From a finished offer
to your first sales conversation.

planix turns your offer into a 12-week market entry plan – and with the strategy, the leads, messages and entry offer to carry it out.

Your offer becomes a 12-week plan – with leads and messages to carry it out.

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Over 600 founders have already started. 600+ founders started

How planix works

A decision.
Not a list.

1How does it work?

Process

Four steps to your plan.

You answer a few clear questions – planix researches, decides and calculates.

A few questions – planix decides and calculates.

1DescribeOffer, target customer, price and revenue goal – in short questions, no prior knowledge needed.
2AddPossible customer groups, delivery readiness, hours per week, budget, start date.
3DecideStarting segment, sales route, channels in order – checked against market figures and your time.
4StartGo-to-market plan with roadmap, budget and early indicators. Up to 7 tasks for the first weeks.
Next

What you provide

Few inputs. Each one has an effect.

Every input feeds into a decision. If something has no effect, planix doesn’t ask.

If it has no effect, planix doesn’t ask.

Offer and pricegives the annual revenue per customer – and with it the sales routeown question
Buyer typeprivate, SME, large company or public sector determines the routeown question
12-month revenue goalfish-pond check and minimum customer baseown question
2–4 possible customer groupswith urgency, contacts and dominant provider – the candidates for the starting segmentAI pre-filled
Delivery readinesstoday, in three months or later – a mandatory criterionown question
Hours per week and budgetnumber of channels and feasibilityown question
Start date, optionally an eventroadmap with public and school holidays in your regionown question

Deliberately not asked: logo, brand name, social media, website design, expansion plans. Secondary for the start.

Not asked: logo, social media, website design.

2How is it decided?

Starting segment

One segment instead of all.

Starting too broad is the most common mistake: budget and time get spread thin, nobody feels addressed, and after twelve weeks you don’t know what worked.

Starting too broad is the most common mistake.

Four mandatory criteria – all must be met

1 / 4

Decision-maker reachable

You know who buys and can pay – and you have at least one way to reach that person.

2 / 4

Compelling reason to buy

Can the customer wait a year? If so, it is not a starting segment.

3 / 4

Deliverable in 3 months

You can deliver the full offer to this group – not only after a rebuild.

4 / 4

No dominant incumbent

No competitor already owns this group so firmly that price is your only way in.

Fish-pond check

Small enough to win. Big enough to live on.

Too small

You would need more than half of the segment. The group is out.

Right size

The segment is about as big as your revenue goal, up to twice as big. This is where you start.

Too big

You would get lost. planix narrows it down – by region or industry.

The size comes from live data: Swiss Federal Statistical Office (STATENT), Zefix, SHAB, Eurostat, OpenStreetMap, OpenHolidays. If no figure fits exactly, the plan says “Size not verified”.

Size from official live data – otherwise “not verified”.

How the choice is made

1“Too small” is out
2Urgency “now” before “this year”
3Then the group with the most contacts
4The second segment is named as the next one

If no group meets all four criteria, there is no plan – instead you see the weakest criterion per group and a pointer back to “Test the market” or “Develop the idea”.If no group passes, there is no plan – but a note on what is missing.

Sales route

The route follows from buyer and price.

Not from trends. Who decides and what a customer brings in per year determine how you sell.

Who decides and what a customer brings in determine the route.

Who decides determines the route

Business decision-makers: Direct and in person, with a pilot project
Small business owners: Via trusted advisers: accountant, association, local partner
End users, private customers: Via web and trial – or local partners
Department heads: Digital first, then a person
Public sector: Tender or partner

Does your price carry the route?

In-person sales cost visits. If the annual revenue per customer doesn’t cover them, planix suggests partners or web – or tells you the price is too low. planix doesn’t set your price. It checks whether it carries your sales route.

planix doesn’t set your price – it checks whether it carries your sales route.

Where your first customers come from – in this order

1
Your own networkPeople you know personally. Budget: only time.
2
Where your customers goAssociations, trade fairs, groups, events – with dates in the roadmap.
3
Trusted advisersAccountants, partners, multipliers.
4
Local and searchGoogle profile, directories, local presence.
5
Ads – only as a testFour weeks, at most a third of the budget, only if the funnel supports it.
6
Press – lastOnly after the public launch, never during the soft launch.

Channels by your time

Side business1 channel
Solo, full-time2 channels
Team or SME3 channels

If the plan needs far more hours than you have, it says: “Your goal doesn’t fit your time yet” – with option A (lower the customer goal) or B (switch the sales route).

If your time isn’t enough, the plan says so – with two options.

3How is it calculated?

Budget

Calculated backwards from your customer goal.

How many people do you need to reach to win one customer? planix works it out for you – with visible assumptions.

How many contacts you need for one customer.

Contacts48every 4th becomes a conversation

Conversations12every 2nd becomes a proposal

Proposals6every 3rd becomes an order

Customers2your goal for 30 days

Example using the module’s assumed rates. Warm contacts need half as many. Your own figures take priority.

Budget only from concrete items

Association membershipCHF 450
Trade fair stand, sharedCHF 900
Printed materialCHF 150
Pilot discount, 3 reference customersCHF 300
UnallocatedCHF 200
12-week starting budgetCHF 2’000

No percentage of revenue. Every item stands on its own, the calculation is visible, unallocated money is named.

Control

After four weeks you know whether it’s working.

Per channel, one number to reach, one to stop at and one to scale up from – set in advance.

One number per channel – set in advance.

Channel	Early indicator	Stop	Scale up from
Own network	8 conversations	below 3	from 12
Accountants	2 referrals	0	from 4
Industry event	10 contacts	below 4	from 15

Example values. Your plan contains your numbers – from your customer goal and your hours.

4What do I get?

Result

What you hold in your hands at the end.

A plan you can start on Monday – not a marketing plan with twenty channels.

A plan you start on Monday.

Develop Go-to-Market

Your Go-to-Market Plan

Go-to-market strategy

Lead list
Your Go-to-Market Strategy
Your introductory offer
Your Outreach Kit

Summary at a glanceRoadmap with datesSource for every figure

The chapters of the plan

1
At a glanceStarting segment, sales route, channels, start date, budget, the one next step.
2
Offer and whole productWhat you sell – and what else the customer needs with it.
3
PriceAnnual revenue per customer, market alternative, up to 3 competitors with prices.
4
Starting segmentSegment table with a decision per group, minimum customer base as a calculation, fish-pond verdict, next segment.
5
PositioningMarket alternative, your difference with proof, reason to buy, one positioning statement, no-stigma test.
6
Sales route and channelsThe route with reasoning, 2–3 channels in order.
7
Roadmap12 weeks, at most 8 rows: week with date, what, budget, goal. Soft launch, events, public holidays.
8
BudgetItems per channel, calculation visible, assumptions marked.
9
After 4 weeksPer channel: early indicator, stop, scale up from.
10
LegalAt most 2 cold outreach rules for Switzerland, with source.

Plus up to 7 tasks directly in your planix workspace – in order, with “done when …”.

The add-on

Go-to-market strategy: from plan to first conversation.

Contains the full plan. Plus everything you need to contact your first lead tomorrow – one-off, no subscription needed.

The plan plus everything for your first lead – one-off.

Decision-makers

Who uses, who reviews, who signs. Per role: what it wants, what holds it back, what convinces it – and when it decides.

Who uses, reviews, signs.

In the main document

Lead list

Up to 40 companies from the commercial gazette, tenders and association directories. With trigger, contact person and link. Priority A: you know them. B: current trigger. C: fits the segment.

Up to 40 companies with trigger and link.

Excel, top 8 in the document

Outreach messages

Core message per role. Per channel a sequence of at most three steps and the finished text for step 1: email, phone opener, letter, referral request. In your tone.

A message per channel, in your tone.

Word, ready to adapt

Entry offer

Initial analysis, small job, introductory price, trial or pilot – depending on the industry. With price, duration, what follows, exit rule and condition. Protects your price.

Time-limited, protects your price.

Word, ready to copy

Call guide

Five steps from opening to next step. Four questions that tell you whether this will become a customer. Five objections with answers – always including “we do that ourselves”.

5 steps, 5 objections.

In the main document

30-day plan

Funnel per channel, weekly goals, three numbers per week: contacts, conversations, proposals. Stop criterion per channel, decision after 30 days.

Weekly goals, 3 numbers per week.

In the main document + tasks

For private customers there is no lead list, but two to three types of local partners through whom you reach your customers.

For private customers: local partners instead of a lead list.

Compare both packages in detail

Legally sound

Only channels that are permitted in Switzerland.

Cold outreach by phone, email and SMS is regulated differently in each country. planix filters the channels accordingly – with legal basis and source in the plan.

Every country regulates cold outreach differently – planix filters accordingly.

Switzerland

Phone: not to numbers with the asterisk opt-out, only with caller ID shown
Email: mass advertising only with consent

In the plan: Cold leads by letter or in person

Germany

Phone to businesses: presumed consent is enough
Email: express consent, also for businesses

In the plan: B2B phone possible, cold email not

Austria

Phone: banned without consent, also to businesses
Email: consent required, also for businesses

In the plan: Letter, in person, referral

Fact table as of October 2026. Sources: UWG CH, UWG DE, TKG 2021 AT. The plan names the legal basis with a link.

Backed by leading start-up experts and partners

ConsultingNetworkSwitzerland.

swissstartupassociation+

SWISS DESIGN
& ENGINEERING

collumino.com

STARTUPS

EXPERTSuisse

4localCH

Buchhaltungs AG

Your offer is ready.
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Straight on in the founder journey.

Starting segment, positioning, channels and budget stay in your planix account. The next modules build on them.

Everything stays in your account – the next modules build on it.

See the full founder journey

From a finished offerto your first sales conversation.