Resource Guide

AI x GTM User Flow Guide

Keep this guide open while you work through the app, or use it to evaluate how the AI x GTM workflow moves from strategy to execution.

AI x GTM User Flow Guide

A practical map of the main paths through AI x GTM, from strategy setup to content creation, collaboration, publishing, and Monitoring & Progress Analysis.

Main menu is home base

From the main menu, users can start or continue workflows, manage projects/products/target segments, create content, analyze content, brainstorm, run focus groups, role-play, find prospects, or follow up on the last answer.

Universal escape path

Most chat-led flows support typing exit, menu, or done to leave the current task and return to the main menu or the active workflow menu.

Two workflow modes

Automate runs the strategic backbone in the background. Go Stage-By-Stage gives the user more control over each stage, prompt, artifact, and review point.

Workflow Map

Seven connected stages

1

Project Analysis

Summarizes the company, goals, strategy settings, audience, market context, and GTM situation so the rest of the workflow has a strong foundation. A full run produces a Baseline report and derives a Project Summary and Project Status from it.

Project BaselineProject SummaryProject Status
2

Product Analysis

Turns product details into structured GTM context: benefits, differentiation, use cases, positioning angles, and audience relevance.

Product analysisPositioning inputsUse case context
3

Planning

Produces the core strategic artifacts that later website, content, sales, and monitoring work inherit.

Marketing planMessaging matrixTarget segment analysis
4

Website Optimization

Improves the website for search, AI answer engines, clarity, conversion, proof, and persona alignment.

SEO action planGEO optimization planWebsite content
5

Conversions

Creates content plans, conversion assets, briefs, and execution content tied to the completed GTM strategy.

Content plan90-day content calendarBriefs
6

Sales Enablement / Sales Collateral

Creates buyer-facing and sales-team-facing assets such as talk tracks, battlecards, follow-up emails, objection handling, and supporting collateral.

Sales contentBattlecardsTalk tracks
7

Monitoring & Progress Analysis

Collects signals, diagnoses issues, recommends next actions, and feeds learning back into future recommendations.

Monitoring reportsRecommendationsExperiments

Task Families

Pick the job, then follow the path

Build The Strategy

Use the guided workflow or automation to build the connected GTM foundation.

Selected Flow

Start or continue a GTM workflow

Walk through the strategic foundation for a project in the recommended stage order.

  1. 1Main menu
  2. 2Use A Workflow / Continue Workflow
  3. 3Choose Automate or Go Stage-By-Stage
  4. 4Select the recommended stage or another available stage
  5. 5Run the stage task
  6. 6Review output
  7. 7Mark complete, continue, or exit

Outputs

Project analysisProduct analysisPlanning artifactsWebsite optimization artifactsContent and sales assetsMonitoring outputs

Exportable guide data

The guide is stored as structured TypeScript data, so the same source can power in-app help, public pages, cards, sliders, and exports.