GTM Plan Design
Design the complete go-to-market plan for the hypothesis register. Translate channel strategy, value proposition, growth architecture, and segment data into a phased execution plan with gates, KPIs, messaging, constraints, and kill criteria.
Procedure
Step 1: Load Inputs [S]
Read upstream outputs:
- Value Proposition (register section 4): claim, JTBD dimensions, differentiator, alternative, unique capability, clause validation status.
- Channel Strategy from Unit Economics (register section 3): ranked channel list with per-channel CAC, investment splits, phase sequencing, channel-economics coherence result.
- Growth Architecture (register section 5): PLG / Network / Sales-Led / Hybrid, required conditions, rationale.
- Segment Hypothesis (register section 2): primary segment, trigger event, budget owner, where they gather, observable characteristics, access paths.
- Pricing from Unit Economics (register section 3): ACV range, tier structure, upgrade triggers.
- Mode (VENTURE / BOOTSTRAP / HYBRID) from governor.
Assemble input summary with sources.
Gate: inputs_loaded: bool -- channel strategy, growth architecture,
value proposition, and segment hypothesis all available.
- Pass: Step 2.
- Fail: If channel strategy missing, cannot design GTM -- stg-designing-channels must run first. If growth architecture missing, infer from ACV and buyer type with reduced confidence and flag.
Step 2: Select GTM Architecture [R]
Match growth architecture to GTM execution pattern. The architecture constrains which GTM motions are viable. Getting this wrong misallocates every downstream dollar and hire.
| Growth Architecture | GTM Pattern | Primary Motion | Key Metric |
|---|---|---|---|
| PLG | Self-serve acquisition + expansion | Signup -> Activation -> Conversion -> Expansion | Activation rate (% reaching aha moment) |
| Network/Viral | Seed + grow network | Recruit constrained side -> density -> expansion | K-factor and cycle time |
| Sales-Led | Outbound + inbound pipeline | Pipeline generation -> qualification -> close | Pipeline-to-close rate |
| Hybrid | PLG bottom-up + sales expansion | Self-serve < $5K, sales-assist $5K-$50K, enterprise > $50K | PQL-to-close rate |
| Marketplace | Supply-side recruitment + demand activation | Curate supply -> create demand -> liquidity | Liquidity rate (% listings transacting) |
Architecture-GTM mismatches to check:
| Mismatch | Signal |
|---|---|
| PLG with ACV > $10K | High-ACV buyers expect demos, security reviews, procurement |
| Sales-led with ACV < $2K | A $2K deal cannot support $15K+ fully-loaded CAC |
| Viral mechanics on non-collaborative tool | No natural invitation reason; incentives compensate but K stays < 0.3 |
| Enterprise sales without customer success | Churn kills LTV; need > 90% retention to justify CAC |
Gate: architecture_matched: bool -- one GTM pattern selected, no
architecture-GTM mismatch detected.
- Pass: Step 3.
- Fail: If mismatch detected, document the mismatch with specific numbers (ACV vs CAC threshold) and flag as a finding. Proceed with the closest viable pattern and note the risk.
Step 3: Design Phase-Gated Channel Sequence [K-grounded]
Grounded in: channel strategy from Step 1, GTM pattern from Step 2, mode (VENTURE/BOOTSTRAP/HYBRID).
Design three phases. Each phase has: channels, budget allocation, exit gate to next phase, and estimated timeline.
Phase 1: Validation (Pre-PMF)
Objective: find working acquisition with minimal spend. Learn, do not scale.
Select 1-2 channels maximum from channel strategy. Criteria:
- Lowest absolute cost to test (not lowest CAC -- lowest total spend to learn)
- Fastest feedback loop (paid > content, outbound > inbound for learning speed)
- Strongest founder-channel fit
Phase 1 channel selection by GTM pattern:
| GTM Pattern | Foundation Channel 1 | Foundation Channel 2 |
|---|---|---|
| PLG | Product-led viral + content SEO | Community / dev relations |
| Sales-Led | Founder-led outbound (first 10-20 deals) | Inbound content for demo pipeline |
| Network | Manual supply-side recruitment | Community seeding |
| Hybrid | Content + PLG signup | Founder-led sales on expansion deals |
| Marketplace | Manual supply curation | Demand seeding in one geography/vertical |
Budget allocation: 70-80% to foundation channel, 20-30% to secondary.
Exit gate to Phase 2 (ALL must hold):
- Channel produces repeatable acquisition (not one-off spikes)
- CAC is measurable and within 2x of target blended CAC
- Conversion funnel has > 100 data points at each stage
- Time to convert is understood with specific range
Phase 2: Traction (Post-PMF)
Objective: scale working channels, add one adjacent channel.
Add channels that:
- Require the volume/data Phase 1 produced (paid needs conversion data)
- Have lower marginal CAC at scale than Phase 1 channels
- Diversify acquisition risk (must not be > 70% from one channel)
Phase 2 additions by GTM pattern:
| GTM Pattern | Scale Addition | Why Now |
|---|---|---|
| PLG | Paid search/social, partnerships | Have conversion data to optimize paid |
| Sales-Led | SDR team, events, channel partners | Have playbook from founder-led sales |
| Network | Paid acquisition for demand side | Supply side seeded, need demand |
| Hybrid | Inside sales team, paid | PLG provides PQL data for sales targeting |
| Marketplace | Paid demand acquisition, content | Supply curated, need demand volume |
Budget: 50-60% scale channel, 20-30% foundation (maintenance), 10-20% experimental.
Exit gate to Phase 3 (ALL must hold):
- At least 2 channels producing consistent acquisition
- No single channel > 70% of total acquisition
- Blended CAC within target range
- Net revenue retention measurable
Phase 3: Scale (Optimization)
Objective: maximize efficiency, add programmatic channels.
- Compounding channels mature (content/SEO at 18-24 months)
- Retargeting/remarketing across channels
- International expansion if applicable
- Analyst/PR for brand leverage
Budget: 40-50% primary, 20-30% secondary, 10-20% compounding, 10% experimental.
For each phase, state: channels active, budget split (must sum to 100%), timeline estimate, and exit gate criteria.
Gate: sequence_designed: bool -- three phases with channels,
budgets summing to 100%, exit gates with specific measurable criteria.
- Pass: Step 4.
- Fail: If phases lack exit gates, add specific measurable criteria. If budgets do not sum to 100%, rebalance.
Step 4: Define Target KPIs per Phase [R]
For each phase, define 3-5 KPIs. KPIs must be specific, measurable, and tied to the GTM pattern.
KPI selection by GTM pattern and phase:
PLG KPIs:
| Phase | KPI | Benchmark |
|---|---|---|
| Validation | Signup-to-activation rate | Target: 20-40% (best: 60%+) |
| Validation | Time-to-value | < 5 min consumer, < 30 min SMB, < 1 day team |
| Traction | Free-to-paid conversion (freemium) | Target: 2-5% (best: 7-10%) |
| Traction | Trial-to-paid conversion (trial) | Target: 10-25% (best: 40%+) |
| Scale | Net revenue retention | Target: > 100% |
| Scale | Viral coefficient (if applicable) | K > 0.3 to matter, > 1.0 for true virality |
Sales-Led KPIs:
| Phase | KPI | Benchmark |
|---|---|---|
| Validation | Outbound response rate | Problem-first: 8-15%; pitch-first: 1-3% |
| Validation | Founder close rate | Track per segment and deal size |
| Traction | AE quota attainment | Healthy: 55-65% hitting quota |
| Traction | Sales cycle length | 30-90 days mid-market, 90-365 enterprise |
| Scale | SDR-sourced close rate | 10-20% |
| Scale | Customer expansion revenue | 20-40% of new revenue by year 2 |
Hybrid KPIs:
| Phase | KPI | Benchmark |
|---|---|---|
| Validation | Activation rate (self-serve) | 20-40% |
| Validation | PQL identification rate | 5%+ of self-serve users show PQL signals |
| Traction | PQL-to-close rate | Target: 15-30% (if < 10%, PQL definition wrong) |
| Traction | Self-serve to team expansion | > 5% of self-serve expand to team tier |
| Scale | Blended CAC trend | Stable or declining QoQ |
Network/Marketplace KPIs:
| Phase | KPI | Benchmark |
|---|---|---|
| Validation | Supply-side acquisition | Manual recruitment targets |
| Validation | Liquidity rate (marketplace) | > 30% to be a marketplace, not a listing site |
| Traction | Density in target geography/niche | 30-50% of local/niche market |
| Traction | K-factor (network) | > 0.5 to matter; even 0.3 compounds if cycle < 3 days |
| Scale | Organic K-factor | 0.15-0.4 without incentive |
Flag any KPI where the benchmark requires ground-truth data (T3) to establish a realistic target.
Gate: kpis_defined: bool -- 3-5 KPIs per phase, each with specific
benchmark and measurement method.
- Pass: Step 5.
- Fail: Replace vanity metrics (pageviews, signups without activation) with conversion or retention metrics.
Step 5: Build Messaging Framework [K-grounded]
Grounded in: value proposition (section 4), segment hypothesis (section 2), competitive analysis.
Translate the value proposition into channel-adapted messaging across buyer awareness levels.
5a. Decompose the value proposition into messaging components:
From the VP claim, extract:
- Headline: [Differentiator] for [Target] -- short, specific, no jargon
- Subhead: Expand the problem and hint at mechanism
- Proof points: 3 maximum. Each specific (numbers, names, timeframes)
- CTA per awareness level:
| Awareness Level | Buyer State | Message Lead | CTA |
|---|---|---|---|
| Unaware | Does not know they have the problem | Cost of status quo | "Learn more" |
| Problem-aware | Knows the problem, not solutions | Problem label | "See how" |
| Solution-aware | Evaluating solutions | Differentiation | "Try free" / "See demo" |
| Product-aware | Knows product, has not converted | Proof and risk reversal | "Start now" |
| Most aware | Ready to buy | Offer | "Get started" / "Talk to sales" |
5b. Adapt messaging per channel:
| Channel Type | Messaging Rule |
|---|---|
| SEO/Content | Write for the problem keyword, not the product category. Problem-aware search volume is typically 3-10x category volume. |
| Paid Search | Bid on high-intent terms only. "[Alternative to competitor]" converts 3-5x vs category terms. |
| Outbound | First message: problem only, no pitch. 5-7 touches over 3-4 weeks. |
| Paid Social | Pattern interrupt required. Lead with surprising data or contrarian take. UGC-style video outperforms polished 1.5-2x. |
| Community | Zero marketing language. 4-8 weeks of pure contribution before any product mention. |
5c. State what is testable vs assumed:
Every messaging claim inherits the tier of the hypothesis it derives from. If the VP clause is T2, the messaging derived from it is T2. Flag T3-dependent messaging explicitly.
Gate: messaging_built: bool -- headline, subhead, proof points,
awareness-level CTAs, and per-channel adaptations all produced.
VP clause tracing documented.
- Pass: Step 6.
- Fail: If messaging cannot trace to VP claims, the VP is too vague for GTM. Flag as a dependency issue.
Step 6: Derive Operational Constraints [S]
Extract constraints that limit GTM execution from each hypothesis:
| Source | Constraint Type | Example |
|---|---|---|
| Problem hypothesis | Urgency/timing | Seasonal problem = launch window constraint |
| Segment hypothesis | Access limitations | Segment does not use LinkedIn = outbound via LinkedIn nonviable |
| Unit Economics | Budget ceiling | Bootstrap mode = < $50K total Phase 1 spend |
| Unit Economics | CAC ceiling | Blended CAC must stay below 1/3 first-year ACV |
| Unit Economics | Payback requirement | Bootstrap: < 6 months; Venture: < 18 months |
| Growth Architecture | Motion constraint | PLG requires activation < 1 day; sales-led requires playbook before SDR hire |
| Pricing | Deal size constraint | ACV < $2K eliminates sales-assisted channels |
Compile constraint list with source hypothesis and blast radius (HIGH/MEDIUM/LOW) if violated.
Gate: constraints_derived: bool -- at least one constraint from
each upstream hypothesis documented with blast radius.
- Pass: Step 7.
- Fail: If a hypothesis provides no constraints, re-read it. Every hypothesis constrains GTM somehow.
Step 7: Define Success and Kill Criteria per Phase [R]
For each phase, define:
Success criteria (move to next phase):
- The exit gate from Step 3 restated as measurable outcomes
- Minimum data thresholds (not just "positive results" -- specific conversion rates, specific pipeline numbers, specific CAC ranges)
Kill criteria (stop or pivot):
| Signal | Timeframe | Action |
|---|---|---|
| Phase 1: Zero repeatable acquisition after 90 days with adequate effort | 90 days | Reassess channel-segment fit. If problem hypothesis holds, test different channels. If no channel works, problem hypothesis may be wrong. |
| Phase 1: CAC > 3x target after optimization | 120 days | Channel economics nonviable at this ACV. Either raise ACV or find cheaper channels. |
| Phase 2: Blended CAC rising > 20% QoQ | 2 consecutive quarters | Market saturating or targeting exhausted. Diversify or narrow. |
| Phase 2: Single channel > 70% of acquisition | Any point | Fragile. Platform change can halve acquisition overnight. Accelerate diversification. |
| Phase 3: Net revenue retention < 100% | Any point | Churn exceeds expansion. Product or CS problem, not GTM. |
Kill criteria must be specific and observable. "Not working" is not a kill criterion. "< 50% of target pipeline after 90-day test with $X budget" is a kill criterion.
Gate: criteria_defined: bool -- every phase has success criteria
with specific numbers and kill criteria with timeframes and actions.
- Pass: Step 8.
- Fail: Replace qualitative criteria ("good traction") with quantitative thresholds.
Step 8: Apply Diagnostic Framework [R]
Before writing, run the diagnostic sequence against the designed plan to catch structural issues:
1. Is there demand? (Does the segment search for this problem? Do
they respond to outbound?)
-> If NO from research: flag as T3 gap. Problem hypothesis may need
revisiting.
2. Can the funnel convert? (Is the messaging-market fit plausible given
awareness-level mapping?)
-> If messaging depends on T3 claims: flag messaging as hypothesis,
not plan.
3. Can users activate? (Is time-to-value compatible with the growth
architecture?)
-> If PLG and time-to-value > 1 day: flag activation risk.
4. Is CAC sustainable? (Does the channel mix produce blended CAC within
constraints?)
-> If blended CAC > 1/3 first-year ACV: flag economics risk.
5. Is the plan survivable? (Can the team execute Phase 1 channels given
founder-channel fit?)
-> If required channels do not match team capabilities: flag
execution risk.
Document findings from this diagnostic as GTM risks in the plan.
Gate: diagnostic_passed: bool -- all 5 diagnostic checks run,
findings documented.
- Pass: Step 9.
- Fail: Findings are information, not blockers. Document and proceed. Structural issues (demand nonexistent, CAC impossible) should be flagged prominently but do not prevent writing the plan.
Step 9: Write GTM Plan Section [S]
Write register section 7 matching the register format:
## 7. GTM Plan (Proposed)
**Support State:** PROPOSED
**Last Updated:** {date}
### GTM Architecture
- Pattern: {PLG / Sales-Led / Network / Hybrid / Marketplace}
- Rationale: {why this pattern for this architecture and ACV}
### Channel Sequence
**Phase 1: Validation ({timeline})**
- Channels: {channel 1 (budget %), channel 2 (budget %)}
- Total budget: {estimate}
- Target KPIs: {3-5 specific KPIs with benchmarks}
- Exit gate: {specific measurable criteria}
- Kill criteria: {specific triggers with timeframes}
**Phase 2: Traction ({timeline})**
- Channels: {existing + additions (budget %)}
- Target KPIs: {3-5 specific KPIs with benchmarks}
- Exit gate: {specific measurable criteria}
- Kill criteria: {specific triggers with timeframes}
**Phase 3: Scale ({timeline})**
- Channels: {full mix (budget %)}
- Target KPIs: {3-5 specific KPIs with benchmarks}
- Kill criteria: {specific triggers with timeframes}
### Messaging Framework
- Headline: {from VP}
- Subhead: {problem expansion}
- Proof points: {3 max, specific}
- Awareness-level CTAs: {table}
- Channel adaptations: {per active channel}
### Operational Constraints
{constraint list with source hypothesis and blast radius}
### GTM Risks
{diagnostic findings from Step 8}
### Constraints from Hypotheses
- From Problem: {constraint}
- From Segment: {constraint}
- From Unit Economics: {constraint}
- From Growth Architecture: {constraint}
Set support state to PROPOSED. Gap Definer validates or blocks.
Gate: section_written: bool -- all subsections populated, support
state = PROPOSED, every KPI has a benchmark, every phase has exit/kill
criteria with specific numbers.
- Pass: Done.
- Fail: Fix missing subsections. Every field must be populated.
Quality Criteria
- Growth architecture consumed from section 5 (not re-derived)
- Channel strategy consumed from section 3 (not re-derived)
- Value proposition consumed from section 4 (not re-derived)
- Messaging traces to VP claims with tier inheritance
- Phase gates have specific measurable criteria (not qualitative)
- KPIs include benchmarks from domain knowledge (not invented)
- Kill criteria have timeframes and specific actions
- Operational constraints cite source hypothesis
- Budget splits sum to 100% per phase
- No channel-architecture mismatch present without flagged risk
- Diagnostic framework run and findings documented
- All CAC benchmarks and conversion benchmarks cite domain basis
Failure Modes
| Mode | Signal | Recovery |
|---|---|---|
| Generic messaging | "Great solution for modern teams" | Trace every message clause to a specific VP claim and segment characteristic |
| Vanity KPIs | Pageviews, impressions, signups-without-activation | Replace with conversion, retention, or revenue metrics with benchmarks |
| Missing phase gates | "Move to Phase 2 when ready" | Define specific measurable exit criteria with thresholds |
| Architecture-GTM mismatch | PLG plan for $50K ACV product | Check ACV against GTM pattern constraints; flag if mismatched |
| CAC denial | "$0 CAC" or no founder time accounting | Every channel has a real cost including founder time at opportunity cost |
| All channels simultaneously | No phasing, no prioritization | Phase 1 must focus on 1-2 channels. Concentration before diversification. |
| Messaging without tier tracing | Confident messaging from T2/T3 claims | Every message inherits the tier of its source hypothesis clause |
| Kill criteria too vague | "Revisit if not working" | Specific: "< X% conversion after Y days with $Z spend" |
| Scope creep into execution | Content calendars, outreach templates, campaign designs | This skill designs the GTM plan. Execution is downstream. |
| Premature scaling assumption | Phase 2 assumes working channel before Phase 1 validates | Each phase depends on prior phase exit gate being met |
Boundaries
In scope: GTM architecture selection, phase-gated channel sequencing, target KPIs with benchmarks, messaging framework derived from VP, operational constraint derivation, success/kill criteria per phase, diagnostic check.
Out of scope: Channel identification and per-channel CAC estimation (stg-designing-channels), pricing design and tier architecture (stg-designing-pricing), LTV/CAC/payback calculation and cost structure (stg-calculating-economics), growth architecture selection and rationale (stg-designing-solutions), competitive landscape mapping (stg-analyzing-competition), GTM execution: content production, outreach cadences, campaign management, nurture flows (downstream execution systems).