Vertical GTM dossier and campaign system

    From company evidence to a plan your team can use.

    One owner turns company and customer evidence into a complete, editable 15-section plan, a campaign calendar, and the collateral that follows from it.

    Vertica campaign calendar organized by quarter, month, and asset typeTap to open the full screenshot

    Outcome

    One shared context, carried through the work

    Build the company, product, market, and customer context once. Use it across the plan and the collateral produced from that plan.

    01

    Context

    Bring firm, product, customer, and market evidence together.

    02

    Plan

    Review and edit a sourced 15-section GTM dossier.

    03

    Studio

    Create campaign and sales assets from the same plan context.

    04

    Export

    Review the work, then export it for the team that will use it.

    Product proof

    See the real scope before you request access

    Vertica plan workspace with a 15-section review and approval flow

    15-section GTM plan

    Every section has its own actions: verify facts, editorial review, refine with your instructions, regenerate, approve. Approval is counted section by section, so you can see what is still open.

    Explore the plan
    Vertica Collateral Studio showing its available campaign asset formats

    13 collateral asset types

    Start any format from the asset list, or switch to Campaign to schedule pieces by quarter, month and channel, then generate a channel's pending pieces in one pass.

    Explore Collateral Studio

    Control boundary

    Vertica prepares the work. Your team controls publication.

    Vertica creates and schedules assets, supports exports, and can create draft campaigns for supported email and sequence assets in Mailchimp. It never sends those campaigns.

    Publishing, media spend, and final approval remain with the customer.

    Request access

    Bring your next vertical plan into one shared workspace.

    Registrations are invite-only. Request your demo instance and we'll set up a workspace for your firm.

    We set up each demo instance by hand. No card needed: once your request is approved, your invitation to the workspace arrives by email.