A Free GTM Template for Jira With Step-by-Step Instructions

For most Product Managers and Product Leads, developing a GTM (Go-to-Market) strategy is not an everyday task. Therefore, having a ready-made template to guide you through the process can be invaluable. A GTM template can serve as a useful tool and a basis for your own custom plan. It’s a great way to optimize time and organize your work smoothly.

In this blog post, I share a practical GTM template checklist to assist you in building a strong strategy and managing the process in Jira.

What is a GTM Template for Jira, and What Can it Look Like?

A go-to-market template is a structured plan that outlines the key preparation steps for developing a GTM strategy.

Depending on your goals, it can take different forms. For example, if you are going to present your strategy to stakeholders, a GTM template can be a pre-designed deck to use during the presentation. In this article, our main focus is on a GTM template for agile teams working in Jira. In this context, it’s a checklist that guides you through the preparation process and lets you collaborate with your team directly in Jira. This is particularly useful when tasks are distributed among different team members or when you want to track progress in detail.

Another possible format for a GTM template in Jira is a set of work items saved as a template and reusable multiple times. For instance, this can be an Epic “Prepare a GTM Strategy” with multiple tasks covering specific stages. This is helpful for large organizations that work with many clients and frequently launch new products.

When Do You Need a GTM Template Checklist?

Here are some of the most common use cases:

Launching an entirely new product
Launching an existing product in a new country or region / new market
Starting to work with a new customer segment – for example, when including an Enterprise tier in your pricing plans
Adding new modules to the existing product when this changes its value proposition. For example, Mailtrap is a platform that originally offered a sandbox for safe email testing but later also introduced an email sending service and an email marketing tool. That required repositioning the product for the existing audience, apart from marketing it to new customer segments. To do so, the team needed to revisit the ICPs and prepare a new GTM strategy.

What Are the Main Stages to Include in a GTM Template?

A well-designed template can help you develop a GTM strategy smoothly and with confidence. In addition, it allows you to better organize your team, as you can tag responsible people directly in Jira.

Typically, when you need to create a GTM strategy, the development stage is almost over, and the product is ready to face the customers. This also means that market research and competitor research should be completed by this time. This is important because you will need to use the results of this research and analysis as a base for your work on the go-to-market plan.

An actionable GTM template checklist should cover preparation stages such as:

Defining the target market. At this stage, you should identify the most promising audience segments, analyze their demographic parameters, and crystallize your Ideal Customer Profiles.
Shaping the value proposition and messaging. Once you know who exactly you are targeting and what their customer needs are, you will know how to communicate your product’s competitive advantages.
Developing the pricing strategy. Here, you need to analyze your competitors’ positioning and pricing. Then, decide how to market your product in this context. Check what pricing tiers will help you achieve profitability and reach your business objectives.
Selecting the distribution and sales channels. The next step is choosing where and how you will introduce your product to potential customers. Decide what marketing channels to use and what sales strategy to employ. The channels may vary from your personal LinkedIn network to SEO, PPC ads on social media platforms, and live events.
Developing the marketing plan and launch agenda. When the channels are defined, you can prepare the timeline and all the necessary marketing materials. It can be useful to craft several sets of marketing assets for different target customer segments.
Preparing the internal team for the launch. It’s also important to ensure that your customer-facing teams have the necessary training and materials to equip them for the launch. They should understand the main steps of the customer journey and the audience’s specific needs.
Launching and analyzing the success metrics. Upon completing all the previous stages, it’s time to set things in motion and execute your launch plan. By monitoring the KPIs during the launch, you can manage your campaign effectively and see if you are moving in the right direction.

A Free GTM Template Checklist by Titan Apps

Note

To add this checklist to a Jira work item, install Smart Checklist. This is a helpful solution that lets you organize and automate processes using feature-rich checklists in Jira.

Here’s a checklist template that guides you through all the preparation stages step by step. Use it as a basis and customize it according to your needs:

When using this GTM template in Jira, you can tag responsible people and contributors in specific steps (as shown in the screenshot below).
The checklist also lets you include a Details section for each item. There, your team can add links to related materials and Jira work items, include links, images, and share other useful resources.
Additionally, you can specify due dates for each stage or selected steps, mark the most crucial steps as mandatory, and structure your plan with headers and rich formatting options.

All these features, available with Smart Checklist for Jira, help you organize your work on the GTM strategy across teams.

You can break down the process into smaller, actionable steps, without overloading your team with multiple granular tasks in Jira. With a checklist, you will see progress at a glance, improve communication, and optimize your workflows.

Preview Markdown view

## Define the Target Market
- Identify the key customer segments and industries
- Create Ideal Customer Profiles (ICPs) and personas
- Validate the pain points, needs, and motivations
- Prioritize segments with the strongest product–market fit

## Shape the Value Proposition & Messaging
- Articulate your unique value proposition (UVP)
- Define the core benefits and differentiators
- Develop key messages for each target segment
- Align messaging across marketing, sales, and support

## Prepare the Positioning & Pricing Strategy
- Research competitors and alternative solutions
- Define your product’s positioning
- Decide on your pricing model (subscription, freemium, tiered, etc.)

## Choose the Distribution & Sales Channels
- Select the main go-to-market model (sales-led, product-led, or hybrid)
- Define the key distribution channels (e.g., website, marketplaces, partners)
- Set up processes for lead capture and conversion
- Align the channel strategy with the target audience’s behavior

## Develop the Launch & Marketing Plan
- Set success metrics for the launch (sign-ups, MQLs, revenue, etc.)
- Create the campaign plan (including content, email, ads, social, PR, events)
- Prepare the launch materials (landing pages, visuals, videos, release notes)
- Plan out the launch timeline and internal milestones

## Equip the Customer-Facing Teams
- Create sales enablement materials (pitch decks, battlecards, FAQs)
- Train the sales and support teams on product value, USPs, and messaging
- Align customer success playbooks for onboarding and adoption
- Set up a feedback loop between customer-facing teams and the product marketing team

## Launch & Measure
- Execute the launch campaign across the selected channels
- Monitor the key metrics (activation, conversion, retention, NPS)
- Collect customer feedback and support insights
- Schedule the Day-1, Day-7, and Day-30 retrospective reviews

GTM Template Checklist Split By Stage

For your convenience, here’s the checklist we provided above, split by preparation phase.

How to Add a GTM Template Checklist to Jira?

This can be done in just a few simple steps:

Install Smart Checklist for Jira from the Atlassian Marketplace.
Copy the GTM Template checklist we shared earlier. Then, paste it into the Smart Checklist section of your work item.
Tag collaborators and add deadlines (optional). Make other edits, if needed.

That’s it! You can organize work with your team in Jira and prepare an effective go-to-market strategy and successful launch.

Moreover, you can save this GTM Template checklist for future use or share it with other teams in your organization. To do so, navigate to the Smart Checklist menu, click the three dots (as shown in the screenshot below), and select Save as a template.

1. Save the checklist as a template copy

Once done, you can easily import the checklist you saved from the template anytime you need.

The Benefits of Setting Up a GTM Template With Smart Checklist

Improved collaboration – The marketing, product, and sales teams can work together directly in Jira, following a clear, step-by-step plan and without missing any steps.
Easy ownership tracking – You can specify the due date for each step and tag the responsible people. This helps your team members to better understand how their tasks fit into the broader timeline.
Enhanced cross-team visibility – All stakeholders can see which steps are completed, which are in progress, and who is responsible for each stage.
Clear prioritization – The most crucial steps can be marked as mandatory. You can also block moving to the next steps before the mandatory ones are completed.
One source of truth – All the GTM preparations happen within one work item. You don’t need to create multiple tasks that would be scattered across different teams and boards. Everything is gathered in one place. Smart Checklist keeps the process actionable, transparent, and easily traceable.

Overall, using a GTM strategy template prepared with Smart Checklist helps streamline processes and improve efficiency.

Bonus: a GTM Template in Jira as a Reusable Set of Tasks

As we mentioned earlier, a checklist is not the only possible format for a GTM template in Jira. If your process is complex and involves many stages with many steps, you can break it down into separate Jira tasks. Then, this set of tasks can be saved as a reusable GTM template. It will help you quickly generate the complete set of work items with a single button click. This allows you to save time, standardize processes, and streamline workflows.

Here’s an example of such a template, created with Smart Templates for Jira by Titan Apps:

In this case, we have an overarching epic, “Prepare a GTM strategy”. It includes multiple tasks, with specific steps organized in smart checklists.

Such a template can be useful to companies that frequently launch new products, expand into multiple new markets, or manage product launches across multiple clients. They won’t have to create the same set of tasks over and over again. Instead, they can follow the tried-and-tested plan based on best practices and guidelines.

As a result, using Smart Templates to prepare your GTM strategy helps you organize your work more efficiently and launch great products faster.

Beyond the GTM Template: More Tips for Smooth GTM Strategy Preparation and Launch

Validate your strategic plan with the customers

Once you have the first version of the positioning and messaging, conduct a few interviews with members of your target audience. See if what you are offering really resonates with their pain points and everyday experiences. Their feedback on pricing can also give you important insights into how they compare you to the competitors.

Freeze the scope before the product launch

Ensure that the key elements are ready and approved before the launch: ICPs, messages and CTAs, pricing, and more. Freeze edits when the launch approaches. Last-minute changes are not helpful and can lead to inconsistency.

Prepare a timeline for the launch day

Document in detail who should do what and when: which materials should be published, who should monitor the first results, who needs to be notified, and so on. This will help you orchestrate your team better and improve communication.

More Templates to Streamline Agile Processes

Utilizing our go-to-market strategy template, you can prepare your custom GTM plan based on a tried-and-tested approach and ensure that nothing is missing. The same applies to a multitude of other processes. With a ready checklist, you don’t have to start from scratch and can easily organize your team’s work in Jira.

Here are some other checklists and templates that can be useful when you are preparing to launch your product:

Article by Olga Cheban

Content Writer at TitanApps. I love it when my writing helps people find smarter ways to manage their time. Whether for individual professionals or large companies, even small changes in managing daily tasks can have a huge impact. My goal is to share practical advice that promotes efficiency and facilitates growth.

A GTM Template for Jira to Help You Prepare a Go-to-Market Strategy Step-by-Step