Stages of growth
Every company sits in one stage. The stage names the bottleneck, and the bottleneck names the work.
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1Founder / CEO is Seller$1M to $3M
The CEO closes every deal. Bottleneck: revenue stops when the founder stops. Milestone: the first repeatable sales hire.
SGP four-stage model; Winning by Design stages of growth -
2CEO is Sales Manager$3M to $8M
CEO plus 1 to 3 AEs, and the CEO is still the top closer. Bottleneck: no system, so AEs underperform. Milestone: a codified process that works without the CEO.
SGP four-stage model. This is the classic breaking point. -
3Sales-Led Growth$8M to $20M
A sales leader runs an AE team. Bottleneck: pipeline gaps, inconsistent forecasting, no CS system. Milestone: a predictable, data-driven revenue engine.
SGP four-stage model; Winning by Design revenue architecture -
4Scaled Revenue$20M to $50M
VP Sales, managers, 10 to 20 sellers. Bottleneck: unit economics, retention, multi-team operations. Milestone: premium exit or next funding round.
SGP four-stage model; Rule of 40 benchmark
Functional excellence
Four revenue functions, each built across four dimensions: process, people, systems, and data. Sixteen cells, each with a named best practice behind it.
Marketing Create demand and fill pipeline |
Sales Convert pipeline to revenue |
Customer Success Retain and expand revenue |
Revenue Operations Connect and optimize the engine |
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|---|---|---|---|---|
| Process |
Marketing Playbook
Documented demand gen motions: channels, campaign ops, offers, and how messaging gets applied. Marketing runs on a system, not on heroics. Shiv Narayanan, How to SaaS; SGP demand gen playbook (62% pipeline lift across a PE portfolio)
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Sales Playbook
Stage-by-stage sales process: discovery guides, qualification gates, mutual close plans, objection handling. The system that lets AEs match the founder. John McMahon, The Qualified Sales Leader; Challenger Sale; SGP playbook (+20% win rates)
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CS Playbook
Onboarding, adoption, renewal, and expansion motions with defined plays for at-risk accounts. Retention treated as a process, not a hope. Winning by Design recurring revenue methodology
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Revenue Journey Map
One end-to-end map of the customer journey across Marketing, Sales, and CS, with every handoff defined and owned. Winning by Design revenue architecture
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| People |
Org Design
Marketing org structure matched to stage: which roles to hire, in what order, and what each owns. EOS Accountability Chart (Wickman); Who, Smart and Street; SGP GTM org design
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Hiring Kits
Competency scorecards, structured interview loops, and 30-60-90 ramp plans so every sales hire is evaluated against the same bar. Who, Smart and Street (the A Method); EOS Accountability Chart; McMahon competency model
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Onboarding
Customer onboarding methodology focused on time-to-first-value. The fastest lever on retention lives in the first 30 days. EOS 90-day world and quarterly Rocks; Who, Smart and Street; Winning by Design onboarding
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Enablement
Training, certification, and content that keep every revenue role executing the playbooks the same way. EOS Level 10 cadence and quarterly Rocks; Who, Smart and Street; SGP enablement assets
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| Systems |
Marketing Automation Platform
Lead capture, scoring, routing, and nurture infrastructure. Attribution wired in from day one. Standard martech stack practice (HubSpot / Marketo class)
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CRM
Pipeline stages that mirror the sales process, enforced exit criteria, and forecast categories that mean something. SGP CRM configuration standard; MEDDPICC-informed stage gates
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Customer Success Platform
Health scoring, playbook triggers, and renewal management in one system instead of spreadsheets. CS platform best practice (Gainsight / Vitally class)
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Integration
MAP, CRM, and CS platform connected on a single data model. One record of truth for the full revenue lifecycle. RevOps architecture best practice; Pavilion Advanced RevOps
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| Data |
Acceptable Cost Attribution
The maximum justified spend per lead, derived backward from LTV:CAC by segment. Marketing budget becomes a math problem, not a debate. Shiv Narayanan, How to SaaS (Acceptable Cost Per Lead)
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Sales Dashboards
Pipeline coverage, stage conversion, deal velocity, and forecast accuracy. Reviewed weekly, not quarterly. Winning by Design revenue math; SGP operating dashboards
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Customer Health Scorecards
Green, yellow, red health by account with the leading indicators of churn, so risk is visible a quarter before the renewal. GRR / NRR discipline; SGP customer health model
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Unit Economics
CAC, LTV, LTV:CAC, payback period, and Rule of 40 by segment. The numbers investors will run anyway, run first. SaaS metrics canon; Shiv Narayanan value creation framework
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Cross-functional models
Four models that run across all four functions, one per dimension. They are what make the functions operate as one engine rather than four departments.
GTM foundation
The four blocks that sit underneath every playbook, in the order they have to be built. Each one depends on the one before it.
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Market Sizing: TAM / SAM / SOMHow big is the opportunityClassical MBA strategy toolkit; SGP investor readiness work
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Customer SegmentationWhere to focus resourcesPortfolio strategy (BCG lineage); SGP segmentation map
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ICP and PersonasWho we sell to and why they buySGP GTM Foundation; classical segmentation strategy
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Value Prop and MessagingWhy they should choose usSGP messaging framework; positioning canon (Ries and Trout lineage)
How this hub maps to the system
| Shelf | Layer of the system it holds |
|---|---|
| 1. Growth Strategy | The stage-of-growth assessment and the plan to reach the next stage |
| 2. GTM Foundation | The four GTM Foundation blocks, sized and sourced |
| 3. Functional Maturity | The Functional Excellence grid: each function across process, people, systems, and data |
| 4. Operating Rhythm | The Revenue Operating Rhythm in practice: board sections, QBRs, trackers, leading indicators |
| 5. Enterprise Value | Unit economics and the levers that turn the engine into enterprise value |