Your Go-to-Market Checklist from DevriX [Free Download]

Developing a go-to-market strategy isn’t easy, and after you have one, you need to turn it into a clear action plan. Many businesses skip the go-to-market plan, thinking a strategy alone is enough. But it is not – without it, it’s just words on paper. And even after you have a plan, you need to follow it and keep track of it. This is where checklists come into play.

At DevriX, we create launch strategies, action plans, and checklists all the time. So here is your practical, easy to follow guide on the necessary for a simplemarket template. This not only works for B2B SaaS companies but it will also work for many other types of businesses as well.

From Go-to-Market Strategy to Go-to-Market Checklist

Now, the first mistake people make is confusing their business goal with their marketing goal. If you don’t get the goal right, you will mess up everything that follows in the process.

One of the main goals of a business is usually to improve sales. However, for marketing, it is generally to make the brand desirable. Therefore, the go-to-market strategy goal is to present a (new) new product or service in a way that people want to buy it.

When developing a go-to-market strategy, you should:

1. Define overall goal(s) and audience*s).
2. Analyze market(s) and develop concept(s) accordingly.
3. Plan marketing and sales approach(s).
4. Set pricing and metrics.
5. Launch and resource allocation.

Once this is done, you should now decide on a go-to-market plan. These are the practical steps you need to take to implement your strategy. Like above, you need to:

1. Set specific goals and timeline(s)
2. Develop positioning and assets
3. Prepare teams and systems
4. Execute launch
5. Manage post-launch activities

Your Go-To-Market Checklist from DevriX

Next you need a checklist that covers all the key aspects of the launch. You can do this with a simple spreadsheet; there’s no need for complicated tools unless you have a really big and complicated launch.

Create a detailed timeline with milestones.

• Identify key launch phases.
• Set specific dates for each milestone.
• Define important path activities.
• Establish deadlines for deliverables.
• Create a visual timeline (e.g. Gantt chart).

Assign roles and responsibilities to team members.

• Identify required roles for the launch.
• Match team members to roles based on skills.
• Create a RACI matrix (Responsible, Accountable, Consulted, Informed).
• Communicate responsibilities to each team member.
• Establish a process for progress reporting.

Develop product positioning and messaging documents.

• Define a unique value proposition.
• Create product positioning statement.
• Develop key messaging points.
• Craft elevator pitch.
• Create FAQ documents.

Plan and create marketing assets.

• Design and develop websites or landing pages.
• Create advertising materials (digital and print).
• Produce content (blog posts, whitepapers, videos).
• Design social media assets.
• Develop email marketing templates.

Implement tracking and analytics tools.

• Set up web analytics (e.g., Google Analytics).
• Implement a CRM system.
• Set up social media monitoring tools.
• Create dashboards for key metrics.
• Test all tracking systems.

Conduct market testing or soft launch.

• Identify test market or beta users.
• Develop feedback collection methods.
• Execute soft launch.
• Analyze results and gather insights.
• Make necessary adjustments based on feedback.

Train sales and customer support teams.

• Develop training materials.
• Conduct product knowledge sessions.
• Role-play sales scenarios.
• Train on customer support processes.
• Provide resources for ongoing reference.

Plan the official launch event or announcement.

• Choose launch format (e.g., event, press release, webinar).
• Set date and time for launch.
• Prepare launch presentations or materials.
• Invite media, partners, and key stakeholders.
• Rehearse launch presentation.

Prepare post-launch support and feedback collection.

• Set up customer support channels.
• Create a system for categorizing and prioritizing feedback.
• Develop customer satisfaction surveys.
• Plan for regular check-ins with early adopters.
• Establish processes for addressing common issues.

Schedule regular progress reviews and adjustments.

• Set dates for weekly/monthly review meetings.
• Define KPIs to be reviewed.
• Create standardized reporting template(s).
• Establish processes for implementing adjustments.
• Assign responsibility for tracking action items.

Plan for scaling and expansion.

• Identify potential areas for growth.
• Develop criteria for expanding to new markets.
• Create resource allocation plan for scaling.
• Establish partnerships for expansion.
• Develop long-term product roadmap.

Download the Go-to-Market Template HERE.

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Wrap Up

To successfully launch a new product or service, you need careful preparation. Planning out the strategy helps you understand your target customers, competition, and what makes your offering unique. It also lets you use your resources well, set achievable goals, and prepare for obstacles.

Furthermore by following a checklist, you can make sure you’ve covered all your bases, from researching the market to promoting your product and making sales.

DevriX offers complex marketing services to help businesses launch products successfully. With our help, you can feel secure knowing you and your business are in good hands and we know how to get you where you want to be.