The Ultimate GTM Checklist: B2B SaaS Edition

go to market strategy checklist

A data-driven go-to-market strategy can help mitigate potential risks when growing your business. Some key benefits of a go-to-market strategy include cutting down on your time to market, providing an enhanced customer experience, and improving marketing effectiveness.

To help you enjoy a well-rounded go-to-market strategy, this guide covers how companies can approach their expansion plans. Understanding the key components of a GTM strategy, such as target audience, product positioning, and distribution channels, is essential for building an effective plan. You can create a successful campaign for your product or service launch using our step-by-step guide.

Yet, it is important to consider the long term when developing your go-to-market strategy. A successful corporate strategy rarely happens overnight because it takes careful planning and preparation. You don’t want to get on LinkedIn and start Pitch-Slapping new connections.

Coining a viable strategy includes a deep understanding of market trends, customer preferences, and other market research. By ensuring your business’s groundwork is covered, you can easily plan its expansion into new markets.

Consider using a GTM strategy template for structured planning and execution. This customizable framework will streamline your go-to-market process.

Contents

What is a Go-to-Market (GTM) Strategy?

A go-to-market strategy outlines your company’s approach to product or service distribution. It highlights your target market and the details of your delivery process.

A GTM strategy helps you achieve a product-market fit in one region or niche. It also helps define and communicate your value proposition to your target market, ensuring your unique benefits are clearly understood and differentiated from competitors.

This helps you establish your presence in the market during (and after) product launch. A GTM strategy is crucial, as businesses often have to expand to new markets to increase brand awareness, increase sales, and maintain business stability.

If your business plans to expand, this proven go-to-market strategy can help you achieve this goal.

4 Components of a Successful GTM Strategy

A successful product launch’s GTM strategy needs to cover the following aspects: identifying your target audience, defining your value proposition, selecting the right marketing channels, and setting clear sales goals. Identifying your key differentiators to stand out in the market is crucial.

As Pavel Sher, CEO of FuseBase, recalls from his own experience:

“I experienced a painful GTM failure when our marketing team positioned our software as an all-in-one solution, but our product could only handle basic features at launch. The disconnect led to a 65% refund rate in the first month and damaged our reputation with early adopters, showing me that honest product marketing and sales alignment must come before growth targets.”

Defining your pricing strategy and choosing an appropriate pricing model are essential to ensure your GTM plan is comprehensive and effective.

Product-market fit

Product-market fit relates to the general acceptance of your product by the market you’re trying to enter. More specifically, it ensures that your product is relevant and satisfies specific markets’ needs.

Target audience

A target audience is a group expected to buy your product or service. They are often defined by aspects such as demographics and behaviors.

Identifying your target and ideal customers is crucial, as it allows you to create detailed buyer personas that include demographic and behavioral insights. These personas help you position your product or service more effectively and target your marketing campaigns and messages more effectively.

Additionally, using focus groups to gather direct feedback from your target audience can provide valuable insights into their needs and preferences, further informing your go-to-market strategy.

Competition and Demand

Understanding your competitors and the general demand for your new product is part of a powerful go-to-market strategy. Understanding the current market can help you gauge how your product will fit in. It can give you insights into whether your target audience will demand it and how competitors may view your product.

Distribution

Distribution focuses on how your product will reach your target market upon launch. If your offering involves a product, will you sell it in a store or through a third party? Similarly, what (online) mediums will you sell it through if it’s a service? 

The distribution aspect of your product launch mustn’t be an afterthought. Your offered delivery methods affect the product’s cost, ultimately impacting demand. As such, you should carefully assess which direct and indirect distribution channels you choose.

go to market strategy template

What to Include In Your Go-to-Market Checklist

Certain things must be considered as part of your market strategy. A market strategy checklist can help guide and organize the GTM process, serving as a tool to verify that all strategic components are aligned before launch. In doing so, you ensure you cover certain key parameters. We cover these below.

Buying Center

The buying center refers to a group involved in a product or service’s purchasing process. These groups can include employees, family members, and other relevant stakeholders. The purpose of buying centers is to help with product recognition, pinpoint required product specifications, and evaluate options.

As such, buying centers help back up certain purchase decisions based on stakeholders’ needs and priorities.

buying centre for go to market

Buyer Roles

Buyer roles will vary depending on the product, industry, and vertical you’re selling to. Prepare your team for brainstorming various job titles that may be affected by your solution.

Learn about each role’s function, objectives, and pain points. It’s critical to figure out who these people are, what motivates them, and what issues they have, since they’ll promote your product.

market research decision makers

Buyer Personas

Identifying before your product launch ensures you know how to sell your product. This is because buyer personas define who your prospects are. Buyer personas refer to fictitious profiles created to represent your desired customer base. These profiles can cover demographics, pain points, behaviors, jobs, goals, and careers.

Value Matrix

The value matrix conveys your product or service’s purpose (and value) to your audience. It also helps you communicate the value of product or service features to stakeholders. 

Certain elements must be included in your value matrix to ensure its all-encompassingness. Your value matrix should have sections that differentiate between your buyer personas.

These sections should highlight their pain points and how your product or service solves them. This helps you create an effective messaging approach that conveys your product’s value to each persona.

Optimized Messaging

Messaging refers to how you talk about your product or service to a specific audience. You can strategically tweak messages to establish and reinforce the benefits of your product.

Based on your value matrix, you can create effective verbal communication strategies that communicate the value of your product. The various messages should resonate with buyer personas and their pertaining pain points.

Buyer’s Journey

The buyer’s journey is all about understanding the possible journeys taken by potential customers. It includes visualizing the buying process from your perspective and that of your buyers.

From a business perspective, the buyer’s journey resembles a traditional sales funnel. Yet, from a buyer’s perspective, it consists of three key steps.

Firstly, buyers realize that they have a (business) problem. Secondly, to help cope with this problem, buyers shortlist possible solutions based on research. Finally, buyers discuss the possible solutions with relevant stakeholders, which results in the buyer’s selection of the best solution.

Typical Funnel Stages

  • ToFu: Top of Funnel, get their Attention with white papers, checklists, short videos.

  • MoFu: Middle of Funnel, earn their Consideration with eBooks, Case Studies, Webinars, Demos.

  • BoFu: Bottom of Funnel, win their Decision with proposals, reference calls, trials, and Proof of Concepts.

go to market buyer’s journey key points

Marketing Flywheel Model

Switch your traditional marketing funnel to the marketing flywheel to level up your go-to-market strategy. The marketing flywheel model displays a continuous loop of three key steps. This three-step process will result in a growth-based customer experience if done correctly. 

The three steps include ‘delight’, ‘engage’, and ‘attract‘. Attract refers to offering your customers genuine value. This step helps you generate inbound leads.

Next, engaging your target audience means creating a perpetual relationship with the customer by providing them with education, solutions, and personalized customer service.

Lastly, delighting your customers is about creating a positive experience for them. Implemented in your go-to-market strategy, these three steps can elevate consumers’ perception of your brand.

go to market marketing flywheel

Sales Strategy

You can use various sales strategies to guide buyers through their decision-making process. Some examples of sales strategies include:

The Self-Service model

In the self-service model, consumers make purchases independently. This sales strategy is most prevalent in B2C scenarios, where products are lower priced.

This self-service model can be very profitable because it often results in a high sales volume with short sales cycles. Yet, this self-service model involves a solid market strategy because many of these sales depend on your marketing team generating traffic and conversions.

The Inside Sales Model

In inside sales, your sales representatives nurture your business leads. This involves a cycle where sales representatives contact leads (through phone or email) until they purchase.

Yet, unlike telemarketers, inside sales focuses on high-ticket items and doesn’t rely on scripts for conversation.

The Field Sales Model

In the field sales business model, your entire sales organization works together to close large enterprise deals.

Given that these sales often involve complex products with steep price points, such opportunities don’t occur often. Given the complexity and multiple stakeholders involved, these deals also have longer sales cycles.

As the sales team required for field sales is often costly, consider whether including this business model in your go-to-market strategy will pay off before implementing it.

The Channel Model

In the channel model, third-party partners and agencies generate the sales of your product for you. Such partners include affiliate partners (who receive a commission on each sale), resellers, value-added providers (who include your product in a bundle), and other similar entities.

While this sales model may offer increased efficiency and customer success, it also involves having reduced profits and less control over sales.

new market target markets business plan

Sales Process

Without a defined process, your go-to-market strategy may not be effective. This is especially the case given how businesses’ sales are ever-changing. Now, more than ever, sales leaders are facing novel challenges.

With shorter product cycles, data-driven sales models, and rapidly shifting trends, your sales playbook must be updated often.

This makes it a more agile part of your go-to-market strategy that you’d have to tend to often. Some aspects of the process include prospecting, preparation, presentation, objection handling, closing, and follow-up procedures.

team members market strategy template business case

Marketing Strategy

Behind your product launch should stand a solid and well-crafted marketing strategy. Your marketing strategy refers to how you approach potential customers and turn them into paying ones. It entails a long-term approach that aims to increase your company’s competitive advantage by leveraging buyers’ needs and wants.

It specifies your company’s values, brand messaging, and other high-level marketing elements. These are then implemented into brand positioning, media relations, and marketing mix.

Below, we list several business aspects and activities you should cover as part of your marketing strategy.

new market demand generation model

Demand Generation

Demand generation refers to your activities to drive awareness toward your company and its products or services. These activities are especially useful for generating a pipeline that will help you grow your business.

Such activities are often more outbound-oriented, including cold calls, list buying, TV commercials, and sponsored webinars. Generating demand after product launch can help you obtain consumer awareness.

This can help boost engagement with your new product, which may lead to more sales.

Yarden Morgan, Director of Growth at Lusha, warns against trying to be everywhere at once:

“I learned the hard way about spreading ourselves too thin across multiple channels when launching my first SaaS product—we wasted months trying to be everywhere at once. Now, I always tell founders to pick just one channel that their target users actually hang out in, test it thoroughly for 2–3 months, and only expand once they've found real traction. Starting focused helped us grow 3x faster in our second venture since we could really optimize that single channel before adding more.”

Lead Generation

Lead generation is converting visitors into people interested in your company’s offerings. You can obtain customer information from their interactions with any aspect of your business. For example, lead generation can occur from interactions with your live chat and interactive content (e.g., surveys, webinars).

Pavel Sher also underscores the importance of validating your channels before scaling:

“Market validation through channels is game-changing for us at GrowthLab when helping early-stage founders avoid costly mistakes. I see too many founders choosing channels based on what their competitors are doing rather than where their specific customers are—we lost $50K making this mistake ourselves. My advice is to interview at least 20 potential customers about their buying habits and media consumption before picking any channels.”

Brand Marketing

Brand marketing involves activities and elements that help people recognize your brand. It goes beyond promoting your brand name and logo everywhere and emphasizes nurturing relationships with (potential) consumers.

Moreover, it involves using clear communication and marketing activities to differentiate yourself from competitors. 

Establishing a solid and effective brand marketing strategy requires numerous steps. These include having a defined brand purpose, being consistent, emphasizing your connection with customers, and getting to know your competition.

A brand strategy that’s well thought out and adequately planned can make or break your product launch.

Product Marketing

Product marketing is all about bringing a product to the market. This includes marketing product-related aspects by merging product management and marketing communications. Consequently, your product marketing ventures will clearly articulate the value of your product while encouraging product adoption and advocacy.

company team members product documentation

Content Marketing Strategy

Content marketing is a process that focuses on creating, planning, and distributing content to your target audience. Various content types serve different purposes. These can educate leads, boost conversations, enhance customer relationships, describe product usage, and build a community.

Runbo Li, CEO of Magic Hour, found that specificity in content outperformed generic messaging:

“I stumbled upon the power of creating super specific use-case templates for our AI platform, rather than promoting its general capabilities. When we showed prospects exactly how other companies in their industry were using our tool, with real examples and workflows, our demo-to-signup rate jumped from 15% to 35%. This simple shift in approach helped prospects visualize the value much better than our previous technical presentations.”

As such, content marketing can be leveraged in many different ways across the marketing funnel, making it an essential aspect of your go-to-market strategy.

start ups market strategy template

Distribution Strategy

Your distribution strategy addresses your product or service’s supply chain and defines the comprehensive process of ensuring your offerings are accessible to customers. As such, your strategy should focus on the rightful delivery of your product to the consumer.

The distribution strategy generally covers the movement, availability, and protection of goods. It can also include aspects such as cost reduction and customer satisfaction.

Search Engine Optimization

As part of your go-to-market strategy, your online marketing efforts are integral to your company’s success. This is especially true given the increasing use of search engines in online shopping. As such, search engine optimization (SEO) is all about increasing your rankings on search engines.

By doing so, you can increase the quality and quantity of traffic to your website. The more accessible your website becomes, the more visitors you can attract. 

Some SEO practices include building an SEO-friendly site, using relevant keywords in your content, and link building, among many others.

Search Engine Marketing

Search engine marketing (SEM), like SEO, focuses on increasing your website’s visibility on search engine result pages. Yet, unlike SEO, SEM uses paid methods to rank higher in these results pages. This typically involves using paid tactics such as pay-per-click (PPC) to gain visibility.

Social Media Marketing

Social media marketing creates content on social media platforms such as Instagram, TikTok, and Facebook. The main aim of social media marketing is to create a personal relationship with customers. Additionally, social media is a great place to promote your products or services.

To ensure your social media marketing efforts are fruitful, ensure your content suits the context. This ensures that things aren’t lost in translation or irrelevant. Additionally, you can benefit from using hashtags and cross-platform sharing to encourage engagement. These tools and actions can greatly increase your reach on social media.

Dave Lavinsky, President of PlanPros, cautions against trying to cover every channel too early:

“One big mistake I see early-stage founders make when choosing GTM channels is trying to be everywhere at once...they spread themselves too thin by jumping on every potential channel, from social media to paid ads to influencer marketing. They think they need to be everywhere to build awareness, but in reality, they're diluting their efforts and not going deep enough in any one area.”

He recommends a narrower approach:

“I think you need to go all-in on one or two high-leverage channels that actually reach your target audience. Don't try to be on TikTok, Instagram, YouTube, and Google Ads simultaneously if you don't have the resources. Pick the channel that has the highest potential to reach your audience and focus on mastering it.”

Email Marketing

Email marketing refers to sending promotional messages to a targeted group through email.

It is an effective form of direct marketing because you forego using intermediary channels when reaching your customers. 

If done correctly (in a way that engages customers), email marketing can help strengthen customer relationships and conversions and ensure a great customer experience.

Conversion Rate Optimization

Conversion rate optimization focuses on increasing the percentage of conversions on your website or mobile app. It involves tweaking elements (e.g., content, call-to-actions, images) to drive conversions. To test whether these changes lead to increased conversion rates, you can implement practices such as multivariate testing and A/B testing.

Optimizing your conversion rate will greatly benefit your business. Increasing your conversions can decrease your customer acquisition costs, as you obtain more value from current visitors. As such, conversion rate optimization should be a standard part of your go-to-market strategy.

product launch checklist go to market

Product Launch Checklist

Launching a new product into a market requires extensive pre-planning. Given its ability to make or break the success of your new product, your product launch is as crucial as the product development process.

Promotional materials play a key role in creating awareness and excitement around your product launch, helping to generate buzz and attract attention. If you don’t launch your product effectively, customers may not know your offering or get a bad impression.

Following this checklist is essential for a successful product launch. Below, we list some things you can do to ensure an effective product launch.

Shorten Sales Cycles

The sales cycle is a series of steps or phases that constitute the buying process. These steps include prospecting for leads, qualifying customers, and dealing with customers’ hesitations.

One goal regarding your sales cycles should be to shorten them. Shorter sales cycles give you more time to focus on attracting more leads.

They can become a source of competitive advantage by allowing you to increase your market share while also growing your business. Some methods of shortening your sales cycles include niching down to a clear target market, getting rid of cold leads, and reducing inefficiencies in the selling process.

Reduce Customer Acquisition Cost

Customer acquisition costs are associated with acquiring and convincing customers to buy your product or service. To compute your customer acquisition cost, add up several granular costs. These can include technical costs, production costs, advertising costs, and the cost of your marketing team.

Reducing customer acquisition costs should be a priority, as they can get expensive. Low customer acquisition costs simultaneously increase revenue and customer lifetime value. 

There are certain practices you can incorporate to reduce these costs. These include improving customer retention, optimizing pages, automating marketing tasks, A/B testing, and improving your conversion rates.

marketing plan product launch checklist

Customer Advocacy

Customer advocacy is a subset of customer service in which you focus on what’s best for the customer. It places your customer’s needs at the forefront of communication, even if it comes at the expense of your revenue.

Shifting towards customer advocacy is essential today because companies are becoming increasingly customer-focused. Not offering the same standard of customer service may negatively impact your business. 

In the long run, customer advocacy enables you to improve your product, create a more tailored customer experience, and be more proactive with customer service. Therefore, employing customer advocacy – especially in a world where word-of-mouth prevails – will greatly improve your product launch.

Cross-Selling

Cross-selling refers to selling complementary add-on products to consumers when they purchase an initial product. For example, in the context of tech products, cross-selling could involve telecom shops trying to sell headphones by purchasing a new iPhone. 

Cross-selling is especially beneficial when launching a product. This is because you can employ it to help sell your new product (or showcase its compatibility with existing products). As such, cross-selling can help you optimize the value and revenue of every sale.

customer feedback product launch checklist

Upselling

Like cross-selling, upselling is a sales technique where you persuade customers to make extra purchases. However, unlike cross-selling, upselling tries to persuade consumers to purchase a selected item’s upgraded or premium version. 

Upselling can be especially useful when launching an upgraded product, as effective upselling results in larger sales and maximized profits. In addition to higher revenues, upselling provides other benefits. It can increase customer lifetime value, personalize the customer experience, and create convenience for the customer.

Measuring and Adjusting Your GTM Plan

A successful go-to-market (GTM) strategy doesn’t end at launch—it requires ongoing measurement and adjustment to ensure continued effectiveness.

Marketing teams should establish key performance indicators (KPIs) such as customer acquisition costs, conversion rates, and sales revenue to track the impact of their marketing campaigns and overall GTM strategy.

As Yarden Morgan explains, qualitative signals like email engagement can be powerful early indicators:

“Email engagement patterns are what I've found to be the earliest indicator of GTM success in my marketing experience. We recently saw prospects opening our nurture emails multiple times and forwarding them to colleagues, way before our conversion rates picked up. I believe when people start treating your content as a resource worth sharing, it's a strong sign your GTM approach is gaining traction, even if other metrics are still developing.”

Tim Hill, Co-Founder & CEO of Social Status, also emphasizes the importance of early qualitative signals:

“I've spent years tracking when GTM strategies are starting to work, well before the metrics reach their final form. The earliest signal is almost always qualitative feedback from sales and customer-facing teams—they'll report that conversations are getting easier and objections are becoming more predictable. At Social Status, we saw a 3% lift in engagement before revenue metrics moved, telling us our message was resonating. This ‘content resonance’ signal precedes conversion metrics by weeks or months.”

By adopting a data-driven approach, teams can gain valuable insights into what’s working and where improvements are needed, allowing for timely optimization of marketing efforts and market positioning.

Regularly analyzing these metrics enables businesses to refine their GTM plan, enhance customer satisfaction, and maintain a competitive edge.

Strategic planning based on real-time data ensures that resources are allocated efficiently and that the go-to-market approach remains aligned with evolving market conditions and customer needs. Ultimately, continuous measurement and adjustment are essential for driving long-term growth and maximizing the return on investment (ROI) of your go-to-market GTM initiatives.

Team Collaboration and Enablement

Effective team collaboration and enablement are foundational to a successful GTM strategy. For B2B SaaS companies, marketing and sales teams must work in close alignment, sharing insights and coordinating their efforts throughout the sales process.

Enablement means equipping these teams with the right tools, training, and resources, such as up-to-date market research, comprehensive sales playbooks, and technology platforms that support data-driven decision-making.

By fostering a collaborative culture, organizations can more easily identify and address pain points in the sales process, leading to improved customer engagement and a stronger competitive advantage.

When sales and marketing teams operate as a unified force, they can respond more effectively to market changes, deliver a seamless customer experience, and execute a successful GTM strategy. This approach streamlines product launches and drives sustained revenue growth and market expansion.

Yarden Morgan, shared how his team overcame misalignment:

“Being a product manager for 6 years, I've seen how misaligned incentives can wreck a GTM strategy—like when our marketing team focused on lead volume while sales wanted enterprise-quality leads. Recently, we fixed this by creating shared KPIs and having weekly alignment meetings, which helped us reduce customer churn by 40% in just three months.”

Budgeting and Resource Allocation

Careful budgeting and resource allocation are critical to the success of any GTM strategy. Marketing teams must strategically distribute budgets across various marketing channels—including content marketing, email marketing, and social media—to ensure maximum impact and reach within the target market.

Effective resource allocation also means assigning the right talent and technology to support every phase of the GTM plan, from initial market research to ongoing sales enablement.

A well-structured budget allows businesses to optimize their marketing efforts, manage customer acquisition costs, and build a strong brand presence as they enter new markets. By investing in the right mix of marketing channels and ensuring all aspects of the GTM strategy are adequately resourced, companies can drive more efficient customer acquisition and support long-term business growth.

This disciplined budgeting and resource allocation approach is essential for developing successful GTM strategies that deliver measurable results.

Risk Management and Mitigation

Risk management and mitigation are essential elements of a robust GTM strategy. Identifying potential risks, such as shifts in market demand, changes in the competitive landscape, or challenges with indirect distribution channels, enables businesses to proactively develop strategies to address them.

Comprehensive market research, competitive analysis, and a deep understanding of customer preferences are key to anticipating and mitigating these risks.

By staying vigilant and adaptable, companies can protect their investments, maintain customer satisfaction, and preserve their competitive advantage.

Effective risk management also allows organizations to respond quickly to regulatory changes, evolving customer needs, and new market opportunities. This proactive approach ensures that the GTM strategy remains resilient, supporting successful product launches and long-term business success even in dynamic environments.

Technology and Data Analytics

Leveraging technology and data analytics is crucial for building and executing a high-impact GTM strategy. Advanced tools—such as CRM systems, marketing automation platforms, and analytics dashboards—empower marketing teams to gain valuable insights into customer behavior, market trends, and the effectiveness of their marketing campaigns.

These insights enable teams to refine their targeting, personalize customer engagement, and make data-driven decisions that enhance the overall go-to-market approach.

Yarden Morgan shares an example of using documentation as an unexpected yet high-impact channel:

“We accidentally struck gold by making our product documentation public and SEO-friendly, which brought in tons of organic traffic from developers searching for solutions. What started as an internal efficiency move ended up driving 45% of our new signups through people finding specific technical answers. I'd recommend any tech company to treat their docs as a primary marketing channel, not just support material.”

For SaaS companies and startups, integrating technology across sales and marketing functions streamlines collaboration and supports a seamless customer experience.

By embracing data analytics, businesses can continuously optimize their GTM strategy, measure ROI, and adapt quickly to changing market conditions. Ultimately, technology and data analytics provide the foundation for smarter, more effective go-to-market efforts, helping companies gain a competitive edge and achieve sustainable growth in their target markets.

Itamar Haim, SEO Strategist at Elementor, explains how his agency used AI to refine messaging:

“At our marketing agency, we used AI to analyze thousands of customer service conversations to identify common pain points and preferred features. This data helped us create more targeted landing pages and ads, boosting conversion rates by 31% for our SaaS clients. I've found the key is using AI to enhance human decision-making, not replace it entirely.”

Examples of Successful Launch

In Motion Marketing’s Go-to-Market strategy template has helped organizations of all sizes grow. Below, we list some of our customers that have successfully used our go-to-market strategy.

  • Performio = 110% growth in North America. We helped Performio develop marketing strategies for penetrating the US market and created a demand engine by aligning Sales Team & Marketing.
  • Sourcery = New Customers Daily! Successful launch of a SaaS in a new market by creating in-depth and relevant content for customers.
  • Crew Talent Advisory = Incredible Return on Ad Spend (ROAS). After extensive market research, we created a marketing plan positioning Crew as a brand their customers could use for strategic planning.
  • SalesGRID = Bootstrap SaaS startup, delivering Sales Enablement AI to help sales teams consistently develop their craft.
Author
Picture of Bryan Philips
Bryan Philips
I'm Bryan Philips from In Motion Marketing, where we turn B2B marketing challenges into growth opportunities. I create marketing strategies and deliver clear messaging, working closely with CEOs, marketers, and entrepreneurs. We're known for our precision in messaging, creating impactful demand generation, and producing content that drives conversions, all tailored to each client's unique needs.
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