Fifteen founder workflow templates ship with Keepance. Below is the real output from each one, filled in against a fictional freelancer finance app. Click any card to read the full document.
Vision, PRD, and lean canvas from one founder interview. The fastest way to get a fuzzy idea into shape.
"Freelancers in the US don't have a CFO. They have a Google Sheet, a guilty pile of unopened emails from their accountant, and a quarterly panic when taxes come due."
Map the landscape, find the gaps, understand where you actually win against the alternatives.
"Keeper is closest but stops at tax. YNAB is closest on budgeting but fights variable income. Nobody shows runway in weeks. That's the gap."
Who are you really building for? Get specific about the person, their problems, and their day.
"Alex checks their bank balance 4-6 times a day. Missed a Q4 tax bill by $5,300 and carried the balance on a credit card for 6 months."
Work out what to charge, how to package it, how to talk about it without sounding cheap or scary.
"$12/month or $108/year. One tier. No freemium. 14-day trial, no credit card. Refund if the tax bucket doesn't hold enough for your Q1 estimate."
Channels, tactics, and the first six months of distribution. Concrete enough to execute on Monday.
"Three channels. SEO on 12,100/mo freelance tax queries. Twitter + LinkedIn in niche freelance communities. Accountant partnerships. Kill any that doesn't show signal by month 3."
An outline and narrative for the deck, structured the way investors actually want to hear it.
"73.3M independent workers in the US. 14.4M full-time independents earning over $60K. TAM for a $12/mo product against this narrow slice: $2.1B/year."
Pick the channels, the cadence, and the topics. Stop posting random stuff and start building something.
"Fifteen SEO guides, one every other Monday. Each guide is a real calculator plus a 2,500-word answer. Keeper and Bonsai have ranked this way for 3+ years."
Scripts, screeners, and outreach for talking to users. The prep that makes the actual call useful.
"30-minute calls, 10 freelancers, 5 designer/writers and 5 developer/consultants. The killer question is question 5: how often do you check your bank balance?"
What's in the first version, what gets cut, what to ship next. The brutal scope conversation on paper.
"If a feature doesn't directly reduce the chance Alex is surprised by a tax bill, it's cut from v1.0. No invoicing. No receipt scanning. No mobile app in year one."
Cost structure, runway, scenarios. Enough to make a decision, not so much you avoid building it.
"ARR target year 1: $120K. Gross margin 78%. Contribution margin per paid user: $85/year. Breakeven at 2,800 paid users in month 18."
Headline variants, sections, FAQs, and CTAs. The copy that goes on the homepage when you finally write it.
"Your tax money, moved out before you see it. A personal finance app for US freelancers with lumpy income."
What got done, what didn't, what to focus on next week. The 15-minute Friday ritual that compounds.
"Said I'd ship the Plaid webhook retry logic, run 3 user interviews, draft the Sunday email, and file my own Q1 taxes. Did all four. Skipped accountant outreach again."
Monthly or quarterly update with metrics, wins, losses, and asks. Honest, brief, and actually useful.
"MRR $312, up from $36. Paid users 26, up from 3. Private beta converting at 28%, above the 22% I had budgeted for. Biggest risk: SEO guides aren't ranking yet."
Time-boxed agenda, pre-read briefing, decisions queue. Walk in with a plan and walk out with a vote.
"60-minute meeting. Two decisions, 15 minutes each. Decision 1: require credit card for free trial, yes or no. Decision 2: hire iOS engineer now or wait for $10K MRR."
Job description, interview rubric, and 30/60/90 onboarding plan. The full kit for hire #1.
"First hire is a full-stack engineer with Plaid + TypeScript + Postgres experience. Four-stage interview, 4.5 hours. Pull the trigger when we cross $10K MRR for two consecutive months."
Drop 3+ transcripts, get themes, contradictions, jobs-to-be-done, and priority-ranked features out the other side.
"Ten interviews. Three themes emerged 10 of 10 times. Every freelancer raids their tax account. Nobody knows their effective hourly rate. Balance-checking is compulsive."
The fifteen above are what ships in the box. The marketplace is where everything else lives. Open Settings → Marketplace → Templates inside Keepance to browse, install, and update community-built templates. Six community entries went live on day one of v2.0, with more landing as people submit them.
The catalog is a public GitHub repo, so you can read every template's source before you install it. If you build something useful, send a pull request and it shows up in everyone else's marketplace on the next 24-hour catalog refresh.
Keepance is free to download. Every template above runs against your own files, on your own machine, with your own API key. Nothing you type ever leaves your computer.
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