Gtm leadership skill

GTM leadership playbook for revenue leaders — how to hire and fire sales talent, run difficult conversations (performance, comp, forecast honesty), and design SaaS comp strategies.

by LeadMagic·MIT license·★ 62 Stars on the repo·GitHub ↗

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SKILL.md · the author's own words
**Crisis leadership disclaimer:** GTM/founder crisis playbooks in this skill are **not legal advice**. Security breach notifications, regul…

# GTM Leadership

## Overview

Revenue leadership is not "hit the number and yell louder." GTM leaders hire
the machine, design comp that produces the right behavior, coach through
difficult truth, and remove people who poison velocity — fast enough to
protect the team, slow enough to be fair. The mistake: firing without a
documented system, or avoiding hard conversations until a quarter is lost.

This skill is the **people operations layer** for GTM leaders: hire decision
framework, performance and termination conversations, comp approval, and when
to exit a leader. Comp strategy (canonical) → `executive-compensation/references/gtm-compensation-strategy.md`
(Pattern 35). IC bands + JDs → `gtm-role-descriptions`. Interview scorecards →

Word-for-word excerpt, not a result. Read the full SKILL.md ↓

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Crisis leadership disclaimer: GTM/founder crisis playbooks in this skill are not legal advice. Security breach notifications, regulatory inquiries, and liability language → counsel + deal-desk/references/legal-gtm-playbook.md (Pattern 29) before external statements.

GTM Leadership

Overview

Revenue leadership is not "hit the number and yell louder." GTM leaders hire the machine, design comp that produces the right behavior, coach through difficult truth, and remove people who poison velocity — fast enough to protect the team, slow enough to be fair. The mistake: firing without a documented system, or avoiding hard conversations until a quarter is lost.

This skill is the people operations layer for GTM leaders: hire decision framework, performance and termination conversations, comp approval, and when to exit a leader. Comp strategy (canonical) → executive-compensation/references/gtm-compensation-strategy.md (Pattern 35). IC bands + JDs → gtm-role-descriptions. Interview scorecards → hiring-by-role. Hire sequence → sales-team-building.

When to Use

  • "How do I fire a sales rep / AE / SDR?"
  • "When should I fire my VP Sales?"
  • "Script for difficult performance conversation"
  • "PIP for underperforming AE"
  • "How to tell someone they're not hitting quota"
  • "Approve a comp plan for my team"
  • "Evaluate CRO / VP Sales candidate"
  • "Conversation about forecast sandbagging"
  • "Employee resigned — what do I do?"
  • "Exit interview questions"
  • "Counter-offer when rep quits"
  • "Security breach — what do we tell customers?"
  • "Outage war room — who owns what?"
  • "Draft holding statement / crisis comms"
  • "Layoff communication plan"
  • "Bad press going viral — CEO response?"

Do not use for legal termination requirements alone — load employment-compliance. Do not use for statement liability review alone — load deal-desk → legal-gtm-playbook.md. Do not use for buyer-side indecision — load buyer-indecision (JOLT).

Authoritative Foundations

  • Mark Roberge. Hire for traits (Coachable, Curious, Prior success, Intelligent, Work ethic); train for skills. Mis-hire cost compounds — use structured scorecards, not gut. Ramp is a curriculum, not sink-or-swim.
  • Jason Lemkin (SaaStr). Founder closes 10–20 deals before first AE. VP Sales after ~$2M ARR with reps at quota. Rushed leadership searches (30 days) produce attribution-error hires — "scaled X to Y" at wrong stage.
  • Kim Scott — Radical Candor. Care personally + challenge directly. Difficult conversations use Behavior → Impact → Ask. Ruinous empathy (avoiding truth) kills sales teams faster than one bad quarter.
  • Bridge Group / Pavilion. Quota:OTE ~5:1 for ICs; OTE ≤20% of year-1 quota. CRO comp increasingly gated on ARR + NRR + efficiency — not bookings alone.
  • Winning by Design REKS. Before firing IC: diagnose Results → Efforts → Knowledge → Skills. Wrong layer = wrong fix (training vs territory vs fit).
  • Patty McCord — Powerful. Talent density: keep people who make others better. Fire brilliant jerks and passive resistors — culture fit is performance.
  • Marc Benioff — V2MOM. Annual Vision, Values, Methods, Obstacles, Measures aligns the revenue org to company strategy — not vanity OKRs. Publish internally; cascade quotas from Measures. Load references/benioff-v2mom-guide.md.
  • Force Management — Cross-Functional Alignment Cadence. Weekly pipeline + handoff hygiene; monthly GTM scorecard (Sales + Marketing + CS); quarterly territory, quota, and pod economics true-up. Reporting structures by ARR stage and span of control (6–8 ICs per manager). See references/force-management-playbook.md.
  • John McMahon — The Qualified Sales Leader. 5× CRO; Snowflake/MongoDB board. MEDDICC as shared operating language; inspect what you expect in weekly 1:1s (deal evidence, not rep confidence); hire managers before rep waves; 5-quarter board model with productivity-per-rep and new-logo vs expansion mix. Anti-patterns: happy ears, lone wolves, premature scale. Canonical → references/cro-enterprise-strategy.md (Pattern 31).
  • Frank Slootman — Amp It Up. Snowflake CEO era: align sales comp to consumption (not bookings on usage-based revenue); unified exec metrics; industry GTM pods; deployment velocity over CS bureaucracy. Case study section in cro-enterprise-strategy.md.
  • Databricks hybrid GTM (Ghodsi / Gabrisko). PLG for acquisition, enterprise field for scale — complementary layers. Technical sellers run POCs; consumption (DBU) pricing matches cloud buyer mental models. See cro-enterprise-strategy.md.
  • Jason Lemkin — crisis stakeholder trust. Never skip monthly investor updates in bad months; explain stumbles before they hit MRR; own mistakes fast. Source: Handling Bad News. Pairs with investor-updates and Pattern 33.
  • Laurie Ruettimann — workforce crises. Layoffs: early-week notification, written summary, HR/legal script — no ad-lib. Internal comms stay frequent and human. Source: Approach Layoffs.

Step-by-Step: Crisis Leadership (Executive)

Canonical: references/crisis-management-playbook.md · Pattern 33 in using-gtm-skills

  1. Classify severity (1–4) — escalate up when uncertain in the first hour
  2. Stand up war room — IC (eng), comms lead, CS captain, legal (Sev 3+), CEO voice (Sev 2+)
  3. First 60 minutes — internal facts doc → holding statement → status page if customer-visible → internal memo before social
  4. Audience order — employees → affected customers → investors (Sev 3+) → press only if public
  5. Apology framework — Acknowledge → Own → Act → Follow up (counsel reviews Sev 3+)
  6. Post-crisis — blameless post-mortem; retention vs 90-day baseline; quarterly tabletop

Preparedness (before crisis): references/crisis-preparedness-checklist.md
Statement shells: templates/crisis-holding-statement.md, crisis-customer-email.md, crisis-internal-memo.md
PR expert context: references/saas-pr-crisis-experts.md
Breach path: references/gtm-data-exchange-playbook.md, gtm-security-hygiene-basics.md

Step-by-Step: Annual GTM Alignment (V2MOM)

Before Q1 hiring and comp finalization:

  1. Read company vision — draft GTM Vision (1–2 sentences)
  2. Define Values that constrain behavior (trust, forecast honesty, customer success)
  3. List Methods (prioritized plays) with owners — POD launch, CS expansion, etc.
  4. Surface Obstacles honestly — ramp gaps, tooling debt, ICP confusion
  5. Set 5–8 Measures with baseline → target — ARR, NRR, forecast accuracy, hygiene
  6. Cascade to manager V2MOMs; quotas must trace to Methods

Template: templates/v2mom-gtm.md
Enterprise CRM tie-in: crm-toolkit → benioff-enterprise-playbook

Step-by-Step: Hire (GTM Leader Lens)

Phase 1 — Role and Timing
Hire Minimum Trigger Expert Anchor
First AE Founder closed 10–20 deals; playbook exists Lemkin, Roberge
SDR AEs need pipeline; not before AE motion works sales-team-building
Player-coach mgr 2+ AEs; one at quota 2 quarters WbD POD
VP Sales $5M+ ARR, proven AE productivity Betts, Pavilion
CRO $15M+ ARR; unified revenue P&L Pavilion CRO Council

Full JD + comp → gtm-role-descriptions. Interviews → hiring-by-role.

Phase 2 — Leader Hire Scorecard

Use templates/hire-decision-scorecard.md. Weight:

Criteria Weight Evidence Required
System-building (not heroics) 30% Built comp, ramp, forecast cadence — not inherited
Stage-fit 25% Same ACV/motion/ARR band as you
Quota attainment history 25% Last 4 quarters % — numbers, not stories
Culture / coaching 20% Backchannel refs from direct reports

Red flags: Blames team in references; no documentation of methodology; only "scaled" at one lucky segment.

Phase 3 — Offer and Comp Approval

Pick role-specific comp template from gtm-role-descriptions (SDR, AE, manager, VP/CRO). Strategies in gtm-role-descriptions → saas-comp-strategies.

Leader approval checklist:

  • Quota:OTE ratio defensible (Bridge Group)
  • Ramp documented for new hires under this leader
  • Clawbacks and draw terms clear
  • Behavior incentives match strategy (quality vs volume)

Step-by-Step: Coach Before Fire (IC)

Phase 4 — REKS Diagnosis

Before PIP or exit, run REKS via sales-coaching (reks-diagnostic + coaching-plan-30-day templates):

Layer Question Fix If Gap
Results Attainment % last 4 quarters? Territory? Quota?
Efforts Activity and pipeline coverage? Coaching, discipline
Knowledge Knows product, ICP, process? Enablement
Skills Discovery, demo, negotiate? Role-play, shadow

If Results fail after Efforts/Knowledge/Skills are adequate → fit issue, not training.

Phase 5 — Difficult Conversation (Radical Candor)

Structure every hard conversation:

  1. Prepare: Facts only (CRM, attainment, call recordings). No labels.
  2. Open: "I want to talk about [specific metric/behavior]."
  3. Behavior → Impact: "When you [X], the impact is [Y]."
  4. Ask: "What's your read? What would you change?"
  5. Agree: Written next steps + date.
  6. Document: Same day in HR file / manager log.

Templates: templates/difficult-conversation.md, templates/performance-pip.md.

Topics GTM leaders avoid but must have:

  • Quota miss pattern (3+ weeks pipeline hygiene)
  • Forecast sandbagging / optimism
  • Toxic behavior toward SDRs or CS
  • Skipping CRM / methodology
  • Comp plan gaming (bad-fit deals for commission)

Step-by-Step: Fire (IC or Leader)

Phase 6 — When to Terminate

IC sales (AE/SDR): After documented PIP (typically 30–60 days) OR immediate for integrity violations (falsified pipeline, harassment, policy breach). QuotaSignal: AE mis-hire total cost ~$484K over 24 months — delay is expensive.

Sales leader (VP/CRO): Two grounds (Rose Garden / operator consensus):

  1. Missed targets with no credible system improvement after 2+ quarters
  2. Culture damage — team attrition, blame shifting, toxic environment

CRO churn cycle: firing for output without fixing role design repeats failure. Evaluate: did they build forecast discipline, comp, ramp — or inherit?

Phase 7 — Termination Execution
  1. Legal: HR + employment-compliance — documentation, timing, severance
  2. Meeting: Short, factual, no debate. Same day remove system access.
  3. Script: templates/termination-conversation.md
  4. Team comm: Same day — what changes, interim owner, no gossip
  5. Pipeline: Manager owns all opps within 24h; reassign in CRM

Never: Surprise firing without prior documented feedback; firing in public; letting leader "resign" without addressing team impact when culture was toxic.

Step-by-Step: Resignation (Voluntary Exit)

Load references/resignation-playbook.md — distinct from termination.

Phase 8 — Employee Gives Notice
  1. Receive with dignity (Kim Scott) — thank them; don't guilt or panic-counter
  2. Confirm last day — per policy; extend only for critical customer handoff
  3. Same-day CRM — reassign all opps within 24h (Lemkin pipeline rule)
  4. Handoff doc — templates/resignation-handoff-checklist.md
  5. Team comm — factual; interim owner named
  6. Counter-offer — only if you would change comp/role without resignation threat

Script: templates/resignation-conversation-script.md

Phase 9 — Exit Interview & Learnings
  • HR or skip-level runs templates/exit-interview-questions.md — not manager
  • Aggregate themes quarterly; feed onboarding fixes → revenue-team-onboarding
  • Document boomerang eligibility

SaaS Comp Strategies (Leader View)

Leaders approve comp — templates in gtm-role-descriptions:

Strategy When Risk
Linear 50/50 AE Default SMB/mid-market Pays volume over quality
Accelerated 100–120%+ Growth mode Mercenary short-term deals
SDR on SQO not dials Outbound quality Under-activity if threshold low
CSM on NRR not tickets Expansion motion Ignores logo churn if GRR weak
CRO gated ARR+NRR+EBITDA Scale stage Complexity; needs RevOps model

Full reference: gtm-role-descriptions → saas-comp-strategies.

GTM Project Team Design

For launches, migrations, and QBRs — not line-management org charts — load gtm-operations → references/team-design-gtm-projects.md.

Concept Leader action
DRI Name one person per project; exec sponsor = Informed unless escalation
Launch pod Temporary 4–8 week matrix: ops + creative + enablement; AEs stay on quota
Span of control RevOps IC: 2–3 active projects max; dedicated PM: 4–5
RACI Sign charter before kickoff — gtm-operations/templates/raci-matrix-template.md
Ongoing alignment Monthly GTM scorecard — references/force-management-playbook.md

Hiring a RevOps project manager: RevOps Co-op guide.

Output Format

Deliverable by request type:

  • Hire: scorecard + comp template + JD cross-ref
  • Coach: difficult conversation script + REKS diagnosis
  • PIP: 30–60 day plan with weekly milestones
  • Fire: termination script + team comm draft + pipeline reassignment checklist
  • Resignation: handoff checklist + manager script + exit interview set

Quality Check

  • Facts documented before emotional conversation
  • REKS or leader scorecard completed before exit decision
  • Radical Candor structure (care + challenge), not obnoxious aggression
  • Comp approval uses Bridge Group ratios
  • employment-compliance consulted for termination
  • Team and pipeline handoff planned same day as exit

Common Pitfalls

  1. Ruinous empathy. Avoiding quota truth until Q4. Fix: weekly pipeline reviews with documented feedback.
  2. Firing the number, not the system (leaders). Replace VP without fixing role scope. Fix: hire for system-building; 2-quarter runway.
  3. No PIP paper trail. Legal and moral risk. Fix: written expectations + dates.
  4. Comp plans that reward bad revenue. Bookings without NRR. Fix: clawbacks, CRO gates at scale.
  5. Backchannel skip on leader hires. Supervisors lie. Fix: 2+ direct report refs.

Step-by-Step: CRO 90-Day Plan (Enterprise)

Load references/cro-enterprise-strategy.md for full checklists. Summary:

Phase Focus
Weeks 1–2 Forecast audit (4 quarters); MEDDICC CRM coverage
Weeks 3–4 Weekly inspection live; top slipping commits coached
Weeks 5–6 Territory fairness; manager span 6–8 ICs
Weeks 7–8 Comp audit — bookings vs consumption vs NRR
Weeks 9–12 Board 5-quarter model; hiring vs productivity curve

Board metrics: Tie to gtm-metrics → public-company-gtm-metrics.md and Meritech at $100M+ ARR.

Execution Artifacts

  • references/framework-notes.md — Framework index and authority routing
  • templates/output-template.md — Primary deliverable shell
  • scripts/check-output.py — Validates hire, coach, PIP, fire, resignation, and crisis deliverables
  • references/crisis-management-playbook.md — canonical crisis home (severity matrix, war room, channels)
  • references/crisis-preparedness-checklist.md — contact tree, status page, tabletop cadence
  • references/saas-pr-crisis-experts.md — Lemkin, Highwire, Offleash, Ruettimann
  • templates/crisis-holding-statement.md · templates/crisis-customer-email.md · templates/crisis-internal-memo.md · templates/crisis-faq-for-support.md
  • references/cro-enterprise-strategy.md — canonical CRO home (McMahon, Snowflake, Databricks)
  • references/expert-frameworks.md — GTM leader experts map
  • references/team-design-gtm-projects.md — DRI, launch pods, project span of control
  • references/force-management-playbook.md — Repo root: alignment cadence, reporting structures, pod economics
  • references/benioff-v2mom-guide.md — V2MOM planning system
  • templates/v2mom-gtm.md — annual GTM alignment template
  • templates/hire-decision-scorecard.md
  • templates/difficult-conversation.md
  • templates/performance-pip.md
  • templates/termination-conversation.md
  • references/resignation-playbook.md — voluntary exit, counter-offers, handoff
  • templates/resignation-conversation-script.md — manager receiving notice
  • templates/resignation-handoff-checklist.md — pipeline + account transfer
  • templates/exit-interview-questions.md — HR / skip-level exit interview
  • gtm-role-descriptions — JDs, comp plan templates, org charts
  • sales-team-building — Hire sequence, PODs, comp models
  • hiring-by-role — Interview scorecards
  • team-management — 1:1s, OKRs, delegation (general management)
  • sales-coaching — REKS, deal coaching
  • employment-compliance — Legal termination requirements
  • buyer-indecision — JOLT for stuck deals (buyer side, not HR)
  • investor-updates — investor/board comms during Sev 3+ crises
  • customer-marketing — reputation, negative reviews, advocacy pause rules
  • cs-playbooks — customer-facing incident comms and FAQ handoff
  • deal-desk — legal-gtm review before external statements (Pattern 29)
1---
2name: gtm-leadership
3description: >-
4 GTM leadership playbook for revenue leaders — how to hire and fire sales
5 talent, run difficult conversations (performance, comp, forecast honesty),
6 and design SaaS comp strategies. Grounded in Roberge, Lemkin, Kim Scott,
7 Bridge Group, Pavilion, and WbD. Use when firing a rep or leader, having a
8 hard conversation, evaluating a VP/CRO hire, or approving comp plans. Triggers
9 on: "fire sales rep", "fire VP Sales", "difficult conversation", "performance
10 conversation", "PIP", "terminate employee", "GTM leadership", "sales leader
11 evaluation", "when to fire", "how to hire sales leader", "crisis management",
12 "incident comms", "outage communication", "holding statement", "PR crisis".
13license: MIT
14compatibility: Claude Code, Codex, GitHub Copilot, Cursor, Gemini CLI, OpenCode, Goose, Hermes, Windsurf, Zed
15metadata:
16 version: "1.7.0"
17 author: LeadMagic
18 category: management-leadership
19 tags: [gtm-leadership, hiring, firing, difficult-conversations, comp, performance, pip, revenue-leaders, team-design, project-management]
20 related_skills: [gtm-recruiting, gtm-role-descriptions, sales-team-building, hiring-by-role, team-management, sales-coaching, employment-compliance, buyer-indecision, pipeline-management, gtm-operations, revenue-team-onboarding]
21 frameworks:
22 - "Mark Roberge — Sales Acceleration Formula (hire traits, train skills)"
23 - "Jason Lemkin — SaaStr GTM leadership and hiring triggers"
24 - "Kim Scott — Radical Candor (difficult conversations)"
25 - "Bridge Group — SaaS compensation benchmarks"
26 - "Pavilion — Revenue leader standards and comp council data"
27 - "Winning by Design — REKS coaching and POD leadership"
28 - "Patty McCord — Powerful (talent density, no brilliant jerks)"
29 - "Marc Benioff — V2MOM annual alignment, trust-based culture"
30 - "Force Management — Cross-Functional Alignment Cadence"
31 - "RevOps Co-op — RevOps project manager hiring guide"
32 - "John McMahon — The Qualified Sales Leader (MEDDICC, inspection, board reporting)"
33 - "Frank Slootman — Amp It Up (execution, consumption GTM alignment)"
34 - "Snowflake GTM case study — consumption land-expand (Degnan, public earnings)"
35 - "Ali Ghodsi / Ron Gabrisko — Databricks PLG-to-enterprise hybrid"
36 - "Jason Lemkin — bad news transparency, investor trust in crisis months"
37 - "Laurie Ruettimann — layoff and workforce crisis humanity"
38---
39 
40**Crisis leadership disclaimer:** GTM/founder crisis playbooks in this skill are **not legal advice**. Security breach notifications, regulatory inquiries, and liability language → counsel + `deal-desk/references/legal-gtm-playbook.md` (Pattern 29) before external statements.
41 
42# GTM Leadership
43 
44## Overview
45 
46Revenue leadership is not "hit the number and yell louder." GTM leaders hire
47the machine, design comp that produces the right behavior, coach through
48difficult truth, and remove people who poison velocity — fast enough to
49protect the team, slow enough to be fair. The mistake: firing without a
50documented system, or avoiding hard conversations until a quarter is lost.
51 
52This skill is the **people operations layer** for GTM leaders: hire decision
53framework, performance and termination conversations, comp approval, and when
54to exit a leader. Comp strategy (canonical) → `executive-compensation/references/gtm-compensation-strategy.md`
55(Pattern 35). IC bands + JDs → `gtm-role-descriptions`. Interview scorecards →
56`hiring-by-role`. Hire sequence → `sales-team-building`.
57 
58## When to Use
59 
60- "How do I fire a sales rep / AE / SDR?"
61- "When should I fire my VP Sales?"
62- "Script for difficult performance conversation"
63- "PIP for underperforming AE"
64- "How to tell someone they're not hitting quota"
65- "Approve a comp plan for my team"
66- "Evaluate CRO / VP Sales candidate"
67- "Conversation about forecast sandbagging"
68- "Employee resigned — what do I do?"
69- "Exit interview questions"
70- "Counter-offer when rep quits"
71- "Security breach — what do we tell customers?"
72- "Outage war room — who owns what?"
73- "Draft holding statement / crisis comms"
74- "Layoff communication plan"
75- "Bad press going viral — CEO response?"
76 
77Do not use for legal termination requirements alone — load `employment-compliance`.
78Do not use for statement liability review alone — load `deal-desk` → `legal-gtm-playbook.md`.
79Do not use for buyer-side indecision — load `buyer-indecision` (JOLT).
80 
81## Authoritative Foundations
82 
83- **Mark Roberge.** Hire for traits (Coachable, Curious, Prior success,
84 Intelligent, Work ethic); train for skills. Mis-hire cost compounds — use
85 structured scorecards, not gut. Ramp is a curriculum, not sink-or-swim.
86- **Jason Lemkin (SaaStr).** Founder closes 10–20 deals before first AE. VP
87 Sales after ~$2M ARR with reps at quota. Rushed leadership searches (30 days)
88 produce attribution-error hires — "scaled X to Y" at wrong stage.
89- **Kim Scott — Radical Candor.** Care personally + challenge directly. Difficult
90 conversations use Behavior → Impact → Ask. Ruinous empathy (avoiding truth)
91 kills sales teams faster than one bad quarter.
92- **Bridge Group / Pavilion.** Quota:OTE ~5:1 for ICs; OTE ≤20% of year-1 quota.
93 CRO comp increasingly gated on ARR + NRR + efficiency — not bookings alone.
94- **Winning by Design REKS.** Before firing IC: diagnose Results → Efforts →
95 Knowledge → Skills. Wrong layer = wrong fix (training vs territory vs fit).
96- **Patty McCord — Powerful.** Talent density: keep people who make others
97 better. Fire brilliant jerks and passive resistors — culture fit is performance.
98- **Marc Benioff — V2MOM.** Annual **Vision, Values, Methods, Obstacles, Measures**
99 aligns the revenue org to company strategy — not vanity OKRs. Publish internally;
100 cascade quotas from Measures. Load `references/benioff-v2mom-guide.md`.
101- **Force Management — Cross-Functional Alignment Cadence.** Weekly pipeline +
102 handoff hygiene; monthly GTM scorecard (Sales + Marketing + CS); quarterly
103 territory, quota, and pod economics true-up. Reporting structures by ARR stage
104 and span of control (6–8 ICs per manager). See `references/force-management-playbook.md`.
105- **John McMahon — *The Qualified Sales Leader*.** 5× CRO; Snowflake/MongoDB
106 board. MEDDICC as shared operating language; **inspect what you expect** in
107 weekly 1:1s (deal evidence, not rep confidence); hire **managers before rep
108 waves**; 5-quarter board model with productivity-per-rep and new-logo vs
109 expansion mix. Anti-patterns: happy ears, lone wolves, premature scale.
110 Canonical → `references/cro-enterprise-strategy.md` (Pattern 31).
111- **Frank Slootman — *Amp It Up*.** Snowflake CEO era: align sales comp to
112 **consumption** (not bookings on usage-based revenue); unified exec metrics;
113 industry GTM pods; deployment velocity over CS bureaucracy. Case study section
114 in `cro-enterprise-strategy.md`.
115- **Databricks hybrid GTM (Ghodsi / Gabrisko).** PLG for acquisition, enterprise
116 field for scale — complementary layers. Technical sellers run POCs; consumption
117 (DBU) pricing matches cloud buyer mental models. See `cro-enterprise-strategy.md`.
118- **Jason Lemkin — crisis stakeholder trust.** Never skip monthly investor updates
119 in bad months; explain stumbles before they hit MRR; own mistakes fast. Source:
120 [Handling Bad News](https://www.saastr.com/handling-bad-news/). Pairs with
121 `investor-updates` and Pattern 33.
122- **Laurie Ruettimann — workforce crises.** Layoffs: early-week notification,
123 written summary, HR/legal script — no ad-lib. Internal comms stay frequent and
124 human. Source: [Approach Layoffs](https://laurieruettimann.com/how-to-approach-layoffs-at-your-organization/).
125 
126## Step-by-Step: Crisis Leadership (Executive)
127 
128**Canonical:** `references/crisis-management-playbook.md` · Pattern 33 in `using-gtm-skills`
129 
1301. **Classify severity** (1–4) — escalate up when uncertain in the first hour
1312. **Stand up war room** — IC (eng), comms lead, CS captain, legal (Sev 3+), CEO voice (Sev 2+)
1323. **First 60 minutes** — internal facts doc → holding statement → status page if customer-visible → internal memo before social
1334. **Audience order** — employees → affected customers → investors (Sev 3+) → press only if public
1345. **Apology framework** — Acknowledge → Own → Act → Follow up (counsel reviews Sev 3+)
1356. **Post-crisis** — blameless post-mortem; retention vs 90-day baseline; quarterly tabletop
136 
137**Preparedness (before crisis):** `references/crisis-preparedness-checklist.md`
138**Statement shells:** `templates/crisis-holding-statement.md`, `crisis-customer-email.md`, `crisis-internal-memo.md`
139**PR expert context:** `references/saas-pr-crisis-experts.md`
140**Breach path:** `references/gtm-data-exchange-playbook.md`, `gtm-security-hygiene-basics.md`
141 
142## Step-by-Step: Annual GTM Alignment (V2MOM)
143 
144Before Q1 hiring and comp finalization:
145 
1461. Read company vision — draft GTM Vision (1–2 sentences)
1472. Define Values that constrain behavior (trust, forecast honesty, customer success)
1483. List Methods (prioritized plays) with owners — POD launch, CS expansion, etc.
1494. Surface Obstacles honestly — ramp gaps, tooling debt, ICP confusion
1505. Set 5–8 Measures with baseline → target — ARR, NRR, forecast accuracy, hygiene
1516. Cascade to manager V2MOMs; quotas must trace to Methods
152 
153Template: `templates/v2mom-gtm.md`
154Enterprise CRM tie-in: **crm-toolkit** → benioff-enterprise-playbook
155 
156## Step-by-Step: Hire (GTM Leader Lens)
157 
158### Phase 1 — Role and Timing
159 
160| Hire | Minimum Trigger | Expert Anchor |
161|---|---|---|
162| First AE | Founder closed 10–20 deals; playbook exists | Lemkin, Roberge |
163| SDR | AEs need pipeline; not before AE motion works | `sales-team-building` |
164| Player-coach mgr | 2+ AEs; one at quota 2 quarters | WbD POD |
165| VP Sales | $5M+ ARR, proven AE productivity | Betts, Pavilion |
166| CRO | $15M+ ARR; unified revenue P&L | Pavilion CRO Council |
167 
168Full JD + comp → `gtm-role-descriptions`. Interviews → `hiring-by-role`.
169 
170### Phase 2 — Leader Hire Scorecard
171 
172Use `templates/hire-decision-scorecard.md`. Weight:
173 
174| Criteria | Weight | Evidence Required |
175|---|---:|---|
176| System-building (not heroics) | 30% | Built comp, ramp, forecast cadence — not inherited |
177| Stage-fit | 25% | Same ACV/motion/ARR band as you |
178| Quota attainment history | 25% | Last 4 quarters % — numbers, not stories |
179| Culture / coaching | 20% | Backchannel refs from direct reports |
180 
181**Red flags:** Blames team in references; no documentation of methodology;
182only "scaled" at one lucky segment.
183 
184### Phase 3 — Offer and Comp Approval
185 
186Pick role-specific comp template from **gtm-role-descriptions** (SDR, AE, manager, VP/CRO).
187Strategies in **gtm-role-descriptions** → saas-comp-strategies.
188 
189Leader approval checklist:
190- [ ] Quota:OTE ratio defensible (Bridge Group)
191- [ ] Ramp documented for new hires under this leader
192- [ ] Clawbacks and draw terms clear
193- [ ] Behavior incentives match strategy (quality vs volume)
194 
195## Step-by-Step: Coach Before Fire (IC)
196 
197### Phase 4 — REKS Diagnosis
198 
199Before PIP or exit, run REKS via **sales-coaching** (reks-diagnostic + coaching-plan-30-day templates):
200 
201| Layer | Question | Fix If Gap |
202|---|---|---|
203| Results | Attainment % last 4 quarters? | Territory? Quota? |
204| Efforts | Activity and pipeline coverage? | Coaching, discipline |
205| Knowledge | Knows product, ICP, process? | Enablement |
206| Skills | Discovery, demo, negotiate? | Role-play, shadow |
207 
208If Results fail after Efforts/Knowledge/Skills are adequate → fit issue, not training.
209 
210### Phase 5 — Difficult Conversation (Radical Candor)
211 
212Structure every hard conversation:
213 
2141. **Prepare:** Facts only (CRM, attainment, call recordings). No labels.
2152. **Open:** "I want to talk about [specific metric/behavior]."
2163. **Behavior → Impact:** "When you [X], the impact is [Y]."
2174. **Ask:** "What's your read? What would you change?"
2185. **Agree:** Written next steps + date.
2196. **Document:** Same day in HR file / manager log.
220 
221Templates: `templates/difficult-conversation.md`, `templates/performance-pip.md`.
222 
223**Topics GTM leaders avoid but must have:**
224- Quota miss pattern (3+ weeks pipeline hygiene)
225- Forecast sandbagging / optimism
226- Toxic behavior toward SDRs or CS
227- Skipping CRM / methodology
228- Comp plan gaming (bad-fit deals for commission)
229 
230## Step-by-Step: Fire (IC or Leader)
231 
232### Phase 6 — When to Terminate
233 
234**IC sales (AE/SDR):** After documented PIP (typically 30–60 days) OR immediate
235for integrity violations (falsified pipeline, harassment, policy breach).
236QuotaSignal: AE mis-hire total cost ~$484K over 24 months — delay is expensive.
237 
238**Sales leader (VP/CRO):** Two grounds (Rose Garden / operator consensus):
2391. **Missed targets** with no credible system improvement after 2+ quarters
2402. **Culture damage** — team attrition, blame shifting, toxic environment
241 
242CRO churn cycle: firing for output without fixing role design repeats failure.
243Evaluate: did they build forecast discipline, comp, ramp — or inherit?
244 
245### Phase 7 — Termination Execution
246 
2471. **Legal:** HR + `employment-compliance` — documentation, timing, severance
2482. **Meeting:** Short, factual, no debate. Same day remove system access.
2493. **Script:** `templates/termination-conversation.md`
2504. **Team comm:** Same day — what changes, interim owner, no gossip
2515. **Pipeline:** Manager owns all opps within 24h; reassign in CRM
252 
253**Never:** Surprise firing without prior documented feedback; firing in public;
254letting leader "resign" without addressing team impact when culture was toxic.
255 
256## Step-by-Step: Resignation (Voluntary Exit)
257 
258Load `references/resignation-playbook.md` — distinct from termination.
259 
260### Phase 8 — Employee Gives Notice
261 
2621. **Receive with dignity** (Kim Scott) — thank them; don't guilt or panic-counter
2632. **Confirm last day** — per policy; extend only for critical customer handoff
2643. **Same-day CRM** — reassign all opps within 24h (Lemkin pipeline rule)
2654. **Handoff doc** — `templates/resignation-handoff-checklist.md`
2665. **Team comm** — factual; interim owner named
2676. **Counter-offer** — only if you would change comp/role without resignation threat
268 
269Script: `templates/resignation-conversation-script.md`
270 
271### Phase 9 — Exit Interview & Learnings
272 
273- HR or skip-level runs `templates/exit-interview-questions.md` — not manager
274- Aggregate themes quarterly; feed onboarding fixes → `revenue-team-onboarding`
275- Document boomerang eligibility
276 
277## SaaS Comp Strategies (Leader View)
278 
279Leaders approve comp — templates in `gtm-role-descriptions`:
280 
281| Strategy | When | Risk |
282|---|---|---|
283| Linear 50/50 AE | Default SMB/mid-market | Pays volume over quality |
284| Accelerated 100–120%+ | Growth mode | Mercenary short-term deals |
285| SDR on SQO not dials | Outbound quality | Under-activity if threshold low |
286| CSM on NRR not tickets | Expansion motion | Ignores logo churn if GRR weak |
287| CRO gated ARR+NRR+EBITDA | Scale stage | Complexity; needs RevOps model |
288 
289Full reference: **gtm-role-descriptions** → saas-comp-strategies.
290 
291## GTM Project Team Design
292 
293For launches, migrations, and QBRs — not line-management org charts — load
294`gtm-operations` → `references/team-design-gtm-projects.md`.
295 
296| Concept | Leader action |
297|---|---|
298| **DRI** | Name one person per project; exec sponsor = Informed unless escalation |
299| **Launch pod** | Temporary 4–8 week matrix: ops + creative + enablement; AEs stay on quota |
300| **Span of control** | RevOps IC: 2–3 active projects max; dedicated PM: 4–5 |
301| **RACI** | Sign charter before kickoff — `gtm-operations/templates/raci-matrix-template.md` |
302| **Ongoing alignment** | Monthly GTM scorecard — `references/force-management-playbook.md` |
303 
304Hiring a RevOps project manager: [RevOps Co-op guide](https://www.revopscoop.com/post/hiring-a-revenue-operations-professional-project-manager).
305 
306## Output Format
307 
308Deliverable by request type:
309- **Hire:** scorecard + comp template + JD cross-ref
310- **Coach:** difficult conversation script + REKS diagnosis
311- **PIP:** 30–60 day plan with weekly milestones
312- **Fire:** termination script + team comm draft + pipeline reassignment checklist
313- **Resignation:** handoff checklist + manager script + exit interview set
314 
315## Quality Check
316 
317- [ ] Facts documented before emotional conversation
318- [ ] REKS or leader scorecard completed before exit decision
319- [ ] Radical Candor structure (care + challenge), not obnoxious aggression
320- [ ] Comp approval uses Bridge Group ratios
321- [ ] employment-compliance consulted for termination
322- [ ] Team and pipeline handoff planned same day as exit
323 
324## Common Pitfalls
325 
3261. **Ruinous empathy.** Avoiding quota truth until Q4. Fix: weekly pipeline
327 reviews with documented feedback.
3282. **Firing the number, not the system (leaders).** Replace VP without fixing
329 role scope. Fix: hire for system-building; 2-quarter runway.
3303. **No PIP paper trail.** Legal and moral risk. Fix: written expectations + dates.
3314. **Comp plans that reward bad revenue.** Bookings without NRR. Fix: clawbacks,
332 CRO gates at scale.
3335. **Backchannel skip on leader hires.** Supervisors lie. Fix: 2+ direct report refs.
334 
335## Step-by-Step: CRO 90-Day Plan (Enterprise)
336 
337Load `references/cro-enterprise-strategy.md` for full checklists. Summary:
338 
339| Phase | Focus |
340|---|---|
341| Weeks 1–2 | Forecast audit (4 quarters); MEDDICC CRM coverage |
342| Weeks 3–4 | Weekly inspection live; top slipping commits coached |
343| Weeks 5–6 | Territory fairness; manager span 6–8 ICs |
344| Weeks 7–8 | Comp audit — bookings vs consumption vs NRR |
345| Weeks 9–12 | Board 5-quarter model; hiring vs productivity curve |
346 
347**Board metrics:** Tie to `gtm-metrics` → `public-company-gtm-metrics.md` and Meritech at $100M+ ARR.
348 
349## Execution Artifacts
350 
351- `references/framework-notes.md` — Framework index and authority routing
352- `templates/output-template.md` — Primary deliverable shell
353- `scripts/check-output.py` — Validates hire, coach, PIP, fire, resignation, and crisis deliverables
354- `references/crisis-management-playbook.md` — **canonical crisis home** (severity matrix, war room, channels)
355- `references/crisis-preparedness-checklist.md` — contact tree, status page, tabletop cadence
356- `references/saas-pr-crisis-experts.md` — Lemkin, Highwire, Offleash, Ruettimann
357- `templates/crisis-holding-statement.md` · `templates/crisis-customer-email.md` · `templates/crisis-internal-memo.md` · `templates/crisis-faq-for-support.md`
358- `references/cro-enterprise-strategy.md` — **canonical CRO home** (McMahon, Snowflake, Databricks)
359- `references/expert-frameworks.md` — GTM leader experts map
360- `references/team-design-gtm-projects.md` — DRI, launch pods, project span of control
361- `references/force-management-playbook.md` — Repo root: alignment cadence, reporting structures, pod economics
362- `references/benioff-v2mom-guide.md` — V2MOM planning system
363- `templates/v2mom-gtm.md` — annual GTM alignment template
364- `templates/hire-decision-scorecard.md`
365- `templates/difficult-conversation.md`
366- `templates/performance-pip.md`
367- `templates/termination-conversation.md`
368- `references/resignation-playbook.md` — voluntary exit, counter-offers, handoff
369- `templates/resignation-conversation-script.md` — manager receiving notice
370- `templates/resignation-handoff-checklist.md` — pipeline + account transfer
371- `templates/exit-interview-questions.md` — HR / skip-level exit interview
372 
373## Related Skills
374 
375- `gtm-role-descriptions` — JDs, comp plan templates, org charts
376- `sales-team-building` — Hire sequence, PODs, comp models
377- `hiring-by-role` — Interview scorecards
378- `team-management` — 1:1s, OKRs, delegation (general management)
379- `sales-coaching` — REKS, deal coaching
380- `employment-compliance` — Legal termination requirements
381- `buyer-indecision` — JOLT for stuck deals (buyer side, not HR)
382- `investor-updates` — investor/board comms during Sev 3+ crises
383- `customer-marketing` — reputation, negative reviews, advocacy pause rules
384- `cs-playbooks` — customer-facing incident comms and FAQ handoff
385- `deal-desk` — legal-gtm review before external statements (Pattern 29)
386 

Discussion

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