Complete SaaS Checklist · Bubble.io

Bubble SaaS Complete Checklist

The master reference for every stage of a Bubble SaaS — architecture, build quality, billing, security, and growth operations. The synthesis of 115 posts compressed into one actionable checklist to return to before every major milestone.

115Posts Synthesised
5Checklist Categories
40+Actionable Items
⏱ 12 min read · Bubble.io · 2026

Everything You Need to Build, Launch, and Grow a Bubble SaaS

This is the complete reference checklist for every stage of a Bubble SaaS — from the first architectural decision to ongoing growth operations. It is the synthesis of every guide in this series, compressed into a single actionable reference. Bookmark this page. Return to it before every major milestone. The items you skip are the ones that become expensive problems later.

Before You Open Bubble

  • Data model designed on paper: every type, field, and relationship documented before opening the editor

  • User roles defined as an Option Set on the Membership record, not the User record

  • Privacy rules planned for every data type — zero types will remain on Everyone

  • Every app data type has a workspace field: required for multi-tenant isolation

  • Plan limits stored in a Plan data type, not hardcoded in workflow conditions

  • is_deleted (yes/no) field planned for every data type from day one

  • Static data (statuses, categories, roles) assigned to Option Sets, not data types

While Building

  • Zero :filtered by expressions — all filtering uses search constraints (WHERE clauses)

  • Every sensitive workflow has a role check on Step 1 with an Only when condition

  • Dashboard counts stored as denormalised fields on Workspace, updated on every relevant change

  • Every search in every page and workflow has workspace = current_workspace as first constraint

  • All repeating groups paginated to maximum 20 items per page

  • Long-running operations use backend API workflows, not frontend workflows

  • Every API call has an error-checking step immediately after it

Stripe Integration

  • One Stripe Customer per Workspace (not per User)

  • workspace_id stored in Stripe metadata on every Customer, Subscription, and Checkout Session

  • All six webhook events handled: checkout.completed, subscription.updated, subscription.deleted, payment_failed, payment_succeeded, trial_will_end

  • Stripe webhook signature validated on every incoming event

  • Subscription status updated ONLY by webhooks, never by redirect URL

  • Cancelled workspaces: read-only with all data preserved, not deleted

  • Seat and record limits enforced in both UI conditions and Step 1 workflow guards

Before Launch

  • Every data type has at least one privacy rule — zero types remain on default Everyone

  • Tenant isolation tested: two isolated browser sessions, zero cross-workspace data leakage

  • Stripe keys switched from sk_test_ to sk_live_ and webhook URL updated to production

  • Custom domain connected, SSL active

  • Bubble app on Growth plan or above (dedicated server for production)

  • Session recording installed (Hotjar or FullStory) to observe first users

  • A live end-to-end test with a real Stripe card completed before announcing launch

Post-Launch Operations

  • One customer conversation per day — non-negotiable daily habit

  • One session recording reviewed per day

  • Onboarding email sequence live and sending automatically on workspace creation

  • Monthly churn rate tracked and documented

  • Churn interview within 48 hours of every cancellation

  • Weekly LinkedIn or content post (distribution is a daily habit, not a campaign)

  • NPS survey sent at day 30 to paying customers, PMF score tracked

  • Annual billing conversion actively promoted in billing settings and upgrade flows

  • Never add a new feature before validating that the current ones are being used

  • Never scale acquisition before monthly churn is below 5%

This checklist is a living document. Revisit it quarterly. Add items specific to your product and market. Remove items that are no longer relevant. The SaaS playbook that works at $1k MRR is different from the one that works at $50k MRR. Update your checklist as your business grows, and your checklist will help you grow your business.

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