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🚀 GTM Campaign Design Flow

Step-by-step campaign planning with AI assistance

0 of 46 steps completed (0%)
1. Campaign Framework
0/5
Define campaign goal: long-term growth / short-term lead gen / brand positioning / event-driven / vertical-specific
Choose campaign type: outbound ABM, inbound content-led, event-based, partner support
Set campaign duration: one-off campaign, quarterly sprints, always-on campaign
Identify involved departments: Marketing, Sales (BDR, AE), Tech/Delivery, RevOps, C-level sponsor
Establish campaign status and timeline with key milestones
2. Genesis & Context
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Identify campaign origin: market trend, client need, internal initiative, insights from previous campaigns
Conduct desk research & gather domain knowledge from previous projects, white papers, competitive analysis
Interview stakeholders: PMs, project leaders, and sales representatives
Document campaign rationale, business case, and success criteria
3. ICP & Market Potential
0/5
Define Ideal Customer Profile: industry, size, business model, technology, geography, team type
Calculate TAM (Total Addressable Market) - entire potential market
Define SAM (Serviceable Addressable Market) - market we serve (e.g., EU only, AWS only, fintech only)
Determine SOM (Serviceable Obtainable Market) - market actively reached in this campaign (e.g., list of 200 companies)
Create target company list as spreadsheet for campaign execution
4. Offer Creation
0/5
Choose between dedicated vs. general offer (e.g., "Team Extension for AI Startups" vs. "Platform modernization for legacy .NET fintechs")
Define offer variants: MVP sprint, audit, flagship product/service, retainer
Perform value calculation and pricing intelligence research
Create compelling offer packaging and positioning for target segments
Validate offer-market fit through customer interviews or testing
5. Resources (Collateral)
0/6
Create case studies showcasing client examples and success stories
Develop one-pagers and slide decks for sales presentations
Collect testimonials and customer success stories
Create FAQ and objection handling materials
Produce video content and demo materials
Design CTA assets and supporting graphics
6. Messaging & Value Props
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Create Value Proposition Matrix: Problem → Solution → Value → Social Proof
Develop hooks, CTAs, and door openers (e.g., "Build MVP in 6 weeks", "Free performance audit")
Define tone of voice and language preferences (formal/casual, technical level)
Create messaging framework for consistent communication across all touchpoints
7. Channel Plan & Activities
0/7
Plan outbound activities: cold email, LinkedIn outreach, calling campaigns
Design inbound strategy: landing pages, content SEO, whitepapers
Set up paid campaigns: LinkedIn Ads, Google Ads, remarketing
Develop partnerships: integrations, vendor events (AWS, Datadog, etc.)
Plan events: conferences, meetups, webinars
Map content journey: awareness → consideration → decision stages
Create landing pages and lead capture forms
8. KPIs & Measurement
0/5
Define awareness metrics: impressions, CTR, time on page
Track engagement metrics: signups, demo requests, reply rates
Monitor conversion metrics: SQLs, deals created, revenue influenced
Set up reporting cadence: weekly reviews, dashboards in HubSpot/Looker
Create comprehensive reporting format and stakeholder distribution
9. Operationalization
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Set up automation: templates, snippets, sequences, lead routing, lead scoring
Configure HubSpot workflows: lead scoring, deal automation, notifications
Create dashboards, alerts, and monitoring systems
Develop sales playbooks and enablement materials
Train sales team and PMs on campaign execution and messaging
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