# SaaS agency evaluation brief: blank template
Growth Cab | Version 1 | 10 September 2026

Replace bracketed fields with your own verified facts. Mark assumptions explicitly. Do not include private customer information in a public copy.

- Company and buying motion: [product, buyer, sales-assisted or self-serve, verified contract-value range]
- Problem to test: [specific constraint and evidence]
- Sample: [selection rules, review size, reason for that size]
- Exclusions: [customers, open deals, suppressions, out-of-scope accounts]
- Client owner and provider owner: [names/roles in your private working copy]
- Approval and asset ownership: [who approves each step; who retains each account and asset]
- Stage definitions: [selected, approved, replied, booked, attended, accepted opportunity, won]
- Review window: [start condition, observation period, sales-cycle limitation]
- Acceptance evidence: [inspectable records and handover test]
- Stop conditions: [specific failures that prevent expansion]
- Expand conditions: [evidence and accountable decision maker]
- Costs and terms: [fees, tools, internal time, exit terms; unknowns labeled]
- Unproven assumptions: [what this exercise cannot establish]

Source page: https://www.growthcab.com/saas-lead-generation-agency