Go-to-Market Checklist Template
A 60-task GTM checklist across four phases — strategy, production, launch week, and post-launch — for B2B SaaS product and feature launches.
Go-to-Market Checklist Template
Use this for product launches, major feature launches, or market expansions. Assign each item to a DRI (directly responsible individual). T-minus timing is from launch day.
Phase 1: Strategy & Positioning (T-minus 6–8 weeks)
Research
- ICP validated — confirm target segment hasn't shifted
- Win/loss interviews completed (minimum 5 recent deals)
- Competitive landscape updated — check for new entrants
- Customer interviews completed (3–5 target users)
Positioning
- Positioning canvas drafted (category, target, problem, solution, differentiation, wedge)
- Positioning reviewed with product and sales leadership
- Positioning approved — locked for this launch
Pricing
- Pricing model confirmed
- Packaging and tier placement decided
- Sales discount guardrails set
Phase 2: Production & Enablement (T-minus 3–5 weeks)
Messaging
- Messaging framework drafted per ICP segment
- Headlines and sub-headlines written and reviewed
- Value props and proof points sourced
- Objection responses prepared
Content
- Landing page brief written
- Landing page live in staging
- Email sequences drafted (announcement + nurture)
- Blog post drafted (SEO-targeted)
- Social copy written (LinkedIn, Twitter/X)
- One-pager or sell sheet drafted
- Demo script updated
Sales Enablement
- Battlecard updated for this launch
- Sales deck updated (positioning + new slides)
- Talk track written and distributed
- Objection handling doc updated
- Internal FAQ for sales and CS published
- Sales training session scheduled
PR / Analyst Relations (if applicable)
- Press release drafted
- Analyst briefings scheduled
- Customer quotes secured
Phase 3: Launch Week (T-minus 0–1 week)
Pre-launch
- Landing page live and QA'd
- All tracking (UTMs, GA4, CRM) confirmed working
- Email sequence loaded and tested
- Social posts scheduled
- Internal announcement drafted (Slack / all-hands)
- Support team briefed
Launch day
- Email announcement sent
- Blog post published
- Social posts published
- PR released (if applicable)
- Internal announcement sent
- Dashboard created for real-time metrics
Phase 4: Post-Launch (T+2 to T+6 weeks)
Week 2
- First metrics review — pipeline influenced, page traffic, email open rates
- Sales feedback collected — what's landing, what's not
- Top 3 objections documented
Week 4
- Full performance review against success metrics
- Messaging iterations based on deal feedback
- Case study candidate identified
Week 6
- Retro completed with PMM, sales, and product
- Lessons documented for next launch
- Positioning updated if market feedback indicates shift
Success Metrics (define before launch)
| Metric | Target | Actual |
|---|---|---|
| Pipeline influenced | ||
| Landing page conversion rate | ||
| Email open rate | ||
| Sales adoption of new deck | ||
| Trial / activation lift |
Run your GTM checklist inside AI Marketing Workbench with AI-generated tasks, timeline tracking, and stakeholder assignments.