Product Management9 min

10 Growth and Revenue Roadmap Templates

Free roadmap templates for revenue growth, market expansion, partnership development, and growth experiments. Plan expansion revenue, geographic growth, and cross-sell strategies.

By Tim Adair• Published 2025-08-27• Last updated 2026-01-18
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TL;DR: Free roadmap templates for revenue growth, market expansion, partnership development, and growth experiments. Plan expansion revenue, geographic growth, and cross-sell strategies.

Growth does not happen by accident. The companies that grow revenue predictably treat growth as a product discipline, with hypotheses, experiments, metrics, and dedicated planning. These ten templates plan the specific growth motions that drive revenue: expansion into new markets, partnership development, cross-sell and upsell programs, and structured experimentation.

The collection is designed for growth product managers, revenue leaders, and heads of product who own growth targets. Each template connects product work directly to revenue outcomes, making it clear how engineering investment translates into pipeline and bookings. All are free PowerPoint downloads compatible with Google Slides. The LTV/CAC calculator complements these templates by modeling the unit economics behind growth investments.


Revenue Growth

These templates plan the overall revenue growth strategy and the operational infrastructure that supports it.

Revenue Growth Roadmap

Revenue Growth Roadmap Template

The revenue growth roadmap plans the product initiatives that drive MRR and ARR growth. It organizes work by revenue lever (new customer acquisition, expansion revenue, churn reduction, and pricing optimization) with expected revenue impact per initiative. This is the roadmap that ties product work to the P&L, showing leadership how engineering investment translates into revenue outcomes.

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Revenue Operations Roadmap

Revenue Operations Roadmap Template

The RevOps roadmap plans the systems, processes, and tooling that support the revenue engine: CRM optimization, pipeline automation, billing infrastructure, reporting dashboards, and the data integrations that connect product usage to revenue metrics. For companies where the gap between product usage data and revenue data causes blind spots, this template plans the infrastructure to close that gap.

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Market Expansion

These templates plan growth into new markets: geographic, vertical, or horizontal.

Market Expansion Roadmap

Market Expansion Roadmap Template

The market expansion roadmap plans entry into new market segments. Each target market gets a section with market size, product requirements (what needs to change to serve this market), go-to-market approach, and revenue projections. The template forces you to distinguish between markets where the current product works with minor changes and markets that require significant product investment. That distinction prevents underestimating the cost of expansion.

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Geographic Expansion Roadmap

Geographic Expansion Roadmap Template

The geographic expansion roadmap plans entry into new countries or regions. It covers localization requirements, regulatory compliance, payment infrastructure, local partnerships, and the go-to-market strategy for each geography. International expansion involves far more than translation. This template surfaces the regulatory, operational, and product work that many companies discover too late.

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Horizontal Expansion Roadmap

Horizontal Expansion Roadmap Template

The horizontal expansion roadmap plans the extension of your product into adjacent use cases or user segments within your existing market. Unlike geographic expansion (new regions) or vertical expansion (new industries), horizontal expansion means serving more needs for the same type of customer. The template maps current capabilities to potential adjacent capabilities and prioritizes expansion based on customer demand, competitive pressure, and engineering effort.

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Partnerships and Ecosystem

These templates plan growth through partnerships and strategic alliances.

Partnership Development Roadmap

Partnership Development Roadmap Template

The partnership development roadmap plans the creation and growth of strategic partnerships. Each partnership gets a section with partner profile, integration requirements, co-marketing plan, revenue share model, and success metrics. For companies where partnerships are a growth lever (integration partners, resellers, technology alliances), this template coordinates the business development and engineering work required to launch and maintain partnerships.

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Partner Ecosystem Roadmap

Partner Ecosystem Roadmap Template

The partner ecosystem roadmap is broader than individual partnership planning. It plans the ecosystem infrastructure: partner program tiers, certification programs, co-selling processes, and the marketplace or directory where partners are listed. For companies building a partner-driven growth channel, this template plans the platform and programs that attract and support partners at scale.

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Monetization and Cross-Sell

These templates plan the expansion revenue strategies that increase customer lifetime value.

Cross-Sell and Upsell Roadmap

Cross-Sell and Upsell Roadmap Template

The cross-sell and upsell roadmap plans the product changes and GTM motions that increase revenue per customer. It covers upgrade triggers (usage limits, feature gates, value demonstrations), cross-sell opportunities (complementary products), and the in-product and sales-led motions for each expansion path. For SaaS products where net dollar retention is the key growth metric, this is the most important roadmap you can build.

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Expansion Revenue Roadmap

Expansion Revenue Roadmap Template

The expansion revenue roadmap plans the systematic increase of revenue from existing customers. It covers seat-based expansion (more users), usage-based expansion (higher consumption), tier upgrades (premium features), and add-on products. Each expansion vector has its current contribution, growth target, and the product and sales initiatives designed to accelerate it. This is the template for companies targeting 120%+ net dollar retention.

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Growth Experiment Roadmap

Growth Experiment Roadmap Template

The growth experiment roadmap treats revenue growth as a series of hypotheses to test. Each experiment has a hypothesis, success metric, minimum sample size, duration, and expected impact. Experiments are organized by growth lever (acquisition, activation, retention, expansion, monetization) and tracked from design through execution to results. For teams that need to find what works before scaling it, this template turns guesswork into a structured process.

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How to Choose the Right Template

Match the template to your growth stage and priority:

  • Building the growth function → Revenue Growth Roadmap as the master plan, Revenue Operations Roadmap for the infrastructure
  • Entering new markets → Market Expansion, Geographic Expansion, or Horizontal Expansion Roadmap based on the type of expansion
  • Growing through partners → Partnership Development Roadmap for individual partnerships, Partner Ecosystem Roadmap for building the program
  • Increasing revenue per customer → Cross-Sell/Upsell Roadmap or Expansion Revenue Roadmap
  • Finding what works → Growth Experiment Roadmap for structured experimentation

Most growth teams use three templates simultaneously: the Revenue Growth Roadmap as the strategic view, a market or channel-specific roadmap for tactical execution, and the Growth Experiment Roadmap for testing new ideas before scaling them.

T
Tim Adair

Strategic executive leader and author of all content on IdeaPlan. Background in product management, organizational development, and AI product strategy.

Frequently Asked Questions

How do I set growth targets for a roadmap?+
Start with the revenue target and work backward. If the target is $2M in new ARR this quarter, decompose it by growth lever: how much from new customers, how much from expansion, how much from reduced churn? Then assign product initiatives to each lever with expected impact. The Revenue Growth Roadmap template structures this decomposition.
Should growth experiments be on the main product roadmap?+
Small experiments (A/B tests, pricing tweaks) belong on the Growth Experiment Roadmap, not the main product roadmap. Large growth initiatives (launching a marketplace, entering a new market) belong on the main roadmap because they require significant engineering investment. The separation keeps the main roadmap focused on committed work while the experiment roadmap handles exploration.
How do I prioritize market expansion opportunities?+
Score each market by revenue potential, product readiness (how much product work is needed), go-to-market difficulty, and competitive intensity. Markets where the current product works with minor changes and the competitive field is favorable should be prioritized over markets requiring heavy product investment. The Market Expansion Roadmap template includes this scoring framework.
What is net dollar retention and why does it matter?+
Net dollar retention measures how much revenue you retain from existing customers after accounting for expansion, contraction, and churn. A rate above 100% means existing customers are growing faster than they are churning, which means the company grows even without acquiring new customers. The Cross-Sell/Upsell and Expansion Revenue roadmaps plan the product work that drives this metric above 100%.
How long should growth experiments run?+
Long enough to reach statistical significance, typically two to four weeks for most SaaS products. The Growth Experiment Roadmap template includes a minimum sample size calculator and recommended durations based on your traffic volume. Ending experiments early leads to false positives; running them too long wastes capacity that could be used on the next experiment.
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