The GTM Planning Engagement helps executive teams make explicit, shared decisions about how they will grow and where they will not invest over the next 90 days.
This pillar is not about perfect answers, polished frameworks, or finished plans. It is about:
- Surfacing misalignment
- Creating shared language
- Exposing gaps across the GTM OS
- Translating strategy into a prioritized, realistic roadmap
The output is decision clarity, not analysis depth.
The GTM O.S.
The GTM Operating System™ aligns your Strategy (Leadership, Market, Product) with your Execution (Demand, Pipeline, Success) to remove decision latency.
The GTM OS to help your business thrive. It is the revenue mechanism that complements and enhances any existing strategic planning efforts, including EOS, Scaling Up, the 7-S Model, and more.
Diagnose the Blockage: Find The Valleys & Problems.
IDENTIFY EXACTLY WHERE GROWTH IS STALLING.
Use the "5 Valleys of Death" framework to determine if your constraint is Awareness, Conversion, or Retention, so you stop fixing what isn't broken.
PRIORITIZE THE "TOP 3" PROBLEMS.
Cut through the noise of 15+ potential issues to align leadership on the three critical problems you must solve this quarter to move the needle.
STOP THE "OPTIONALITY TAX."
Force the difficult trade-off decisions now so your team isn't paralyzed by trying to do everything at once.
For leaders, this changes vague anxiety about "missing the number" into a specific, solvable operational challenge.
Map Your Strategy. The GTM O.S. on a Slide.
Get your entire strategy on one page. Answer the 8 key GTM questions to visualize your strategy across Product, Marketing, Sales, and CS, exposing immediately where you have gaps.
Companies that have already leveraged this approach: Snowflake, HubSpot, ZoomInfo.
We will review their GTM as examples during our sessions.
Force cross-functional agreement. Eliminate the "interpretation gap" where Marketing thinks the ICP is one thing and Sales thinks it’s another. Everyone leaves seeing the same picture.
Audit your system health. Visually identify which pillars (e.g., Total Relevant Market or Customer Expansion) are strong and which are breaking your revenue engine.
Outcomes You Can Expect,
And We Guarantee.
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CLARITY
The Planning Program Process
We don't pitch; we facilitate. Over a series of 4 interactive 60-90-minute sprints (or a one-day in-person workshop), we guide your executive team through core industry-leading frameworks, helping the team gain a clear operating snapshot and a priority roadmap for your company.
Through our sessions, your team will unlock insights that will focus your efforts, drive the business forward, and you will walk away with a unified team and a battle plan.
We work with you to understand the business goals and identify the growth constraints preventing you from scaling.
Together, we clarify the company's maturity stage of growth. Often, when companies grow, they attempt to use the old playbooks that initially worked to a completely new set of challenges, ultimately stalling growth.
We then safely surface misalignment and identify the root cause of your stall(s).
We build your "GTM O.S. on a Slide" live in the room, forcing real-time debate and resolution on who you serve and how you win.
You receive a synthesized executive readout and a prioritized 90-day roadmap ready for implementation.
This includes a 90-day GTM Project List that your team has prioritized, which will be turned into activities most likely to have the greatest impact on your organization.