Lean-Case Tutorials

 A collection of tutorials to guide your business modelling with Lean-Case

Demo Tutorial

lean-case demo tutorial

The Demo tutorial provides a standard Lean-Case demo and a good idea how to get started. You learn how to set up a simple Lifecycle Model getting customers with a Signup Stage and keeping-and-growing customers with a SaaS revenue streams which has 2 plans (Basic and Enterprise). You learn how to connect the streams and plans with conversion rules,  how to add services to cross-sell and how to validate the mechanics of your model. We are also showing you how to add churn and all revenue related cost to calculate your unit economies.  On top, we provide examples how to add headcounts and expenses. At the end, we show how you can share your Lean-Case and check the dashboard results with your peers, boards or investors.

SaaS B2B Tutorial

LeanCase Tutorial B2B Template

This tutorial shows how to create a Lean-Case SaaS B2B model with a Get-Customer-Phase modelling the Sales Process of converting prospects into customers and a Keep-and-Grow-Customer-Phase modelling the Account Management Process. You learn how to set up all revenue streams across those two phases, connect the streams with conversion rules and validate the mechanics of your model. We are also showing you how to add all elements to calculate your unit economices - churn, cost of goods sold and cost of selling.  Finally, we provide an example how to add organizational units to your model with jobs, groups, team roles and manager roles. Headcounts can be automatically calculated driven by the number of sales teams, sales quotas or revenues. After learning these basics, you can get started to adjust your model.

eCommerce Tutorial

lean-case tutorial eCommerce

This tutorial shows how to create a Lean-Case eCommerce model with a Get-Customer-Phase modelling the Lead-Generation Process and a Keep-and-Grow-Customer-Phase modelling the Buying Process. Lead Generation models 3 marketing channels "paid search", "organic search" and "direct traffic" to convert leads into First Time buyers. The Buying Process shows the conversion of First Time Buyers into Repeat and Loyal Buyers. You learn how to set up all revenue streams across those two phases, connect the streams with conversion rules and validate the mechanics of your model. We are also showing you how to add all elements to calculate your unit economics - cost of goods sold and cost of selling. After learning these basics, you can get started to adjust your model. 

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