How to project plan Selling Season activities
Maximize your Selling Season effectiveness by utilizing the project planner for coordinated GTM activities.
Background
The Selling Season project planner is your go-to tool for driving an effective and organized GTM motion. By tracking all go-to-market activities in one place, the planner helps you stay aligned across teams, surface trends, and make real-time adjustments. It also captures insights that can strengthen future Selling Season strategy.
Why the planner matters
Using the planner helps you:
- Coordinate GTM efforts across functions
- Keep key contacts and stakeholders in view
- Track progress on campaigns and initiatives
- Record learnings to inform next year’s motion
Review the planner
The Project Planner outlines strategic partnerships and points of contact tied to your GTM plan. Use it to:
- Confirm all key players are looped in
- Track ownership and timelines across workstreams
- Monitor GTM activity rollout and status
Explore secondary planning projects
In addition to core campaign planning, consider using the planner to coordinate secondary GTM initiatives like:
- Selling Season segmentation – Refine your target market approach
- In-app prompt audits – Align engagement timing and placement
- Preselling future features – Build Q4 pipeline with what’s coming in January
How to use the planner
Here’s how to make the most of it:
- Start with alignment
Review your contact list and partnership map. Make sure the right people are involved and clear on their roles.
- Track activity and outcomes
Log every GTM campaign, milestone, and result. This helps you spot what’s working—and what’s not.
- Use it as a feedback loop
Capture insights as you go. They’ll be invaluable when you prep for next year.
By using the planner regularly, you’ll keep your team focused, move faster, and close more effectively during the Selling Season.
Last updated on June 30, 2024