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A little structure. A clearer next step.

Go-to-market plan

Choose one route to customer value that fits your current product, evidence, time and budget.

Free to use · No signup · Yours to keepRead the guide

Make it yours.

Start with what you know. Leave the rest open until you have evidence.

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Specify role, workflow, urgency and exclusions with dated sources. Leave purchase authority unknown if unverified.

Example

Small-agency operations lead facing an account transition. Authority and budget: unknown. Exclude teams requiring unsupported integrations.

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Name the current alternative, supported product capability and benefit still to establish.

Example

Instead of a shared document, keep the handoff owner and checklist together. Reduced errors remain a hypothesis.

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Choose founder-led, self-serve or a hybrid. State where help is needed and what evidence would remove the need for it.

Example

Founder-assisted first setup; then independent use. Reconsider mandatory assistance if suitable users can complete setup unaided.

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Define a useful event, how you will record it and its input, access and permission requirements.

Example

A new owner completes a real handoff using the checklist. Record with permission; signup alone does not meet this condition.

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Set scope, trial terms, proposed price and exclusions. Track acceptance, use and payment as separate events.

Example

Proposed assisted evaluation for one workflow. Price: [amount or undecided]. No custom connector. Terms remain a proposal until agreed.

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Choose one reachable channel, hours by task and a concurrent limit. Include preparation, support and review time.

Example

Existing introductions; two concurrent evaluations. Weekly time: preparation [hours], setup [hours], support/review [hours].

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Set separate cash and time ceilings, an owner and a review date. Name the observations you will compare with the plan.

Example

Cash ceiling: [amount]. Time ceiling: [hours]. Review [date]: reached, started setup, reached first value and paid, with source notes.

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State the chosen motion, rejected option and a concrete reversal condition. Small early counts do not establish reliable conversion rates.

Example

Pause new evaluations if support exceeds the weekly ceiling. Revisit the segment if a required permission repeatedly blocks first value.

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Your working document

A clear record of your thinking, ready to take with you.

Go-to-market plan

Choose one route to customer value that fits your current product, evidence, time and budget.

Your ideas take shape here.

Who is the buyer and what is the trigger?

Open question — add evidence when you have it.

What useful result can you offer?

Open question — add evidence when you have it.

How will the buyer reach that result?

Open question — add evidence when you have it.

What observable event counts as first value?

Open question — add evidence when you have it.

What are the offer and limits?

Open question — add evidence when you have it.

What channel and workload can you support?

Open question — add evidence when you have it.

What are the budget and review boundaries?

Open question — add evidence when you have it.

When will you stop or change the plan?

Open question — add evidence when you have it.

Companion guideRead the guidehttps://www.soloop.io/blog/saas-go-to-market-strategy#gtm-worksheet

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