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Go-to-Market Strategy & Process — Generation Prompt

Classification: Internal — Meta-Prompt
Date: 2026-02-13
Artifact: 77 of WO System Series
Purpose: Step-by-step prompt to generate a comprehensive GTM strategy and operational process for any B2B SaaS/platform product
Reusability: Replace {{VARIABLES}} with your product/market specifics
Prerequisite: Execute 76-competitive-market-analysis-prompt.md first — this prompt consumes its outputs


How to Use This Prompt

Execute in 6 phases across 8–10 turns. Each phase produces a checkpoint artifact that survives context compaction. Phases 1–3 build the strategy; Phases 4–6 build the operational playbooks.

Required inputs from prior analysis:

  • Market sizing (TAM/SAM/SOM from 76 Phase 1)
  • ICP definitions (from 76 Phase 1)
  • Competitive positioning (from 76 Phase 2)
  • Moat analysis (from 76 Phase 2)

Phase 1: GTM Strategy Foundation (Turns 1–2)

Turn 1: GTM Model Selection & Revenue Architecture

You are a B2B SaaS GTM strategist with experience scaling companies from $0 to $50M ARR in {{INDUSTRY}}.

## Context
{{PRODUCT_NAME}} is a {{PRODUCT_TYPE}} targeting {{PRIMARY_VERTICALS}}.
Current stage: {{STAGE}} (e.g., pre-revenue, <$1M ARR, $1-5M ARR, $5-20M ARR)
Funding: {{FUNDING_STATUS}} (e.g., bootstrapped, seed $1M, Series A)
Team size: {{TEAM_SIZE}} (e.g., 5 FTE)
Target ACV: {{ACV_RANGE}}
TAM: {{TAM}}, SAM: {{SAM}}, SOM (Y3): {{SOM}}
Primary ICP: {{ICP_SUMMARY}}

## Task: GTM Model Selection

### 1. GTM Motion Analysis
Evaluate each motion against {{PRODUCT_NAME}}'s context:

| Motion | Fit Score (1-10) | Why / Why Not | Required Investment | Time to Revenue |
|--------|:---:|---------|---------|---------|
| **Product-Led Growth (PLG)** |||||
| **Sales-Led (Inside Sales)** |||||
| **Sales-Led (Field/Enterprise)** |||||
| **Channel/Partner-Led** |||||
| **Community-Led** |||||
| **Hybrid (specify)** |||||

For each motion, evaluate:
- Does the product have a natural "try before you buy" entry point?
- Can a single user get value without org-wide deployment?
- Is the buying process top-down (executive mandate) or bottom-up (user pull)?
- What's the typical sales cycle length for this ACV range?
- Does regulatory requirement create mandatory evaluation processes?

### 2. Revenue Model Architecture
Design the complete revenue model:

**Pricing Tiers:**

| Tier | Target Segment | ACV Range | Included | Limits | Overage |
|------|---------------|-----------|----------|--------|---------|
| Starter ||||||
| Professional ||||||
| Enterprise ||||||
| Enterprise Plus ||||||

**Revenue Streams:**
- Subscription (seats, modules, platform access)
- Usage-based (compute, API calls, agent executions, storage)
- Professional services (implementation, validation, training)
- Marketplace (third-party integrations, templates)

**Pricing Principles:**
- Value metric: What unit of value does the customer pay for? (seats, WOs, assets, modules)
- Expansion mechanism: How does revenue grow within an account? (more seats, higher tier, more modules, usage growth)
- Competitor price anchoring: How does pricing relate to alternatives?
- Cost floor: What's the minimum price to maintain target gross margin?

### 3. Unit Economics Model

| Metric | Target | Calculation | Assumptions |
|--------|--------|------------|-------------|
| CAC || Sales + marketing cost / new customers ||
| LTV || ACV × avg lifetime × gross margin ||
| LTV:CAC || LTV / CAC (target: >3×) ||
| Payback period || CAC / (ACV × gross margin) ||
| Gross margin || (Revenue - COGS) / Revenue ||
| NRR || (Starting ARR + expansion - contraction - churn) / Starting ARR ||
| Logo churn || Lost customers / starting customers ||
| Revenue churn || Lost revenue / starting revenue ||

Model three scenarios: Conservative, Base, Aggressive.

### 4. Revenue Projection (3-Year)
Month-by-month for Year 1, quarterly for Years 2–3:
- New ARR added
- Expansion ARR
- Churned ARR
- Cumulative ARR
- Revenue recognition (subscription + services + usage)
- Key inflection points (first $1M ARR, cash flow positive, etc.)

### 5. Output Format
- GTM motion recommendation (with rationale)
- Pricing architecture table
- Unit economics dashboard data
- 3-year revenue model (tabular)
- Assumptions register

Checkpoint Artifact: Save as gtm-foundation.md

Turn 2: Channel Strategy & Sales Process Design

## Context
GTM motion: {{SELECTED_MOTION}} (from Turn 1)
Revenue model: {{PRICING_SUMMARY}} (from Turn 1)

## Task: Channel Strategy & Sales Process

### 1. Channel Architecture
Design the multi-channel strategy:

| Channel | Role | Year 1 % | Year 2 % | Year 3 % | Cost Structure |
|---------|------|:---:|:---:|:---:|---------|
| **Direct sales** ||||| Base + commission |
| **Website/inbound** ||||| Content + tooling |
| **Partner/reseller** ||||| Revenue share |
| **Marketplace** ||||| Platform fee |
| **Events/conferences** ||||| Event cost + travel |
| **PLG/self-serve** ||||| Product + support |

### 2. Sales Process Design
Stage-by-stage with metrics:

| Stage | Activities | Exit Criteria | Avg Duration | Conversion Rate | Tools |
|-------|-----------|--------------|:---:|:---:|-------|
| Lead ||||||
| MQL ||||||
| SQL ||||||
| Discovery ||||||
| Technical Evaluation ||||||
| Proposal ||||||
| Negotiation ||||||
| Closed Won ||||||

### 3. Decision-Making Unit (DMU) Map
For the primary ICP:

| Role | Title Examples | Influence | Concerns | Content Needed |
|------|--------------|-----------|----------|---------------|
| **Economic Buyer** | VP/SVP | Final budget authority | ROI, risk, timeline | Business case, ROI model |
| **Technical Buyer** | Director Eng / IT | Technical evaluation | Architecture, security, integration | TDD, security architecture |
| **User Buyer** | QA Manager / Engineer | Day-to-day use | UX, workflow, training | Demo, quick start guide |
| **Compliance Buyer** | Head of Compliance | Regulatory fit | Audit readiness, validation | Compliance matrix, IQ/OQ/PQ |
| **Champion** | (any role) | Internal advocate | Career risk / reward | Reference customers, proof points |
| **Blocker** | (often IT Security) | Veto power | Security, vendor risk, cost | Security questionnaire, SOC 2 report |

### 4. Partner Strategy
- Technology partners (integration alliances)
- Consulting/SI partners (implementation delivery)
- Reseller/VAR partners (geographic/vertical reach)
- Partner economics (margin, deal registration, MDF)
- Partner enablement (training, certification, co-marketing)

### 5. Sales Enablement Materials Required

| Material | Audience | Purpose | Priority | Status |
|---------|---------|---------|:---:|:---:|
| Pitch deck (10 slides) | Economic buyer | Initial meeting | P0 ||
| Product demo script | All | Guided demonstration | P0 ||
| ROI calculator | Economic buyer | Business case | P0 ||
| Competitive battlecards | Sales team | Objection handling | P0 ||
| Technical architecture brief | Technical buyer | Security/compliance review | P1 ||
| Customer case study (×3) | All | Social proof | P1 ||
| Security questionnaire (pre-filled) | IT Security | Vendor assessment | P1 ||
| Validation documentation pack | Compliance buyer | Regulatory readiness | P1 ||
| Pricing proposal template | Economic buyer | Commercial terms | P1 ||
| Implementation guide | All | Time-to-value clarity | P2 ||

### 6. Output Format
- Channel strategy matrix
- Sales process swimlane diagram (Mermaid)
- DMU engagement playbook
- Partner strategy brief
- Sales enablement roadmap (priority-ordered)

Checkpoint Artifact: Save as gtm-channels.md


Phase 2: Marketing Strategy (Turns 3–4)

Turn 3: Demand Generation & Content Strategy

## Context
Selected GTM motion, pricing, channels from Phase 1.

## Task: Marketing Strategy & Demand Generation

### 1. Marketing Funnel Architecture

| Stage | Metric | Monthly Target (Y1) | Channel Mix | Content Type |
|-------|--------|:---:|---------|---------|
| Awareness | Unique visitors ||||
| Interest | Content engagement ||||
| Consideration | MQLs ||||
| Intent | SQLs ||||
| Evaluation | Active opportunities ||||
| Purchase | New customers ||||

### 2. Content Strategy by Buyer Journey Stage

**Awareness (Problem recognition):**
- Blog posts / thought leadership (topics, frequency)
- Industry reports / whitepapers
- Social media strategy (platforms, cadence)
- SEO keyword targets (20 primary keywords)
- Podcast / webinar strategy

**Consideration (Solution evaluation):**
- Product comparison guides
- ROI calculators / interactive tools
- Technical architecture documentation (public)
- Customer case studies / testimonials
- Live demo / product tour

**Decision (Vendor selection):**
- Free trial / POC program design
- Implementation guides
- Regulatory compliance documentation
- Security / privacy documentation
- Reference customer introductions

### 3. Marketing Budget Allocation

| Category | % of Budget | Y1 Amount | Key Activities |
|----------|:---:|---------|---------|
| Content / SEO ||||
| Paid acquisition ||||
| Events / conferences ||||
| Partner marketing ||||
| Product marketing ||||
| Brand / creative ||||
| Tools / infrastructure ||||
| Team (headcount) ||||

### 4. Event & Conference Strategy

| Event | Type | Audience | Investment | Expected Leads | ROI Timeline |
|-------|------|---------|-----------|:---:|---------|
| {{INDUSTRY_CONF_1}} | Booth + speaking | ICP decision makers ||||
| {{INDUSTRY_CONF_2}} | Sponsorship | Broader awareness ||||
| Own webinar series | Hosted | Targeted by topic ||||
| Roundtables (6–10 CXOs) | Intimate | Executive access ||||

### 5. Marketing Technology Stack

| Function | Tool | Cost/Month | Integration |
|---------|------|-----------|------------|
| CRM ||||
| Marketing automation ||||
| Analytics ||||
| Content management ||||
| SEO / keyword tracking ||||
| Social management ||||
| Email marketing ||||
| ABM platform ||||

### 6. Messaging Framework

| Audience | Primary Message | Supporting Points | Proof |
|---------|----------------|------------------|-------|
| CEO / COO ||||
| VP Engineering ||||
| QA / Compliance ||||
| IT Security ||||
| End Users ||||

### 7. Output Format
- Marketing funnel model with conversion targets
- Content calendar (90-day plan)
- Marketing budget breakdown
- Messaging matrix
- MarTech stack recommendation

Checkpoint Artifact: Save as gtm-marketing.md

Turn 4: Customer Success & Expansion Strategy

## Task: Customer Success & Revenue Expansion

### 1. Customer Lifecycle

| Phase | Duration | Owner | Activities | Success Metrics | Health Score Weight |
|-------|---------|-------|-----------|----------------|:---:|
| **Onboarding** | 0–90 days | CS ||||
| **Adoption** | 90–180 days | CS ||||
| **Value Realization** | 6–12 months | CS + Account Mgmt ||||
| **Expansion** | 12+ months | Account Mgmt ||||
| **Renewal** | 60 days before term | CS + Account Mgmt ||||

### 2. Onboarding Playbook
Step-by-step implementation process:
- Day 1–7: Technical setup, SSO, data migration
- Day 8–21: Configuration, workflow setup, user training
- Day 22–45: Pilot deployment (limited scope)
- Day 46–60: Expand to production, compliance validation
- Day 61–90: Optimization, success review, case study capture

### 3. Customer Health Score

| Signal | Weight | Green | Yellow | Red |
|--------|:---:|---------|---------|---------|
| Login frequency |||||
| Feature adoption |||||
| Support tickets |||||
| NPS score |||||
| Champion engagement |||||
| Contract utilization |||||
| Compliance audit success |||||

### 4. Expansion Playbook
Revenue growth within existing accounts:
- **Seat expansion:** Trigger (new team, department growth), play, timing
- **Tier upgrade:** Trigger (feature request, usage limit), play, timing
- **Module addition:** Trigger (adjacent use case), play, timing
- **Usage growth:** Trigger (more WOs, more assets), automatic
- **Multi-site:** Trigger (org expansion, M&A), play, timing

### 5. Churn Prevention
- Early warning signals (quantified thresholds)
- Intervention playbooks per signal type
- Executive engagement triggers
- At-risk account review cadence

### 6. Output Format
- Customer lifecycle swimlane
- Onboarding checklist (detailed)
- Health score model
- Expansion playbook (per motion)
- Churn prevention decision tree

Checkpoint Artifact: Save as gtm-customer-success.md


Phase 3: Go-to-Market Execution Plan (Turns 5–6)

Turn 5: Phased Launch Plan

## Task: Phased GTM Execution Plan

### Phase 1: Lighthouse (Months 1–6)
**Objective:** 3–5 paying design partners
- Target: {{ICP_PRIMARY}} organizations with active pain
- Motion: Founder-led sales, direct outreach
- Pricing: Design partner terms (discount for feedback + case study)
- Success criteria: 3 paying customers, 1 published case study, validated PMF signals
- Team: Founder + 1 sales, 1 CS/implementation
- Budget: ${{BUDGET_P1}}

Key milestones:
| Month | Milestone | Metric |
|:---:|---------|---------|
| 1 | First POC started | 1 active POC |
| 2 | First paying customer | $1 MRR |
| 3 | Second customer + case study draft | 2 customers |
| 4 | Product iteration based on feedback | NPS > 50 |
| 5 | Third customer via referral | Pipeline > 10 |
| 6 | Phase 1 review — PMF validated | 3–5 customers, <5% churn |

### Phase 2: Vertical Expansion (Months 7–18)
**Objective:** {{TARGET_ARR_P2}} ARR, {{TARGET_CUSTOMERS_P2}} customers
- Target: Expand within primary vertical + adjacent vertical
- Motion: Inside sales team + marketing engine
- Pricing: Standard pricing with volume incentives
- Success criteria: Repeatable sales process, >30% quarter-over-quarter growth
- Team: 2–3 AEs, 1 SDR, 1 CS, 1 marketing
- Budget: ${{BUDGET_P2}}

### Phase 3: Scale (Months 19–36)
**Objective:** {{TARGET_ARR_P3}} ARR, {{TARGET_CUSTOMERS_P3}} customers
- Target: Multiple verticals + geographies + partner channel
- Motion: Field sales + channel + PLG (if applicable)
- Pricing: Full tier structure + enterprise custom
- Success criteria: Sales efficiency ratio > 1.0, NRR > 130%
- Team: Full GTM org (see org design below)
- Budget: ${{BUDGET_P3}}

### GTM Organizational Design (Phase 3)

| Function | Headcount | Reporting To | Key Metrics |
|---------|:---:|---------|---------|
| Sales (AE) || VP Sales | Quota attainment, ACV, cycle time |
| SDR/BDR || VP Sales | MQLs→SQLs, meetings booked |
| Solutions Engineering || VP Sales | POC win rate, technical close |
| Customer Success || VP CS | NRR, health score, onboarding time |
| Marketing || VP Marketing | Pipeline generated, CAC, brand awareness |
| Partnerships || VP BD | Partner-sourced pipeline, channel revenue |
| Revenue Operations || CRO | Forecast accuracy, funnel conversion |

### 7. Output Format
- Phase timeline (Gantt-style data)
- Per-phase KPI targets
- Hiring plan by role and month
- Budget by category and phase
- Go/no-go criteria between phases

Checkpoint Artifact: Save as gtm-execution-plan.md

Turn 6: GTM Metrics & Dashboards

## Task: GTM Measurement Framework

### 1. KPI Hierarchy

| Level | Audience | Cadence | Metrics |
|-------|---------|---------|---------|
| Board | Board / investors | Quarterly | ARR, NRR, CAC:LTV, cash runway |
| Executive | Leadership team | Monthly | Pipeline, win rate, customer count, churn |
| Operational | GTM team | Weekly | MQLs, SQLs, demos, proposals, activities |
| Individual | Reps / CSMs | Daily | Activities, pipeline progression, tasks |

### 2. Funnel Metrics

| Metric | Definition | Target | Alert Threshold |
|--------|-----------|--------|----------------|
| Website → MQL ||||
| MQL → SQL ||||
| SQL → Opportunity ||||
| Opportunity → Proposal ||||
| Proposal → Closed Won ||||
| Overall funnel conversion ||||
| Average sales cycle (days) ||||
| Average deal size ||||
| Pipeline coverage ratio ||||

### 3. Customer Metrics

| Metric | Definition | Target | Alert Threshold |
|--------|-----------|--------|----------------|
| NRR ||||
| Gross churn ||||
| Expansion rate ||||
| Time to value ||||
| NPS ||||
| CSAT ||||

### 4. Marketing Metrics
- Cost per MQL by channel
- Content performance (views, engagement, conversion)
- SEO ranking progression (target keywords)
- Event ROI (leads generated / cost)
- Brand awareness (share of voice, direct traffic)

### 5. GTM Dashboard Specification
Define the dashboards to build:
- **Board dashboard:** ARR waterfall, cohort analysis, unit economics
- **Pipeline dashboard:** Stage progression, forecast, rep performance
- **Marketing dashboard:** Funnel, channel performance, content analytics
- **CS dashboard:** Health scores, NRR, onboarding tracker, risk accounts

### 6. Output Format
- KPI hierarchy document
- Dashboard wireframes (description)
- Alert and threshold configuration
- Weekly/monthly/quarterly review meeting agendas

Checkpoint Artifact: Save as gtm-metrics.md


Variable Reference

VariableDescriptionExample (CODITECT WO System)
{{PRODUCT_NAME}}Product nameCODITECT Bioscience QMS
{{PRODUCT_TYPE}}CategoryAutonomous AI-powered QMS platform
{{PRIMARY_VERTICALS}}IndustriesLife sciences, pharma, biotech, medical devices
{{STAGE}}Current stagePre-revenue, seed funded
{{FUNDING_STATUS}}FundingSeed $1.09M
{{TEAM_SIZE}}Current team5 FTE
{{ACV_RANGE}}Deal size range$96K–$500K
{{TAM}}Total market$3.5B
{{SAM}}Serviceable market$1.9B
{{SOM}}Obtainable (Y3)$28.8M ARR
{{ICP_SUMMARY}}Primary ICPMid-large pharma/biotech with 500+ employees, FDA-regulated, manual QMS
{{SELECTED_MOTION}}GTM motionSales-led enterprise with PLG evaluation entry
{{ICP_PRIMARY}}Primary ICP nameRegulated pharma/biotech manufacturer

Execution Checklist

#PhaseTurnOutput ArtifactDependenciesStatus
1FoundationTurn 1gtm-foundation.md76 outputs
2FoundationTurn 2gtm-channels.mdTurn 1
3MarketingTurn 3gtm-marketing.mdTurns 1–2
4MarketingTurn 4gtm-customer-success.mdTurns 1–3
5ExecutionTurn 5gtm-execution-plan.mdAll prior
6ExecutionTurn 6gtm-metrics.mdAll prior

Total new artifacts produced: 6 files
Existing artifacts to update: 09-go-to-market-strategy.md (merge/supersede), 11-product-roadmap.md (GTM alignment), 60-business-model.md (pricing reconciliation), 62-unified-execution-plan.md (GTM phases)


Cross-Reference to WO System Artifacts

Existing ArtifactRelationshipPost-Execution Action
09-go-to-market-strategy.mdSuperseded by Phase 1–3 outputsArchive original; new version becomes authoritative
10-roi-quantification.mdFeeds into sales enablementEnsure ROI model aligns with pricing
11-product-roadmap.mdPhase gates inform feature prioritiesAdd GTM milestones to roadmap
60-business-model.mdPricing + unit economics must reconcileSingle source of truth for financials
61-one-pager-investor-brief.mdGTM strategy summarized for investorsUpdate GTM section
62-unified-execution-plan.mdGTM phases integrated into sprint planAdd GTM sprints
68-user-experience-journeys.mdOnboarding journey from CS playbookCross-reference onboarding architecture

This prompt generates a complete GTM operating system — from strategy through execution to measurement. Execute after the competitive analysis (76) to ensure market intelligence feeds directly into positioning, pricing, and channel decisions.