GTM Planner: a go-to-market plan your team works from every week

Build a complete go-to-market plan in a single workspace — define ICP, positioning, value, and pricing, then turn it into a 30/60/90 roadmap with weekly tasks, growth experiments, and tracked metrics.

  • Phases30 / 60 / 90
  • Tabs in workspace7
  • Health score0–100
app.nautis.io/gtm

What is GTM Planner?

A go-to-market planning tool turns who you sell to, why they buy and how you reach them into dated work. Nautis GTM Planner gives each launch or segment its own workspace with seven tabs: a Dashboard, a nine-step AI Builder, the Strategy canvas, a 30/60/90 Roadmap, a Tasks kanban, Experiments and Metrics, plus a health score out of 100.

Go-to-market plans usually fail in the handoff. The strategy deck names an ideal customer and three channels, and the team's week fills with tasks that trace back to neither. GTM Planner keeps both in one workspace. The strategy sits on the Strategy tab, the weekly actions sit on Roadmap, and Convert selected copies the ones you're ready to start into the Backlog column of the Tasks board, while the roadmap stays intact.

Start with the Builder if the page is blank. It walks nine steps: Customer, Problems, Solution Mapping, Value Stack, Positioning, GTM Execution, Competition, Risks and Launch Plan. Each step has an AI Draft bar where you type a short prompt about your product, and AI Rewrite polishes any field. At the end, Full Strategy shows the whole document, and applying it updates the Strategy tab and creates the Launch Plan tasks.

After that it becomes a habit. Log values with Add Metric Snapshot, move tasks across Backlog, This Week, In Progress and Done, and watch the health score on the Dashboard, which blends completed tasks with metrics that have recent values. For the selling itself, our guide to your first 10 sales is a practical companion.

Built for

  • Founders running their first GTM motion
  • Growth teams planning a new launch
  • Operators tying strategy to weekly execution

Capabilities

What you can do with GTM Planner

Everything ships out of the box. No setup, no plugins, no extra tools.

Strategy canvas

ICP, positioning, value stack, messaging, risks, and competitive map on one connected canvas.

30/60/90 roadmap

Phases broken into weekly tasks, each with a goal and success criteria, so the strategy turns into action.

Kanban execution board

Move tasks through Backlog, This Week, In Progress and Done, with categories, launch phases and deadlines.

Experiments tracker

Run hypothesis-driven growth experiments by channel, phase and metric, and mark each Testing, Won, Lost or Learnings.

Metrics with targets

Track the numbers that actually matter to your motion, with target lines and snapshot history.

AI-first builder

A nine-step guided wizard, from Customer to Launch Plan, with AI Draft and AI Rewrite on every step.

Use cases

How startups use GTM Planner

Entering a second segment without muddying the first

Create a new workspace, for example "Mid-market pilot", with its own Shared Access list. One workspace is one go-to-market plan, so the original segment keeps its own strategy, experiments, metrics and score.

Testing channels instead of arguing about them

On Experiments, write each idea as "If we do X, we expect Y because Z", pick a channel, a phase and a metric, and add a budget if there is one. Mark it Won, Lost or Learnings when it ends. The header strip counts Active, Wins, Fails and Learnings, which keeps a weekly review short.

A Monday GTM standup

Open the Dashboard. It shows up to three focus tasks marked This Week or In Progress, an overdue counter, the current 30/60/90 phase and a snippet with your ICP, primary channel and pricing model. Anything red points you to the tab that needs work.

Writing the GTM section of a business plan

Link the workspace to a plan in Business Plans with Link Projects, then click Import Data in the Go-to-Market Strategy section. You describe the motion once, and the plan pulls it in.

Quick start

From zero to using GTM Planner

  1. 1

    Create a workspace

    One workspace per GTM plan — for example '2026 Growth Strategy' or 'Enterprise Launch'.

  2. 2

    Build strategy

    Use the AI Builder to draft, or fill in the Strategy canvas tab by tab.

  3. 3

    Plan the roadmap

    Plan weekly tasks in each 30/60/90 phase, then use Convert selected to push them onto the Tasks board.

  4. 4

    Run, measure, iterate

    Execute on the kanban, log experiments, and watch the metrics tab for signal.

Where AI helps in the GTM Planner

Three AI tools share one AI credits pool: the Builder's AI Draft on each step, AI Rewrite next to any field, and AI Suggest on the Experiments tab, which proposes experiments based on your strategy. None of them can talk to your customers for you, so feed them what you learned in interviews.

Finished experiments also feed the Learning Engine. Complete one with a result and it becomes a learning event with expected vs actual results and a lesson, so the next person planning a launch can see what happened last time.

A strategy doc plus a project tool, or one GTM workspace?

Plenty of teams run go-to-market from a doc and a separate task tool. That works until nobody can say which tasks serve which part of the strategy.

Where each part of a go-to-market plan lives, based on Nautis help docs
Part of the planDoc plus separate task toolNautis GTM Planner
ICP, positioning, value stack, messagingDoc sectionsStrategy tab, six sections, PDF export
Risks and competitorsA table in the docRisks with impact, type and mitigation; competitors with solution and positioning
30/60/90 planA doc or slideRoadmap tab with weekly tasks, a goal and success criteria per phase
ExecutionTask tool, linked by handTasks kanban, filled from the roadmap with Convert selected
ExperimentsA spreadsheetHypothesis, channel, phase, metric and budget per experiment
Traction metricsA dashboard toolMetric library, custom metrics, targets and snapshots
Depth for a large marketing teamUsually deeper per toolBuilt for a startup running one or a few motions

Plans and limits

  • GTM Planner must be turned on for your organization, and your role needs GTM permission. Only people on a workspace's Shared Access list, plus admins, can open it.
  • AI Draft, AI Rewrite, AI Suggest and the Builder share your AI credits: 1,000 a month on Launch, 2,000 on Voyage and 2,600 on Fleet. Check pricing.
Compare plans

What GTM Planner doesn't do

  • GTM tasks track a category, launch phase and deadline. For work that needs named owners and KPI targets, Task Boards fit better.
  • It doesn't run campaigns. Ads, email sequences and posts happen in other tools, or in Nautis modules such as the Social Calendar and Leads CRM.
  • The health score measures activity, meaning tasks done and metrics updated, not whether the strategy is right. A green score on the wrong ICP is still the wrong ICP.
  • Workspaces can't move between organizations. Recreate the plan by hand if you need it elsewhere.

GTM Planner questions

What should a go-to-market planning tool include?+

At minimum: who the customer is, why they'd switch, which channels you'll test, what you'll charge, and a dated plan. A good one also tracks experiments and a few metrics, so the plan changes when the evidence does.

What is a 30/60/90 day go-to-market plan?+

It splits the first three months of a launch into phases, each with a goal, success criteria and weekly tasks. In GTM Planner each phase sits on the Roadmap tab, and you pick Week 1, Week 2 and so on when you plan a task.

How do I pick metrics for a GTM plan?+

Pick the few numbers that tell you whether the motion works at this phase, such as qualified demos booked or trial conversions, and give each a target. The Metrics tab summary shows how many have targets and how many were updated in the last 14 days, a fair check on whether anyone is looking.

Can AI write my go-to-market strategy?+

It can draft each Builder step from a short prompt, and AI Rewrite can tighten what you wrote. It can't tell you what customers actually said. Run customer interviews first, then use the Builder to structure what you learned.

Is there a quick GTM outline I can try first?+

The go-to-market strategy generator gives you an outline from a description. The GTM Planner is where that outline becomes a roadmap, tasks, experiments and metrics.

Should I use Builder or edit the Strategy tab directly?+

Builder is great for a first draft — it walks you through every section and uses AI to fill the gaps. The Strategy tab is for polishing, ongoing updates, or jumping straight to a specific section. Both edit the same data.

What does 'Convert selected' tasks from Roadmap do?+

Chosen weekly actions are copied onto the Tasks board (in the Backlog column) so the team can start executing. The roadmap entries stay where they are, so the planning view stays intact.

How does the health score work?+

It blends two things: how many tasks are Done and how many metrics have recent values. Add and complete tasks, log metric snapshots regularly, and the score climbs.

Why can't I open a teammate's workspace?+

Either you're not on its Shared Access list, or your role doesn't have GTM permission. Ask the workspace owner to add you, or ask your admin to update your role.

Who can see a workspace?+

Each workspace has its own Shared Access list. Only people on it (plus admins) can open it.

Can I move a workspace to a different organization?+

No. Workspaces belong to the organization where they were created. If you need the same plan elsewhere, recreate it manually.

Can I export the strategy?+

Yes. Inside the Strategy tab there's a PDF export button that renders a clean version of all six strategy sections.

Can I run multiple GTM workspaces side-by-side?+

Yes — create one workspace per launch, market, or campaign. Each has its own strategy, tasks, experiments, and metrics.

Your first hire, before your first hire

Hire your Chief of Staff today.

Full business context from the first conversation. Daily operations, fundraising, revenue and finance, run with you. You approve every move. It handles the rest.

Nothing leaves your workspace without your yes.