gtm-metrics

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GTM Metrics, Dashboards & Measurement for AI Products workflow skill. Use this skill when the user needs When the user wants to define GTM metrics, build a metrics dashboard, measure pipeline efficiency, or track AI product performance. Also use when the user mentions 'GTM metrics,' 'revenue latency,' 'pipeline metrics,' 'TTFV,' 'time-to-first-value,' 'data health,' 'attribution,' 'conversion rate,' 'CAC,' 'LTV,' 'NRR,' 'GTM dashboard,' 'magic number,' 'pipeline velocity,' or 'funnel metrics.' This skill covers GTM measurement from metric selection through dashboard design, including AI-specific cost metrics, attribution models, and weekly review cadences. Do NOT use for technical implementation, code review, or software architecture and the operator should preserve the upstream workflow, copied support files, and provenance before merging or handing off.

diegosouzapw By diegosouzapw schedule Updated 6/2/2026

name: "gtm-metrics" description: "GTM Metrics, Dashboards & Measurement for AI Products workflow skill. Use this skill when the user needs When the user wants to define GTM metrics, build a metrics dashboard, measure pipeline efficiency, or track AI product performance. Also use when the user mentions 'GTM metrics,' 'revenue latency,' 'pipeline metrics,' 'TTFV,' 'time-to-first-value,' 'data health,' 'attribution,' 'conversion rate,' 'CAC,' 'LTV,' 'NRR,' 'GTM dashboard,' 'magic number,' 'pipeline velocity,' or 'funnel metrics.' This skill covers GTM measurement from metric selection through dashboard design, including AI-specific cost metrics, attribution models, and weekly review cadences. Do NOT use for technical implementation, code review, or software architecture and the operator should preserve the upstream workflow, copied support files, and provenance before merging or handing off." version: "0.0.1" category: "development" tags: - "gtm-metrics" - "the" - "user" - "wants" - "define" - "gtm" - "metrics" - "build" - "omni-enhanced" complexity: "advanced" risk: "safe" tools: - "codex-cli" - "claude-code" - "cursor" - "gemini-cli" - "opencode" source: "omni-team" author: "Omni Skills Team" date_added: "2026-04-14" date_updated: "2026-04-26" source_type: "omni-curated" maintainer: "Omni Skills Team" family_id: "gtm-metrics" family_name: "GTM Metrics, Dashboards & Measurement for AI Products" variant_id: "omni" variant_label: "Omni Curated" is_default_variant: true derived_from: "skills/gtm-metrics" upstream_skill: "skills/gtm-metrics" upstream_author: "tech-leads-club" upstream_source: "community" upstream_pr: "133" upstream_head_repo: "diegosouzapw/awesome-omni-skills" upstream_head_sha: "9f1c34bd96b4fc03578ceb26f6303d8bf2c13b42" curation_surface: "skills_omni" enhanced_origin: "omni-skills-private" source_repo: "diegosouzapw/awesome-omni-skills" replaces: - "gtm-metrics"

GTM Metrics, Dashboards & Measurement for AI Products

Overview

This public intake copy packages packages/skills-catalog/skills/(gtm)/gtm-metrics from https://github.com/tech-leads-club/agent-skills into the native Omni Skills editorial shape without hiding its origin.

Use it when the operator needs the upstream workflow, support files, and repository context to stay intact while the public validator and private enhancer continue their normal downstream flow.

This intake keeps the copied upstream files intact and uses metadata.json plus ORIGIN.md as the provenance anchor for review.

GTM Metrics, Dashboards & Measurement for AI Products You are an expert in GTM measurement, dashboard architecture, and performance analytics for AI-native products. You understand the critical differences between traditional SaaS metrics and AI product metrics, including usage-based consumption tracking, AI cost-of-revenue dynamics, and outcome-based pricing measurement. You help founders and revenue leaders select the right metrics, build actionable dashboards, design attribution models, and run weekly review cadences that drive decisions. You know that the median B2B SaaS growth rate has settled to 26% in 2025-2026 while CAC has risen 14% to $2.00 per new ARR dollar, making measurement discipline the difference between efficient growth and cash burn.

Imported source sections that did not map cleanly to the public headings are still preserved below or in the support files. Notable imported sections: Before Starting, 1. Core GTM Metrics Dashboard, 2. Funnel Metrics by GTM Motion, 3. AI Product-Specific Metrics, 4. Data Health Scoring, 5. Attribution Models.

When to Use This Skill

Use this section as the trigger filter. It should make the activation boundary explicit before the operator loads files, runs commands, or opens a pull request.

  • Use when the request clearly matches the imported source intent: When the user wants to define GTM metrics, build a metrics dashboard, measure pipeline efficiency, or track AI product performance. Also use when the user mentions 'GTM metrics,' 'revenue latency,' 'pipeline metrics,'....
  • Use when the operator should preserve upstream workflow detail instead of rewriting the process from scratch.
  • Use when provenance needs to stay visible in the answer, PR, or review packet.
  • Use when copied upstream references, examples, or scripts materially improve the answer.
  • Use when the workflow should remain reviewable in the public intake repo before the private enhancer takes over.

Operating Table

Situation Start here Why it matters
First-time use metadata.json Confirms repository, branch, commit, and imported path before touching the copied workflow
Provenance review ORIGIN.md Gives reviewers a plain-language audit trail for the imported source
Workflow execution SKILL.md Starts with the smallest copied file that materially changes execution
Supporting context SKILL.md Adds the next most relevant copied source file without loading the entire package
Handoff decision ## Related Skills Helps the operator switch to a stronger native skill when the task drifts

Workflow

This workflow is intentionally editorial and operational at the same time. It keeps the imported source useful to the operator while still satisfying the public intake standards that feed the downstream enhancer flow.

  1. Confirm the user goal, the scope of the imported workflow, and whether this skill is still the right router for the task.
  2. Read the overview and provenance files before loading any copied upstream support files.
  3. Load only the references, examples, prompts, or scripts that materially change the outcome for the current request.
  4. Execute the upstream workflow while keeping provenance and source boundaries explicit in the working notes.
  5. Validate the result against the upstream expectations and the evidence you can point to in the copied files.
  6. Escalate or hand off to a related skill when the work moves out of this imported workflow's center of gravity.
  7. Before merge or closure, record what was used, what changed, and what the reviewer still needs to verify.

Imported Workflow Notes

Imported: Before Starting

Gather this context before building any metrics framework, dashboard, or measurement plan:

  • What is the current sales motion? PLG, sales-led, agent-led, or hybrid.
  • What is the pricing model? Per-seat, usage-based, outcome-based, or hybrid.
  • What is the current ARR or MRR? Stage determines which benchmarks apply.
  • What CRM and data tools are in use? HubSpot, Salesforce, Attio, or spreadsheets.
  • What analytics/BI tools are available? Metabase, Looker, Mode, or Google Sheets.
  • How many reps or GTM team members exist? Solo founder vs. team of 50 require different metric depth.
  • What does the buyer journey look like today? Touches, average sales cycle, primary channels.
  • Is there a weekly review cadence in place? If yes, what gets reviewed and by whom.

Examples

Example 1: Ask for the upstream workflow directly

Use @gtm-metrics to handle <task>. Start from the copied upstream workflow, load only the files that change the outcome, and keep provenance visible in the answer.

Explanation: This is the safest starting point when the operator needs the imported workflow, but not the entire repository.

Example 2: Ask for a provenance-grounded review

Review @gtm-metrics against metadata.json and ORIGIN.md, then explain which copied upstream files you would load first and why.

Explanation: Use this before review or troubleshooting when you need a precise, auditable explanation of origin and file selection.

Example 3: Narrow the copied support files before execution

Use @gtm-metrics for <task>. Load only the copied references, examples, or scripts that change the outcome, and name the files explicitly before proceeding.

Explanation: This keeps the skill aligned with progressive disclosure instead of loading the whole copied package by default.

Example 4: Build a reviewer packet

Review @gtm-metrics using the copied upstream files plus provenance, then summarize any gaps before merge.

Explanation: This is useful when the PR is waiting for human review and you want a repeatable audit packet.

Imported Usage Notes

Imported: Examples

  • User says: "What metrics should we track for GTM?" → Result: Agent asks sales motion (PLG vs sales-led) and stage, then recommends a dashboard with 5–7 core metrics (e.g. CAC payback, Magic Number, pipeline coverage, NRR), plus TTFV and data health, and suggests weekly review cadence.
  • User says: "Our pipeline data is messy" → Result: Agent asks about CRM, source of truth, and attribution; recommends data health score target (>85%), identifies common gaps (lead source, stage dates), and suggests a 90-day cleanup plan with leading/lagging balance.
  • User says: "How do we compare to benchmarks?" → Result: Agent uses Quick Reference benchmarks (CAC payback, NRR, growth) and compares to user’s numbers; flags red areas and suggests 1–2 priorities.

Best Practices

Treat the generated public skill as a reviewable packaging layer around the upstream repository. The goal is to keep provenance explicit and load only the copied source material that materially improves execution.

  • Keep the imported skill grounded in the upstream repository; do not invent steps that the source material cannot support.
  • Prefer the smallest useful set of support files so the workflow stays auditable and fast to review.
  • Keep provenance, source commit, and imported file paths visible in notes and PR descriptions.
  • Point directly at the copied upstream files that justify the workflow instead of relying on generic review boilerplate.
  • Treat generated examples as scaffolding; adapt them to the concrete task before execution.
  • Route to a stronger native skill when architecture, debugging, design, or security concerns become dominant.

Troubleshooting

Problem: The operator skipped the imported context and answered too generically

Symptoms: The result ignores the upstream workflow in packages/skills-catalog/skills/(gtm)/gtm-metrics, fails to mention provenance, or does not use any copied source files at all. Solution: Re-open metadata.json, ORIGIN.md, and the most relevant copied upstream files. Load only the files that materially change the answer, then restate the provenance before continuing.

Problem: The imported workflow feels incomplete during review

Symptoms: Reviewers can see the generated SKILL.md, but they cannot quickly tell which references, examples, or scripts matter for the current task. Solution: Point at the exact copied references, examples, scripts, or assets that justify the path you took. If the gap is still real, record it in the PR instead of hiding it.

Problem: The task drifted into a different specialization

Symptoms: The imported skill starts in the right place, but the work turns into debugging, architecture, design, security, or release orchestration that a native skill handles better. Solution: Use the related skills section to hand off deliberately. Keep the imported provenance visible so the next skill inherits the right context instead of starting blind.

Imported Troubleshooting Notes

Imported: Troubleshooting

  • Metrics don’t match across toolsCause: Different definitions or attribution windows. Fix: Define one source of truth (e.g. CRM for pipeline, billing for revenue); align on lookback (90d SMB, 180d mid-market); document definitions in a single sheet.
  • CAC payback getting worseCause: CAC up and/or velocity down. Fix: Break down by channel and segment; compare to Magic Number; reduce spend in underperforming channels or improve conversion/velocity before adding spend.
  • NRR below 100%Cause: Churn and/or downgrades outweigh expansion. Fix: Segment by cohort and segment; focus on expansion triggers (consumption, usage) and churn signals; use expansion-retention skill for playbooks.

Related Skills

  • @accessibility - Use when the work is better handled by that native specialization after this imported skill establishes context.
  • @ai-cold-outreach - Use when the work is better handled by that native specialization after this imported skill establishes context.
  • @ai-pricing - Use when the work is better handled by that native specialization after this imported skill establishes context.
  • @ai-sdr - Use when the work is better handled by that native specialization after this imported skill establishes context.

Additional Resources

Use this support matrix and the linked files below as the operator packet for this imported skill. They should reflect real copied source material, not generic scaffolding.

Resource family What it gives the reviewer Example path
references copied reference notes, guides, or background material from upstream references/n/a
examples worked examples or reusable prompts copied from upstream examples/n/a
scripts upstream helper scripts that change execution or validation scripts/n/a
agents routing or delegation notes that are genuinely part of the imported package agents/n/a
assets supporting assets or schemas copied from the source package assets/n/a

Imported Reference Notes

Imported: Quick Reference

Concept Key Number or Rule
CAC Payback benchmark Median 8.6 months; top performers 5-7
Magic Number threshold >0.75 efficient, >1.0 excellent, <0.5 red flag
Pipeline coverage 3-4x sales-led, 2-3x PLG
NRR median (2025) 106% across B2B SaaS
NRR best-in-class >120% (130%+ at $100M+ ARR)
B2B SaaS median growth 26% in 2025
CAC trend Up 14% to $2.00 per new ARR dollar
TTFV target <15 min self-serve, <1 day sales-led
Revenue latency <30d SMB, <90d mid-market
Data health target >85%; below 70% is unreliable
Data decay rate 2.1% monthly
Leading/lagging balance 60% leading, 40% lagging
Weekly review 30-45 min, every week, no exceptions
Attribution lookback 90d SMB, 180d mid-market, 365d enterprise
PQL conversion 5-15% (vs. 1-3% MQL)
Usage-based adoption 42% of SaaS companies in 2025
AI gross margin target >70% (vs. ~80% pure SaaS)
Expansion at scale >40% of new ARR from existing customers
Slippage target <15% weekly
Speed-to-lead <5 minutes

Imported: 1. Core GTM Metrics Dashboard

Revenue Metrics

Metric Definition How to Calculate Target
ARR / MRR Recurring revenue Sum of active subscription revenue Growth rate benchmarks below
Net New ARR New minus churned New ARR + Expansion - Churned ARR Positive every quarter
Revenue Latency Days from first signal to closed deal Median days first-touch to closed-won <30d SMB, <90d mid-market, <180d enterprise
Expansion Revenue % New ARR from existing customers Expansion ARR / Total New ARR >40% at scale ($50M+ ARR companies ~60%)

Efficiency Metrics

Metric How to Calculate Target
CAC Total S&M spend / New customers Varies by segment
CAC Payback CAC / (ARR per customer * Gross Margin) <8 months (median 8.6; top performers 5-7)
Magic Number Net New ARR (qtr) / S&M Spend (prior qtr) >0.75 efficient, >1.0 excellent, <0.5 red flag
LTV:CAC Ratio (ARPA * Margin * Lifetime) / CAC >3:1 healthy, >5:1 may be under-investing
Burn Multiple Net Burn / Net New ARR <2x good, <1x excellent, >3x concerning

Pipeline Metrics

Metric How to Calculate Target
Pipeline Coverage Pipeline value / Period quota 3-4x sales-led, 2-3x PLG
Pipeline Velocity (Qualified Opps * Deal Size * Win Rate) / Cycle Length Increasing QoQ
Pipeline per Rep Total pipeline / Quota-carrying reps Track trend, not absolute
Slippage Rate Deals moved out / Total deals in forecast <15% weekly

Retention Metrics

Metric How to Calculate Target
NRR (Start MRR + Expansion - Contraction - Churn) / Start MRR >106% median; >120% best-in-class
GRR (Start MRR - Contraction - Churn) / Start MRR >90%; >94% at scale
Logo Churn Customers lost / Customers at start <2% monthly SMB, <1% mid-market
TTFV Median time from signup to first value event <15 min self-serve, <1 day sales-led

NRR Benchmarks by Stage

ARR Band Median NRR Top Quartile Notes
$1-3M ~90% 94% Focus on finding high-retention segments
$3-15M ~95% 99% Expansion motions starting
$15-30M ~100% 105%+ Expansion should offset churn
$50-100M ~110% 120%+ Expansion revenue exceeds new logos
$100M+ ~115% 130%+ Aggressive expansion expected

Growth Rate Benchmarks

ARR Band Median Growth Top Quartile
<$1M 100%+ 200%+
$1-5M 80-100% 150%+
$5-20M 50-80% 100%+
$20-50M 30-50% 70%+
$100M+ 20-30% 40%+

Imported: 2. Funnel Metrics by GTM Motion

PLG Funnel

Visitor --> Signup (3-5%) --> Activation (30-40%) --> Conversion (5-8%) --> Expansion (NRR 110-120%)

PLG-specific metrics: PQL conversion rate, time-to-activation (<15 min target), feature adoption breadth (core features used in first 14 days), viral coefficient (>0.3 target).

Sales-Led Funnel

Signal --> Outreach (3-5% reply) --> Meeting (50%) --> Demo (60%) --> Pilot (40%) --> Close (30%)

Sales-led specific: ACV trend, sales cycle length (median days), win rate by segment, pipeline created per rep per month, quota attainment distribution.

Agent-Led Funnel (AI SDR)

Signal --> AI Qualification (10-15%) --> Human Meeting (50%) --> Close (35%)

Agent-led specific: cost per meeting booked, cost per qualified lead, AI outreach ROI (revenue from AI pipeline / AI cost), send-to-reply ratio, human-to-AI leverage ratio.


Imported: 3. AI Product-Specific Metrics

AI products carry cost structures that traditional SaaS metrics miss. These supplementary metrics are essential for AI-native businesses.

AI Cost Metrics

Metric How to Calculate Target
AI Cost of Revenue Inference + compute cost / Revenue <20% of revenue
Cost per AI Action Total AI compute / Actions generated Decreasing over time
ROAI AI-attributed revenue / (Inference + compute overhead) >10x for high performers
Gross Margin after AI (Revenue - COGS - AI compute) / Revenue >70% (vs. ~80% pure SaaS)

Usage-Based Pricing Metrics

42% of SaaS companies use consumption-based pricing in 2025 (up from 29% in 2023). When pricing is usage-based, supplement ARR metrics with:

Metric Why It Matters
Committed vs. Consumed ARR Gap indicates pricing misalignment or under-adoption
Usage Growth Rate Leading indicator of expansion revenue
Overage Frequency Signals pricing tier design quality
Unit Economics per Consumption Unit Revenue minus cost per unit; must be positive and improving
NRR by Cohort (usage-based only) Separates usage-driven expansion from seat expansion

SaaS vs. AI Product Metrics Differences

SaaS Metric AI Difference Additional AI Metric
Gross margin (~80%) AI inference lowers to 60-75% Track AI cost of revenue separately
DAU/MAU Usage is task-driven, not session-driven Task completion rate, actions per session
Feature adoption AI features are singular and deep Outcome success rate per AI action
Time-on-platform Less time can mean more value Time-saved-per-task
Per-seat revenue Consumption pricing varies by user Revenue per consumption unit

Imported: 4. Data Health Scoring

Bad CRM data makes every other metric unreliable. Quantify data trustworthiness before trusting pipeline reports.

Data Health Score

Data Health Score = (Completeness * 0.35) + (Accuracy * 0.30) + (Recency * 0.20) + (Consistency * 0.15)
Component Weight What It Measures
Completeness 35% % of required fields populated per record
Accuracy 30% % of data points verified against enrichment sources
Recency 20% % of records updated within 90 days
Consistency 15% % of records matching format standards

Health Score Targets

Score Grade Action
90-100% A Maintain current enrichment cadence
80-89% B Schedule enrichment refresh for lowest-scoring segments
70-79% C Pipeline metrics may be unreliable; run enrichment sprint
Below 70% F Stop trusting pipeline reports; full data cleanup required

B2B data decays at 2.1% monthly on average. Required enrichment refresh cadence: contact email/phone every 90 days, firmographics every 90 days, intent signals weekly or real-time, ICP scores recalculated on any underlying data refresh.


Imported: 5. Attribution Models

Attribution answers "what caused the deal?" Getting it right determines where you invest next.

Model Comparison

Model How It Works Best For Limitation
First-touch 100% to first interaction Top-of-funnel channel effectiveness Ignores nurture and closing touches
Last-touch 100% to final interaction Bottom-of-funnel conversion analysis Ignores awareness investment
Linear Equal credit to all touchpoints Simple fairness Treats blog visit same as demo request
U-shaped 40% first, 40% last, 20% middle B2B with clear awareness-to-conversion journey Undervalues mid-funnel
W-shaped 30/30/30/10 (first/lead/opp/rest) B2B with defined marketing-to-sales handoff Requires clear CRM stage definitions
Time-decay Increasing credit toward conversion Long sales cycles Undervalues early brand investment
AI-driven ML determines credit dynamically Orgs with 500+ conversions Black box; requires data maturity

Choosing by Company Stage

Stage Model Why
Pre-revenue / <$1M First-touch Know which channels generate any pipeline
$1-5M U-shaped Credits awareness and conversion, most actionable
$5-20M W-shaped Marketing-to-sales handoff stages worth measuring
$20M+ Time-decay or AI-driven Enough data; long cycles justify recency weighting
PLG (any stage) Product-touch Attribute to in-product actions, not just marketing

Attribution Lookback Windows

Set lookback to match your sales cycle: 90 days for SMB, 180 days for mid-market, 365 days for enterprise. Run parallel first-touch and multi-touch models for 2 quarters to calibrate. Review quarterly.

AI GTM Attribution Challenges

Challenge Mitigation
AI SDR touches invisible to buyers Tag AI-generated touches with source=AI-SDR in CRM
Multi-channel AI sequences Track channel and sequence membership, not just "AI outreach"
Influence vs. creation confusion Separate "source" from "influence" attribution
Dark social (Slack, Discord, DMs) Ask "how did you hear about us?" in demo forms

Imported: 6. Dashboard Architecture

Three-Tier Hierarchy

Tier 1: Board (5-7 metrics, monthly) - ARR + Net New ARR waterfall, NRR, CAC Payback, Burn Multiple, Pipeline Coverage, Magic Number, Cash Runway.

Tier 2: Executive (10-12 metrics, weekly) - Pipeline created, pipeline by stage, win rate by segment, deal size trend, sales cycle length, quota attainment by rep, NRR by cohort, CAC by channel, TTFV, data health score, slippage rate.

Tier 3: Operator (15-25 metrics, daily) - Activity (emails, calls, meetings booked), pipeline (new opps, stage movements), response (speed-to-lead, follow-up rate), conversion (stage-by-stage rates), quality (ICP fit distribution), AI ops (AI messages, AI reply rate, cost per meeting).

Tool Selection

Tool Best For Cost
HubSpot Dashboards Teams already on HubSpot Included
Metabase SQL-native, self-hosted Free
Looker Enterprise-grade, governed $$$
Mode SQL + Python + viz $$
Google Sheets Solo founders, pre-revenue Free

Dashboard Anti-Patterns

Anti-Pattern Fix
50+ metrics on one screen Limit to tier-appropriate count
Vanity metrics without context Every metric needs benchmark, target, or trend line
Manual data entry All metrics from system-of-record APIs
No dashboard owner Named owner + review schedule required
Snapshot without trend Always show trailing 4-week or 13-week trend

Imported: 7. Leading vs. Lagging Indicators

Maintain a 60/40 balance: 60% leading indicators (what is about to happen) and 40% lagging indicators (what already happened).

Leading Indicators

Indicator Predicts If Declining
Pipeline created this week Revenue 1-2 quarters out Increase top-of-funnel investment
Meeting conversion rate Win rate next quarter Audit qualification and demo quality
Speed-to-lead Inbound conversion rate Fix routing (<5 min target)
Product activation rate Free-to-paid conversion Audit onboarding flow
Sequence reply rate Meeting volume next month Refresh messaging and targeting
Feature adoption depth NRR next quarter Proactive CS intervention
Champion engagement frequency Deal probability Deal is at risk if champion goes quiet

Lagging Indicators

Revenue, win rate, CAC/payback, NRR/GRR, LTV:CAC, burn multiple, quota attainment distribution. Review monthly or quarterly.

The Leading-to-Lagging Chain

Revenue (lagging)
  <-- Win Rate
    <-- Demo Quality Score (leading)
    <-- ICP Fit Score of Pipeline (leading)
  <-- Pipeline Volume
    <-- Meetings Booked (leading)
      <-- Outreach Volume + Reply Rate (leading)
  <-- Deal Size
    <-- Multi-threading Depth (leading)

Imported: 8. Weekly GTM Review Cadence

The Weekly Meeting (30-45 Minutes)

The single most important GTM operating ritual. Every metric from system-of-record data. No hand-edited slides.

Time Section Content
0-5 min Scorecard Walk 5-7 metrics: green/yellow/red vs. targets
5-15 min Pipeline New pipeline, stage movements, slippage, forecast changes
15-20 min Leading indicators Inbound volume, outreach metrics, meeting conversion
20-25 min Deals at risk Stalled deals, blockers, help requests
25-35 min Actions 2-3 specific actions with owners and deadlines
35-45 min Deep-dive One strategic topic per week (rotating)

Weekly Scorecard

Metric This Week Last Week 4-Wk Avg Target Status Owner
Pipeline created $X $X $X $X G/Y/R Name
Meetings booked X X X X Name
Win rate (30d) X% X% X% X% Name
Cycle length Xd Xd Xd Xd Name
Slippage rate X% X% X% <15% Name
Speed-to-lead Xm Xm Xm <5m Name

Monthly Deep-Dives

NRR/retention analysis (cohort curves, churn reasons, expansion pipeline), CAC/efficiency review (CAC by channel, payback trend, Magic Number), data health audit (CRM completeness, enrichment gaps), competitive update (pricing, positioning, feature changes).

Quarterly Strategic Reviews

ICP refresh (win/loss analysis, drift detection, scoring update), funnel benchmarking (stage conversions vs. industry), attribution model review (channel ROI, budget allocation), GTM motion evaluation (sales-led vs. PLG vs. agent performance).


Imported: 9. PQL Scoring

Product-Qualified Leads replace MQLs in product-led and hybrid motions. Score on product usage instead of content downloads.

PQL Scoring Model

PQL Score = (Usage Signals * 0.50) + (Fit Signals * 0.30) + (Intent Signals * 0.20)
Score Tier Action
80-100 Hot Route to AE, respond within 4 hours
60-79 Warm Sales-assist sequence (email + SDR)
40-59 Nurture In-app messaging + drip emails
Below 40 Self-serve No sales touch; optimize product experience

PQL-to-customer conversion: 5-15% (vs. 1-3% MQL-to-customer). Signal strength is higher because product usage requires effort that content downloads do not.


Imported: Questions to Ask

  1. What metrics does your team review weekly today, and who owns each one?
  2. What is your current pipeline coverage ratio, and do you trust the data behind it?
  3. How do you measure time-to-first-value for new customers?
  4. What is your CAC payback period, and is it trending up or down?
  5. What percentage of new ARR comes from expansion vs. new logos?
  6. How complete is your CRM data? Could you run a data health audit this week?
  7. What attribution model are you using, and when was it last reviewed?
  8. Do you have separate funnel metrics for each GTM motion?
  9. What is your current NRR, and how does it break down by segment?
  10. How do you score and prioritize PQLs vs. MQLs?
  11. What does your AI inference cost look like as a percentage of revenue?
  12. Do you track leading indicators separately from lagging indicators?
  13. What is your average speed-to-lead for inbound demo requests?
  14. When did you last benchmark funnel conversion rates against industry standards?
  15. Do you have a defined weekly GTM review cadence with a scorecard?

Install via CLI
npx skills add https://github.com/diegosouzapw/awesome-omni-skills --skill gtm-metrics
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