The GTM Template Library
Stop reinventing frameworks. Here are the exact templates, worksheets, and processes that drive results for my early-stage B2B startup clients.
This post includes links to 16 templates across Google Docs, Sheets, Forms, and Figma. These are the working documents I use in client engagements to define Ideal Customer Profiles (ICPs), map buyer journeys, build messaging and positioning, prioritize acquisition channels, and more.
These resources are only available for paid subscribers. Please do not share any of these templates with anyone who is not a paid subscriber.
If you have feedback on any templates or have a new template request, email garrett@preludemarketing.com.
This list is organized by category. I’ll be updating existing templates and adding new ones throughout the year as I test and improve them.
Audience
Audience Workshop Template (Google Slides): The workshop template I use to guide clients through segmentation, targeting, and ICP definition.
Market Segmentation (Google Sheets): Use to help evaluate your potential focus segment(s) to target if it is hard to narrow down.
ICP + Buyer Personas Template (Google Sheets): Use to define the most important attributes and characteristics of your best-fit customer segments you’ve chosen to target.
Customer Interview Guide & Request Email Templates (Google Docs): Use to help guide customer job-to-be-done interviews.
Buyer Journey Map (Google Sheets): After completing customer job-to-be-done interviews, fill out this buyer journey map to help organize your findings.
Messaging
Team Positioning & Messaging Survey (Google Forms): Share with internal team members to inform your messaging and positioning and gauge team messaging alignment. (Note: With how Google Forms manages sharing, you might need to recreate this form manually.)
Messaging Architecture (Google Sheets): The source of truth to house your core positioning and messaging for your product, service, or business.
Website Copy Updates (Google Docs): Use along with your messaging architecture and website wireframes to organize new copy for updated core website pages.
Website Wireframes (Figma): Wireframes for the core pages across your website. Use this document in conjunction with the messaging architecture and website copy updates document to plan updates to your webpages.
Sales Pitch Deck (Google Slides): Applies parts of your messaging architecture to a sales pitch format with an easy-to-follow example.
Acquisition Channels
GTM Funnel Stages & Metrics (Google Sheets): Use to help map the most common customer steps taken and the metrics used to measure success at each stage of your funnel.
GTM Investment Map (Google Docs): A collection of tools to help you prioritize where your GTM team should focus its efforts to drive business growth.
Growth Campaign Tracker (Google Sheets): Use to prioritize and plan cross-functional GTM team campaigns, initiatives, or channels to focus on.
Marketing Campaign Brief Template (Google Docs): Use to help plan out the details of specific marketing campaigns to keep teams aligned.
Operations
GTM Team Meeting Agenda (Google Docs): Use to plan and guide your regular cross-functional go-to-market team meetings.
GTM Strategy Health Assessment (Google Sheets): This assessment will help you evaluate the strength of your GTM foundations across eight key areas.