A structured playbook for proving, scaling, and owning the AI marketing category — with clear ownership at every layer.
Validation → Expansion → Transformation. Each phase has distinct objectives, metrics, and success criteria before unlocking the next.
In priority order. If activation breaks, nothing else matters.
Clear ownership across every growth initiative. No ambiguity, no overlap.
| Initiative | Product | Engineering | Marketing | Sales | CS | Finance | CEO |
|---|---|---|---|---|---|---|---|
| Product Roadmap | A/R | C | C | C | C | I | C |
| Feature Prioritization | A/R | R | C | C | C | I | I |
| Pricing & Packaging | A | I | R | R | C | R | C |
| ICP Definition | A/R | I | R | R | C | I | C |
| Go-to-Market Strategy | C | I | A/R | R | I | I | A |
| Demand Generation | I | I | A/R | C | I | C | I |
| Sales Enablement | R | I | R | A/R | C | I | I |
| Pipeline → Revenue | C | I | R | A/R | C | R | I |
| Onboarding Design | A/R | R | I | C | R | I | I |
| Retention & NRR | A | R | C | C | R | I | I |
| Churn Analysis | A | I | C | C | A/R | I | I |
| Integrations & Partnerships | A/R | R | C | C | I | I | C |
| Technical Architecture | C | A/R | I | I | I | I | I |
| Security & Compliance | C | A/R | I | I | I | I | I |
| Financial Forecasting | C | I | C | R | C | A/R | A |
| Hiring (Product/Eng) | A | A | I | I | I | C | A |
| Brand Positioning | C | I | A/R | C | C | I | A |
| Client QBRs | C | I | C | R | A/R | I | I |
Ownership is clear. Accountability is specific. KPIs are non-negotiable.
Five moves that unlock Phase 1 momentum. In this order.