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── PLAYBOOK · GTM STRATEGY
✓ APPROVED

Find and message your core personas

You sell to a company but people buy. Identify the personas that move deals and speak to each one.

[ BUILT GTM ]

Find and message your core personas

Solvethe problem worth solving
Problem · 01GTM Strategy

You sell to a company but people buy.

Identify the personas that move deals and speak to each one.

Stackthe workflow, box by box
Claude01
Design a customer-interview study and turn transcripts into messaging.
Interview across the committee and name the roles that recur, the filter icp-interview-finder uses next to pick who to approach inside each account.
Connect to analyze
AI
Salesforce02
Get a ranked slate of customers to interview.
Rank the best-fit accounts and name the most senior active contact in each, a starting thread into the account, not a guaranteed slate of every buying-committee role. Use that thread to ask your way to the other roles inside the account.
Powers up with
AI
Claude03
Write positioning your whole team can repeat the same way.
Build a message house that speaks to each persona.
Connect to analyze
AI
Claude04
Walk in with the questions that qualify.
Ask the questions that fit the persona in front of you.
Connect to analyze
AI
Splithow control passes: agents branch left, humans right
HUMAN + AI, IN THE LOOP
How control passes.
AgentsHuman
Agent01
Design a customer-interview study and turn transcripts into messaging.
Claude runs it.
Agent02
Get a ranked slate of customers to interview.
Salesforce runs it.
Agent03
Write positioning your whole team can repeat the same way.
Claude runs it.
Agent04
Walk in with the questions that qualify.
Claude runs it.
The skills run the work. You stay in the loop on the calls that need judgment.
Outputwhat the workflow produces
OUTPUT · 01

The personas that matter

OUTPUT · 02

One senior contact per target account as your starting thread into the buying committee

OUTPUT · 03

A message house per persona

OUTPUT · 04

Discovery that fits them

Outcomethe result it drives
OUTCOME · 01

One job, many titles

The same real build that rebuilt the ICP also rebuilt the personas: message houses written to speak to each buyer instead of one generic pitch.

Built GTM
── 01 / WHY RUN IT

You write one deck and send it to everyone in the account. The RevOps lead and the finance approver get the same pitch as your champion, and the deal stalls because nobody feels like you understood their actual problem.

RUN THIS AND YOU CAN
The two or three personas that actually move your deals, named from real interviews
One senior contact per target account as a starting thread into the committee
A message house per persona: the value, the proof, the objection reframe
Discovery questions that fit whoever is actually in the room
── 02 / THE RUN, STEP BY STEP

The workflow that solves it, one step at a time.

Each step is the plain question you are already asking. The skills answer them in order, one handing its receipt to the next.

1✓ TESTED
Design a customer-interview study and turn transcripts into messaging.

Who to talk to, a non-leading interview guide, and how to turn transcripts into positioning and messaging inputs.

YOU GETThe interview slate, the non-leading guide, and transcripts-to-positioning.
OPEN THE SKILL →
2✓ TESTED
Get a ranked slate of customers to interview.

Scores every paying customer against your ICP and returns a prioritized list with a verdict and reason each.

YOU GETThe scoring against your ICP and the ranked interview slate.
OPEN THE SKILL →
3✓ TESTED
Write positioning your whole team can repeat the same way.

Turns what you do, who it's for, and why you win into one positioning statement and a full message house.

YOU GETThe positioning statement, the value pillars, the proof points, and objection reframes.
OPEN THE SKILL →
4✓ TESTED
Walk in with the questions that qualify.

Tailored discovery questions sequenced problem to impact to next step, each mapped to your qualification framework.

YOU GETThe question set, the impact quantifiers, and the field each question maps to.
OPEN THE SKILL →
WHERE YOU LAND

The personas that matter, one senior contact per target account as your starting thread into the buying committee, a message house per persona, and discovery that fits them.

EVERY STEP, TESTED AND PASSED
EVAL RESULTPASS4/4 dimensions
HOW WE EVAL →
Skills resolve
Structure + proof
Example chat
Quality judge
  • All 4 chained skills resolve to real, scored skills.
  • Has a problem, an outcome, 2+ steps, and proof from a real build.
  • Ships an example chat showing the play run in Claude.
  • Reads in plain operator voice, grounded in a real build.
Last eval run 2026-08-05
DEEP EVAL · PASS
THE STANDARD →

We did not just check the structure. A judge read this play against the full text of every skill it chains (composition), then ran it on a real scenario end to end (simulated). It passed both. Test scenario: A PMM at a B2B SaaS company sells into a buying committee (RevOps, VP Sales, Finance) and has been sending one generic deck to everyone.

── 03 / SEE IT RUN

Watch the skills answer in order.

Describe your situation in plain language. The right skill fires on its own and hands its receipt to the next.

EXAMPLE CHATDevin, Product Marketing, running the loop in one sitting
D
We sell into companies but I keep writing one generic message. Who are the people that actually move a deal and how do I talk to each?
S
Step 1· Customer Research
Let's talk to the people who actually decide, not just the champion who replies. I built a non-leading interview guide, and from the won-deal notes you pasted in I lined up the roles that show up again and again so the messaging comes from their words.
Receipt
Guide plus a slate covering 3 recurring roles from your own won-deal notes: RevOps lead, VP Sales, and a finance approver.
D
Which of our customers should I actually book for these interviews?
S
Step 2· Icp Interview Finder
I scored your paying customers against the ICP and ranked the top 18, each with one named senior contact, a starting thread, not a full committee slate. You still have to check titles by hand and book across the list to land RevOps, VP Sales, and Finance instead of the same title six times.
Receipt
18 customers ranked with one named contact each; you hand-picked 6 by title to cover all 3 roles.
D
Now turn what they told us into messaging I can actually hand the team.
S
Step 3· Positioning Brief
I built a message house per persona from the transcripts. One positioning line, the value pillars each role cares about, the proof, and the objection reframes, so RevOps and finance do not get the same pitch.
personasRevOps, VP Sales, Finance
Receipt
3 message houses; the finance one leads on payback period, the RevOps one on hours saved per week.
D
And give my reps the discovery questions that fit whoever is in the room.
S
Step 4· Discovery Question Builder
I wrote a question set per persona, sequenced from problem to impact to next step, each mapped to your qualification fields. A rep sitting across from finance now has different openers than one across from RevOps.
Receipt
7 questions per persona, each tagged to the MEDDPICC field it fills.
── 04 / SEE IT IN PRODUCTION

Before you run it, I ran it for real.

This workflow is genericized from a real build. Here is the number it moved, and what I actually did.

THE BUILD · ICP + PERSONAS
The ICP Playbook
~3x
paid conversion when the signup fits the ICP, 1 in 31 vs 1 in 95
2.6x
off-ICP accounts churn more, 47.8% vs 18.5%
6.9 days
median time to buy, no IT and no implementation in the loop
One job, many titles
the ICP is a job, not a title band, 248 titles proved it
WHAT I DID
01
Interview the people who bought. Talk to real customers, not a panel. Why they came, why they bought, why they stayed, and the exact words they use for the problem. That language is the raw material for everything downstream.
02
Mine G2 and the calls for their words. Pull the voice of the customer from G2 reviews and call transcripts: what they praise, what they complain about, the job they hired you for, in their language, not your marketing.
03
Backtest closed-won for the pattern that repeats. Read twelve months of won deals for the shape that actually recurs, not the logos you wish you had. Who looks like a win across firmographic, technographic, and how they use the product.

A firmographic filter is not an ICP; it is a list. Derive the real one from evidence: interview buyers, mine G2 and calls for their words, backtest closed-won for the pattern that repeats, reconcile it against the data, and write personas about the person and their problem, not the headcount band. Then your ICP survives contact with a real pipeline.

Dig into the full build
05 / INSTALL THE WHOLE PLAYBOOK

One plugin. 4 skills, bundled.

The whole playbook installs as a single plugin in Claude Code, no copy-pasting 4 times. Or grab any single step above. It runs on what you paste; connect your stack to go live.

OR KICK IT OFF IN CHAT
Here is my situation: [describe your workflow or account in a sentence or two]. Walk me through Find and message your core personas step by step, and run each skill as we go.
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