Most fintech go-to-market plans try to sell to everyone, through every channel, at once. This board helps a small team make the choices that matter: one market to win first, two or three channels, targets that add up, and a plan with owners.
In two hours, 3 to 6 people (a founder, whoever sells, whoever markets and whoever owns the numbers) work through seven steps:
Warm-up (5 min): what has to be true in 12 months for this year to count as a win?
Step 1, Beachhead segment (20 min): which market do we win first? A 2×2 of need against ability to win.
Step 2, Ideal customer and triggers (15 min): which companies buy, and what makes them buy now?
Step 3, Sales motion (10 min): sales-led, partner-led or product-led?
Step 4, Channels (20 min): where do these buyers find us? A 2×2 of effort against expected pipeline.
Step 5, Pipeline targets (20 min): work backwards from the revenue goal to meetings and target accounts.
Step 6, 90-day plan (25 min): what happens first, and who owns it?
Next steps (5 min): one page, monthly reviews, plus a parking lot.
Every step has one question, a timed sticky zone and an output line, with a fictional payouts API as the worked example.
How to use it: duplicate the board, bring last year's won deals with deal size and time to close, and your revenue goal. Write first, talk second. Not settled on positioning yet? Run the Fintech Positioning Workshop first: https://www.fuente.digital/toolkit/positioning-workshop/?utm_source=miro&utm_medium=template&utm_campaign=toolkit&utm_content=gtm-workshop
The full method behind the board: https://www.fuente.digital/go-to-market-strategy-b2b-fintech/?utm_source=miro&utm_medium=template&utm_campaign=toolkit&utm_content=gtm-workshop
Made by Fuente Digital. Want a second pair of eyes? https://www.fuente.digital/go-to-market/?utm_source=miro&utm_medium=template&utm_campaign=toolkit&utm_content=gtm-workshop
More free templates: https://www.fuente.digital/toolkit/?utm_source=miro&utm_medium=template&utm_campaign=toolkit&utm_content=gtm-workshop
