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
- Classify severity (1–4) — escalate up when uncertain in the first hour
- Stand up war room — IC (eng), comms lead, CS captain, legal (Sev 3+), CEO voice (Sev 2+)
- First 60 minutes — internal facts doc → holding statement → status page if customer-visible → internal memo before social
- Audience order — employees → affected customers → investors (Sev 3+) → press only if public
- Apology framework — Acknowledge → Own → Act → Follow up (counsel reviews Sev 3+)
- 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:
- Read company vision — draft GTM Vision (1–2 sentences)
- Define Values that constrain behavior (trust, forecast honesty, customer success)
- List Methods (prioritized plays) with owners — POD launch, CS expansion, etc.
- Surface Obstacles honestly — ramp gaps, tooling debt, ICP confusion
- Set 5–8 Measures with baseline → target — ARR, NRR, forecast accuracy, hygiene
- 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:
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:
- Prepare: Facts only (CRM, attainment, call recordings). No labels.
- Open: "I want to talk about [specific metric/behavior]."
- Behavior → Impact: "When you [X], the impact is [Y]."
- Ask: "What's your read? What would you change?"
- Agree: Written next steps + date.
- 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):
- Missed targets with no credible system improvement after 2+ quarters
- 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
- Legal: HR +
employment-compliance — documentation, timing, severance
- Meeting: Short, factual, no debate. Same day remove system access.
- Script:
templates/termination-conversation.md
- Team comm: Same day — what changes, interim owner, no gossip
- 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
- Receive with dignity (Kim Scott) — thank them; don't guilt or panic-counter
- Confirm last day — per policy; extend only for critical customer handoff
- Same-day CRM — reassign all opps within 24h (Lemkin pipeline rule)
- Handoff doc —
templates/resignation-handoff-checklist.md
- Team comm — factual; interim owner named
- 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 → skills/gtm-ops/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
Common Pitfalls
- Ruinous empathy. Avoiding quota truth until Q4. Fix: weekly pipeline
reviews with documented feedback.
- Firing the number, not the system (leaders). Replace VP without fixing
role scope. Fix: hire for system-building; 2-quarter runway.
- No PIP paper trail. Legal and moral risk. Fix: written expectations + dates.
- Comp plans that reward bad revenue. Bookings without NRR. Fix: clawbacks,
CRO gates at scale.
- 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
skills/gtm-ops/gtm-operations/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
Related Skills
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-leadership3description: 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. Grounded in Roberge, Lemkin, Kim Scott, Bridge Group, Pavilion, and WbD. Use when firing a rep or leader, having a hard conversation, evaluating a VP/CRO hire, or approving comp plans. Triggers on: "fire sales rep", "fire VP Sales", "difficult conversation", "performance conversation", "PIP", "terminate employee", "GTM leadership", "sales leader evaluation", "when to fire", "how to hire sales leader", "crisis management", "incident comms", "outage communication", "holding statement", "PR crisis".4license: MIT5---67**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.89# GTM Leadership1011## Overview1213Revenue leadership is not "hit the number and yell louder." GTM leaders hire14the machine, design comp that produces the right behavior, coach through15difficult truth, and remove people who poison velocity — fast enough to16protect the team, slow enough to be fair. The mistake: firing without a17documented system, or avoiding hard conversations until a quarter is lost.1819This skill is the **people operations layer** for GTM leaders: hire decision20framework, performance and termination conversations, comp approval, and when21to exit a leader. Comp strategy (canonical) → `executive-compensation/references/gtm-compensation-strategy.md`22(Pattern 35). IC bands + JDs → `gtm-role-descriptions`. Interview scorecards →23`hiring-by-role`. Hire sequence → `sales-team-building`.2425## When to Use2627- "How do I fire a sales rep / AE / SDR?"28- "When should I fire my VP Sales?"29- "Script for difficult performance conversation"30- "PIP for underperforming AE"31- "How to tell someone they're not hitting quota"32- "Approve a comp plan for my team"33- "Evaluate CRO / VP Sales candidate"34- "Conversation about forecast sandbagging"35- "Employee resigned — what do I do?"36- "Exit interview questions"37- "Counter-offer when rep quits"38- "Security breach — what do we tell customers?"39- "Outage war room — who owns what?"40- "Draft holding statement / crisis comms"41- "Layoff communication plan"42- "Bad press going viral — CEO response?"4344Do not use for legal termination requirements alone — load `employment-compliance`.45Do not use for statement liability review alone — load `deal-desk` → `legal-gtm-playbook.md`.46Do not use for buyer-side indecision — load `buyer-indecision` (JOLT).4748## Authoritative Foundations4950- **Mark Roberge.** Hire for traits (Coachable, Curious, Prior success,51 Intelligent, Work ethic); train for skills. Mis-hire cost compounds — use52 structured scorecards, not gut. Ramp is a curriculum, not sink-or-swim.53- **Jason Lemkin (SaaStr).** Founder closes 10–20 deals before first AE. VP54 Sales after ~$2M ARR with reps at quota. Rushed leadership searches (30 days)55 produce attribution-error hires — "scaled X to Y" at wrong stage.56- **Kim Scott — Radical Candor.** Care personally + challenge directly. Difficult57 conversations use Behavior → Impact → Ask. Ruinous empathy (avoiding truth)58 kills sales teams faster than one bad quarter.59- **Bridge Group / Pavilion.** Quota:OTE ~5:1 for ICs; OTE ≤20% of year-1 quota.60 CRO comp increasingly gated on ARR + NRR + efficiency — not bookings alone.61- **Winning by Design REKS.** Before firing IC: diagnose Results → Efforts →62 Knowledge → Skills. Wrong layer = wrong fix (training vs territory vs fit).63- **Patty McCord — Powerful.** Talent density: keep people who make others64 better. Fire brilliant jerks and passive resistors — culture fit is performance.65- **Marc Benioff — V2MOM.** Annual **Vision, Values, Methods, Obstacles, Measures**66 aligns the revenue org to company strategy — not vanity OKRs. Publish internally;67 cascade quotas from Measures. Load `references/benioff-v2mom-guide.md`.68- **Force Management — Cross-Functional Alignment Cadence.** Weekly pipeline +69 handoff hygiene; monthly GTM scorecard (Sales + Marketing + CS); quarterly70 territory, quota, and pod economics true-up. Reporting structures by ARR stage71 and span of control (6–8 ICs per manager). See `references/force-management-playbook.md`.72- **John McMahon — *The Qualified Sales Leader*.** 5× CRO; Snowflake/MongoDB73 board. MEDDICC as shared operating language; **inspect what you expect** in74 weekly 1:1s (deal evidence, not rep confidence); hire **managers before rep75 waves**; 5-quarter board model with productivity-per-rep and new-logo vs76 expansion mix. Anti-patterns: happy ears, lone wolves, premature scale.77 Canonical → `references/cro-enterprise-strategy.md` (Pattern 31).78- **Frank Slootman — *Amp It Up*.** Snowflake CEO era: align sales comp to79 **consumption** (not bookings on usage-based revenue); unified exec metrics;80 industry GTM pods; deployment velocity over CS bureaucracy. Case study section81 in `cro-enterprise-strategy.md`.82- **Databricks hybrid GTM (Ghodsi / Gabrisko).** PLG for acquisition, enterprise83 field for scale — complementary layers. Technical sellers run POCs; consumption84 (DBU) pricing matches cloud buyer mental models. See `cro-enterprise-strategy.md`.85- **Jason Lemkin — crisis stakeholder trust.** Never skip monthly investor updates86 in bad months; explain stumbles before they hit MRR; own mistakes fast. Source:87 [Handling Bad News](https://www.saastr.com/handling-bad-news/). Pairs with88 `investor-updates` and Pattern 33.89- **Laurie Ruettimann — workforce crises.** Layoffs: early-week notification,90 written summary, HR/legal script — no ad-lib. Internal comms stay frequent and91 human. Source: [Approach Layoffs](https://laurieruettimann.com/how-to-approach-layoffs-at-your-organization/).9293## Step-by-Step: Crisis Leadership (Executive)9495**Canonical:** `references/crisis-management-playbook.md` · Pattern 33 in `using-gtm-skills`96971. **Classify severity** (1–4) — escalate up when uncertain in the first hour982. **Stand up war room** — IC (eng), comms lead, CS captain, legal (Sev 3+), CEO voice (Sev 2+)993. **First 60 minutes** — internal facts doc → holding statement → status page if customer-visible → internal memo before social1004. **Audience order** — employees → affected customers → investors (Sev 3+) → press only if public1015. **Apology framework** — Acknowledge → Own → Act → Follow up (counsel reviews Sev 3+)1026. **Post-crisis** — blameless post-mortem; retention vs 90-day baseline; quarterly tabletop103104**Preparedness (before crisis):** `references/crisis-preparedness-checklist.md` 105**Statement shells:** `templates/crisis-holding-statement.md`, `crisis-customer-email.md`, `crisis-internal-memo.md` 106**PR expert context:** `references/saas-pr-crisis-experts.md` 107**Breach path:** `references/gtm-data-exchange-playbook.md`, `gtm-security-hygiene-basics.md`108109## Step-by-Step: Annual GTM Alignment (V2MOM)110111Before Q1 hiring and comp finalization:1121131. Read company vision — draft GTM Vision (1–2 sentences)1142. Define Values that constrain behavior (trust, forecast honesty, customer success)1153. List Methods (prioritized plays) with owners — POD launch, CS expansion, etc.1164. Surface Obstacles honestly — ramp gaps, tooling debt, ICP confusion1175. Set 5–8 Measures with baseline → target — ARR, NRR, forecast accuracy, hygiene1186. Cascade to manager V2MOMs; quotas must trace to Methods119120Template: `templates/v2mom-gtm.md` 121Enterprise CRM tie-in: **crm-toolkit** → benioff-enterprise-playbook122123## Step-by-Step: Hire (GTM Leader Lens)124125### Phase 1 — Role and Timing126127| Hire | Minimum Trigger | Expert Anchor |128|---|---|---|129| First AE | Founder closed 10–20 deals; playbook exists | Lemkin, Roberge |130| SDR | AEs need pipeline; not before AE motion works | `sales-team-building` |131| Player-coach mgr | 2+ AEs; one at quota 2 quarters | WbD POD |132| VP Sales | $5M+ ARR, proven AE productivity | Betts, Pavilion |133| CRO | $15M+ ARR; unified revenue P&L | Pavilion CRO Council |134135Full JD + comp → `gtm-role-descriptions`. Interviews → `hiring-by-role`.136137### Phase 2 — Leader Hire Scorecard138139Use `templates/hire-decision-scorecard.md`. Weight:140141| Criteria | Weight | Evidence Required |142|---|---:|---|143| System-building (not heroics) | 30% | Built comp, ramp, forecast cadence — not inherited |144| Stage-fit | 25% | Same ACV/motion/ARR band as you |145| Quota attainment history | 25% | Last 4 quarters % — numbers, not stories |146| Culture / coaching | 20% | Backchannel refs from direct reports |147148**Red flags:** Blames team in references; no documentation of methodology;149only "scaled" at one lucky segment.150151### Phase 3 — Offer and Comp Approval152153Pick role-specific comp template from **gtm-role-descriptions** (SDR, AE, manager, VP/CRO).154Strategies in **gtm-role-descriptions** → saas-comp-strategies.155156Leader approval checklist:157- [ ] Quota:OTE ratio defensible (Bridge Group)158- [ ] Ramp documented for new hires under this leader159- [ ] Clawbacks and draw terms clear160- [ ] Behavior incentives match strategy (quality vs volume)161162## Step-by-Step: Coach Before Fire (IC)163164### Phase 4 — REKS Diagnosis165166Before PIP or exit, run REKS via **sales-coaching** (reks-diagnostic + coaching-plan-30-day templates):167168| Layer | Question | Fix If Gap |169|---|---|---|170| Results | Attainment % last 4 quarters? | Territory? Quota? |171| Efforts | Activity and pipeline coverage? | Coaching, discipline |172| Knowledge | Knows product, ICP, process? | Enablement |173| Skills | Discovery, demo, negotiate? | Role-play, shadow |174175If Results fail after Efforts/Knowledge/Skills are adequate → fit issue, not training.176177### Phase 5 — Difficult Conversation (Radical Candor)178179Structure every hard conversation:1801811. **Prepare:** Facts only (CRM, attainment, call recordings). No labels.1822. **Open:** "I want to talk about [specific metric/behavior]."1833. **Behavior → Impact:** "When you [X], the impact is [Y]."1844. **Ask:** "What's your read? What would you change?"1855. **Agree:** Written next steps + date.1866. **Document:** Same day in HR file / manager log.187188Templates: `templates/difficult-conversation.md`, `templates/performance-pip.md`.189190**Topics GTM leaders avoid but must have:**191- Quota miss pattern (3+ weeks pipeline hygiene)192- Forecast sandbagging / optimism193- Toxic behavior toward SDRs or CS194- Skipping CRM / methodology195- Comp plan gaming (bad-fit deals for commission)196197## Step-by-Step: Fire (IC or Leader)198199### Phase 6 — When to Terminate200201**IC sales (AE/SDR):** After documented PIP (typically 30–60 days) OR immediate202for integrity violations (falsified pipeline, harassment, policy breach).203QuotaSignal: AE mis-hire total cost ~$484K over 24 months — delay is expensive.204205**Sales leader (VP/CRO):** Two grounds (Rose Garden / operator consensus):2061. **Missed targets** with no credible system improvement after 2+ quarters2072. **Culture damage** — team attrition, blame shifting, toxic environment208209CRO churn cycle: firing for output without fixing role design repeats failure.210Evaluate: did they build forecast discipline, comp, ramp — or inherit?211212### Phase 7 — Termination Execution2132141. **Legal:** HR + `employment-compliance` — documentation, timing, severance2152. **Meeting:** Short, factual, no debate. Same day remove system access.2163. **Script:** `templates/termination-conversation.md`2174. **Team comm:** Same day — what changes, interim owner, no gossip2185. **Pipeline:** Manager owns all opps within 24h; reassign in CRM219220**Never:** Surprise firing without prior documented feedback; firing in public;221letting leader "resign" without addressing team impact when culture was toxic.222223## Step-by-Step: Resignation (Voluntary Exit)224225Load `references/resignation-playbook.md` — distinct from termination.226227### Phase 8 — Employee Gives Notice2282291. **Receive with dignity** (Kim Scott) — thank them; don't guilt or panic-counter2302. **Confirm last day** — per policy; extend only for critical customer handoff2313. **Same-day CRM** — reassign all opps within 24h (Lemkin pipeline rule)2324. **Handoff doc** — `templates/resignation-handoff-checklist.md`2335. **Team comm** — factual; interim owner named2346. **Counter-offer** — only if you would change comp/role without resignation threat235236Script: `templates/resignation-conversation-script.md`237238### Phase 9 — Exit Interview & Learnings239240- HR or skip-level runs `templates/exit-interview-questions.md` — not manager241- Aggregate themes quarterly; feed onboarding fixes → `revenue-team-onboarding`242- Document boomerang eligibility243244## SaaS Comp Strategies (Leader View)245246Leaders approve comp — templates in `gtm-role-descriptions`:247248| Strategy | When | Risk |249|---|---|---|250| Linear 50/50 AE | Default SMB/mid-market | Pays volume over quality |251| Accelerated 100–120%+ | Growth mode | Mercenary short-term deals |252| SDR on SQO not dials | Outbound quality | Under-activity if threshold low |253| CSM on NRR not tickets | Expansion motion | Ignores logo churn if GRR weak |254| CRO gated ARR+NRR+EBITDA | Scale stage | Complexity; needs RevOps model |255256Full reference: **gtm-role-descriptions** → saas-comp-strategies.257258## GTM Project Team Design259260For launches, migrations, and QBRs — not line-management org charts — load261`gtm-operations` → `skills/gtm-ops/gtm-operations/references/team-design-gtm-projects.md`.262263| Concept | Leader action |264|---|---|265| **DRI** | Name one person per project; exec sponsor = Informed unless escalation |266| **Launch pod** | Temporary 4–8 week matrix: ops + creative + enablement; AEs stay on quota |267| **Span of control** | RevOps IC: 2–3 active projects max; dedicated PM: 4–5 |268| **RACI** | Sign charter before kickoff — `gtm-operations/templates/raci-matrix-template.md` |269| **Ongoing alignment** | Monthly GTM scorecard — `references/force-management-playbook.md` |270271Hiring a RevOps project manager: [RevOps Co-op guide](https://www.revopscoop.com/post/hiring-a-revenue-operations-professional-project-manager).272273## Output Format274275Deliverable by request type:276- **Hire:** scorecard + comp template + JD cross-ref277- **Coach:** difficult conversation script + REKS diagnosis278- **PIP:** 30–60 day plan with weekly milestones279- **Fire:** termination script + team comm draft + pipeline reassignment checklist280- **Resignation:** handoff checklist + manager script + exit interview set281282## Quality Check283284- [ ] Facts documented before emotional conversation285- [ ] REKS or leader scorecard completed before exit decision286- [ ] Radical Candor structure (care + challenge), not obnoxious aggression287- [ ] Comp approval uses Bridge Group ratios288- [ ] employment-compliance consulted for termination289- [ ] Team and pipeline handoff planned same day as exit290291## Common Pitfalls2922931. **Ruinous empathy.** Avoiding quota truth until Q4. Fix: weekly pipeline294 reviews with documented feedback.2952. **Firing the number, not the system (leaders).** Replace VP without fixing296 role scope. Fix: hire for system-building; 2-quarter runway.2973. **No PIP paper trail.** Legal and moral risk. Fix: written expectations + dates.2984. **Comp plans that reward bad revenue.** Bookings without NRR. Fix: clawbacks,299 CRO gates at scale.3005. **Backchannel skip on leader hires.** Supervisors lie. Fix: 2+ direct report refs.301302## Step-by-Step: CRO 90-Day Plan (Enterprise)303304Load `references/cro-enterprise-strategy.md` for full checklists. Summary:305306| Phase | Focus |307|---|---|308| Weeks 1–2 | Forecast audit (4 quarters); MEDDICC CRM coverage |309| Weeks 3–4 | Weekly inspection live; top slipping commits coached |310| Weeks 5–6 | Territory fairness; manager span 6–8 ICs |311| Weeks 7–8 | Comp audit — bookings vs consumption vs NRR |312| Weeks 9–12 | Board 5-quarter model; hiring vs productivity curve |313314**Board metrics:** Tie to `gtm-metrics` → `public-company-gtm-metrics.md` and Meritech at $100M+ ARR.315316## Execution Artifacts317318- `references/framework-notes.md` — Framework index and authority routing319- `templates/output-template.md` — Primary deliverable shell320- `scripts/check-output.py` — Validates hire, coach, PIP, fire, resignation, and crisis deliverables321- `references/crisis-management-playbook.md` — **canonical crisis home** (severity matrix, war room, channels)322- `references/crisis-preparedness-checklist.md` — contact tree, status page, tabletop cadence323- `references/saas-pr-crisis-experts.md` — Lemkin, Highwire, Offleash, Ruettimann324- `templates/crisis-holding-statement.md` · `templates/crisis-customer-email.md` · `templates/crisis-internal-memo.md` · `templates/crisis-faq-for-support.md`325- `references/cro-enterprise-strategy.md` — **canonical CRO home** (McMahon, Snowflake, Databricks)326- `references/expert-frameworks.md` — GTM leader experts map327- `skills/gtm-ops/gtm-operations/references/team-design-gtm-projects.md` — DRI, launch pods, project span of control328- `references/force-management-playbook.md` — Repo root: alignment cadence, reporting structures, pod economics329- `references/benioff-v2mom-guide.md` — V2MOM planning system330- `templates/v2mom-gtm.md` — annual GTM alignment template331- `templates/hire-decision-scorecard.md`332- `templates/difficult-conversation.md`333- `templates/performance-pip.md`334- `templates/termination-conversation.md`335- `references/resignation-playbook.md` — voluntary exit, counter-offers, handoff336- `templates/resignation-conversation-script.md` — manager receiving notice337- `templates/resignation-handoff-checklist.md` — pipeline + account transfer338- `templates/exit-interview-questions.md` — HR / skip-level exit interview339340## Related Skills341342- `gtm-role-descriptions` — JDs, comp plan templates, org charts343- `sales-team-building` — Hire sequence, PODs, comp models344- `hiring-by-role` — Interview scorecards345- `team-management` — 1:1s, OKRs, delegation (general management)346- `sales-coaching` — REKS, deal coaching347- `employment-compliance` — Legal termination requirements348- `buyer-indecision` — JOLT for stuck deals (buyer side, not HR)349- `investor-updates` — investor/board comms during Sev 3+ crises350- `customer-marketing` — reputation, negative reviews, advocacy pause rules351- `cs-playbooks` — customer-facing incident comms and FAQ handoff352- `deal-desk` — legal-gtm review before external statements (Pattern 29)