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Explore the essential go-to-market templates that will empower your business to reach new heights of growth and success.

Bottoms Up Model

Bottoms Up Model Get a deep understanding of your revenue metrics by matching the output from demand gen with sales capacity to recreate revenue forecasts and make budget decisions.

Customer Success Playbook

Customer Success Playbook Create a comprehensive plan for enhancing customer satisfaction, retention, and overall business success.

Leading Indicators Worksheet

Leading Indicators Worksheet Determine the percentage of customers that achieve a leading indicator of customer retention by month or quarter of tenure.

GTM Scaling Checklist

GTM Scaling Checklist Start here! Use this as a blueprint for overseeing all assets within the GTM Playbook.

Interview Scorecard — Sales Hire

Interview Scorecard — Sales Hire Customizable framework for adopting a data-driven strategy when making the initial sales hire.

Interview Scorecard — Marketing

Interview Scorecard — Marketing Customizable framework for adopting a data-driven strategy when making the initial marketing hire.

Interview Scorecard — Customer Success

Interview Scorecard — Customer Success Customizable framework for adopting a data-driven strategy when making the initial customer success hire.

Interview Scorecard — First GTM Hire

Interview Scorecard — First GTM Hire Customizable framework for adopting a data-driven strategy when making the first go-to-market hire.

Content Marketing Worksheet

Content Marketing Worksheet Refine your ideal customer profile (ICP), as well as your specific buying personas, and build a content strategy around them.

Paid Marketing Worksheet

Paid Marketing Worksheet Identify which platform / tool you're using for your targeted ads based on where your buyers are most active, and build your paid strategy around your specific buying personas.

PLG Worksheet

PLG Worksheet Define your business' north star metrics, growth funnel, the initial growth team, and outline your experimentation and learning cadence.

Buyer Persona Worksheet

Buyer Persona Worksheet Create detailed and accurate representations of your ideal customers and gain valuable insights into your customers' demographics, preferences, pain points, and motivations.

Annual GTM Plan

Annual GTM Plan Use this slide narrative to develop and present your annual go-to-market plan.

GTM Playbook

GTM Playbook Comprehensive overview of all templates in the "Build a GTM Playbook" section of the Resources Center.

Customer Retention Strategy

Customer Retention Strategy Slide narrative entrepreneurs can leverage when building out the next VC fundraise.

Forecasting Model

Forecasting Model Predict future revenue, allocate resources effectively, and make informed business decisions.

Forecasting Template — Stage Driven

Forecasting Template — Stage Driven Predict future revenue, allocate resources effectively, and make informed business decisions, based on company stage.

Forecasting Template — Demand Driven

Forecasting Template — Demand Driven Predict future revenue, allocate resources effectively, and make informed business decisions, based on demand.

Forecasting Template — AE Driven

Forecasting Template — AE Driven Predict future revenue, allocate resources effectively, and make informed business decisions, based on AE performance.

CCAC Model

CCAC Model Calculate the CAC per cohort (CCAC) to see how long it takes each cohort to pay back the CCAC (ideally on a gross profit basis).

Ideal Customer Profile (ICP) Worksheet Pinpoint and define your ideal customer profile by through essential demographic, behavioral, and psychographic characteristics.

Hiring the First Sales Leader Playbook

Hiring the First Sales Leader Playbook Hire the first Sales leader in 3 simple steps: Define the role, determine evaluation criteria, execute the evaluation process.

Interview Scorecard — Sales Leader

Interview Scorecard — Sales Leader Customizable framework for adopting a data-driven strategy when making the initial sales leader.

Prospecting Guide

Prospecting Guide Equip sales professionals with proven strategies and tactics to identify and engage with high-potential leads.

Discovery Guide

Discovery Guide A step-by-step approach to uncovering customer needs, pain points, and motivations to tailor your solutions for maximum success.

Presentation Guide

Presentation Guide Actionable tips and techniques to create compelling, persuasive, and engaging pitches that win over clients and close deals.

Demand Generation Channel Guide

Demand Generation Channel Guide Your startup is ready to scale sales — which demand generation channel should you choose? Use this guide to determine if you should lean into marketing, build an SDR team, leverage channel partners, or all of the above.

What is a GTM System?

What is a GTM System? Start here! This guide explains what a GTM System is, how it's structured, and how to use our resources to build your own.

Optimal Slides for the GTM Section of the Board Deck

Optimal Slides for the GTM Section of the Board Deck Effective board presentations are vital for fostering growth. The go-to-market slides form the core of your board deck, and this eBook will help you accurately visualize your data, while guiding you through this critical journey.

LIR Journey

LIR Journey For companies aspiring to achieve to product-market fit, we recommend going on an LIR journey from customer level tracking, to quarterly cohorts, to the monthly cohorts.

Editorial Calendar

Editorial Calendar A template designed to help streamline content planning, scheduling, and organization.

Marketing Budget

Marketing Budget Meticulously plan and track expenses, optimize resource allocation, and maximize ROI for your burgeoning businesses.

Messaging House Template

Messaging House Template Create internal alignment, clarity, and consistency in conveying core messages across a variety of channels.