What are the core documents you create for every GTM?
For each "Tier 1" launch, I typically create:
- A GTM checklist (which is your Bible, includes metrics, links, as well as key drivers of the project)
- A launch brief to share with creative in-house teams or agencies
- A product communication doc with specs of the feature and any talking points (co-developed with product)
- A messaging document that gives the core messages behind what we're launching
Core documents will vary at each company, but I think there are some common ones to consider:
Market research/Competitive analysis: Helps you understand your total addressable market, competition, and whether your product fits the market.
Positioning document: Define your total addressable market, value proposition, and competitive landscape.
Messaging document: Outline the key messages you'll use to communicate with your audience.
Marketing measurement: Enables you to track the impact of your GTM campaign
Sales collateral: This will give your sales team the information and tools they need to sell your product.
Marketing plan: Outline your marketing strategy for launching and promoting your product. It covers your target audience, marketing channels, and budget.
Whether a brief or a presentation, you should always have a core internal doc outlining your strategy and roadmap. I am religious about this exercise—given that it will evolve. Otherwise, you're doing something that someone might not agree with, which will screw up your GTM efforts.
Within that presentation, you should have documented your core persona and ICP, competitive landscape, positioning, messaging, differentiated value, and capabilities. Alignment shouldn't just be the broader GTM team and your product team.
The list includes a pitch deck, battle cards, demo guides, and data sheets (competitive, industry, solutions) for external customer-facing documents.
Some of the core docs I've used include:
Executive summary: clearly and concisely articulates the why, what, how of your GTM plan. It is the doc you share with other execs at the company and it should only take them 2 minutes to fully comprehend it.
Assumptions and Risks: you can't know everything and don't want to fall into the paralysis by analysis trap... some times you don't have enough data to tell you precisely what you need, but you do have enough to give you a good direction. Document assumptions and identify what are the inherent risks, especially as you align with other teams for execution. Get it all out there so people understand.
FAQ: a simple list of questions that you will be asked by those trying to understand the GTM and specific execution aspects. Will pricing change? What is the plan for Europe? Will the marketing campaign be multi-lingual? You get the idea. This helps get other teams aligned as well because some questions will be directed to specific stakeholders or workstream owners.
Timeline or Launch plan: what are the main phases and timing for execution, as well as specific dependencies? This can be in a calendar format, Gantt chart, etc.
Plan overview: outlines the major components of the plan, key milestones, and links to individual components. For example, you may have a high level overview of the marketing plan which then links to the detailed doc that describes each campaign, budget, etc.
Roles and Responsibilities: typically part of the 'executive summary' doc but could also be it's own document depending on the size of the launch. Clearly indicates who owns what part of the plan.
Decision Log: for bigger launches it is especially useful to keep track of major decisions made along the way. Documenting the issue at hand, what was decided, who was part of the decision-making progress will help later on when someone asks "why did we decide to ...". It is also a great doc to review post-launch for a post-mortem analysis and lessons learned.
We have a defined set of documents that we create based on the launch tier:
PMM <> PM together prepare
- Product overview (how it works)
- Key features & benefits
- Personas & use cases
PMM on their side
- Product value prop
- Positioning and messaging doc
- GTM channels plan
- GTM brief with all info above + objectives + measurements plan
- Post-GTM retro with reports
In smaller startups, I also was doing much more documents but that's a life of solo PMM 😃
Every GTM strategy starts with positioning and messaging.
A detailed and well-aligned positioning document is essential. This should include personas, the problem you're solving, how the solution is defined, what the competition is, the positioning statement, and use cases (it can include more or less depending on the size of the launch and your specific scenario).
From there, the messaging should be defined. And only after this should the GTM channel strategy be created.
At minimum, these three documents must be created. Hope this helps!