PDF Template

90-Day Fintech GTM Roadmap

This template walks you through the exact process we use with Series A-B fintech companies to go from zero to predictable pipeline in 90 days. It covers everything from ICP definition and competitive positioning to channel selection, content planning, and pipeline target setting. Built from real engagements with mortgage tech, lending, and payments companies.

What's Included

• Week-by-week action plan for days 1-90
• ICP definition worksheet
• Channel prioritization matrix
• Content calendar template
• Pipeline targets and KPI dashboard
• Team role and responsibility mapping