2025

Go to market with Initiatives

Enablement teams can manage, execute, and measure Go-To-Market strategies. They can connect rep activities like content usage and training to business outcomes such as pipeline and revenue — and identify what practices to amplify.

Role
Lead Product Designer
Stage
Zero to One
Domain
Sales Enablement
Timeline
Feb to Dec 2025
Go to market with Initiatives

Go to market teams are investing without visibility into what's working

Teams invest in strategic initiatives — training programs, plays, conversation frameworks — but have no reliable way to know if any of it is actually working.

Are reps doing what they're supposed to do? Are they having the right conversations? Is it moving revenue?

The gap isn't in strategy. It's in visibility.

A three-phase loop: Define, Configure, Track

The product mirrors how GTM teams naturally think about running an initiative — articulate what you're doing, set up what success looks like, then watch it unfold.

Fix what's broken, scale what's working.

01

Define

Articulate the initiative and its strategic intent

02

Configure

Set goals and select the activities you want to measure

03

Track

Monitor progress through a live dashboard

Go to market with Initiatives

Before — open WYSIWYG editor

Go to market with Initiatives

After — structured drag-and-drop scaffolding

A blank slate created friction where we expected freedom.

We started with a WYSIWYG editor. Open-ended flexibility was supposed to let leaders articulate intent freely. Instead, people got absorbed in designing the layout rather than thinking about outcomes.

Feedback from 10 customers in our pilot program made the problem concrete:

7/10

Initiative owners said a blank slate was an overwhelming starting point

3/10

Did not expect to define the initiative in the WYSIWYG editor at all

4/10

Liked the WYSIWYG experience due to familiarity, but needed a template to reduce the number of decisions to be made

BeforeOpen WYSIWYG — leaders design their own layout
AfterStructured drag-and-drop — constrained inputs, clear scaffolding
Go to market with Initiatives

Business Outcomes section — original framing

The correlation metric was hard to understand.

The scorecard introduced the metric that could answer the question "Is completing an activity correlated with higher revenue outcomes?". The metric would help team diffrentiate high and low impact activities.

Customer feedback highlighted that the metric was valuable but hard to understand:

0/10

Customers understood the metric before it was explained to them

10/10

Loved the metric once they understood it

That gap — between zero comprehension and universal enthusiasm — wasn't a data problem. It was a framing problem. The metric was buried in a "Business Outcomes" section, with the activity as footnote text beneath the revenue headline. The cause was buried beneath the effect.

Evangelism was our workaround. Renaming the section to "Business Drivers" was the fix.

Correlation is not just a stat, it's a story

"Business Outcomes" → "Business Drivers" sounds like a copy change. It wasn't. It flipped the entire mental model — with cascading consequences on chart labels, configuration flow, and how customers read the data.

Business OutcomesBusiness Drivers
ModelRevenue leads, activity is contextActivity leads, revenue is proof
Chart readsAvg. revenue: did vs. didn'tFor this activity: revenue difference?
Configure flowPick metric → pick activityPick activity → revenue surfaces
Go to market with Initiatives

Before — "Business Outcomes" framing

Go to market with Initiatives

After — "Activity" framing

+Final dashboard view

Final product — causal chain dashboard

A causal chain GTM leaders can act on

The product now tells a sequential story — not just a dashboard with numbers, but a logic that leaders can follow from behavior to conversation to revenue impact.

01

Training behavior

Are reps completing activities to build the right skills?

02

Customer conversations

Are they having the expected conversations?

03

Revenue correlation

Is completing that activity correlated with higher revenue?

04

Initiative performance

Is the initiative hitting its revenue goal in aggregate?

What this product taught me

Learning 01
Reducing friction reveals latent needs
Simplifying configuration uncovered usage patterns we never designed for. When you remove obstacles, people show you what they actually want.
Learning 02
Framing drives engagement as much as the data itself
The correlation metric didn't change. How we contextualized it did — and that changed everything. Insight without narrative is invisible.