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Getting�to nirvana

Or how to scale out your GTM

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Read me

I’ve worked in go-to-market at Atlassian as one of the first GTM hires on Jira Service Desk (now the second largest product), and venture capital at Sequoia. Now I am building something new.

So many founders ping me asking: “What should my GTM strategy be” and “How do I build slides about that”?

I looked around for an overview, and couldn’t find a great and accessible one to send over. So I decided to build this deck as an open resource to give back.

Specifically, this is meant for founders who are figuring out their go-to-market for B2B companies. Feel free to copy these slides and modify for your needs.

Ping @carolinedclark on Twitter with feedback, questions, etc.

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First things first,

the product has to be great.

It’s miserable trying to sell or market a product that isn’t useful.

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GTM strategy is like legos that form a whole.

You will need to figure out internal questions in order to get answers.

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This deck focuses on the legos

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GTM strategy

How are you �going to reach them?

Who is the �ideal customer?

How are you �going to scale?

Buyer personas

Acquisition channels

Pricing

Payment models�(freemium/free trial/demo)

LTV,�CAC

Market size

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GTM strategy

How are you �going to reach them?

Who is the �ideal customer?

How are you �going to scale?

Buyer personas

Acquisition channels

Pricing

Payment models�(freemium/free trial/demo)

LTV,�CAC

Market size

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All sales start with a buyer.

Regardless of whether it’s bottoms up or high touch sales.

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Why do buyer personas matter?

They can help figure out who matters, and help you prioritize your time accordingly.

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“I should have spent more time on finding out who the typical buyer of Front is. Without this information, outbound or paid acquisition cannot be successful.”

- Mathilde Collin, Front

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What’s an example of�a buyer persona?

Target buyers

Developers

Designers

Infrastructure

Who are they?

They seem�quite obvious

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But you can get deeper.�Who are they really?

Job title

What is their title?

Stage of company

How mature is their company?

Daily activities

What do they do? What do they care about?

Pain points

What is hard about their job? 

Willingness to pay (WTP)

Do they want to spend money?

Things to watch out for

How influential is this role?

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Example buyer personas: �For a GTM�product

The founder CEO

The Sales Leader 

The Sales Ops / Engineer

Stage

Early stage (PreSeed/Seed)

Growth (Series A+)

Growth (Series B+)

Priorities

Building & selling & recruiting

Selling & building�out team

Optimizing process &�investing in tech stack

Pain points

Finding PMF and figuring out when they hit it

Getting high quality leads and converting them

Separating signal from noise; getting the right data

Willingness to pay (WTP)

Low

Medium

High

Things to watch out for

High enthusiasm for your idea, low WTP

Skeptic, but can be excited once they experience value

Not on sales team; separated from what is actually useful

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Worksheet:�Fill in your buyer personas

Persona 1

Persona 2

Persona 3

Stage

Priorities

Pain points

Willingness to pay (WTP)

Things to watch out for

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How do you determine price?

How do you determine a buyer persona?

Qualitative

Quantitative

Primary Research (customer facing)

Customer interviews - notice patterns in roles and responsibilities

Panels/dinners - gather customers in a group and get them to talk about their jobs

Survey to user base

Survey to market

If you’re an early stage startup, you usually only need customer interviews

Secondary Research (internal)

Competitive analysis - of the other products in your category, what use cases and teams are they targeting on their website?

Lead data - Segment your customers by these attributes

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GTM strategy

How are you �going to reach them?

Who is the �ideal customer?

How are you �going to scale?

Buyer personas

Acquisition channels

Pricing

Payment models�(freemium/free trial/demo)

LTV,�CAC

Market size

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Acquisition: Flywheel model?

In an ideal world, your company only relies on a flywheel model of growth - in other words, organic growth through word of mouth or inherent virality of your product. Here’s a great article about Atlassian’s flywheel and Lenny Rachitsky has written about flywheels across companies.

But almost all companies, including Atlassian, have multiple acquisition channels as the company matures.

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Acquisition�Channels

Channel

Who / What

Friends and family

Founder networks

Referrals

Word of mouth and formal referral programs

Email

Welcome emails; onboarding emails; campaigns to convert users

Customer community

Slack channel; can expedite word of mouth

Watercooler communities 

HackerNews; ProductHunt; Reddit; Vertical specific communities

Reseller/Partners

Third party integrations; Working with “experts” / ”partners”

SEO/Content

Discoverable content by searching for keywords 

Outbound

Sales/marketing/growth teams 

SEM

Paid search terms; good for competitor searches

Digital ads

Showing targeted ads across web properties

Earlier�stages

Later�stages

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Worksheet:�Fill in your acquisition channels

Channel

Who / What

Earlier�stages

Later�stages

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Example acquisition slide: �Front

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Example acquisition slide: �Carta

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Example acquisition slide: �Carta

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GTM strategy

How are you �going to reach them?

Who is the �ideal customer?

How are you �going to scale?

Buyer personas

Acquisition channels

Pricing

Payment models�(freemium/free trial/demo)

LTV,�CAC

Market size

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Scale

Scale is a lot of things, but in a GTM context, it’s thinking about efficiency with each net new customer.

Efficiency can be driven by a lot of things. It’s an output of payment models (and by extension, pricing), and costs of acquiring customers (which acquisition feeds into).

In fancier terms, this is the “lifetime value” (LTV) and “customer acquisition costs” (CAC).

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*Analysis of the top 50 companies in the 2020 Forbes Cloud 100, which represents the top growth stage private companies. All sell to B2B. Numbers do not add up to 100% because most companies combine strategies.

Freemium /�”Self service”

Free trial /�”Self service”

Demo

% of the market*

38%

22%

66%

What it is

Free product until a feature/employee size upgrade

Free trial for a week/�two weeks/month

Schedule a demo to learn �more about product

Examples

Slack, Notion, Zoom, Figma

Atlassian, Affinity, Snowflake, Fivetran, Gusto

Lattice, Snowflake, Front

Benefits

Product driven growth, encourages virality

Show benefit quickly

Control the story; explain product in more detail; higher ACVs

Cons

Challenge to upsell; churn/replacement with �diff product

Lack of relationship with customers → disconnected product and CX teams

It can mask lack of �product market fit

Takeaway

For consumers who may use it for business, or developer/PM buyers, or collaboration products (virality)

Like freemium (developers), �but with slightly more �complex products

�Makes sense for SMB

Useful for Enterprise �and products that �require onboarding

VS

VS

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Example freemium payment model:�Dropbox

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Pricing

Pricing is kind of a dark art that needs a deck in itself.

Thankfully there are a lot of experts, and Lenny Rachitsky has written up great content on this, and a worksheet on it.

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Core elements of pricing

Structure

Metric

Level

How does price relate to time and volume?

Time: intro discounts, freemium, free trial, implementation fees, etc.

Volume: discount tiers, regressive pricing (e.g. taxes), caps, etc.

What are you going to charge per?

Per user?

Per Gb?

Per device?

“Fencing metrics” are binary & less effective

E.g. access to advanced features, premium support, etc.

The actual price point: e.g. $9.99 vs. $10.99

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Metric is more important than level

Structure

Metric

Level

How does price relate to time and volume?

Time: intro discounts, freemium, free trial, implementation fees, etc.

Volume: discount tiers, regressive pricing (e.g. taxes), caps, etc.

What are you going to charge per?

Per user?

Per Gb?

Per device?

“Fencing metrics” are binary & less effective

E.g. access to advanced features, premium support, etc.

The actual price point: e.g. $9.99 vs. $10.99

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“Good pricing is not about the price.

It’s about getting in each customer’s shoes and knowing exactly how they derive value from your product.”

- Ian Clark

Pricing Consultant @ YC, Signal Fire, & Alpine Investors

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How do you determine price?

How do you determine price level?

Qualitative

Quantitative

Experimental

Primary Research (customer facing)

Customer interviews: test for price sensitivity by asking respondents to prioritize value drivers

Van Westendorp unaided pricing exercise

Gabor Granger aided pricing exercise (start with the avg. or middle price)

A/B testing: only recommended for very high volume consumer businesses

Secondary Research (internal)

Frameworks & best practices :)

At scale, consider surveying sales and CS teams

Transactional and usage data analysis

Sales card testing: i.e. give sales people new price points to test in the market

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CAC and LTV and Ratios

LTV

CAC

LTV/CAC Ratio

What it is

LTV is the “lifetime value” of a customer, or how much total that they spend over time

“Customer acquisition costs” are driven by acquisition channels

How much money you have to spend to get a high value customer. In other words, an efficiency metric.

How to calculate

Price / churn

Total costs / total customers

Or

(GTM employees + SEM + digital ad spend + Referral Spend) / Total customers

LTV/CAC

Takeways

Many companies forget about churn. It’s equally important

The dream state is $0, or completely organic growth

LTV/CAC > 3 is good, or customers who pay 3x the cost it requires to get them

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Market size

Once you determine your payment model, pricing and target customers - you can calculate the total market size.

It’s usually bottoms up, so you take price per year * total target companies.

Overall, keep this simple and don’t overthink it.

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Bringing it all together: GTM strategy

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Example�GTM strategy:�Atlassian

Act one

Act two

Act three

Product

Jira

Jira, Confluence, Dev tools

Jira, Confluence, Bitbucket, Jira Service Desk, StatusPage

Audience

Developers

Dev & DevOps teams

Dev & DevOps & IT teams

Acquisition

Word of mouth

Champions/community

Resellers (services) 

Cross sell between products

Payment model

Free trial (self service)

Free trial (self service)

Free trial (self service)

“Enterprise advocates” (Inside sales)

Market

Developer market = growing

Developer market in cloud

Own DevOps/IT category

Image source: Atlassian revenue chart from Tomasz Tunguz’s article on Atlassian’s flywheel.

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Example �GTM �strategy:�Dropbox

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Example �GTM �strategy:�Pendo

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Example GTM strategy:

Worksheet

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  1. Invest in product, and build something customers love
  2. Define your ideal buyer persona
  3. Come up with your acquisition strategy // build your flywheel
  4. Determine your payment model
  5. Drive towards efficiency

To recap

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How do I decide?

Deciding on the GTM strategy

This slide covers the benefits, cons and product characteristics of payment models, which can help decide overall GTM strategies.

But how do you do know which overall is right for you?

Many just experiment and see which channels/payment model/price works best.

At the end of the day, it’s about the customer.

Find the superusers, and figure out what makes them happy.

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The composition of your team and the priorities of your product org can be completely different based on your GTM strategy. Start early.

- Amy Sun

Founder, ex Sequoia and Uber

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You’ll be great!

As with most things in life, GTM strategy is messy and only formed through experiments. Don’t be afraid to experiment.

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This deck is available only thanks to friends. Thanks to:

Number1gun (visuals), Gloria Pu (deck design), Ian Clark (pricing), John Wetenhall (GTM), Amy Sun (GTM).

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Appendix: A brief glossary of terms

“Go to market” (GTM): A catchall phrase for all things post product development - marketing, sales, BD, pricing, etc.

Business to business (B2B): Businesses who sell to other businesses. A fancy word for business vs. consumer apps.

Software as a service (SaaS): Salesforce pioneered this - SaaS is generally two things: cloud services as opposed to on prem, and charging on a monthly basis instead of upfront contracts. It is an attractive model because monthly payments are consistent over time, instead of lumpy unpredictable contracts.

Buyer persona: Who your ultimate buyer is across many dimensions (role, title, responsibilities). There can be multiple buyer personas.

Willingness to pay (WTP): The measure for if, and how much, a user is willing to pay. Usually subjective, and not a number.

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Appendix: A brief glossary of terms

Funnel: Stages of the marketing or sales process. For marketing, it is usually visitors > try to buy > convert to paid user. For sales it is prospect > demo > negotiation > paid customer.

Flywheel model: A new term that’s surfaced in the past few years. It is the antithesis to the traditional funnel model, where instead of a linear process, all aspects of the experience drive sales (product, customer experience, community, etc.)

Acquisition channels: Different ways to reach your users.

Search engine marketing (SEM): Bidding and buying ads for certain keywords when people enter them in Google search.

Search engine optimization (SEO): Creating content that shows up “organically” for certain keywords when people enter them in Google search.

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Appendix: A brief glossary of terms

Demand generation: These roles own all acquisition channels (across marketing, sales, ops), but a lot of time they focus on SEM and SEO.

Freemium: A service that is free until a certain feature is wanted. For example, Notion charges once an user wants version history, or uploads a lot of files, etc.

Free trial: Charging users only until they’ve used the product for a predetermined amount of time. Usually a 7 day or 14 day free trial.

Paywall: Usually this is feature based, but a paywall is when an user has to pay for a feature.

Customer acquisition cost (CAC): The cost to acquire a new user. It combines costs of employees, martech, and acquisition spend. More relevant by the time you raise a Series A.

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Appendix: A brief glossary of terms

Lifetime value (LTV): The average of how long an user pays you. For example, for an app where users on average stick around for a year, and whose users pay $5 a month, has a LTV of $60.

LTV/CAC ratio: Ideally you app pays very little to acquire customers who pay a lot and stick around for a long time. 3:1 is a good ratio, but the higher it is the better.