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reopt Handbook
reopt Handbook
AI-Era GTM

Strategy Reset

AI GTM PrinciplesMarket and ICP ResetPositioning and Messaging

Demand Generation

AI Discovery and ContentSignal-led Demand GenAI Outbound

Revenue Motion

Hybrid PLG and SLGPOC and Value EngineeringSales Agent PlaybookPricing and Packaging

Retention and Expansion

Customer Success and ExpansionRevOps Data StackOrganization and GovernanceMetrics and Operating Rhythm

Execution

90-Day RoadmapTemplatesCases and Samples

Appendix

Verification ReportUpdates
Handbook›AI-Era GTM›Market and ICP Reset
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Market and ICP Reset

Define market choice and ICP criteria so AI can read, score, and route accounts.

Key takeaways

  • A good ICP is operational data, not narrative: fields, scores, source links, exclusion rules, and routing logic that AI can read and repeat.
  • Define ICP in four layers (firmographic, technographic, trigger, pain/outcome) and add a proof-difficulty axis to segmentation.
  • Keep fit, intent, readiness, and expansion as separate scores, then combine them with weights (0.30F + 0.30I + 0.25R + 0.15E).
  • Route by score: 4.0+ goes to AE within 24 to 48 hours, 3.2 to 3.9 gets data verification, 3.1 or lower goes to nurture or exclusion.
  • Make exclusion rules explicit and recalibrate weights monthly using meetings, POCs, wins, losses, expansion, and churn.

The first step in AI GTM is deciding who to sell to with more precision. AI can gather account information at scale, but without explicit criteria it only creates plausible-looking lists. A good ICP is understandable to sales, recordable in CRM, and repeatably scoreable by AI.

Define ICP in Four Layers

LayerQuestionExample criteria
FirmographicWhat kind of company is it?Industry, size, region, revenue, growth stage
TechnographicWhat systems do they use?CRM, warehouse, cloud, collaboration tools
TriggerWhy now?Funding, hiring, regulation, cost pressure, system change
Pain/OutcomeWhat outcome do they need?Forecast accuracy, cost reduction, productivity, risk reduction

AI-ready ICP

AI-ready ICP is operational data: fields, scores, source links, exclusion rules, and routing logic.

Segment by Proof Difficulty

Traditional segmentation uses company size and industry. AI GTM adds one more axis: how hard it is to prove value.

SegmentBuying powerProof difficultyGTM motion
Clear ROI SMBLow to mediumLowSelf-serve, templates, automated onboarding
Mid-market WorkflowMediumMediumSales assist, product-signal routing
Enterprise TransformationHighHighFDE, security review, POC, executive sponsor
Regulated BuyerHighVery highCompliance, audit, data separation, long procurement

Separate Fit From "Now"

Many teams mix fit score and intent score. That hides the difference between a great account that is not buying now and a noisy account that is active but structurally poor fit.

ScoreMeaningData examples
Fit scoreIs the account structurally right?Industry, size, stack, use case
Intent scoreIs the account trying to solve this now?Search, page visit, event, hiring, tech change
Readiness scoreCan the account adopt?Data quality, budget, owner, security requirements
Expansion scoreCan it expand?Teams, workflows, usage, subsidiaries
ICP Priority=0.30F+0.30I+0.25R+0.15E\text{ICP Priority} = 0.30F + 0.30I + 0.25R + 0.15EICP Priority=0.30F+0.30I+0.25R+0.15E
ResultRouting
4.0+AE or sales assist within 24 to 48 hours
3.2 to 3.9SDR or RevOps verifies data and trigger before nurture or discovery
3.1 or lowerAutomated nurture, long-term watch, or exclusion check

Make Exclusions Explicit

AI is good at finding positive signals. Without exclusion rules it wastes seller time.

  • Accounts that cannot accept the deployment model for security reasons
  • Accounts whose budget does not match pricing structure
  • Accounts where the decision owner does not own the category
  • Accounts that cannot provide data needed for a successful POC
  • Accounts whose custom needs would pull the roadmap too far

ICP Operating Loop

### 1. Review the last 10 win/loss accounts. Look first at buying reason and adoption blockers, not deal size.
### 2. Convert common signals into fields. Keep only signals that can be recorded in CRM, product logs, web behavior, or external events.
### 3. Separate scoring from routing. Score is priority; routing decides owner, playbook, and SLA.
### 4. Recalibrate monthly. Adjust weights using meetings, POCs, wins, losses, expansion, and churn.

ICP Canvas

ItemWorking answer
Primary segmentFirst industry, size, and region to target
Urgent triggerEvent that starts buying consideration
Economic buyerRole that owns budget and priority
Technical blockerSystem or security condition that can block adoption
Proof metricMetric the POC must prove
Exclusion ruleCondition that removes an account from sales motion

Operating Checklist

  • ICP is represented as fields and scores, not just narrative.
  • Fit, intent, readiness, and expansion scores are separate.
  • Exclusion rules affect routing.
  • AI-generated account lists include source links and signals.
  • Win/loss review updates ICP weights.

Related docs

Templates

Canvases, scorecards, calculators, and prompts for operating AI GTM.

Segmentation

CRM Standard · Build customer segments that change actions, not just labels.

Hybrid PLG and SLG

Connect product-led growth and sales-led growth in an AI-assisted GTM motion.

ICP and Pipeline

B2B SaaS Sales and Customer Success · Define ideal customers and pipeline stages that produce forecastable revenue.

CRM Strategy

CRM Standard · Align CRM purpose, ownership, and priorities from a leadership perspective.

AI GTM Principles

Strategic principles for redesigning go-to-market in the AI era.

Positioning and Messaging

Build category narrative, value proof, objection handling, and message QA for AI GTM.

On this page

Define ICP in Four LayersSegment by Proof DifficultySeparate Fit From "Now"Make Exclusions ExplicitICP Operating LoopICP CanvasOperating Checklist