RESOURCES & TOOLS
Practical Tools for Your Next GTM Decision.
Guides, frameworks, and interactive tools for diagnosing the business, building your team, and improving how revenue gets delivered.
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Choose the part of your GTM system you’re working on.
AI in GTM
Using AI for real leverage, and governing it responsibly.
How to Actually Use AI in Your GTM Motion
The practical blueprint for founders, revenue leaders, and RevOps: how to set AI up with business context so it stops producing generic output.
Explore Resource FrameworkThe AI Charter: A Governance Framework
What a real AI governance framework covers, and why most AI pilots skip straight to tool selection and stall. Includes a fillable PDF.
Explore Resource Prompt PackThe AI Persona Builder
Build buyer personas from what your closed deals actually say, not a whiteboard. A four-part Claude prompt sequence, downloadable.
Explore ResourceDiagnosing the Business
Where things actually stand, before you decide what to fix.
The ICP & Buyer Persona Builder
Define the accounts worth pursuing, map the buying committee, and turn the work into a seller talk track. Build it online or download the five-tab Excel workbook.
Explore Resource ExplainerGTM Operating Partner vs Fractional CRO vs Consultant
What a GTM operating partner is, how the model differs from a fractional CRO or consultant, what it costs, and when your company needs one.
Explore Resource FrameworkStop Measuring Customer Success on Retention
The 4 leading indicators that actually predict revenue growth, and how to measure them before retention tells you it's too late.
Explore Resource FrameworkThe RevOps Tech Stack Audit
Five tests to find out whether your tech stack behaves as one system or a pile of tools that no longer agree on the same facts.
Explore Resource Framework“Repeatable” Means Something Different at Every Stage
What repeatable actually requires at each of the four GTM Gap® stages, and why wrong-stage advice is worse than no advice at all.
Explore Resource WorksheetThe Metrics That Actually Predict Revenue
Four metrics upstream of the close that move weeks before revenue does. No stale industry benchmark, just the formulas and ownership.
Explore Resource ChecklistThe Portfolio GTM Diligence Checklist
For VC and PE firms: financial diligence tells you what happened, this tells you what happens next. Includes a fillable checklist.
Explore ResourceBuilding & Scaling Your Team
Who to hire, when, and how to structure the offer.
Hiring a Sales Team Won't Fix a Broken Motion
Three clear signs you're not ready to hire a sales team yet, exactly who to hire when you are, and how to pay a first rep fairly.
Explore Resource GuideHow to Hire a VP of Sales Who Actually Delivers
What to answer before the first interview, questions that separate operators from storytellers, and how to structure an offer.
Explore Resource GuideThe 30-Day Verdict: Is Your New VP of Sales Going to Work Out?
Four honest questions to ask at day 30, before the pipeline number tells you what you already should have known.
Explore Resource TemplateThe Hiring Scorecard for Revenue Roles
A shared five-dimension scorecard so every interviewer rates candidates on the same scale instead of their own favorite questions. Includes a fillable PDF.
Explore Resource FrameworkThe Sales Manager's Model Week
Four time blocks, budgeted before the week begins, so a manager stops just reacting faster than everyone else in the room.
Explore Resource WorksheetRunning a Coaching Session That Actually Changes Behavior
Most sales coaching is a deal review wearing a different name. Four moves to run a session that targets one behavior. Includes a fillable PDF.
Explore Resource ChecklistWhen (and How) to Let a Salesperson Go
The metric tells you there's a problem. It rarely tells you whose problem it is. Four honest questions before the conversation.
Explore Resource Field GuideEvery Reaction to Change Is Already on Your Team
The eight reactions people have to organizational change, grouped into four clusters, with what to actually do about each one.
Explore ResourceProspecting & Pipeline Generation
Getting a real, qualified list of people worth talking to.
The Referral System Blueprint
Why 'just ask for referrals' doesn't produce a pipeline, and how to build a system that recruits, activates, and pays partners on its own.
Explore Resource Strategic BriefThe Great Ignore Survival Guide
How revenue leaders break through when everyone's tuning out: the death spiral, and four plays that activate the trust you already have.
Explore Resource GuideMost Outbound Fails on the List, Not the Message
Why a generic ICP produces generic outreach, and the three signals worth building into every prospecting list.
Explore Resource WorksheetThe Pipeline Audit
Five questions to tell real pipeline from fantasy before your next forecast call. Includes a fillable PDF.
Explore ResourceRunning the Sales Process
What happens between first call and signature.
The Sales Leader's Operating Cadence
Four recurring revenue meetings, each producing exactly one decision. Everything else on the calendar is a symptom.
Explore Resource GuideDiscovery Isn't a Call. It's Every Call.
Why most discovery questions earn lazy answers, and how to keep asking real ones from first call through close.
Explore Resource TemplateThe Mutual Action Plan
How to know which deals will actually close, and which ones you just hope will. Includes a fillable template.
Explore Resource GuideLegal Isn't Your Bottleneck
Why contracts stall deals that should already be closed, and four clauses worth deciding on before your next negotiation.
Explore Resource TemplateThe Demo Agenda That Actually Moves Deals
The demo isn't where you win the deal, it's where you find out if you already lost it. Includes a fillable template.
Explore Resource FrameworkThe Ideal Sales Team Meeting Framework
Turn weekly team meetings from status updates into performance catalysts, with a full 60-minute run-of-show.
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