Industry kit

SaaS templates for raising, launching, selling and renewing

A software company pitches investors, launches features, books demos, signs licence agreements, onboards users and fights churn at renewal. This kit links finished examples of the deck, video, form, agreement and page for each step, written for invented SaaS companies.

The life of a SaaS customer

A SaaS company documents every stage of a customer life. Before customers, it pitches investors with a deck built around traction and the market. To find customers it runs a waitlist or launch page, books demos through a demo request form and shows the product in a demo deck or a tour video. Signing customers needs a licence or subscription agreement and often a data processing agreement. Then come onboarding, feature launches, renewal decks for larger accounts and churn surveys when someone leaves, each a chance to learn why customers stay.

Video, decks and forms do most of the selling

Most SaaS selling now happens without a call: a product tour video on the website, a feature launch video for existing users, a how to video in the help centre, and a demo request form for the accounts that do want a call. Beta programs need an application form that sorts testers into cohorts. The examples below show each of these complete, built for invented companies, so a founder or product marketer can see the structure and copy before writing their own. Every card opens the finished example, from the waitlist page to the renewal deck.

Who the kit is for

The kit is written for early stage and growing SaaS companies, B2B and consumer. Software companies holding personal information have privacy duties, and those covered by the Privacy Act must notify the OAIC and affected people of eligible data breaches. The Australian Cyber Security Centre publishes guidance most security questionnaires draw on. The companies and numbers in the examples are invented, and none of the agreements is legal advice. Read each card in full before adapting it.

The kit, piece by piece

Decks for investors, prospects and renewals

A SaaS company needs three decks that look alike and say different things. The investor deck is about the business: problem, product, traction, market, model, team and the raise. The demo deck is about the user: the workflow, the outcome and the price. The renewal deck is about the account: value delivered, usage, what is next and the ask. The examples here show all three, and each can be exported to PowerPoint or PDF.

Videos that sell without a call

A product tour on the website, a launch video for each significant feature and how to videos in the help centre answer most questions before a prospect books a demo. Each video example in this kit was made in the video builder from a brief, with voiceover and captions burned in, in landscape for the website and vertical for social. Keep tours under a minute and how to videos to one task each.

Agreements, privacy and churn

A licence or subscription agreement should cover the licence scope, users, fees and billing, support levels, data ownership and security, liability and termination. Enterprise customers will ask about data handling and breach notification, so know your obligations under the notifiable data breaches scheme. When customers leave, a short churn survey with a reason list and one open question tells you which problem to fix first.

The tools behind the kit

Step by step in the builders: Make a pitch presentation with AI, then Make a how to video with AI.

Questions people ask

What should a SaaS pitch deck include?

It should include the problem, the product, traction such as revenue and growth, the market, the business model, competition, the go to market plan, the team, the financials and the raise. Lead with traction if you have it, because investors look for it first.

What should a demo request form ask?

Ask for name, work email, company, company size, role, the main use case and timing. Keep it short so good prospects finish it, and use the answers to route the request to the right salesperson or a self serve trial.

What should a software licence agreement include?

It should include the licence scope, permitted users, fees and billing, support and service levels, data ownership, security and breach notification, IP, warranties, liability limits, term, renewal and termination. Enterprise customers often send their own paper for larger deals, so know which terms you can accept.

How should SaaS companies run a churn survey?

Ask leaving customers one required question with a list of reasons, such as price, missing features, switched product or no longer needed, then one open question. Keep it to under a minute. Review the answers monthly and fix the most common reason first.

Do SaaS companies need product videos?

Most benefit from a short product tour, a launch video for major features and how to videos for common tasks. Video answers questions before a call and helps onboarding. Captions matter because many people watch with the sound off, and short videos are easier to keep up to date.

Start the first piece of the kit

The button opens a generator with a starting description already filled in. Change the business details to your own before you run it.

Create a presentation with OneCraft

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Sources

Written and checked by the OneCraft team. Last checked .