Gtm Strategy Cross Functional Alignment

---
name: gtm-strategy-cross-functional-alignment
description: "Helps marketers drive GTM alignment across sales, product, leadership, and customer success — covering ICP alignment, positioning change, messaging, pricing, and GTM operating systems"
version: "2026-04-21"
episode_count: 19
---

# GTM Strategy & Cross-Functional Alignment

## Overview
This skill covers how B2B marketers can build and maintain alignment across sales, product, customer success, and leadership on go-to-market strategy — including ICP definition, positioning changes, messaging, pricing, and GTM operating systems. It also addresses how to sequence alignment conversations and structure cross-functional ownership for durable execution. All practices are sourced exclusively from Exit Five podcast guests; no external frameworks or general best practices have been added.

---

## Building a GTM Operating System

**Implement a repeatable GTM Operating System rather than relying on goals alone.** Companies don't rise to the level of their goals; they rise to the level of their systems. Use eight specific questions as the foundation of this system: (1) What is our differentiated point of view? (2) Who is our ideal customer profile? (3) Where can we grow the most? (4) How will we reach them? (5) What is our value proposition? (6) How will we expand with customers? (7) How will we measure success? (8) What is our time to value? The specificity of these questions forces qualifying business decisions rather than vague strategic choices. (Source: Sangram Vajre, Episode #299)

**Start with retention and expansion metrics before optimizing acquisition.** When working through the eight GTM questions, prioritize understanding time-to-value and customer expansion (NRR drivers) first. If retention and expansion don't work, no amount of top-of-funnel growth will save the company. Only after establishing strong retention and expansion metrics should you focus on optimizing acquisition and new logo growth. (Source: Sangram Vajre, Episode #299)

**Ensure strategic alignment and clear goals before optimizing marketing tactics.** Before investing in marketing optimization, confirm the business has clear ownership, defined metrics, regular communication between marketing and leadership, and a shared understanding of business goals. Many marketing problems are not tactical — they're strategic. If marketing is isolated from leadership or lacks alignment with sales and product, no amount of tactical optimization will succeed. (Source: Dave Gerhardt, Episode #148)

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## ICP and Target Account Alignment

**Align the entire go-to-market team on a finite ICP and target account list before concentrating spend.** Establish alignment across marketing, sales, product, and leadership on a specific list of target accounts. Use intelligence and signals to identify accounts that convert at higher rates and move faster through the funnel. Once aligned, concentrate all marketing spend and sales attention on these accounts — this single step drives the greatest ROI impact and prevents wasted effort on misaligned targets. (Source: Morgan Cole, Episode #315)

**Treat an ICP pivot as a cross-functional initiative, not a marketing-only project.** Before changing your target customer profile, ensure alignment across sales, product, and customer success. Each function must understand the new ICP, adjust their processes accordingly, and commit to the pivot. Without this alignment, marketing messaging will not match product capabilities, sales will continue pursuing the old ICP, and customer success will struggle to support the new customer profile. Position marketing as the quarterback of this cross-functional transformation. (Source: Kady Srinivasan, Episode #276)

**Align marketing support to your company's demand motion — inbound, outbound, or partner.** Clarify which motion(s) your company is pursuing, then build marketing to support those specific motions. Supporting an inbound motion requires different tactics (paid ads, website optimization, SEO) than supporting an outbound motion (sales collateral, enablement, training). The mix varies by company; don't assume a default. (Source: Kady Srinivasan, Episode #276)

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## Driving Alignment on Positioning and Messaging Changes

**Diagnose positioning problems by listening for specific patterns in sales calls and pipeline data.** Weak positioning shows up in predictable ways: (1) Prospects don't understand what you are ("What are you again?"), (2) Prospects misclassify you ("You're just like Salesforce"), (3) Prospects don't see the value ("I get what you do, I just don't get why we'd pay for that"). Listen for these signals repeatedly before concluding you have a positioning problem. Frame positioning work as a sales productivity issue — not a marketing initiative — when presenting it internally. (Source: April Dunford, Episode #309)

**Interview sales leadership to surface positioning problems and validate go-to-market decisions.** Before positioning work, ask sales leadership: What objections come up repeatedly? Who are we actually competing against? What's the typical sales cycle length and why? What causes deals to stall or be lost to no decision? What's the pattern of product adoption? Use this data to validate positioning hypotheses and inform GTM strategy decisions. (Source: April Dunford, Episode #309)

**Quantify the status quo problem using a close-lost audit before proposing messaging changes.** Present close-lost findings to sales leadership as a shared problem, not a blame exercise. Frame the opportunity as "we don't have to build as much new pipeline if we fix this closed-loss problem" — this is the sales team's primary motivation. Only after sales agrees that status quo is a material blocker should you move to developing new messaging. Without this alignment, sales will resist messaging changes and revert to old patterns. (Source: Jen Allen-Knuth, Episode #308)

**Lead positioning change initiatives with sales performance data, not opinion.** When proposing a positioning change, first establish that the current positioning is underperforming using concrete metrics (e.g., declining win rates, lower conversion rates). Use this data to build consensus that change is necessary before presenting new positioning. This shifts the conversation from opinion-based debate to fact-based problem-solving. (Source: Dave Gerhardt, Episode #189)

**Validate your differentiator through direct conversations with sellers and buyers — not surveys.** Have empathy sessions with your sales team and get on the phone with actual buyers. Ask sellers: why do people buy you over competitors? Ask buyers: what changed for you when you chose this solution? Phone conversations yield more fruitful insights than mass surveys or blast-out message testing. If you can't articulate your differentiator, positioning work won't help — start upstream with product and founder vision. (Source: Kira Federer, Episode #184)

**Facilitate positioning workshops with product marketing and sales together, using an external facilitator.** Bring both functions into a structured session to define true differentiators. Start by mapping what customers actually care about (not your product), then work backward to identify the beliefs and assumptions you can challenge. An external facilitator prevents the loudest voice from winning and ensures both functions agree on the worldview that backs your positioning. (Source: Jen Allen-Knuth, Episodes #232 and #170)

**Socialize marketing strategy with leadership and sales before execution begins.** Present your marketing strategy to the CEO, sales leadership, and broader company before rolling it out. The first time sales leadership should see your strategy is not months into execution. This ensures buy-in, allows stakeholders to surface concerns privately, and prevents surprises. (Source: Adam Goyette, Episode #164)

*(Note: Who to align with first — CEO or sales leadership — is contested. See Where Experts Disagree.)*

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## Sequencing Cross-Functional Alignment Conversations

**Frame GTM alignment conversations as business questions, not marketing questions.** Rather than calling a meeting a "sales and marketing alignment meeting," call it a "go-to-market meeting" to signal it's about solving a business problem. Ask stakeholders: "Do you think this is important?" and "Can you help me answer these questions so we can understand if all of us would answer the same way?" This framing gives leadership the ownership they need to drive alignment across functions. (Source: Sangram Vajre, Episode #299)

**Use customer research findings to align product, sales, marketing, and leadership on messaging and targeting.** Conduct emotional targeting research and share findings — pains, desired outcomes, emotional drivers — with product, sales, customer success, and leadership. This creates a common language across teams about who you're selling to, why they buy, and how to talk about it. The research breaks down silos and makes it easier to get buy-in for messaging changes because everyone is working from the same customer data rather than opinions. (Source: Talia Wolf, Episode #231)

**Establish cross-functional ownership with clear unit responsibility for GTM.** Rather than siloing marketing, sales, and customer success, create cross-functional leadership teams with shared ownership of a specific business unit or outcome. Give each team clear responsibility and metrics for their unit, but ensure they're working toward the same goal. This structure reduces friction and eliminates constant negotiation over handoffs. (Source: Dave Gerhardt, Episode #148)

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## Vertical and Service Business Alignment

**For service businesses targeting multiple verticals, develop industry-specific positioning — not company-wide positioning.** Plan in 6-month cycles to allow positioning to sink in and reach target audiences. Coordinate outbound campaigns and content roadmaps around vertical-specific offerings, messaging, and target personas. Sync weekly with sales/business development to share feedback on how marketing activities are performing within each vertical and feed prospect conversation insights back into content strategy. (Source: Sara Lattanzio, Episode #268)

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## Marketing as Bridge Between Product and Sales

**Position marketing as an intermediary that validates market signals from sales and translates product strategy into sales narratives.** Sales reps will advocate loudly for specific features; marketing's role is to validate whether those requests represent real market demand or isolated cases. Conversely, once product strategy is set, marketing must enable sales to articulate the product vision and roadmap to buyers — not just the current feature set — because buyers increasingly evaluate vendors on their ability to deliver future capabilities. (Source: Jason Lyman, Episode #263)

**Use market leadership perception to shift buyer decisions and increase win rates.** When you establish undeniable market leadership perception (through brand visibility, analyst positioning, etc.), you force competing buyers to acknowledge they're choosing #2 or #3. This creates friction in their decision-making and increases your win rate on deals you're already in. The business case for brand leadership is measurable through win-rate improvement, not just lead generation. (Source: Melton Littlepage, Episode #223)

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## Pricing Alignment

**Convene cross-functional pricing discussions early and regularly.** Bring together stakeholders from sales, marketing, product, and finance to discuss pricing. Many teams have never had a coordinated conversation about pricing, which leads to misalignment and poor decisions. Start these conversations early, even without all the answers. (Source: Bill Wilson, Episode #216)

**To overcome internal sales objections to public pricing, test it selectively and present deal data.** Show pricing on your website (at least for base tiers; enterprise can be "custom"). Test showing pricing selectively to inbound prospects first, then measure the impact on close rates and sales cycle length. Present this data to the sales team to build buy-in. This proves that transparency accelerates deals rather than hurting them. (Source: Natalie Marcotullio, Episode #178)

**Assign a single owner for the website experience, but require explicit buy-in from sales and product before major changes.** Designate one owner (typically marketing or product marketing) responsible for the end-to-end website experience. Sales and product must agree on messaging, CTAs, and feature prioritization before changes go live. This prevents siloed decisions that hurt the buyer experience or sales process. (Source: Natalie Marcotullio, Episode #178)

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## GTM Motion: Product-Led vs. Sales-Led

*(Note: How much to invest in PLG relative to sales-led motions is contested — see Where Experts Disagree.)*

When advising on GTM motion mix, present both positions to the user and help them evaluate based on their specific context:

- **The case for building PLG alongside a sales-led motion:** Enterprise SaaS companies that don't build a PLG foundation risk being displaced by competitors with bottom-up adoption when enterprise contracts come up for renewal. A free tier fuels the enterprise motion by creating adoption within target accounts before the sales conversation begins. (Source: Natalie Taylor, Episode #162)

- **The caution against over-indexing on PLG:** Pure PLG acquires many customers but limits relationship-building and customer success engagement. PLG customers often resist talking to sales or success teams, making it harder to gather renewal insights, identify expansion opportunities, or provide consultative support. Human touchpoints should be inserted strategically even in PLG models. (Source: Anthony Kennada, Episode #145)

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## Where Experts Disagree

### Disagreement 1: Who should you align with first when driving GTM or positioning change — the CEO or sales leadership?

**Why it matters:** Choosing the wrong starting point for alignment can kill a repositioning or GTM initiative before it starts. Going to the CEO first without sales buy-in can create top-down mandates that sales ignores. Going to sales first without CEO backing can leave the initiative without organizational authority to stick.

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**Position A — CEO first (1 supporter)**

Sangram Vajre (Episode #299) argues the CEO owns go-to-market by default and has the authority to drive alignment across sales, product, and customer success. He recommends framing the conversation as a business problem for the CEO, then proposing the eight-question GTM exercise as an executive team. He explicitly advises against framing it as a "sales and marketing alignment meeting" — call it a "go-to-market meeting" to signal it's a business problem. Getting CEO buy-in first gives the initiative organizational legitimacy and top-down momentum.

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**Position B — Sales leadership first (3 supporters)**

**Dave Gerhardt** (Episode #189) explicitly recommends prioritizing alignment with the VP of Sales or sales leader before seeking CEO or product approval when repositioning. He frames the repositioning effort as a service to sales — not a marketing initiative — to ensure adoption and ground the work in real customer conversations.

**Jen Allen-Knuth** (Episode #308) recommends presenting close-lost audit findings to sales leadership as a shared problem before moving to any messaging changes. Sales agreement that the status quo is a material blocker is the prerequisite for any messaging change initiative.

**April Dunford** (Episode #309) advises framing positioning problems as a sales productivity issue and using sales call signals and pipeline data to convince sales leadership that positioning work is necessary — implying sales leadership alignment is the critical first step before any other stakeholder.

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**Support summary:** 3 vs 1 in favor of sales-first alignment.

**Context dependency:** Partially context-dependent. Vajre is speaking about broad GTM operating system alignment across an entire company, while Gerhardt, Allen-Knuth, and Dunford are specifically addressing repositioning or messaging change initiatives. However, all four are addressing the same underlying question of who to align with first when driving GTM change, and the advice genuinely conflicts even within overlapping contexts.

**How to use this:** When helping a user decide where to start, surface this disagreement explicitly. If the user is driving a company-wide GTM operating system overhaul, Vajre's CEO-first approach may be more applicable. If the user is driving a repositioning or messaging change initiative, the weight of evidence (3 vs 1) favors starting with sales leadership.

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### Disagreement 2: Should B2B companies build a product-led growth motion alongside or instead of a sales-led motion?

**Why it matters:** Choosing the wrong GTM motion mix can either leave you vulnerable to bottom-up competitive displacement (too little PLG) or undermine customer relationships and expansion revenue (too much PLG) — both are costly mistakes for B2B SaaS companies.

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**Position A — Build PLG alongside the sales-led motion (1 supporter)**

**Natalie Taylor** (Episode #162) argues that enterprise SaaS companies should build a PLG foundation in parallel with their sales-led motion. She cites the Figma vs. Envision example as a cautionary tale: companies that don't build PLG foundations get displaced by competitors with bottom-up adoption when enterprise contracts come up for renewal. A free tier fuels the enterprise motion by creating adoption within target accounts before the sales conversation begins.

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**Position B — Caution on pure PLG (1 supporter)**

**Anthony Kennada** (Episode #145) argues that over-indexing on PLG limits relationship-building and customer success engagement. PLG customers often resist talking to sales or success teams, making it harder to gather renewal insights, identify expansion opportunities, or provide consultative support. He recommends inserting human touchpoints at strategic moments in the customer journey, even in PLG models.

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**Support summary:** 1 vs 1 — a genuine split with no majority position.

**Context dependency:** Partially context-dependent. Taylor is speaking specifically about enterprise SaaS companies at risk of bottom-up competitive displacement. Kennada is speaking about the risks of pure PLG for customer success and expansion. Both are addressing the same strategic question of how much to invest in PLG relative to sales-led motions, and their advice points in genuinely different directions.

**How to use this:** When helping a user evaluate their GTM motion mix, do not present either position as settled. Surface both, then help the user assess: (1) Are they at risk of bottom-up competitive displacement? (2) How critical is consultative customer success to their expansion revenue? The answers should shape which risk they weight more heavily.

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## What NOT To Do

- **Do not frame GTM alignment as a "sales and marketing alignment meeting."** This signals it's an internal turf war rather than a business problem, and reduces CEO and leadership engagement. Call it a "go-to-market meeting" instead. (Source: Sangram Vajre, Episode #299)

- **Do not propose positioning changes based on opinion.** Always lead with concrete performance data (win rates, conversion rates, close-lost patterns) to establish that change is necessary before presenting new positioning. Opinion-based debates stall initiatives. (Source: Dave Gerhardt, Episode #189)

- **Do not treat an ICP pivot as a marketing-only initiative.** Without alignment from sales, product, and customer success, marketing messaging will not match product capabilities, sales will continue pursuing the old ICP, and customer success will struggle. (Source: Kady Srinivasan, Episode #276)

- **Do not use surveys as the primary method for validating differentiators.** Mass surveys and blast-out message testing yield less insight than direct phone conversations with sellers and buyers. (Source: Kira Federer, Episode #184)

- **Do not let sales leadership see your marketing strategy for the first time at company kickoff.** Socialize it before execution begins so stakeholders can surface concerns privately and buy in before the plan is public. (Source: Adam Goyette, Episode #164)

- **Do not optimize acquisition before establishing retention and expansion.** If you don't know your time-to-value and NRR, generating large pipelines will only acquire customers you can't keep. (Source: Sangram Vajre, Episode #299)

- **Do not allow the loudest voice (often sales) to dominate positioning workshops without facilitation.** Without a structured process and external facilitator, positioning work defaults to internal politics rather than customer reality. (Source: Jen Allen-Knuth, Episodes #232 and #170)

- **Do not make major website changes without explicit buy-in from sales and product.** Siloed website decisions hurt the buyer experience and the sales process. (Source: Natalie Marcotullio, Episode #178)

- **Do not assume a single GTM motion (inbound, outbound, or partner) applies to all companies.** Clarify which motion(s) your company is actually pursuing before building marketing to support them. (Source: Kady Srinivasan, Episode #276)

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## Sources

| Episode | Guest | Date |
|---------|-------|------|
| Episode #315 | Morgan Cole | 2025-12-25 |
| Episode #309 | April Dunford | 2025-12-04 |
| Episode #308 | Jen Allen-Knuth | 2025-12-01 |
| Episode #299 | Sangram Vajre | 2025-10-30 |
| Episode #276 | Kady Srinivasan | 2025-08-25 |
| Episode #268 | Sara Lattanzio | 2025-07-28 |
| Episode #263 | Jason Lyman | 2025-07-10 |
| Episode #232 | Jen Allen-Knuth | 2025-03-27 |
| Episode #231 | Talia Wolf | 2025-03-24 |
| Episode #223 | Melton Littlepage | 2025-02-27 |
| Episode #216 | Bill Wilson | 2025-02-03 |
| Episode #189 | Dave Gerhardt | 2024-10-31 |
| Episode #184 | Kira Federer | 2024-10-14 |
| Episode #178 | Natalie Marcotullio | 2024-09-23 |
| Episode #170 | Jen Allen-Knuth | 2024-08-26 |
| Episode #164 | Adam Goyette | 2024-08-05 |
| Episode #162 | Natalie Taylor | 2024-07-29 |
| Episode #148 | Dave Gerhardt | 2024-06-10 |
| Episode #145 | Anthony Kennada | 2024-05-30 |