Go to market strategy for crossing the chasm skill

The go-to-market strategy that wins early adopters will fail with pragmatists.

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Go-to-Market Strategy for Crossing the Chasm

The go-to-market strategy that wins early adopters will fail with pragmatists. Every element -- distribution, messaging, pricing, content, channels -- must transform when you cross the chasm. This is not an incremental shift; it is a wholesale reinvention of how you sell.

This reference provides the complete go-to-market playbook for transitioning from early adopter sales to mainstream market penetration.

Table of Contents

  1. Distribution Strategy by Adoption Segment
  2. Sales Strategy Shift
  3. Marketing Message Transformation
  4. Content Marketing for Pragmatists
  5. Channel Partner Selection and Management
  6. Pricing Strategy Across the Chasm
  7. Launch Playbook for Crossing the Chasm
  8. Lead Generation for Pragmatist Buyers

Distribution Strategy by Adoption Segment

How Each Segment Buys
Segment Discovery Evaluation Purchase Implementation
Innovators Tech blogs, HN, GitHub Try it themselves Self-service/free DIY
Early Adopters Networks, conferences, thought leaders Founder/CEO demo Direct sales, custom deal High-touch, co-build
Early Majority Peers, analysts, trade publications Committee evaluation, RFP Channel or direct with references Professional services
Late Majority Existing vendor bundles Minimal; follow the standard Procurement process Turnkey onboarding
The Distribution Gap

Most technology companies are structured for early adopter sales: founder-led, relationship-driven, custom deals. Crossing the chasm requires building a repeatable, scalable go-to-market engine.

What changes:

Dimension Early Adopter Motion Early Majority Motion
Sales team Founder/CEO + 1-2 reps Dedicated sales team with playbooks
Deal size Variable, custom Standardized tiers
Sales cycle 2-6 weeks 2-6 months
Buying process Single decision maker Committee with procurement
Proposal format Custom slide deck Standardized proposal with ROI model
Proof Demo and vision Case studies, pilot, references
Contract Flexible, negotiated Standard terms, enterprise addendum

Sales Strategy Shift

Phase 1: Founder-Led Sales (Pre-Chasm)

When: First 10-30 customers. All early adopters or innovators.

Characteristics:

  • CEO/founder runs every deal
  • Deep customization per customer
  • Relationships drive deals
  • No repeatable process
  • Every deal is different

This works because: Early adopters buy vision, and nobody sells the vision better than the founder.

Phase 2: Repeatable Sales (Crossing the Chasm)

When: Targeting beachhead segment pragmatists. First 30-100 customers.

What must change:

  • Document the sales process and train a team
  • Create standard demo scripts focused on the beachhead segment
  • Build a reference library from beachhead customers
  • Develop standardized pricing and packaging
  • Create a qualification framework (not every lead is beachhead)

The beachhead sales playbook should include:

  • Ideal customer profile (ICP) for the beachhead segment
  • Discovery questions specific to the segment's pain
  • Standard demo flow showing the whole product
  • Objection handling guide (top 10 objections and responses)
  • Reference customer list with contact willingness
  • ROI calculator pre-loaded with segment benchmarks
  • Proposal template with case studies
  • Competitive battle cards
  • Implementation timeline for the segment
Phase 3: Channel Sales (Post-Chasm Expansion)

When: Beachhead is dominated, expanding to adjacent segments.

Characteristics:

  • Channel partners (VARs, consultancies, MSPs) sell and implement
  • Inside sales handles inbound and smaller deals
  • Self-service available for lower tiers
  • Standardized onboarding and implementation

Marketing Message Transformation

The Core Shift

Early adopter marketing says: "This is new. This is different. This changes everything."

Early majority marketing says: "This works. Others like you use it. Here are the results."

Message Architecture for Pragmatists

Level 1: Headline Focus on the outcome, not the technology.

Early Adopter Headline Pragmatist Headline
"The AI revolution in sales" "Close 30% more deals with proven sales automation"
"Reinvent your data stack" "Get reports in minutes, not days"
"The future of customer success" "Reduce churn by 25% like 200 SaaS companies"

Level 2: Proof Points Pragmatists need evidence, not vision.

  • Specific metrics from reference customers ("reduced onboarding time from 6 weeks to 3 days")
  • Named customers in the beachhead segment (with permission)
  • Industry analyst recognition (Gartner, Forrester, G2)
  • Number of customers in the segment
  • Uptime and reliability statistics
  • Awards and certifications

Level 3: Risk Reduction Every piece of pragmatist marketing must reduce perceived risk.

  • Free trial or pilot program
  • Money-back guarantee or success-based pricing
  • Clear implementation timeline
  • Named customer success manager
  • Published SLAs
  • Visible customer support options

Content Marketing for Pragmatists

Content Types Ranked by Pragmatist Impact
Content Type Impact Why It Works
Customer case studies Very High Peer proof; "someone like me succeeded"
ROI calculators Very High Self-serve proof of value
Comparison guides High Helps evaluation process
Implementation guides High Reduces perceived risk
Industry benchmark reports High Establishes thought leadership with data
Webinars with customers Medium Live proof, Q&A reduces concerns
Best practices content Medium Demonstrates expertise
Technical documentation Medium Reduces implementation fear
Blog posts (thought leadership) Low Pragmatists don't care about your vision
Press releases Low Pragmatists trust peers, not press
Case Study Template

Every case study for pragmatist buyers should follow this structure:

1. Customer Profile (1 paragraph)

  • Company name, size, industry
  • Why they're relevant to the reader

2. Challenge (2-3 paragraphs)

  • Specific problem, quantified
  • Impact on business (cost, time, risk)
  • What they tried before

3. Solution (2-3 paragraphs)

  • Why they chose you (decision criteria)
  • Implementation process (timeline, effort)
  • Key features they use

4. Results (1-2 paragraphs with specific metrics)

  • Before/after metrics
  • Quantified business impact
  • Timeline to value

5. Quote from champion

  • Named individual with title
  • Specific, credible statement

Target: Create 5-10 case studies from your beachhead segment before attempting to cross the chasm.

ROI Calculator Framework

Build a self-service ROI calculator for your beachhead segment:

Inputs (what the prospect provides):

  • Current metric (e.g., hours spent on manual reporting per week)
  • Team size
  • Average fully loaded employee cost
  • Current tool costs (if replacing something)

Calculations (your model):

  • Time saved based on customer benchmarks
  • Cost savings = time saved x employee cost
  • Additional value (risk reduction, revenue impact)
  • Net value = total savings - your product cost

Output:

  • Projected annual ROI
  • Payback period in months
  • 3-year total value

Credibility: Link every assumption to a real customer's measured result.

Channel Partner Selection and Management

When to Use Channel Partners

Channel partners become important when:

  • Your beachhead segment buys through consultants or integrators
  • You need local presence in geographies you don't cover
  • The whole product requires implementation services you can't scale
  • Pragmatist buyers trust the partner more than they trust you
Partner Selection Criteria
Criterion Why It Matters How to Evaluate
Beachhead segment coverage They must already sell to your target Ask for customer references in the segment
Technical capability They must implement your product well Certification program and test project
Strategic alignment Your product should be important to them Revenue potential relative to their portfolio
Cultural fit Shared values around customer success Joint customer meetings, reference checks
Capacity They must have bandwidth for your product Headcount dedicated to your product line
Partner Enablement Checklist
  • Sales training program (product, positioning, competitive)
  • Technical certification for implementation
  • Deal registration and conflict resolution process
  • Joint marketing materials and co-branded content
  • Partner portal with leads, deal tracking, support
  • Pricing and margin structure
  • Escalation paths for technical issues
  • Quarterly business reviews

Pricing Strategy Across the Chasm

Pre-Chasm Pricing (Early Adopters)

Characteristics:

  • Value-based and negotiated per deal
  • Custom scoping and SOWs
  • Annual contracts with significant upfront commitment
  • Discounts for vision alignment and co-development
Chasm-Crossing Pricing (Pragmatists)

Characteristics:

  • Standardized tiers (Good / Better / Best)
  • Published pricing (transparency reduces risk perception)
  • Monthly or annual options
  • Clear feature differentiation between tiers
  • Volume discounts for segment-specific needs

Pricing principles for pragmatists:

  1. Make it easy to say yes: Offer a low-commitment entry point (pilot, starter tier)
  2. Make it easy to compare: Align your tiers with competitor pricing structures
  3. Make ROI obvious: Price should be obviously less than the value delivered
  4. Make it predictable: No surprise overages or hidden fees
  5. Make expansion natural: Land with a team, expand to the organization
Pricing Structure Template
Tier Target Includes Price Point Strategy
Starter Individual/small team trial Core features, limited usage Below competitor entry point
Professional Beachhead segment primary Whole product for segment, standard support At segment willingness-to-pay
Enterprise Large organizations in segment Everything + SSO, SLAs, dedicated support Premium for reduced risk and white glove

Launch Playbook for Crossing the Chasm

Phase 1: Pre-Launch (Months 1-3)

Goal: Build the arsenal before the campaign.

  • Complete whole product for beachhead segment
  • Secure 3-5 reference customers with measurable results
  • Write 3+ case studies
  • Build ROI calculator
  • Create segment-specific landing page
  • Develop sales playbook and train team
  • Identify and engage 2-3 channel partners
  • Prepare analyst briefing materials
Phase 2: Soft Launch (Months 4-6)

Goal: Validate positioning and go-to-market with a controlled audience.

  • Launch segment-specific landing page
  • Run pilot campaign to 100 target accounts
  • Host a customer webinar (reference customers present)
  • Brief 2-3 industry analysts
  • Test messaging with cold outreach (measure response rates)
  • Refine based on feedback and results
Phase 3: Full Launch (Months 7-12)

Goal: Achieve dominant awareness in the beachhead segment.

  • Full marketing campaign across segment channels
  • Presence at segment-specific conferences and events
  • Analyst report inclusion (Gartner, Forrester, G2)
  • Partner co-marketing campaigns
  • Content program (monthly case studies, quarterly benchmarks)
  • Community building (user group, advisory board)

Lead Generation for Pragmatist Buyers

Channels Ranked by Pragmatist Effectiveness
Channel Effectiveness Notes
Customer referrals Highest Pragmatists trust peers above all
Industry analyst influence Very High Gartner/Forrester inclusion is a buying signal
Industry conferences/events High Presence validates legitimacy
Content marketing (case studies) High SEO + proof = inbound pragmatists
Partner referrals High Trusted advisor recommendations
Targeted outbound (ABM) Medium Must lead with segment-specific proof
Paid search (category terms) Medium Captures active evaluators
Social proof (G2, TrustRadius) Medium Review sites influence pragmatist research
Cold email/call Low-Medium Only works with strong segment-specific messaging
Brand advertising Low Pragmatists don't buy from ads
PR and press coverage Low Pragmatists trust peers, not journalists
The Pragmatist Buyer's Journey
Stage What They Do What You Provide
Problem recognition Realize current approach is unsustainable Thought leadership on the problem (not your product)
Research Ask peers, read analysts, search online Case studies, comparison content, analyst presence
Shortlist Create list of 2-4 vendors to evaluate Clear category positioning, easy-to-find pricing
Evaluate Demo, pilot, reference calls Guided evaluation, reference introductions, pilot program
Decide Committee discussion, risk assessment Business case template, implementation plan, SLAs
Implement Roll out to team/organization Onboarding, training, dedicated success manager
Advocate Tell peers about their experience Customer advisory board, referral program, co-marketing
1# Go-to-Market Strategy for Crossing the Chasm
2 
3The go-to-market strategy that wins early adopters will fail with pragmatists. Every element -- distribution, messaging, pricing, content, channels -- must transform when you cross the chasm. This is not an incremental shift; it is a wholesale reinvention of how you sell.
4 
5This reference provides the complete go-to-market playbook for transitioning from early adopter sales to mainstream market penetration.
6 
7 
8## Table of Contents
91. [Distribution Strategy by Adoption Segment](#distribution-strategy-by-adoption-segment)
102. [Sales Strategy Shift](#sales-strategy-shift)
113. [Marketing Message Transformation](#marketing-message-transformation)
124. [Content Marketing for Pragmatists](#content-marketing-for-pragmatists)
135. [Channel Partner Selection and Management](#channel-partner-selection-and-management)
146. [Pricing Strategy Across the Chasm](#pricing-strategy-across-the-chasm)
157. [Launch Playbook for Crossing the Chasm](#launch-playbook-for-crossing-the-chasm)
168. [Lead Generation for Pragmatist Buyers](#lead-generation-for-pragmatist-buyers)
17 
18---
19 
20## Distribution Strategy by Adoption Segment
21 
22### How Each Segment Buys
23 
24| Segment | Discovery | Evaluation | Purchase | Implementation |
25|---------|-----------|------------|----------|----------------|
26| **Innovators** | Tech blogs, HN, GitHub | Try it themselves | Self-service/free | DIY |
27| **Early Adopters** | Networks, conferences, thought leaders | Founder/CEO demo | Direct sales, custom deal | High-touch, co-build |
28| **Early Majority** | Peers, analysts, trade publications | Committee evaluation, RFP | Channel or direct with references | Professional services |
29| **Late Majority** | Existing vendor bundles | Minimal; follow the standard | Procurement process | Turnkey onboarding |
30 
31### The Distribution Gap
32 
33Most technology companies are structured for early adopter sales: founder-led, relationship-driven, custom deals. Crossing the chasm requires building a repeatable, scalable go-to-market engine.
34 
35**What changes:**
36 
37| Dimension | Early Adopter Motion | Early Majority Motion |
38|-----------|---------------------|----------------------|
39| Sales team | Founder/CEO + 1-2 reps | Dedicated sales team with playbooks |
40| Deal size | Variable, custom | Standardized tiers |
41| Sales cycle | 2-6 weeks | 2-6 months |
42| Buying process | Single decision maker | Committee with procurement |
43| Proposal format | Custom slide deck | Standardized proposal with ROI model |
44| Proof | Demo and vision | Case studies, pilot, references |
45| Contract | Flexible, negotiated | Standard terms, enterprise addendum |
46 
47## Sales Strategy Shift
48 
49### Phase 1: Founder-Led Sales (Pre-Chasm)
50 
51**When:** First 10-30 customers. All early adopters or innovators.
52 
53**Characteristics:**
54- CEO/founder runs every deal
55- Deep customization per customer
56- Relationships drive deals
57- No repeatable process
58- Every deal is different
59 
60**This works because:** Early adopters buy vision, and nobody sells the vision better than the founder.
61 
62### Phase 2: Repeatable Sales (Crossing the Chasm)
63 
64**When:** Targeting beachhead segment pragmatists. First 30-100 customers.
65 
66**What must change:**
67- Document the sales process and train a team
68- Create standard demo scripts focused on the beachhead segment
69- Build a reference library from beachhead customers
70- Develop standardized pricing and packaging
71- Create a qualification framework (not every lead is beachhead)
72 
73**The beachhead sales playbook should include:**
74- [ ] Ideal customer profile (ICP) for the beachhead segment
75- [ ] Discovery questions specific to the segment's pain
76- [ ] Standard demo flow showing the whole product
77- [ ] Objection handling guide (top 10 objections and responses)
78- [ ] Reference customer list with contact willingness
79- [ ] ROI calculator pre-loaded with segment benchmarks
80- [ ] Proposal template with case studies
81- [ ] Competitive battle cards
82- [ ] Implementation timeline for the segment
83 
84### Phase 3: Channel Sales (Post-Chasm Expansion)
85 
86**When:** Beachhead is dominated, expanding to adjacent segments.
87 
88**Characteristics:**
89- Channel partners (VARs, consultancies, MSPs) sell and implement
90- Inside sales handles inbound and smaller deals
91- Self-service available for lower tiers
92- Standardized onboarding and implementation
93 
94## Marketing Message Transformation
95 
96### The Core Shift
97 
98Early adopter marketing says: "This is new. This is different. This changes everything."
99 
100Early majority marketing says: "This works. Others like you use it. Here are the results."
101 
102### Message Architecture for Pragmatists
103 
104**Level 1: Headline**
105Focus on the outcome, not the technology.
106 
107| Early Adopter Headline | Pragmatist Headline |
108|------------------------|---------------------|
109| "The AI revolution in sales" | "Close 30% more deals with proven sales automation" |
110| "Reinvent your data stack" | "Get reports in minutes, not days" |
111| "The future of customer success" | "Reduce churn by 25% like 200 SaaS companies" |
112 
113**Level 2: Proof Points**
114Pragmatists need evidence, not vision.
115 
116- Specific metrics from reference customers ("reduced onboarding time from 6 weeks to 3 days")
117- Named customers in the beachhead segment (with permission)
118- Industry analyst recognition (Gartner, Forrester, G2)
119- Number of customers in the segment
120- Uptime and reliability statistics
121- Awards and certifications
122 
123**Level 3: Risk Reduction**
124Every piece of pragmatist marketing must reduce perceived risk.
125 
126- Free trial or pilot program
127- Money-back guarantee or success-based pricing
128- Clear implementation timeline
129- Named customer success manager
130- Published SLAs
131- Visible customer support options
132 
133## Content Marketing for Pragmatists
134 
135### Content Types Ranked by Pragmatist Impact
136 
137| Content Type | Impact | Why It Works |
138|-------------|--------|-------------|
139| **Customer case studies** | Very High | Peer proof; "someone like me succeeded" |
140| **ROI calculators** | Very High | Self-serve proof of value |
141| **Comparison guides** | High | Helps evaluation process |
142| **Implementation guides** | High | Reduces perceived risk |
143| **Industry benchmark reports** | High | Establishes thought leadership with data |
144| **Webinars with customers** | Medium | Live proof, Q&A reduces concerns |
145| **Best practices content** | Medium | Demonstrates expertise |
146| **Technical documentation** | Medium | Reduces implementation fear |
147| **Blog posts (thought leadership)** | Low | Pragmatists don't care about your vision |
148| **Press releases** | Low | Pragmatists trust peers, not press |
149 
150### Case Study Template
151 
152Every case study for pragmatist buyers should follow this structure:
153 
154**1. Customer Profile (1 paragraph)**
155- Company name, size, industry
156- Why they're relevant to the reader
157 
158**2. Challenge (2-3 paragraphs)**
159- Specific problem, quantified
160- Impact on business (cost, time, risk)
161- What they tried before
162 
163**3. Solution (2-3 paragraphs)**
164- Why they chose you (decision criteria)
165- Implementation process (timeline, effort)
166- Key features they use
167 
168**4. Results (1-2 paragraphs with specific metrics)**
169- Before/after metrics
170- Quantified business impact
171- Timeline to value
172 
173**5. Quote from champion**
174- Named individual with title
175- Specific, credible statement
176 
177**Target:** Create 5-10 case studies from your beachhead segment before attempting to cross the chasm.
178 
179### ROI Calculator Framework
180 
181Build a self-service ROI calculator for your beachhead segment:
182 
183**Inputs (what the prospect provides):**
184- Current metric (e.g., hours spent on manual reporting per week)
185- Team size
186- Average fully loaded employee cost
187- Current tool costs (if replacing something)
188 
189**Calculations (your model):**
190- Time saved based on customer benchmarks
191- Cost savings = time saved x employee cost
192- Additional value (risk reduction, revenue impact)
193- Net value = total savings - your product cost
194 
195**Output:**
196- Projected annual ROI
197- Payback period in months
198- 3-year total value
199 
200**Credibility:** Link every assumption to a real customer's measured result.
201 
202## Channel Partner Selection and Management
203 
204### When to Use Channel Partners
205 
206Channel partners become important when:
207- Your beachhead segment buys through consultants or integrators
208- You need local presence in geographies you don't cover
209- The whole product requires implementation services you can't scale
210- Pragmatist buyers trust the partner more than they trust you
211 
212### Partner Selection Criteria
213 
214| Criterion | Why It Matters | How to Evaluate |
215|-----------|---------------|-----------------|
216| Beachhead segment coverage | They must already sell to your target | Ask for customer references in the segment |
217| Technical capability | They must implement your product well | Certification program and test project |
218| Strategic alignment | Your product should be important to them | Revenue potential relative to their portfolio |
219| Cultural fit | Shared values around customer success | Joint customer meetings, reference checks |
220| Capacity | They must have bandwidth for your product | Headcount dedicated to your product line |
221 
222### Partner Enablement Checklist
223 
224- [ ] Sales training program (product, positioning, competitive)
225- [ ] Technical certification for implementation
226- [ ] Deal registration and conflict resolution process
227- [ ] Joint marketing materials and co-branded content
228- [ ] Partner portal with leads, deal tracking, support
229- [ ] Pricing and margin structure
230- [ ] Escalation paths for technical issues
231- [ ] Quarterly business reviews
232 
233## Pricing Strategy Across the Chasm
234 
235### Pre-Chasm Pricing (Early Adopters)
236 
237**Characteristics:**
238- Value-based and negotiated per deal
239- Custom scoping and SOWs
240- Annual contracts with significant upfront commitment
241- Discounts for vision alignment and co-development
242 
243### Chasm-Crossing Pricing (Pragmatists)
244 
245**Characteristics:**
246- Standardized tiers (Good / Better / Best)
247- Published pricing (transparency reduces risk perception)
248- Monthly or annual options
249- Clear feature differentiation between tiers
250- Volume discounts for segment-specific needs
251 
252**Pricing principles for pragmatists:**
2531. **Make it easy to say yes:** Offer a low-commitment entry point (pilot, starter tier)
2542. **Make it easy to compare:** Align your tiers with competitor pricing structures
2553. **Make ROI obvious:** Price should be obviously less than the value delivered
2564. **Make it predictable:** No surprise overages or hidden fees
2575. **Make expansion natural:** Land with a team, expand to the organization
258 
259### Pricing Structure Template
260 
261| Tier | Target | Includes | Price Point Strategy |
262|------|--------|----------|---------------------|
263| **Starter** | Individual/small team trial | Core features, limited usage | Below competitor entry point |
264| **Professional** | Beachhead segment primary | Whole product for segment, standard support | At segment willingness-to-pay |
265| **Enterprise** | Large organizations in segment | Everything + SSO, SLAs, dedicated support | Premium for reduced risk and white glove |
266 
267## Launch Playbook for Crossing the Chasm
268 
269### Phase 1: Pre-Launch (Months 1-3)
270 
271**Goal:** Build the arsenal before the campaign.
272 
273- [ ] Complete whole product for beachhead segment
274- [ ] Secure 3-5 reference customers with measurable results
275- [ ] Write 3+ case studies
276- [ ] Build ROI calculator
277- [ ] Create segment-specific landing page
278- [ ] Develop sales playbook and train team
279- [ ] Identify and engage 2-3 channel partners
280- [ ] Prepare analyst briefing materials
281 
282### Phase 2: Soft Launch (Months 4-6)
283 
284**Goal:** Validate positioning and go-to-market with a controlled audience.
285 
286- [ ] Launch segment-specific landing page
287- [ ] Run pilot campaign to 100 target accounts
288- [ ] Host a customer webinar (reference customers present)
289- [ ] Brief 2-3 industry analysts
290- [ ] Test messaging with cold outreach (measure response rates)
291- [ ] Refine based on feedback and results
292 
293### Phase 3: Full Launch (Months 7-12)
294 
295**Goal:** Achieve dominant awareness in the beachhead segment.
296 
297- [ ] Full marketing campaign across segment channels
298- [ ] Presence at segment-specific conferences and events
299- [ ] Analyst report inclusion (Gartner, Forrester, G2)
300- [ ] Partner co-marketing campaigns
301- [ ] Content program (monthly case studies, quarterly benchmarks)
302- [ ] Community building (user group, advisory board)
303 
304## Lead Generation for Pragmatist Buyers
305 
306### Channels Ranked by Pragmatist Effectiveness
307 
308| Channel | Effectiveness | Notes |
309|---------|-------------|-------|
310| Customer referrals | Highest | Pragmatists trust peers above all |
311| Industry analyst influence | Very High | Gartner/Forrester inclusion is a buying signal |
312| Industry conferences/events | High | Presence validates legitimacy |
313| Content marketing (case studies) | High | SEO + proof = inbound pragmatists |
314| Partner referrals | High | Trusted advisor recommendations |
315| Targeted outbound (ABM) | Medium | Must lead with segment-specific proof |
316| Paid search (category terms) | Medium | Captures active evaluators |
317| Social proof (G2, TrustRadius) | Medium | Review sites influence pragmatist research |
318| Cold email/call | Low-Medium | Only works with strong segment-specific messaging |
319| Brand advertising | Low | Pragmatists don't buy from ads |
320| PR and press coverage | Low | Pragmatists trust peers, not journalists |
321 
322### The Pragmatist Buyer's Journey
323 
324| Stage | What They Do | What You Provide |
325|-------|-------------|-----------------|
326| **Problem recognition** | Realize current approach is unsustainable | Thought leadership on the problem (not your product) |
327| **Research** | Ask peers, read analysts, search online | Case studies, comparison content, analyst presence |
328| **Shortlist** | Create list of 2-4 vendors to evaluate | Clear category positioning, easy-to-find pricing |
329| **Evaluate** | Demo, pilot, reference calls | Guided evaluation, reference introductions, pilot program |
330| **Decide** | Committee discussion, risk assessment | Business case template, implementation plan, SLAs |
331| **Implement** | Roll out to team/organization | Onboarding, training, dedicated success manager |
332| **Advocate** | Tell peers about their experience | Customer advisory board, referral program, co-marketing |
333 

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