This Stack Planner helps SaaS founders, RevOps leads, and GTM strategists design the right GTM stack based on their motion, stage, persona, and tactical play mix.


πŸ“ˆ Step 1: Define Your GTM Stage

Choose the stage that best fits your sales org maturity. Each level implies different needs and tool complexity.

Stage Traits Team Size Stack Maturity
Early Founder-led sales, validating GTM 1–2 sellers Lightweight, scrappy
Mid First reps, repeatable processes 3–7 reps Tool layering begins
Late Multi-channel + forecasting 8+ reps Full RevOps motion

🎯 Step 2: Select Your GTM Motion

Start by selecting the primary motion that reflects how your company goes to market today β€” or where you’re headed:

Motion Best For Example Companies
Inbound High intent, content-driven funnels Vanta, Gusto, Puzzle
PLG (Product-Led Growth) Fast onboarding, low friction, land & expand Linear, Zapier, Superhuman
PLS (Product-Led Sales) Usage-based sales cues, sales-assist layer Airtable, Retool, ClickUp
SLG (Sales-Led Growth) High ACV, outbound-led, multithreaded sales Rippling, Benchling, Ramp

⚑ Step 3: Identify Your GTM Triggers

These are inflection points that should influence your stack or play selection.

Trigger What It Unlocks
Launching free tier PLG loop + product analytics
Product-Market Fit Add outbound stack, lead routing
$1M+ ARR or Series A Expand usage-based GTM, PLS tools
3+ reps ramped Standardize CRM, sales engagement
Rising churn Add support stack, onboarding automation

🧩 Step 4: Choose Tactical Plays

Mix and match plays based on your motion and trigger profile:

Tactical Play Description Best Fit
Community-Led Growth Organic evangelism, UGC PLG, Inbound
Data-Led GTM Usage and firmo data in funnel ops PLS, SLG
Ecosystem Co-Sell Partner integrations, channels PLS, SLG
Inbound Engine SEO, content, lead magnets Inbound, SLG
Product-Led Sales Assist CSM/AE intervention at usage thresholds PLS
SDR Outbound High-volume outreach to ICPs SLG
Self-Serve Flywheel Free to paid upgrade loop PLG
Usage-Based Expansion Metered plans, feature upsell PLG, PLS

πŸ›  Step 5: Build Your Recommended Stack

Now assemble a right-sized stack based on your motion, stage, and plays. Below are modern tool recs by category β€” with notes for context.