GTM Playbooks

GTM RevOps: 12m Implementation Timeline:

Written by Mike Midgley | Oct 1, 2024 10:23:23 PM

Your 12-Month Roadmap to Strategic Growth

Introduction

The GTM RevOps Playbook is crafted to guide organizations through the complexities of Go-To-Market (GTM) strategies and Revenue Operations (RevOps) over the next 12 months.

This comprehensive resource provides a structured approach for effective execution, focusing on collaboration, accountability, and continuous improvement.

Who Should Attend

This playbook is vital for:

  • C-Suite Executives: CEO, CFO, COO, CTO
  • Revenue Leaders: CRO, VP of Sales, VP of Marketing
  • Product Leaders: CPO, Head of Product
  • Operational Teams: RevOps, sales ops, and marketing ops
  • Advisory Input: Customer interviews and insights from advisory boards

Outcomes

By following this playbook, participants will:

  • Understand the 12-month roadmap for their GTM and RevOps strategies.
  • Gain actionable steps to implement strategies that drive revenue and growth.
  • Establish a strong foundation for efficient scaling and operational excellence.

Objectives

The primary objectives include:

  • Conducting a comprehensive GTM audit.
  • Aligning GTM strategy with organizational goals.
  • Equipping teams with necessary tools and best practices.


Step 1: Take the GTM Audit

Action: Begin by establishing your baseline with the GTM Audit. Once completed, schedule a consultation with our team to identify focus areas and effectively implement your 12-month GTM Playbook.



Step 2:  Download the GTM RevOps Playbook Framework
Action: Download your GTM RevOps Playbook framework, which will serve as a critical tool in your upcoming meetings with your team.

 


Step 3: Watch the GTM RevOps Webinar
Action: View this un-gated webinar that walks you through the RevOps playbook, offering valuable insights and implementation tips.

 


Step 4:
Key Steps for Implementation

1. Schedule a Management Meeting

  • We recommend that the CEO leads the adoption. Discuss the importance of aligning objectives, allocating responsibilities, and outlining business goals. A successful GTM strategy requires board-level approval before cascading down through the organization.

2. Allocate a Project Lead / Manager

  • Transfer the playbook into your Project Management System (e.g. Teamwork.com or ClickUp.com). Set SMART goals—Specific, Measurable, Achievable, Relevant, Time-bound—with clear responsibilities for the project lead / manager in tracking progress and managing resources.

3. Conduct Weekly Progress Meetings

  • Establish a structure for weekly or bi-weekly sprint meetings. Focus on tracking progress, managing milestones, and fostering collaboration. Provide a monthly RevOps GTM board report to the board that outlines progress and any authority requests.

Like any major initiative that spans company wide initiatives, timely clear communication, adoption and commitment is required. 

Quarterly Focus Areas

Quarter 1: Foundation (Months 1-3)

Focus on establishing a solid foundation for your GTM strategy. In Month 1, task your team to assess their current positions on the foundational disciplines. Ensure confidence in these areas before progressing to Months 2 and 3.




Quarter 2: Engine Room Setup (Months 4-6)

Continue building on your foundation by assessing new disciplines. Ensure your team checks their current positions and optimizes based on insights from the first quarter.

Focus: Implement hypothesis optimizations using data gathered during GTM motions. Monthly GTM board reports are essential for executive discussions.


Quarter 3: Scaling Your Operations (Months 7-9)

Build on the previous quarter’s progress. Check positions on new disciplines and focus on learning lessons from GTM motions to optimize future strategies.

Requirement: Ensure monthly board reports reflect meaningful results and articulate any requests for additional support based on data-driven research.

You may require additional human resource to maintain your positive progress, or an outside fractional support team.

Quarter 4: Continuous Optimization (Months 10-12)

With all GTM motions in play, the focus will be on optimization and preparing for upcoming annual reviews.

Monthly reports should continue to provide valuable insights and support for the next year’s strategies.

Need Help Implementing Your GTM Playbook? - Stop reacting, start leading. Take the audit and schedule your RevOps GTM review and recommendation call with our experts.