What it does
Nautis GTM Planner is your go-to-market control room. Inside each GTM workspace you build a strategy (customer, positioning, value, pricing), turn it into a 30/60/90 roadmap, run a kanban board of tasks, design experiments, and track the metrics that matter — all in one connected place.
Who can use it
Any teammate whose role has the GTM permission enabled.
The GTM Planner module must be turned on for your organization.
Each workspace has a Shared Access list — only people on that list (plus admins) can open it.
How to get here
From the sidebar, open Strategy & Planning and click GTM Planner.
Step-by-step: create a workspace
Click New Workspace in the top-right.
Enter a Workspace name.
In Shared Access, pick the team members.
Click Create Workspace.
Step-by-step: open or edit an existing workspace
Click any workspace card to open it.
To rename or update access, click the pencil icon on the card.
Use the search box to filter by name.
Each card shows status, health score, current phase, and created date.
Step-by-step: get oriented inside a workspace
Tab bar at the top:
Dashboard — overview with health, focus tasks, key metrics, and strategy snapshot.
Builder — guided AI-first wizard that builds your strategy step by step.
Strategy — the canvas of ICP, positioning, value stack, messaging, risks, and competitors.
Roadmap — your 30/60/90 day phases broken into weekly tasks.
Tasks — a kanban board for execution.
Experiments — running, completed, and planned growth experiments.
Metrics — the numbers you're tracking with targets and snapshots.
Step-by-step: Dashboard tab
The dashboard is read-only and summarises everything else: Health score, Current phase, Focus tasks, Overdue counter, and a Strategy snippet.
Step-by-step: Builder tab — let AI draft your strategy
The Builder is a 9-step wizard: Customer, Problems, Solution Mapping, Value Stack, Positioning, GTM Execution, Competition, Risks, Launch Plan.
Click the Builder tab.
Use the left rail to jump between steps, or Next to walk through.
Each step has an AI Draft bar — type a prompt and generate.
Use AI Rewrite next to any field to polish.
Save the step.
When finished, open Full Strategy and apply it (updates the Strategy tab and creates Launch Plan tasks).
Uses AI credits.
Step-by-step: Strategy tab — edit the canvas by hand
Six sections in the left rail:
Ideal Customer Profile
Positioning
Value Stack
Messaging
Risks & Considerations
Competitor Analysis
Click a section, use inline inputs and Add buttons, edit by clicking entries, delete with the trash icon (with confirm). Changes save automatically.
Step-by-step: Roadmap tab — plan 30 / 60 / 90 days
Open the Roadmap tab.
Pick a phase — 30, 60, or 90 days.
In the Plan a Task panel, choose the week, type the task, and add.
Tick tasks ready to promote.
Click Convert selected to move them to the Tasks board.
You can also write a Goal and Success criteria per phase.
Step-by-step: Tasks tab — run the kanban board
Four columns: Backlog, This Week, In Progress, Done.
Click Add Task in the top-right.
Fill in: Title, Notes/Results, Status, Category, Launch Phase, Deadline.
Drag cards between columns; click cards to edit; delete from the dialog.
Use Search, Category, Phase, Due filters; Clear resets.
Step-by-step: Experiments tab — design and track tests
Open Experiments.
Click Add Experiment.
Write hypothesis ("If we do X, we expect Y because Z").
Choose Channel, Phase, Metric, optional budget.
Save.
Or click AI Suggest for AI-proposed experiments. Track by clicking cards to update status and learnings.
Step-by-step: Metrics tab — track traction
Open Metrics.
Browse the metric library; click Add next to metrics to track.
Click Add Custom for your own.
To log progress: click + on a metric card for Add Metric Snapshot. To set a target: three-dot menu → Set target.
Tips & limits
One workspace = one go-to-market plan.
Health score updates as tasks get done and snapshots added.
Builder is the quickest start; jump into Strategy to edit by hand.
All AI features draw from the same shared AI credits pool.
Use Roadmap's Convert selected to push weekly actions to kanban.
Shared Access controls workspace visibility; admins always have access.
FAQ
Should I use Builder or edit the Strategy tab directly?
Builder for a first draft. Strategy tab for polish and ongoing updates. Both edit the same data.
What happens when I "Convert selected" tasks?
Copied to the Tasks board in the Backlog column. Roadmap entries stay intact.
How does the health score work?
Blends task completion and fresh metric snapshots.
Can I move a workspace to a different organization?
No. Workspaces belong to the org where they were created.
Why can't I open a teammate's workspace?
Either not on its Shared Access list, or your role lacks GTM permission.
Can I export the strategy?
Yes — there's a PDF export button inside the Strategy tab.