Free GTM Templates
Built for GTM Teams
Practical frameworks, guides, and templates from the Symbiotic.IO network. Download any resource free — no paywall, just your name and email.
How to Use Claude for B2B
Four role-specific Project Instructions templates that turn Claude from a generic chatbot into a context-aware assistant for your B2B team.
The First Call Guide: A Mini Ebook & Template
Your team is losing deals on the first call. This guide gives sales leaders a proven 6-phase framework — from opening rapport to mutual qualification — built around the KNOW / BELIEVE / TRUST / AGREE buyer psychology model. Download it, share it with your team, and run better first calls from tomorrow.
The 7-Step Discovery Meeting Framework
Most B2B discovery calls follow the same pattern: a list of qualification questions, a product pitch, and a vague promise to follow up. This framework replaces that pattern with a structured, buyer-aligned discovery process that builds trust, surfaces real insight, and ends with a genuine next action — not a polite brush-off. The seven steps move from rapport and alignment through mutual exploration, re-alignment, and validation, finishing with AHANA: Always Have A Next Action.
The GTM Strategy Workbook
A strategic worksheet for B2B revenue leaders and GTM teams building buyer-aligned, scalable go-to-market systems. Built on the Symbiotic I/O framework, this workbook walks you through six structured sections — from discovery inputs and strategic pyramid to supporting capabilities, abiotic forces, and execution frameworks. Complete it solo or with your team to create a connected, living GTM map.
Deal Urgency Mini Toolkit
A practical B2B sales framework for identifying what's truly urgent for your prospect. Built around the ICO Framework — Issues, Challenges and Opportunities — with definitions, field guide, and fillable worksheet.
New Hire "Quick Wins" Checklist
A comprehensive guide to help new employees — especially those in sales and customer-facing roles — hit the ground running from day one. From building your personal brand to mastering your CRM data, this checklist is your practical roadmap to early wins and long-term success.
B2B Marketing Strategy Builder
A practical template to define, align, and execute a marketing strategy that connects to your go-to-market approach. Not a plan of activity — a strategy document that anchors marketing in commercial reality, buyer understanding, and revenue outcomes.
Getting Started with Claude: Sales Rep Edition
A step-by-step guide to setting up Claude as your AI sales assistant. Includes a ready-to-paste Project Instructions template built for SDRs, BDRs, and AEs — covering prospect research, cold outreach, discovery prep, proposals, and follow-ups.
Getting Started with Claude: Marketing Leader Edition
A step-by-step guide to setting up Claude as your AI marketing operations assistant. Includes a ready-to-paste Project Instructions template built for VPs of Marketing, CMOs, and Heads of Demand Gen — covering campaign briefs, content calendars, messaging frameworks, competitive positioning, and leadership reporting.
Getting Started with Claude: Sales Leader Edition
A step-by-step guide to setting up Claude as your AI sales leadership assistant. Includes a ready-to-paste Project Instructions template built for VPs of Sales, CROs, and Heads of Sales — covering pipeline reviews, deal qualification, board reporting, hiring, and competitive battle cards.
Getting Started with Claude: RevOps Edition
A step-by-step guide to setting up Claude as your AI revenue operations assistant. Includes a ready-to-paste Project Instructions template built for Heads of RevOps, Sales Ops, and Marketing Ops — covering CRM integration (HubSpot native connector and Salesforce exports), pipeline reporting, process documentation, territory modelling, and tech stack evaluation.
Expert Info Pack
Everything you need to know about finding the right GTM expert through Symbiotic.IO — the vetting process, how matching works, and what to expect.