with adoption, with examples from Asana, Trello, ClickUp, and CRM tools, and note its easy cost calculation and potential churn.

Explore per storage pricing and pay-as-you-go models used by freemium cloud services like Google and Dropbox. Learn feature-based pricing, its upgrade incentives, delivery-heavy features, and examples from QuickBooks and SEMrush.

Explore bookings in SaaS, including ACV, total contract value, contract length, CAC, churn, and LTV, and learn how new, renewal, and upsell bookings drive acquisition and retention.

Track SaaS bookings, billing, and revenue by linking CRM, ERP, and Stripe data, categorize by enterprise or self-serve, and monitor accounts receivable and deferred revenue.

Understand how bookings, billings, and revenue differ and when to record each, with examples of total contract value, invoicing, and monthly payments, and the concept of annual recurring revenue.

Explore how bookings, billings, and revenue diverge in SaaS contracts by comparing annual versus monthly billing, calculating ACV, and applying GAAP revenue distribution.

Elevate understanding of ACV and TCV by linking annual contract value to total contract value through contract length, illustrating how multi-year deals, upsells, and downgrades drive bookings.

Calculate annual contract value by dividing total contract value (tcv) by the term. A 21,000 tcv over four years yields 5,250 acv.

Calculate the average contract length by dividing total months by contracts, and distinguish it from ACL and ACV to benchmark, plan upsells, and guide sales strategy.

Calculate the total contract value by multiplying monthly subscription fees by the contract term length and adding any one time cancellation fees, then use TCV to derive ACV.

Learn to calculate customer acquisition cost by dividing sales and marketing costs by new customers, distinguish blended and paid CAC, and explore CAC's forward-looking use for SaaS startups.

Calculate customer acquisition cost using optimistic signup and conversion rates, analyze paid Facebook ads with CTR and cost per mille, and contrast with lifetime value for profitability.

Learn how to reduce SaaS customer acquisition cost by boosting conversion rates, leveraging marketing automation, A/B testing, and strong communities to shorten the payback period.

Explore how the CAC payback period shows when a SaaS business recovers its customer acquisition costs, and how MRR, cost of service, retention, and LTV influence cash flow and liquidity.

Explore how to compute the CAC payback period in SaaS by linking sales and marketing spend, number of new customers, average revenue per customer, and gross margin.

Learn how to compute customer acquisition cost, lifetime value, and the LTV to CAC ratio, and see how churn affects profitability using a practical SaaS example.

Define activation as guiding users to a key action like creating a new lead to realize value quickly, using onboarding, personalized setup, quick wins, and engagement monitoring, with HubSpot.

Learn how product stickiness measures retention and drives recurring revenue by analyzing DAU/MAU ratios, improving user experience, retention, and engagement with personalized features and compelling content.

Calculate stickiness by dividing daily active users by monthly active users, noting typical 15–30% and higher engagement for social media apps.

Learn how the product engagement score combines adoption, stickiness, and growth to diagnose and improve user engagement, with methods to measure each component and practical improvement tips.

Learn how to define and measure activation rate for saas products, using metrics like product demos or first payments, and tailor activation to the retention cohort and product type.

Compute click through rate from clicks and impressions, measure net page views, average time spent, conversion rate, revenue from average order value, and hype factor with ARR.

Learn how customer lifetime value (cltv) guides SaaS growth by balancing acquisition cost (cac), retention, and gross margin, using arpu-based calculations, cohort analysis, and predictive methods.

Learn how monitoring customer lifetime value boosts sales, reduces costs, and strengthens retention, loyalty, and personalization, with annual pricing, usage, reengagement, and upselling strategies.

Calculate the LTV to CAC ratio to determine customer value relative to acquisition costs, with a 3:1 target and emphasis on churn, retention, gross margin, and payback period.

Calculate customer lifetime value using LTV = (1 / churn rate) × average revenue per account, illustrated by a 10% churn and $1k monthly revenue.

Compute the SaaS LTV to CAC ratio using average revenue per account, gross margin, churn, and combined sales and marketing costs.

Explore unit economics by comparing revenue per unit to costs, CAC, and LTV across industries, with examples from airline seats, restaurant orders, and SaaS customers.

Understand cash flow, expenses, and revenue unit economics, including MRR, ARR, free cash flow, and profitability, with attention to retention, churn, CLTV, and gross margin.

Learn the basics of monthly recurring revenue (MRR) for SaaS product management, including new, expansion, and churned MRR, and compute net MRR and ARR.

Calculate quick ratio and net monthly recurring revenue by analyzing new MRR, expansion MRR, churned MRR, contraction, and reactivation to gauge growth and health.

Explore monthly and annual recurring revenue. Learn to compute net new MRR by combining new revenue with expansion while subtracting churn and contraction; forecast ARR.

Learn to compute monthly recurring revenue from active accounts using churn, acquisition, and ARPU. Master MRR, ARR, and committed MRR with upsell and renewal dynamics.

Learn to grow SaaS revenue by tracking beginning MRR, new MRR, and expansion MRR from upsell and cross-sell, while accounting for churn and contraction to determine ending and net MRR.

Explore how the quick ratio measures growth efficiency in SaaS by balancing net MRR components, including new, expansion, reactivation, contraction, and churned MRR, against retained MRR, with clear growth thresholds.

Calculate the SaaS quick ratio by dividing the sum of new and expansion MRR by churn plus contraction losses, illustrated with 400k new, 200k expansion, 100k churn, and 50k contraction.

Compute the BVP efficiency score by dividing net new annual recurring revenue by net burn, using the example of $12m net new ARR and $2m burn to yield about 6.

Understand annual recurring revenue by calculating opening ARR plus new ARR and expansion, then subtracting contraction and churn; see how reaching $1 million ARR marks growth milestones for SaaS startups.

Explore retention cohorts and month-on-month retention to gauge user engagement. Learn how new features and community options, tracked with product analytics tools, improve retention for SaaS and consumer apps.

Explore net revenue retention (NRR) and gross revenue retention, unit-based vs dollar-based retention, with examples of churn, upsell, cross-sell, and onboarding optimization.

Learn how time to first value drives user success by delivering a golden feature that creates an aha moment quickly, shortening sign-up friction and accelerating activation.

Understand how retention drives revenue by analyzing net revenue retention and gross revenue retention through churn, expansion, and upsell with starting, new, and expansion MRR examples.

Discover how onboarding reveals the golden feature and accelerates the time-to-value, while analyzing time-limited aha moments along user journeys to optimize retention in SaaS.

Explore how time to first value drives retention, illustrated with Mixpanel-based e-commerce journeys, identifying the cart addition moment and strategies to shorten value realization.

Discover how Net Promoter Score measures customer loyalty with a 0–10 recommendation scale, classifies users as detractors, passives, or promoters, and is calculated by subtracting detractors from promoters.

Understand how to measure net promoter score by comparing promoters and detractors, accounting for passives, and calculating the difference between promoters and detractors.

Learn how churn rate, retention, and revenue churn shape SaaS growth, distinguish logo, customer, and account churn, and explore net revenue churn and net dollar retention.

Explore why churn is not linear and how monthly churn translates to yearly churn, impacting customer lifetime value. Assess onboarding, usage, and segmentation to reduce churn.

Compute monthly and annual churn from a year of user data, track ending balances, and compare gross churn with net revenue churn including expansion.

Explore SaaS unit economics by calculating break-even and time to profitability using CAC, annual recurring revenue, and average recurring service cost, and examine zero, 25%, and 35% churn scenarios.

Learn how virality can outpace churn by comparing viral growth, baseline growth, and churn-dominated paths, using a viral coefficient above 1 and word-of-mouth customer advocacy.

Explain how to compute the viral coefficient from initial customers, referrals per customer, and a 20% conversion rate, then project four-year growth with end-of-year totals.

Explore how to calculate SaaS retention and churn using simple formulas: ending customers = beginning + new - churn, and retention = (beginning - churn) / beginning.

Learn how to compute net negative churn by comparing expansion MRR to churned MRR, and express it as (expansion minus churn) over beginning period MRR.

Explore how SaaS sales use four price and complexity quadrants and a seven-stage cycle—from ICP and prospecting to onboarding and nurturing—driven by inbound and outbound marketing.

Explore how content strategy, inbound and outbound marketing drive SaaS customer life cycle and sales funnel from visitor to loyal customer, with metrics like conversion, activation, close, stickiness, and renewal.

Compare inbound and outbound leads, detailing how marketing, sales, and customer success drive awareness, education, selection, onboarding, and growth through the inbound funnel and outbound efforts.

Define and apply lead scoring by assigning points from profile and behavioral data to prioritize leads, shorten buying cycles, and improve close rates through nurture and ICP alignment.

Learn to calculate lead velocity rate from month-to-month changes in qualified leads and determine the sales conversion rate by dividing sales by qualified leads.

Compute cost per lead (cpl) for outbound and inbound campaigns by dividing spend by leads, using $4,500 for 45 leads (~$100 cpl) and 8,000 visitors at 5% leads (~$30 cpl).

Perform quarterly sales capacity planning by accounting for onboarding and churn to derive ramped SMB account executives, then project new annual recurring revenue with a $80,000 quota and 60% productivity.

Calculate revenue per employee from 2018–2021 data in thousands and compare sales quota to annual recurring revenue under a 60% efficiency assumption.

Learn how to grow revenue through upsell and cross-sell strategies, calculating upsell and cross-sell rates, and projecting ending revenue from base revenue and price upgrades.

Explore how referral rate drives growth and profitability in a product platform, by analyzing referral versus non-referral sales, discounts, and gross versus net sales.

Explore the three core financial statements: income statement, balance sheet, and cash flow statement. See how revenue, expenses, net income, ebitda, and depreciation relate to cash flow and equity.

Understand SaaS marketing metrics—customer acquisition cost, payback period, marketing spend, revenue, cogs, gross profit, and ltv to cak—and grasp cash flow statements (operating, investing, financing) and free cash flow.

Calculate burn rate and capital efficiency, and apply the SaaS magic number to guide growth decisions, optimize marketing spend, and achieve sustainable revenue with PMF.

Apply the SaaS magic number formula to relate monthly recurring revenue growth to prior quarter sales and marketing spend across three data sets.

Apply the rule of 40 to SaaS by balancing growth rate and EBITDA margin, including the weighted rule of 40 for forecasting investor value.

Apply the rule of 40 by adding annual recurring revenue growth rate to EBITDA margin to assess long-term sustainability.

Explore SaaS profitability from unit level lifetime value and CAC to overall EBITDA, focusing on MRR and ARR, churn, retention, and net dollar retention, plus Series A benchmarks.

Explore accounts receivable foundations, including turnover ratio, net credit sales, and aging, and learn how billing timing and credit policies impact cash flow and collection efficiency.

Learn how accounts payable aging and the turnover ratio reveal cash flow and liquidity by tracking vendor invoices, due dates, and aging buckets to optimize payments.

Burn multiple measures net burn versus net new recurring revenue to gauge capital efficiency during growth and downturn, and improve it by lowering customer acquisition cost and boosting margins.

Explore capital efficiency metrics for SaaS startups, including cash conversion score, burn multiple, RoCE, and Bessemer efficiency score, and learn ways to improve cash flow and runway.

Calculate and interpret key SaaS and ecommerce metrics, including average order value, ARPU, monthly recurring revenue, existing and new account revenue per account, gross merchandise value, and platform commissions.

Learn to calculate attrition rate using the simple formula: left employees divided by average employees, times 100, with examples from quarterly data.

Learn to craft go product roadmaps and agile roadmaps that align goals with features, metrics, and marketing automation capabilities, including automated emails, advanced segmentation, social integrations, and analytics.

Build an agile product roadmap with time-based goals across three months, six months, and one year, linking initiatives to measurable key results like churn reduction, onboarding improvement, and user engagement.

Lead an agile, cross-functional brainstorming session with product managers, designers, developers, and growth to generate, discuss in multiple rounds, and add ideas to the backlog for improving user experience.

Write end-to-end user stories in the 'as a user, I would like to' format, with 10 to 15 stories per feature for the PRD.

Develop acceptance criteria for user stories to determine completion, aligning PRD, design, developers, QA, and SREs, with automation of emails, follow ups, and social posts.

Plan a two-week sprint to implement an ai powered customer insight tool, detailing epics, user stories, acceptance criteria, prd metrics, and cross-team design, integration, and testing.

Learn to conduct sprint retrospectives that reveal what went well and what didn’t, and define actions to improve user interface, real-time data processing, testing, and back-end architecture after feature integration.

Set a product goal to maximize growth and customer engagement using HubSpot's integrated CRM marketing and sales tool, and track customer acquisition cost, weekly active users, and marketing ROI.

Focus on one metric that matters, the north star metric, for your product, such as watch time for Netflix or customer lifetime value for HubSpot, to drive retention and growth.

learn agile software development to adapt to changes, deliver customer-centric products faster, and optimize resources through scrum, jira, and requirement gathering.

Explore agile in product management with a simple apple-cutting analogy, contrasting waterfall and agile methods; learn how agile speeds delivery, enables feedback, and allows quick adjustments.

Agile software development is an iterative, team-based approach that delivers value in small increments through rapid design, testing, deployment, and feedback loops, contrasting with the linear waterfall model.

Explore the origin of agile through the Agile Manifesto, its four values, and the 12 principles, emphasizing customer value, working software, collaboration, and iterative delivery.

Explore the scrum framework within agile methodology, detailing the 353 shorthand technique, three accountabilities, five events, and three artifacts—product backlog, sprint backlog, and increment.

Discover how to drive SaaS product delivery from vision to increment, building a roadmap, backlog refinement, and definition of done within sprints and daily scrums.

Discover the day-to-day life of a product manager who also acts as a scrum master, including two-week sprints, sprint planning, backlog grooming, releases, and cross-functional collaboration.

Create a Jira project, build a monthly product roadmap with epics, features, and backlog items, assign labels such as March 2024, and manage sprints from timeline to active sprint.

Refine the backlog in Jira by turning roadmap items into ready tasks with problem statements, acceptance criteria, and design or PRD links, then prioritize for upcoming sprints.

Discover how a product owner uses brainstorming to surface ideas for productivity in HubSpot, then refines them into a backlog, PRD, and sprint plan.

Plan and execute a Jira sprint to enhance HubSpot CRM, creating an epic with contact management, automated lead scoring, and email campaign integration, refined by problem statements and acceptance criteria.

Learn how to manage a sprint with grooming, todo, in-progress, QA testing, and UAT, coordinating with stakeholders, and finish with a retrospective to drive improvements.