Go-to-Market Checklist Template
A simple checklist to ensure you do all the right things in the right order for your go-to-market strategy.
Why use this template?
When you are first going to market with a new business or a product, a checklist will help you stay focused to get the right things done in the right order.
Your plan doesn’t have to be perfect, but you want to have a plan. Otherwise, you might end up in a place you never intended.
What I have found running sales and marketing teams is that it’s easy to get caught up executing the day to day tasks and neglect to plan for your longer-term growth trajectory.
This is a free go-to-market template for SaaS companies, but will likely work for any software company these days (watch video overview above).
When you apply this AI-powered, go-to-market checklist template effectively, you’ll experience peace of mind knowing that you have done the right things to hit your growth plans.
What's inside the template
When I first started as a VP of Marketing, I tried many different initiatives without necessarily having a strategic plan of how all of the pieces fit together.
Regretfully, we spent money on marketing campaigns that never had a chance of producing results.
Here is what's included in the Go-to-Market Checklist Template:
- Go-to-Market Checklist Template: a blank template to add the key GTM steps for your business.
- Example Template: an example checklist to use as inspiration. I have also included links to relevant templates available from GrowthBusinessTemplates.com that may help you along your journey.
- AI-Powered GTM Checklist: a checklist generated by AI when you enter in your product category, type of activities you need to focus on and # of steps to include. Then voila! AI generates the checklist for you.
How to use this template
Here are my recommended steps to make this template drive revenue growth for your business.
- Familiarize yourself with each item in the checklist
- Duplicate the template tab into a new spreadsheet
- Customize the checklist with your company name
- Modify the steps to complete in column 1 based on your business
- Share with your team for feedback
- Assign responsibility and update statuses
Slow down to develop a good plan. This will produce outstanding results for you.
Focus on the high level checklist of what needs to get done, then start checking them off one by one in order of priority.
My hope is that this template gives you visibility into all of the nuances of going to market with a software product.
Immediately download the Go-to-Market Checklist Template and customize it for your business.
Click “Add to Cart” on the right and checkout. You will receive a link to a Google Sheet to copy and customize for your business.
Also, check out our entire VP of Marketing Playbook below to grow your brand and demand faster.
VP of Marketing Playbook
Everything you need to run marketing at a venture-backed SaaS company.
VP of Sales Playbook
Everything you need to run sales at a venture-backed SaaS company.
Click "Add to Cart" below. When you checkout, you will immediately receive an email with a link to download
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Top reviews from SaaS Executives
“These are GOLD! I was having to build all of this from scratch.”
“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”
“I feel more confident hitting our revenue goals now than I ever have.”
“My job just became so much easier! I’m all about working smarter, not harder.”
“These are GOLD! I was having to build all of this from scratch.”
“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”
“I feel more confident hitting our revenue goals now than I ever have.”
“My job just became so much easier! I’m all about working smarter, not harder.”
“These are GOLD! I was having to build all of this from scratch.”
“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”
“I feel more confident hitting our revenue goals now than I ever have.”
“My job just became so much easier! I’m all about working smarter, not harder.”
Our Resources
Our templates give you complete flexibility to choose exactly what you need to unlock growth. Whether it’s defining your ICP, mapping the buyer journey, optimizing your sales process, or building forecasts—our templates make it easy to get started fast and execute with precision.
Our go-to-market playbooks are designed to guide executives from a place of uncertainty to hitting aggressive sales and marketing goals. Each playbook is a step-by-step roadmap built to help you confidently navigate the most critical growth stages and scale your business.
Work with us to develop a custom sales and marketing playbook tailored specifically to your company. We’ll collaborate with you to define a winning strategy and tactics, leaving you laser-focused on execution and results. No guesswork—just clear, actionable steps designed for growth.
