Over the past 6 years of coaching early-stage founders I’ve created the following templates covering common early-stage GTM needs:
GTM retrospective
Sales territory plan
Warm outreach database
Warm outreach email templates
Outreach messaging templates
Discovery meeting deck
Demo meeting deck
POC kick off meeting deck
POC project plan
Proposal deck
Rate card for usage pricing
Order form (consult your lawyer before using)
Data processing addendum (consult your lawyer before using)
Master services agreement (consult your lawyer before using)
Account growth plan
10-day SDR onboarding plan
10-day AE onboarding plan
AE quota & comp calculator
AE sales comp plan
Weekly sales update
1. GTM retrospective
Downloadable template: GTM retro template
What it’s for: Organizing your GTM results into a common framework to diagnose issues.
Further reading: How to run a GTM retro to find and fix your biggest problems
2. Sales territory plan
Downloadable template: Sales territory plan template
What it’s for: Focusing your efforts on the specific accounts who are most likely to buy from you during your upcoming quota period.
Further reading: How to build a territory plan and hit your quota