For anyone who needs to hear it… mainly sales, revops, finance, customer success and marketing leaders… 👏 Work on your pipeline 👏 and bookings modeling/forecast 👏 together. 👏 A pipeline model is a shared goal. It should be tied to headcount capacity, win rates, conversion through the funnel, and budget considerations/constraints. It’s not all on finance or sales or marketing. Argue about it. Agree to disagree. Push to be as accurate as possible, but take some bets. Do it together. 🙏 Oh and don't forget... works towards a model that includes Stage 2 or Stage 3 ($ & #) as part of the model. And doubly don't forget... to build expansion into your model as it becomes more repeatable and you introduce more products. Cheers!
Please and thank you. 🙏🏻
You're starting to sound like a CRO, my friend! Why not come over to the dark side? Join us. Give in to the power of running fully-integrated GTM. You still get to own Marketing and can finally put the SDR org where it belongs... 😆
It's really hard to be productive if the right hand doesn't know what the left hand is doing!
Hear, hear! Anddd - It’s a stronger valued for the customer when you approach with a unified plan. It’s a full customer journey across all of those departments. Do it for your customer ✨
It's shockingly common for pipeline models to be created by one team, and trickled down (or worse, enforced) on other teams. Most commonly from finance or sales, down to marketing. Yet marketing often has the insights that can confirm the validity and guide the approach to the model. Otherwise you end up with pipeline models that rely on "pulling levers", i.e. buying leads, and don't even match up to the available TAM.
Internal collaboration and communication is how companies are able to maintain success and a poor culture that doesn't reinforce this can be detrimental.
It's not about "department-level" forecasts anymore. Everyone should be aligned as a unified GTM/Revenue team.
Trevor Wichmann, Anne Hinkle, CPA... reminds me of some fun times working together on forecast models. We were quite the team 🤓
Kyle Lacy if y’all hire me I’ll work on my pipe line FOR SURE 👏🏽👏🏽👏🏽👏🏽
CRO + CMO at Resilia | Driving sustainable growth & impact | Follow for opinions about marketing, GTM alignment, and managing teams.
4moI truly can’t believe this isn’t always how it’s done. If your model doesn’t have risk in it, you’re not betting hard enough. And if it does have risk? I want to make sure we’re all holding hands and agreeing on the bets.