Weekly GTM review template

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---
title: Weekly GTM Review Template
status: active
created: 2026-04-17
purpose: Reusable template for the weekly GTM review covering account progress, objections, artifact gaps, product gaps, and follow-up actions.
---

# Weekly GTM Review

## How to use

- Copy this file to `reporting/founder-gtm/reviews/YYYY-MM-DD-weekly-gtm-review.md`
- Pre-fill metrics and account updates before the meeting
- Focus detailed discussion on accounts with movement or blockers
- Record the meeting and save the transcript or recording reference in the note
- Use an AI agent to turn the transcript into a structured draft
- Review and clean up the draft before treating it as the official record

## Meeting metadata

- **Week of:** 
- **Meeting date:** 
- **Meeting length:** 30 minutes
- **Attendees:** Founder, Desmond, CTO, [sales lead / outreach owner when available]
- **Transcript / recording reference:** 
- **Prepared by:** Sales lead, fractional sales lead, or outreach owner
- **Reviewed by:** Desmond

## Default agenda

1. Overall GTM changes since last review - 5 min
2. Accounts with movement or blockers - 15 min
3. Objections, uncertainties, and new gaps - 5 min
4. Decisions and actions - 5 min

## Carry-over From Last Week

| Item | Owner | Due date | Status | Notes |
|---|---|---|---|---|
|  |  |  |  |  |

## Headline GTM Metrics

| Metric | Current | Previous | Change | Notes |
|---|---|---|---|---|
| Target accounts |  |  |  |  |
| Active accounts |  |  |  |  |
| Meetings booked this week |  |  |  |  |
| Meetings held this week |  |  |  |  |
| Accounts in discussion |  |  |  |  |
| Pilots live |  |  |  |  |
| Commercial-stage accounts |  |  |  |  |
| Wins / losses |  |  |  |  |
| New objections or artifact gaps opened this week |  |  |  |  |

## Account Review Rules

- Cover accounts with movement or blockers in detail
- Skim the rest quickly to confirm current status and next step
- Capture objections and gaps separately so they can be turned into reusable
  objection handles, artifacts, or product fixes

## Accounts With Movement or Blockers

### Account: 

- **Stage:** `target` / `contacted` / `meeting booked` / `in discussion` / `pilot scoped` / `pilot live` / `commercial discussion` / `won` / `lost` / `parked`
- **Owner:** 
- **Last touch:** 
- **Next step:** 
- **Blockers:** 
- **Objections / uncertainties:** 
- **Artifact needed:** 
- **Product / feature gap:** 
- **Notes:** 

### Account: 

- **Stage:** `target` / `contacted` / `meeting booked` / `in discussion` / `pilot scoped` / `pilot live` / `commercial discussion` / `won` / `lost` / `parked`
- **Owner:** 
- **Last touch:** 
- **Next step:** 
- **Blockers:** 
- **Objections / uncertainties:** 
- **Artifact needed:** 
- **Product / feature gap:** 
- **Notes:** 

## Quick Skim of Remaining Active Accounts

| Account | Stage | Owner | Last touch | Next step | Notes |
|---|---|---|---|---|---|
|  |  |  |  |  |  |

## Artifact / Objection-Handle Gaps

| Objection / uncertainty | Account(s) | Current answer used | Artifact or objection handle needed | Owner | Due date | Status |
|---|---|---|---|---|---|---|
|  |  |  |  |  |  |  |

## Product / Feature Gaps

| Gap | Account(s) | Why it matters commercially | Current workaround | Owner | Due date | Status |
|---|---|---|---|---|---|---|
|  |  |  |  |  |  |  |

## Decisions and Actions

| Decision / action | Owner | Due date | Artifact or follow-up needed |
|---|---|---|---|
|  |  |  |  |

## Post-Meeting Processing

- [ ] Recording saved
- [ ] Transcript saved
- [ ] AI-generated draft reviewed
- [ ] Actions copied into the right follow-up logs
- [ ] New artifact gaps converted into actual deliverables
- [ ] New product / feature gaps copied into the product follow-up system