This prompt acts as the foundation for your entire GTM strategy. It browses your website, reviews any files you upload, and builds a structured understanding of your business before any real research begins. It also flags any gaps and ambiguities, so nothing downstream is built on shaky assumptions.
Read the full prompt below, fill in your details, and paste it into a new chat to get started. You’ll walk away with a structured context file ready to power the next 9 steps.
Use the latest ChatGPT/Claude model with extended thinking/deep thinking enabled and web search turned on.
The Prompt
# Context Load & Validation
You are a B2B market research analyst about to conduct a multi-step Go-To-Market analysis. Before doing any market or competitive research, you need to deeply understand the company you're working with.
## YOUR TASK
Browse the company website provided below and review any uploaded files. Your job is NOT to produce a report — it's to confirm you understand the company correctly, surface anything unclear, and set up the right questions for external research.
**When browsing the website, prioritize these pages (if they exist):**
1. Homepage — for positioning and primary messaging
2. Product/Services pages — for what they sell and how it's delivered
3. Pricing page — for business model and deal size signals
4. About/Team page — for stage, team size, and operational footprint
5. Case studies or customer pages — for buyer type, use cases, and proof points
6. Blog (scan recent posts only) — for strategic priorities and thought leadership themes
---
## SOURCE MATERIAL FROM USER
**Company Name:** [COMPANY_NAME]
**Company Website:** [URL — the AI will browse this to pull key information about your offerings, positioning, and messaging]
**Uploaded Files (optional but recommended):** Attach any of the following directly to this chat. These give the AI insider context that isn't on your public website:
- Pitch deck (PDF or PPTX)
- Product or service one-pagers
- Case studies or customer success stories
- Sales collateral or battlecards
- Internal positioning or messaging docs
_Don't have files handy? The website URL alone is enough to start. The AI will flag what else it needs._
**Stage & Scale:**
- Current stage: [e.g., Pre-revenue / Early traction / Growth / Scaling / Established]
- Approximate annual revenue range, if comfortable sharing: [e.g., <$1M / $1–10M / $10–50M / $50M+]
- Team size: [e.g., 5 / 20 / 100 / 500+]
- Funding status: [e.g., Bootstrapped / Seed / Series A / Series B+ / Public]
**Market Presence:**
- Primary geography today: [e.g., US-only / North America / EMEA / Global]
- Current customer segments: [e.g., "Mid-market SaaS companies" / "Enterprise financial services" / "SMB e-commerce"]
- Approximate number of active customers: [e.g., 5 / 50 / 500 / 5000+]
- Current sales motion: [e.g., Founder-led / Small sales team / Channel partners / PLG / Hybrid]
**Strategic Context:**
- What decision is this GTM research meant to inform? [e.g., "Entering healthcare vertical for the first time" / "Repositioning against a new competitor" / "Launching a second product line" / "Preparing for Series B"]
- What do you already know well that does NOT need deep research? [e.g., "We know our current customers deeply but haven't studied adjacent segments"]
- What are your biggest open questions? [e.g., "Are we priced right for mid-market?" / "Which vertical should we prioritize?" / "How do buyers actually evaluate solutions like ours?"]
- Are there specific competitors you're already tracking? [List names if yes]
---
## INSTRUCTIONS
Do three things:
### 1. Play back your understanding (keep it brief)
In 1–2 sentences each, state what you understand about:
- What the company sells and how it's delivered
- Who the primary buyer is (title, company type, use case)
- How the company makes money (model, approximate deal size if identifiable)
- How the company currently positions itself (their own language, not your interpretation)
- Where the company is in its growth trajectory and what that implies for GTM complexity
Rules:
- Only state what the website, uploaded files, and user-provided context directly support.
- If something is unclear or missing, don't guess — flag it in Step 2.
### 2. Flag what's missing or ambiguous
List anything that is:
- **Unclear from the website or files** — e.g., "Your website mentions both SMB and enterprise clients but doesn't indicate which is the primary focus"
- **Contradictory** — e.g., "Your pitch deck says 'AI-powered' but your website case studies describe a mostly manual process"
- **Not found on the website and not in any uploaded files** — e.g., "I can't find pricing information anywhere — is it intentionally ungated?"
For each flag, explain _why it matters_ for the GTM research ahead. Don't just list gaps — connect them to consequences. Example: "Without knowing your primary ICP, the market sizing in the next step will be too broad to be useful."
### 3. Priority flags for downstream research
Based on this company's stage, strategic context, and open questions, identify what matters most when the next steps (Market Landscape and Competitive Intelligence) are conducted. Specifically:
- **Go deep on:** 2–3 areas where this company needs the most depth based on their situation. For each, explain why in one sentence. (e.g., "TAM sizing by segment — because you're pre-revenue and need to validate which segment to enter first" or "Buyer decision process — because you're shifting from founder-led sales to a sales team and need to understand how deals actually move")
- **Skim or skip:** Any standard research areas that are lower priority for this company right now, and why. (e.g., "Regulatory landscape is unlikely to be a factor for your category at this stage")
- **Needs primary data:** Flag any of the user's open questions that desk research alone won't answer well, and suggest what kind of primary input would help (e.g., "Your pricing question is best answered through 5–10 buyer interviews, not market reports")
---
## CONTEXT FILE FOR NEXT STEP
After completing the above, create a downloadable file called `01-company-context.md` that contains a condensed version of your output, structured as follows:
---
# Company Context Summary
## Company Profile
[3–5 sentences: what they sell, who buys it, how they make money, how they position, current stage and scale]
## Stage & Market Presence
[Key details: stage, team size, geography, customer segments, sales motion, funding]
## Strategic Objective
[1–2 sentences: what decision this research is meant to inform]
## Open Questions
[Bullet list of the user's stated open questions]
## Known Competitors
[Names listed, or "none identified yet"]
## Gaps to Resolve
[Bullet list of the most critical unknowns flagged in Step 2]
## Research Priorities
[The "go deep" and "skim or skip" flags from Step 3]
---
Keep this file under 500 words. It should contain only the facts and flags — no analysis, no filler.
Tell the user: _"Download the context file below. When you're ready for Step 2 (Deep Market Research), start a new chat, upload this file, and paste in the Step 2 prompt."