code-ai-installer 4.0.0 → 4.0.1-b

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (471) hide show
  1. package/README.md +83 -67
  2. package/dist/index.js +2 -0
  3. package/dist/mcp/audit_ledger.d.ts +12 -0
  4. package/dist/mcp/audit_ledger.js +82 -0
  5. package/dist/mcp/cli.js +7 -1
  6. package/dist/mcp/config.d.ts +23 -0
  7. package/dist/mcp/config.js +44 -6
  8. package/dist/mcp/index.d.ts +1 -2
  9. package/dist/mcp/index.js +1 -2
  10. package/dist/mcp/paths.d.ts +20 -2
  11. package/dist/mcp/paths.js +29 -5
  12. package/dist/mcp/proposal_dedup.d.ts +32 -0
  13. package/dist/mcp/proposal_dedup.js +102 -0
  14. package/dist/mcp/proposal_store.d.ts +18 -0
  15. package/dist/mcp/proposal_store.js +74 -0
  16. package/dist/mcp/scorecard.d.ts +140 -0
  17. package/dist/mcp/scorecard.js +103 -0
  18. package/dist/mcp/skill_invocations.d.ts +15 -0
  19. package/dist/mcp/skill_invocations.js +28 -0
  20. package/dist/mcp/task_state.d.ts +77 -2
  21. package/dist/mcp/tools/_subprocess.d.ts +16 -0
  22. package/dist/mcp/tools/_subprocess.js +56 -0
  23. package/dist/mcp/tools/advance_gate.js +2 -2
  24. package/dist/mcp/tools/aggregate_run_metrics.d.ts +19 -0
  25. package/dist/mcp/tools/aggregate_run_metrics.js +139 -0
  26. package/dist/mcp/tools/apply_diff.d.ts +2 -0
  27. package/dist/mcp/tools/apply_diff.js +29 -0
  28. package/dist/mcp/tools/audit_bilocale_parity.d.ts +2 -0
  29. package/dist/mcp/tools/audit_bilocale_parity.js +146 -0
  30. package/dist/mcp/tools/audit_budget_compliance.d.ts +35 -0
  31. package/dist/mcp/tools/audit_budget_compliance.js +172 -0
  32. package/dist/mcp/tools/build.d.ts +2 -0
  33. package/dist/mcp/tools/build.js +47 -0
  34. package/dist/mcp/tools/check_lint.d.ts +2 -0
  35. package/dist/mcp/tools/check_lint.js +23 -0
  36. package/dist/mcp/tools/classify_gate.js +2 -2
  37. package/dist/mcp/tools/current_gate.js +2 -2
  38. package/dist/mcp/tools/dependency_supply_chain.d.ts +2 -0
  39. package/dist/mcp/tools/dependency_supply_chain.js +59 -0
  40. package/dist/mcp/tools/docker_compose.d.ts +2 -0
  41. package/dist/mcp/tools/docker_compose.js +24 -0
  42. package/dist/mcp/tools/e2e_playwright.d.ts +2 -0
  43. package/dist/mcp/tools/e2e_playwright.js +88 -0
  44. package/dist/mcp/tools/get_skill.js +17 -0
  45. package/dist/mcp/tools/git_commit.d.ts +2 -0
  46. package/dist/mcp/tools/git_commit.js +30 -0
  47. package/dist/mcp/tools/list_proposals.d.ts +6 -0
  48. package/dist/mcp/tools/list_proposals.js +16 -0
  49. package/dist/mcp/tools/list_skills.js +9 -1
  50. package/dist/mcp/tools/load_role.d.ts +3 -4
  51. package/dist/mcp/tools/load_role.js +11 -13
  52. package/dist/mcp/tools/propose_change.d.ts +8 -0
  53. package/dist/mcp/tools/propose_change.js +36 -0
  54. package/dist/mcp/tools/record_decision.js +25 -25
  55. package/dist/mcp/tools/review_proposal.d.ts +17 -0
  56. package/dist/mcp/tools/review_proposal.js +99 -0
  57. package/dist/mcp/tools/run_drift_audit.d.ts +11 -0
  58. package/dist/mcp/tools/run_drift_audit.js +79 -0
  59. package/dist/mcp/tools/run_tests.d.ts +2 -0
  60. package/dist/mcp/tools/run_tests.js +92 -0
  61. package/dist/mcp/tools/sign_off.js +14 -2
  62. package/dist/mcp/tools/stubs.js +30 -9
  63. package/dist/mcp/tools/verify_claim.js +33 -6
  64. package/dist/mcp_setup.d.ts +14 -3
  65. package/dist/mcp_setup.js +15 -6
  66. package/dist/shared/frontmatter.d.ts +44 -2
  67. package/dist/shared/frontmatter.js +54 -6
  68. package/dist/shared/index.d.ts +0 -5
  69. package/dist/shared/index.js +0 -5
  70. package/dist/shared/persona.d.ts +2 -2
  71. package/dist/shared/persona.js +1 -1
  72. package/dist/shared/pipeline.d.ts +46 -1
  73. package/dist/shared/tools.d.ts +1382 -16
  74. package/dist/shared/tools.js +229 -0
  75. package/dist/shared/vocabulary.d.ts +99 -4
  76. package/dist/shared/vocabulary.js +94 -5
  77. package/domains/analytics/.agents/skills/ansoff-matrix/SKILL.md +316 -300
  78. package/domains/analytics/.agents/skills/bcg-matrix/SKILL.md +345 -329
  79. package/domains/analytics/.agents/skills/blue-ocean-strategy/SKILL.md +432 -416
  80. package/domains/analytics/.agents/skills/board/SKILL.md +22 -0
  81. package/domains/analytics/.agents/skills/cohort-analysis/SKILL.md +338 -322
  82. package/domains/analytics/.agents/skills/competitive-analysis/SKILL.md +413 -395
  83. package/domains/analytics/.agents/skills/customer-journey-mapping/SKILL.md +347 -331
  84. package/domains/analytics/.agents/skills/gates/SKILL.md +388 -366
  85. package/domains/analytics/.agents/skills/handoff/SKILL.md +402 -380
  86. package/domains/analytics/.agents/skills/html-pdf-report/SKILL.md +21 -289
  87. package/domains/analytics/.agents/skills/html-pdf-report-reference/SKILL.md +325 -0
  88. package/domains/analytics/.agents/skills/html-pdf-report-reference/agents/claude.json +17 -0
  89. package/domains/analytics/.agents/skills/html-pdf-report-reference/agents/copilot.json +17 -0
  90. package/domains/analytics/.agents/skills/html-pdf-report-reference/agents/gemini.json +17 -0
  91. package/domains/analytics/.agents/skills/html-pdf-report-reference/agents/kimi.yaml +15 -0
  92. package/domains/analytics/.agents/skills/html-pdf-report-reference/agents/openai.yaml +10 -0
  93. package/domains/analytics/.agents/skills/html-pdf-report-reference/agents/qwen.json +17 -0
  94. package/domains/analytics/.agents/skills/html-pdf-report-reference/agents/skill.yaml +23 -0
  95. package/domains/analytics/.agents/skills/icp-buyer-persona/SKILL.md +407 -390
  96. package/domains/analytics/.agents/skills/jtbd-analysis/SKILL.md +357 -341
  97. package/domains/analytics/.agents/skills/karpathy-guidelines/SKILL.md +32 -0
  98. package/domains/analytics/.agents/skills/pest-analysis/SKILL.md +324 -305
  99. package/domains/analytics/.agents/skills/porters-five-forces/SKILL.md +377 -361
  100. package/domains/analytics/.agents/skills/report-design/SKILL.md +416 -398
  101. package/domains/analytics/.agents/skills/rfm-analysis/SKILL.md +330 -314
  102. package/domains/analytics/.agents/skills/session-prompt-generator/SKILL.md +400 -378
  103. package/domains/analytics/.agents/skills/swot-analysis/SKILL.md +340 -324
  104. package/domains/analytics/.agents/skills/tam-sam-som/SKILL.md +329 -312
  105. package/domains/analytics/.agents/skills/trend-analysis/SKILL.md +347 -331
  106. package/domains/analytics/.agents/skills/unit-economics/SKILL.md +430 -413
  107. package/domains/analytics/.agents/skills/value-chain-analysis/SKILL.md +346 -330
  108. package/domains/analytics/.agents/skills/web-research/SKILL.md +323 -308
  109. package/domains/analytics/AGENTS.md +1 -0
  110. package/domains/analytics/agents/auditor.md +76 -0
  111. package/domains/analytics/agents/conductor.md +11 -0
  112. package/domains/analytics/agents/data_analyst.md +11 -0
  113. package/domains/analytics/agents/designer.md +11 -0
  114. package/domains/analytics/agents/interviewer.md +11 -0
  115. package/domains/analytics/agents/layouter.md +11 -0
  116. package/domains/analytics/agents/mediator.md +11 -0
  117. package/domains/analytics/agents/researcher.md +11 -0
  118. package/domains/analytics/agents/strategist.md +11 -0
  119. package/domains/analytics/locales/en/.agents/skills/ansoff-matrix/SKILL.md +316 -300
  120. package/domains/analytics/locales/en/.agents/skills/bcg-matrix/SKILL.md +345 -329
  121. package/domains/analytics/locales/en/.agents/skills/blue-ocean-strategy/SKILL.md +432 -416
  122. package/domains/analytics/locales/en/.agents/skills/board/SKILL.md +22 -0
  123. package/domains/analytics/locales/en/.agents/skills/cohort-analysis/SKILL.md +338 -322
  124. package/domains/analytics/locales/en/.agents/skills/competitive-analysis/SKILL.md +413 -395
  125. package/domains/analytics/locales/en/.agents/skills/customer-journey-mapping/SKILL.md +347 -331
  126. package/domains/analytics/locales/en/.agents/skills/gates/SKILL.md +388 -366
  127. package/domains/analytics/locales/en/.agents/skills/handoff/SKILL.md +402 -380
  128. package/domains/analytics/locales/en/.agents/skills/html-pdf-report/SKILL.md +21 -289
  129. package/domains/analytics/locales/en/.agents/skills/html-pdf-report-reference/SKILL.md +325 -0
  130. package/domains/analytics/locales/en/.agents/skills/html-pdf-report-reference/agents/claude.json +17 -0
  131. package/domains/analytics/locales/en/.agents/skills/html-pdf-report-reference/agents/copilot.json +17 -0
  132. package/domains/analytics/locales/en/.agents/skills/html-pdf-report-reference/agents/gemini.json +17 -0
  133. package/domains/analytics/locales/en/.agents/skills/html-pdf-report-reference/agents/kimi.yaml +15 -0
  134. package/domains/analytics/locales/en/.agents/skills/html-pdf-report-reference/agents/openai.yaml +10 -0
  135. package/domains/analytics/locales/en/.agents/skills/html-pdf-report-reference/agents/qwen.json +17 -0
  136. package/domains/analytics/locales/en/.agents/skills/html-pdf-report-reference/agents/skill.yaml +29 -0
  137. package/domains/analytics/locales/en/.agents/skills/icp-buyer-persona/SKILL.md +407 -390
  138. package/domains/analytics/locales/en/.agents/skills/jtbd-analysis/SKILL.md +357 -341
  139. package/domains/analytics/locales/en/.agents/skills/karpathy-guidelines/SKILL.md +32 -0
  140. package/domains/analytics/locales/en/.agents/skills/pest-analysis/SKILL.md +324 -305
  141. package/domains/analytics/locales/en/.agents/skills/porters-five-forces/SKILL.md +377 -361
  142. package/domains/analytics/locales/en/.agents/skills/report-design/SKILL.md +416 -398
  143. package/domains/analytics/locales/en/.agents/skills/rfm-analysis/SKILL.md +330 -314
  144. package/domains/analytics/locales/en/.agents/skills/session-prompt-generator/SKILL.md +400 -378
  145. package/domains/analytics/locales/en/.agents/skills/swot-analysis/SKILL.md +340 -324
  146. package/domains/analytics/locales/en/.agents/skills/tam-sam-som/SKILL.md +329 -312
  147. package/domains/analytics/locales/en/.agents/skills/trend-analysis/SKILL.md +347 -331
  148. package/domains/analytics/locales/en/.agents/skills/unit-economics/SKILL.md +430 -413
  149. package/domains/analytics/locales/en/.agents/skills/value-chain-analysis/SKILL.md +366 -350
  150. package/domains/analytics/locales/en/.agents/skills/web-research/SKILL.md +324 -309
  151. package/domains/analytics/locales/en/AGENTS.md +1 -0
  152. package/domains/analytics/locales/en/agents/auditor.md +76 -0
  153. package/domains/analytics/locales/en/agents/conductor.md +27 -0
  154. package/domains/analytics/locales/en/agents/data_analyst.md +29 -0
  155. package/domains/analytics/locales/en/agents/designer.md +27 -0
  156. package/domains/analytics/locales/en/agents/interviewer.md +11 -0
  157. package/domains/analytics/locales/en/agents/layouter.md +11 -0
  158. package/domains/analytics/locales/en/agents/mediator.md +11 -0
  159. package/domains/analytics/locales/en/agents/researcher.md +11 -0
  160. package/domains/analytics/locales/en/agents/strategist.md +11 -0
  161. package/domains/analytics/persona/persona-base.md +94 -0
  162. package/domains/analytics/pipeline.yaml +102 -0
  163. package/domains/content/.agents/skills/audience-analysis/SKILL.md +15 -0
  164. package/domains/content/.agents/skills/board/SKILL.md +20 -0
  165. package/domains/content/.agents/skills/brand-compliance/SKILL.md +15 -0
  166. package/domains/content/.agents/skills/brand-guidelines/SKILL.md +17 -0
  167. package/domains/content/.agents/skills/competitor-content-analysis/SKILL.md +15 -0
  168. package/domains/content/.agents/skills/content-brief/SKILL.md +15 -0
  169. package/domains/content/.agents/skills/content-calendar/SKILL.md +15 -0
  170. package/domains/content/.agents/skills/content-release-gate/SKILL.md +15 -0
  171. package/domains/content/.agents/skills/content-review-checklist/SKILL.md +15 -0
  172. package/domains/content/.agents/skills/cta-optimization/SKILL.md +15 -0
  173. package/domains/content/.agents/skills/data-storytelling/SKILL.md +15 -0
  174. package/domains/content/.agents/skills/email-copywriting/SKILL.md +15 -0
  175. package/domains/content/.agents/skills/email-engagement-tiers/SKILL.md +15 -0
  176. package/domains/content/.agents/skills/fact-checking/SKILL.md +15 -0
  177. package/domains/content/.agents/skills/gates/SKILL.md +20 -0
  178. package/domains/content/.agents/skills/google-stitch-content/SKILL.md +15 -0
  179. package/domains/content/.agents/skills/handoff/SKILL.md +24 -0
  180. package/domains/content/.agents/skills/headline-formulas/SKILL.md +15 -0
  181. package/domains/content/.agents/skills/image-prompt-engineering/SKILL.md +15 -0
  182. package/domains/content/.agents/skills/karpathy-guidelines/SKILL.md +28 -0
  183. package/domains/content/.agents/skills/mailerlite-email-ops/SKILL.md +15 -0
  184. package/domains/content/.agents/skills/marketing-psychology/SKILL.md +15 -0
  185. package/domains/content/.agents/skills/moodboard/SKILL.md +15 -0
  186. package/domains/content/.agents/skills/platform-compliance/SKILL.md +15 -0
  187. package/domains/content/.agents/skills/platform-strategy/SKILL.md +15 -0
  188. package/domains/content/.agents/skills/platform-visual-specs/SKILL.md +15 -0
  189. package/domains/content/.agents/skills/readability-scoring/SKILL.md +15 -0
  190. package/domains/content/.agents/skills/seo-copywriting/SKILL.md +15 -0
  191. package/domains/content/.agents/skills/social-media-formats/SKILL.md +15 -0
  192. package/domains/content/.agents/skills/source-verification/SKILL.md +15 -0
  193. package/domains/content/.agents/skills/storytelling-framework/SKILL.md +15 -0
  194. package/domains/content/.agents/skills/tone-of-voice/SKILL.md +15 -0
  195. package/domains/content/.agents/skills/topic-research/SKILL.md +15 -0
  196. package/domains/content/.agents/skills/trend-research/SKILL.md +15 -0
  197. package/domains/content/.agents/skills/visual-brief/SKILL.md +15 -0
  198. package/domains/content/AGENTS.md +4 -0
  199. package/domains/content/agents/auditor.md +76 -0
  200. package/domains/content/agents/conductor.md +11 -0
  201. package/domains/content/agents/copywriter.md +11 -0
  202. package/domains/content/agents/researcher.md +11 -0
  203. package/domains/content/agents/reviewer.md +11 -0
  204. package/domains/content/agents/strategist.md +11 -0
  205. package/domains/content/agents/visual_concept.md +11 -0
  206. package/domains/content/locales/en/.agents/skills/audience-analysis/SKILL.md +15 -0
  207. package/domains/content/locales/en/.agents/skills/board/SKILL.md +20 -0
  208. package/domains/content/locales/en/.agents/skills/brand-compliance/SKILL.md +15 -0
  209. package/domains/content/locales/en/.agents/skills/brand-guidelines/SKILL.md +17 -0
  210. package/domains/content/locales/en/.agents/skills/competitor-content-analysis/SKILL.md +15 -0
  211. package/domains/content/locales/en/.agents/skills/content-brief/SKILL.md +15 -0
  212. package/domains/content/locales/en/.agents/skills/content-calendar/SKILL.md +15 -0
  213. package/domains/content/locales/en/.agents/skills/content-release-gate/SKILL.md +15 -0
  214. package/domains/content/locales/en/.agents/skills/content-review-checklist/SKILL.md +15 -0
  215. package/domains/content/locales/en/.agents/skills/cta-optimization/SKILL.md +15 -0
  216. package/domains/content/locales/en/.agents/skills/data-storytelling/SKILL.md +15 -0
  217. package/domains/content/locales/en/.agents/skills/email-copywriting/SKILL.md +15 -0
  218. package/domains/content/locales/en/.agents/skills/email-engagement-tiers/SKILL.md +15 -0
  219. package/domains/content/locales/en/.agents/skills/fact-checking/SKILL.md +15 -0
  220. package/domains/content/locales/en/.agents/skills/gates/SKILL.md +20 -0
  221. package/domains/content/locales/en/.agents/skills/google-stitch-content/SKILL.md +15 -0
  222. package/domains/content/locales/en/.agents/skills/handoff/SKILL.md +24 -0
  223. package/domains/content/locales/en/.agents/skills/headline-formulas/SKILL.md +15 -0
  224. package/domains/content/locales/en/.agents/skills/image-prompt-engineering/SKILL.md +15 -0
  225. package/domains/content/locales/en/.agents/skills/karpathy-guidelines/SKILL.md +30 -1
  226. package/domains/content/locales/en/.agents/skills/mailerlite-email-ops/SKILL.md +15 -0
  227. package/domains/content/locales/en/.agents/skills/marketing-psychology/SKILL.md +15 -0
  228. package/domains/content/locales/en/.agents/skills/moodboard/SKILL.md +15 -0
  229. package/domains/content/locales/en/.agents/skills/platform-compliance/SKILL.md +15 -0
  230. package/domains/content/locales/en/.agents/skills/platform-strategy/SKILL.md +15 -0
  231. package/domains/content/locales/en/.agents/skills/platform-visual-specs/SKILL.md +15 -0
  232. package/domains/content/locales/en/.agents/skills/readability-scoring/SKILL.md +15 -0
  233. package/domains/content/locales/en/.agents/skills/seo-copywriting/SKILL.md +15 -0
  234. package/domains/content/locales/en/.agents/skills/social-media-formats/SKILL.md +15 -0
  235. package/domains/content/locales/en/.agents/skills/source-verification/SKILL.md +15 -0
  236. package/domains/content/locales/en/.agents/skills/storytelling-framework/SKILL.md +15 -0
  237. package/domains/content/locales/en/.agents/skills/tone-of-voice/SKILL.md +15 -0
  238. package/domains/content/locales/en/.agents/skills/topic-research/SKILL.md +15 -0
  239. package/domains/content/locales/en/.agents/skills/trend-research/SKILL.md +15 -0
  240. package/domains/content/locales/en/.agents/skills/visual-brief/SKILL.md +15 -0
  241. package/domains/content/locales/en/AGENTS.md +4 -0
  242. package/domains/content/locales/en/agents/auditor.md +76 -0
  243. package/domains/content/locales/en/agents/conductor.md +12 -0
  244. package/domains/content/locales/en/agents/copywriter.md +12 -0
  245. package/domains/content/locales/en/agents/researcher.md +12 -0
  246. package/domains/content/locales/en/agents/reviewer.md +12 -0
  247. package/domains/content/locales/en/agents/strategist.md +12 -0
  248. package/domains/content/locales/en/agents/visual_concept.md +12 -0
  249. package/domains/content/persona/persona-base.md +94 -0
  250. package/domains/content/pipeline.yaml +96 -0
  251. package/domains/development/.agents/skills/adr-log/SKILL.md +1 -0
  252. package/domains/development/.agents/skills/design-intake/SKILL.md +0 -4
  253. package/domains/development/.agents/skills/karpathy-guidelines/SKILL.md +2 -1
  254. package/domains/development/.agents/skills/lava-flow-legacy-detection/SKILL.md +15 -1
  255. package/domains/development/.agents/skills/mcp-integration/SKILL.md +211 -0
  256. package/domains/development/.agents/skills/mcp-integration/agents/claude.json +22 -0
  257. package/domains/development/.agents/skills/mcp-integration/agents/copilot.json +22 -0
  258. package/domains/development/.agents/skills/mcp-integration/agents/gemini.json +22 -0
  259. package/domains/development/.agents/skills/mcp-integration/agents/kimi.yaml +18 -0
  260. package/domains/development/.agents/skills/mcp-integration/agents/openai.yaml +8 -0
  261. package/domains/development/.agents/skills/mcp-integration/agents/qwen.json +22 -0
  262. package/domains/development/.agents/skills/mcp-integration/agents/skill.yaml +26 -0
  263. package/domains/development/.agents/skills/qa-ui-a11y-smoke/SKILL.md +1 -1
  264. package/domains/development/.agents/skills/ui-a11y-smoke-review/SKILL.md +1 -1
  265. package/domains/development/AGENTS.md +1 -0
  266. package/domains/development/AGENTS.yaml +1 -0
  267. package/domains/development/agents/architect.md +13 -1
  268. package/domains/development/agents/auditor.md +74 -0
  269. package/domains/development/agents/conductor.md +14 -3
  270. package/domains/development/agents/devops.md +8 -9
  271. package/domains/development/agents/reviewer.md +12 -0
  272. package/domains/development/agents/senior_full_stack.md +12 -0
  273. package/domains/development/agents/tester.md +10 -16
  274. package/domains/development/locales/en/.agents/skills/adr-log/SKILL.md +1 -0
  275. package/domains/development/locales/en/.agents/skills/current-state-analysis/SKILL.md +256 -172
  276. package/domains/development/locales/en/.agents/skills/karpathy-guidelines/SKILL.md +2 -1
  277. package/domains/development/locales/en/.agents/skills/lava-flow-legacy-detection/SKILL.md +15 -1
  278. package/domains/development/locales/en/.agents/skills/mcp-integration/SKILL.md +211 -0
  279. package/domains/development/locales/en/.agents/skills/mcp-integration/agents/claude.json +22 -0
  280. package/domains/development/locales/en/.agents/skills/mcp-integration/agents/copilot.json +22 -0
  281. package/domains/development/locales/en/.agents/skills/mcp-integration/agents/gemini.json +22 -0
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  ---
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  name: gtm-brief
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  description: GTM brief — positioning, ICP, messaging, launch channels, sales enablement, pricing hooks
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+ type: triggered
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+ domain: product
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+ owners:
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+ - pm
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+ gates:
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+ - PM
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+ tech: []
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+ topic: []
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+ triggers:
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+ - gtm-brief
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+ - GTM
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+ - go-to-market
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+ - product launch
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+ related:
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+ - gtm-brief-reference
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+ budget_lines: 282
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+ schema_version: 1
4
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  ---
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  # Go-to-Market Brief (B2B SaaS)
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@@ -262,324 +279,4 @@ Format: GTM brief doc (markdown or deck). Via `$handoff`.
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  ## Template
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- ```markdown
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- # GTM Brief: [Initiative Name]
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-
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- ## Overview + Objectives
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- ...
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-
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- ## ICP
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- - Firmographic: [size, industry, geo]
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- - Persona (Buyer): [role, seniority, pain]
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- - Persona (End-user): ...
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- - Qualification criteria: must-haves
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-
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- ## Positioning
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- For [target]
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- Who [need]
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- Our [product] is a [category]
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- That [benefit]
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- Unlike [alternative]
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- Our product [differentiator]
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-
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- ## Messaging Pillars
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- | # | Pillar | Claim | Proof | JTBD |
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-
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- ## Competitive Differentiation
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- [Comparison table + win/loss narrative]
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-
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- ## Pricing & Packaging
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- ...
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-
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- ## Launch Channels
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- - Owned: ...
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- - Paid: ...
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- - Earned: ...
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- - Partner: ...
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-
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- ## Sales Enablement
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- - Deck, battle cards, demo, ROI calc, objections
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-
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- ## CS Enablement
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- - Docs, videos, FAQ, migration guide
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-
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- ## Success Metrics
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- - 30-day: ...
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- - 90-day: ...
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- - 6mo+: ...
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-
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- ## Timeline
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- [T-weeks table]
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- ```
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-
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- ## Worked Example — TeamFlow AI Summarization GTM Brief
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-
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- ```markdown
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- # GTM Brief: TeamFlow AI 1:1 Summarization (Team Tier Launch)
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-
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- **Owner:** Jamie L. (Head of Product Marketing) · **Launch:** June 30, 2026 · **Status:** Approved
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-
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- ## Overview + Objectives
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-
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- **Overview:** Launch TeamFlow's first AI feature — 1:1 summarization — as the flagship value driver of the new «Team Tier» (+$8/seat/month premium). Positions TeamFlow as the AI-native category leader in B2B people management, opens clear expansion path from existing Core customers.
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-
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- **Objectives (Q2-Q3 2026):**
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- 1. **40 account upgrades** to Team Tier within first 90 days (OKR KR1.1)
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- 2. **Pipeline generation:** 50 qualified Team Tier opportunities from existing Core customers
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- 3. **Competitive wins:** 3 Lattice/15Five replacements citing «AI summarization» as primary reason
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- 4. **Category positioning:** ≥ 1 Tier-1 publication (TechCrunch, Axios, CNBC) covering launch
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-
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- ---
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-
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- ## ICP — Ideal Customer Profile
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-
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- ### Firmographic
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- - **Company size:** 100-1000 employees (mid-market primary)
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- - **Industry:** Tech-forward — B2B SaaS, Software, Fintech, HealthTech (regulated OK)
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- - **Revenue:** $5M-$500M ARR
340
- - **Geography:** US + Canada primary, EU secondary (EU data residency ready), APAC future
341
- - **Growth stage:** Scaling (hired 20-50% YoY) — management needs are acute
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-
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- ### Personas
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-
345
- **Primary Buyer: VP People / Chief People Officer**
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- - **Role seniority:** Director through C-level (reports to CEO or COO)
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- - **Tenure:** 5-10 years in People/HR
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- - **Key context:** Under pressure to show manager effectiveness data, reports to ELT
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- - **Pain:** Cannot measure 1:1 quality; relies on storytelling with CEO
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- - **Goal:** Be seen as data-driven People leader
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- - **Budget authority:** Yes ($50K-$500K annually)
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-
353
- **End-User: People Manager**
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- - **Role:** Engineering / Sales / Ops / Product managers with 5-15 direct reports
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- - **Tenure:** 2-10 years in management
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- - **Pain:** 45-60 min/week admin per report, action items dropped, meeting quality anxiety
357
- - **Goal:** Feel prepared, connected, not burned out
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- - **Buying influence:** Moderate (their pushback kills deals, their enthusiasm accelerates)
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-
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- **Champion: Chief of Staff / HR Business Partner**
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- - **Role:** Reports to VP People or directly to exec
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- - **Function:** Advocate internally, navigate multi-stakeholder buying
363
- - **What they need:** Clear business case, easy internal messaging, support
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-
365
- ### Qualification Criteria
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-
367
- **Must-haves (ICP):**
368
- - [ ] 100+ employees (scale threshold)
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- - [ ] Multi-tier management structure (managers who manage managers)
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- - [ ] VP People or equivalent role exists (buyer present)
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- - [ ] Currently using spreadsheet / ad-hoc / competitor for performance management
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-
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- **Good-to-haves:**
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- - [ ] Tech industry (AI-ready culture)
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- - [ ] Remote / hybrid workforce (1:1 importance elevated)
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- - [ ] Recent leadership change (new VP People looking for modern tools)
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- - [ ] Data-driven organization (CRO + CTO with metrics buy Sales, CPO wants parity)
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-
379
- ---
380
-
381
- ## Positioning (Geoffrey Moore)
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-
383
- **For** People operations leaders at mid-market B2B SaaS companies (100-1000 employees)
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- **Who** need measurable evidence of manager effectiveness at scale
385
- **Our** TeamFlow AI-powered 1:1 tier **is a** People operations intelligence platform
386
- **That** automates the admin burden of 1:1s and generates actionable insights on manager practice
387
- **Unlike** Lattice, 15Five, or Culture Amp (which provide structured templates but no AI automation)
388
- **Our product** combines native AI summarization with privacy-by-design architecture, trusted by 3+ years of B2B HR data handling.
389
-
390
- **Elevator pitch (30 seconds):**
391
- «Managers spend 3+ hours a week on 1:1 admin — prep, notes, follow-up. We turn those hours back into real conversations. TeamFlow AI summarizes every 1:1, extracts action items, and reminds managers before the next meeting. VP HR gets the data they've never had: which managers run great 1:1s, which teams are at risk, all without touching the sensitive content. 40 mid-market customers upgraded in the first quarter.»
392
-
393
- ---
394
-
395
- ## Messaging Pillars
396
-
397
- | # | Pillar | Claim | Proof Points | JTBD Addressed |
398
- |---|--------|-------|--------------|----------------|
399
- | 1 | **Time Reclaimed** | «Get 3 hours per week back for every manager» | Wizard-of-Oz beta: avg 2.8 hrs saved/week per manager; customer quote wall | End-user F1 (admin overhead) |
400
- | 2 | **Confidence, Not Surveillance** | «Privacy-first AI that managers opt into, not corporate monitoring» | Architecture: opt-in per meeting, zero data retention on LLM, SOC 2 Type II attestation | Buyer E1 + End-user E1 (emotional jobs) |
401
- | 3 | **Measurable People Operations** | «See manager 1:1 health across your org for the first time» | Dashboard: cadence, action items velocity, health scores (aggregate, privacy-preserving) | Buyer F1, F2 (consistency + ROI reporting) |
402
- | 4 | **Enterprise-Grade from Day One** | «SOC 2 Type II, GDPR, BYOK encryption, SSO/SCIM — ready for your procurement» | Security attestations; customer references (2 enterprise design partners) | Buyer S1 (credibility with ELT) |
403
-
404
- Note: Avoid generic «AI-powered» — everyone says that. Specifics + proof points matter.
405
-
406
- ---
407
-
408
- ## Competitive Differentiation
409
-
410
- ### Direct competitors
411
-
412
- | Dimension | **TeamFlow AI** | Lattice | 15Five | Culture Amp |
413
- |-----------|:---------------:|:-------:|:------:|:-----------:|
414
- | AI 1:1 summarization | ✅ **Native, launched June 2026** | ❌ | ❌ | ❌ |
415
- | Action items auto-extract | ✅ | Partial (manual) | ❌ | ❌ |
416
- | Aggregate 1:1 dashboard | ✅ Q3 2026 | ❌ | Partial | ❌ |
417
- | Privacy architecture (opt-in, BYOK) | ✅ | Basic | Basic | Basic |
418
- | SSO SAML + SCIM | ✅ | ✅ | ✅ | ✅ |
419
- | Pricing (mid-market avg) | $30/seat (Team Tier) | $35/seat | $28/seat | $25/seat |
420
-
421
- ### Indirect competitors
422
- - **Notion / Asana / Airtable:** «generic tool hack» — customers cobble together workflows
423
- - **Otter.ai + ChatGPT:** external transcription + summary — privacy nightmare for HR
424
-
425
- ### Why We Win (top 3 reasons customers choose us)
426
- 1. **AI-native, purpose-built** — not bolted-on, understood HR context
427
- 2. **Privacy architecture** — enterprise-ready trust model
428
- 3. **Integrated workflow + analytics** — one platform, multiple tiers
429
-
430
- ### Top Objections + Responses
431
-
432
- | Objection | Response |
433
- |-----------|----------|
434
- | «Why not wait for Lattice to add AI?» | «Feature gap likely 12+ months. Our 3-year data head start = better summaries Day 1. See demo.» |
435
- | «Privacy concerns — HR data leaking to OpenAI?» | «Zero retention API tier + regional endpoints + BYOK for enterprise. Happy to share arch diagrams + SOC 2 scope.» |
436
- | «We already have our own process» | «Great — keep what works. AI augments, doesn't replace. Our Team Tier adds AI assist without disrupting current workflows. Try for 30 days.» |
437
- | «Pricing feels steep» | «$8/seat for 3 hrs/week saved — that's $150/hr value created. ROI 45×. Our customers see NRR lift 5-10pp post-AI tier adoption.» |
438
- | «What if AI is wrong?» | «Manager reviews and edits before approval. AI-assisted, human-authored. See demo.» |
439
-
440
- ---
441
-
442
- ## Pricing & Packaging
443
-
444
- ### Pricing Model
445
-
446
- **Three-tier structure (active effective July 1, 2026):**
447
-
448
- | Tier | Price/seat/mo | Core Features | AI Summarization | Analytics |
449
- |------|:-------------:|:-------------:|:----------------:|:---------:|
450
- | **Core** | $15 | 1:1 templates, OKR tracking, reviews | ❌ | Basic |
451
- | **Team** | $23 (+$8) | All Core + | ✅ | Standard |
452
- | **Enterprise** | $50+ (negotiated) | All Team + | ✅ + BYOK | Aggregate + benchmarks + manager health scores |
453
-
454
- **Pricing rationale:**
455
- - Value-based: $8/seat for 3 hrs/week saved = customer ROI 45×
456
- - Competitor-based: Lattice $35, 15Five $28, us positioned in middle
457
- - Expansion-optimized: tier ladder encourages upgrade (Core → Team → Enterprise)
458
-
459
- **Discount Policies:**
460
- - Annual prepay: 15% discount
461
- - 500+ seats: negotiated (sales-led)
462
- - Non-profit: 30% discount
463
- - Early adopter (first 100 Team Tier upgrades): +50% free trial extension (30 → 45 days)
464
-
465
- ---
466
-
467
- ## Launch Channels
468
-
469
- **Channel mix (investment weighting):**
470
-
471
- ### Owned (60% focus)
472
- - **Email to existing customers:** 4,200 contacts, segmented (SMB / mid / enterprise)
473
- - **In-app banner:** Core tier customers see upsell CTA
474
- - **Blog post:** «Introducing AI-Assisted 1:1s» — long-form, SEO-optimized
475
- - **Changelog update:** Published via release notes
476
- - **Webinar series:** «AI in People Ops — 4-week series» (weekly)
477
- - **Customer advisory board:** Exclusive preview 3 days before public
478
-
479
- ### Paid (20% focus)
480
- - **LinkedIn ads:** B2B SaaS standard — targeting VP HR titles, 100-1000 employee filter
481
- - **Google search ads:** «AI for performance management», «ai 1:1 notes», competitor keywords
482
- - **Retargeting:** website visitors who bounced off pricing page
483
-
484
- ### Earned (15% focus)
485
- - **PR outreach:** TechCrunch exclusive (briefing June 27), Axios, CNBC follow-ups
486
- - **Influencer advocacy:** 3 People Ops thought leaders briefed (Lars, Mia, Kevin)
487
- - **Customer case studies:** 3 written + filmed by Q3
488
-
489
- ### Partners (5% focus)
490
- - **Integration partners:** Notion, Linear, Jira announcements mentioning TeamFlow AI
491
- - **Agency network:** Carta People, Gusto refer customers with performance mgmt needs
492
-
493
- ---
494
-
495
- ## Sales Enablement
496
-
497
- **Deliverables (completed June 23):**
498
- - [x] Updated pitch deck (+5 AI slides)
499
- - [x] Battle cards vs Lattice, 15Five, Culture Amp, Notion/Asana hack
500
- - [x] Demo script (7 min live + interactive sandbox environment)
501
- - [x] ROI calculator (inputs: # managers, # reports/manager → outputs: hours saved, $ value)
502
- - [x] Objection handling guide (20 common objections + responses)
503
- - [x] Cold outreach sequence (3-email, LinkedIn InMail variants)
504
- - [x] Pricing sheet with annual prepay options
505
-
506
- **Training:**
507
- - [x] 90-min live session (June 24) — 18 of 20 sales reps attended
508
- - [x] Recorded + transcribed for async review
509
- - [x] Weekly office hours with PM + Product Marketing (Fridays 2pm)
510
-
511
- ---
512
-
513
- ## CS Enablement
514
-
515
- **Deliverables:**
516
- - [x] Customer-facing docs (knowledge base): «Getting Started», «Privacy FAQ», «Admin Guide»
517
- - [x] Video walkthrough (5 min manager + 3 min admin)
518
- - [x] FAQ: 47 questions covering all major use cases
519
- - [x] Migration guides: For customers currently using competitor note-taking
520
- - [x] Escalation runbook for edge cases
521
-
522
- **Training:**
523
- - [x] Internal workshop (June 20) — all 15 CS team members attended
524
- - [x] Dogfood access — CS reps used feature 2 weeks pre-launch
525
- - [x] Shadow manager sessions (live 1:1 observations)
526
-
527
- ---
528
-
529
- ## Success Metrics
530
-
531
- ### Short-term (30 days post-launch — July 30)
532
- - **Adoption:** 15 Team Tier upgrades
533
- - **Support ticket volume:** <5% of total
534
- - **Sales inquiry volume:** 30 new Team Tier opportunities
535
- - **Press coverage:** 1 Tier-1 publication
536
- - **NPS (Team Tier users):** 48+ (baseline 45 for TeamFlow overall)
537
-
538
- ### Mid-term (90 days — September 30)
539
- - **Total upgrades:** 40 accounts (OKR commitment)
540
- - **Pipeline influenced:** $3M ARR
541
- - **New ARR attributed:** $400K
542
- - **Competitive win rate vs Lattice:** 35%+ (baseline 22%)
543
- - **Sticky Manager Ratio (NSM):** 20%+
544
-
545
- ### Long-term (6+ months — Dec 30)
546
- - **Retention lift in AI Tier accounts:** +3pp vs Core tier
547
- - **NRR impact:** +5pp org-wide
548
- - **Category positioning shift:** «AI-native People Ops» appears in analyst reports (Forrester, Gartner)
549
-
550
- ---
551
-
552
- ## Timeline
553
-
554
- | Week | Phase | Activities |
555
- |:----:|-------|-----------|
556
- | T-6 (May 19) | Prep | GTM brief approval, ICP finalized |
557
- | T-4 (June 2) | Prep | Sales deck, battle cards, training materials ready |
558
- | T-2 (June 16) | Beta | Beta customer feedback, iteration, final messaging |
559
- | T-1 (June 23) | Hardening | Final copy, FAQ, docs published (staging), training sessions |
560
- | **T-0 (June 30)** | **Launch** | **Announce all channels, sales enablement live, CS prepared** |
561
- | T+1 (July 7) | Monitor | Daily metrics review, issue triage, customer feedback |
562
- | T+4 (July 28) | Retro | Post-launch retrospective, adjustments, Q3 plan |
563
-
564
- ---
565
-
566
- ## Open Questions (resolved pre-launch)
567
-
568
- 1. [RESOLVED] Pricing final: $23/seat Team Tier confirmed by VP Sales + CFO
569
- 2. [RESOLVED] PR exclusive: TechCrunch briefing date locked (June 27)
570
- 3. [RESOLVED] Customer advisory board preview: June 27 email + dedicated Slack
571
- 4. [OPEN — post-launch monitor] Mobile demand: 3 customers asked; track signal, reconsider Q4
572
-
573
- ---
574
-
575
- ## Risks & Mitigations
576
-
577
- | Risk | Probability | Impact | Mitigation |
578
- |------|:-----------:|:------:|-----------|
579
- | Launch coincides with competitor AI announcement | M | H | Pre-brief on day zero narrative — «first-to-market with privacy-first» differentiator |
580
- | Support ticket spike overwhelms CS | M | M | 5 CS reserves on standby first 2 weeks |
581
- | Pricing pushback from price-sensitive SMBs | H | L | 30-day trial + annual discount offers |
582
- | Enterprise prospects stall on compliance | L | H | SOC 2 Type II attestation ready, fast-track responses |
583
- ```
584
-
585
- > **GTM brief lesson:** Messaging pillars are not a feature list. Each pillar = claim + proof + JTBD link. **Objection handling** with concrete numeric responses («$150/hr value, ROI 45×») rather than platitudes. **Channel mix weighted** (60/20/15/5) — not equal effort. Sales enablement deliverables specific + timed. Metrics laddered (short / mid / long) prevent launch anxiety about Day 1 adoption.
282
+ > 📦 <!--SPLIT-POINTER--> Полный блок — в `$gtm-brief-reference` (§ Template).
@@ -0,0 +1,348 @@
1
+ ---
2
+ name: gtm-brief-reference
3
+ description: GTM brief — positioning, ICP, messaging, launch channels, sales enablement, pricing hooks — reference (code & worked-example library)
4
+ type: reference
5
+ domain: product
6
+ owners:
7
+ - pm
8
+ gates:
9
+ - PM
10
+ tech: []
11
+ topic: []
12
+ triggers:
13
+ - gtm-brief
14
+ - GTM
15
+ - go-to-market
16
+ - product launch
17
+ related:
18
+ - gtm-brief
19
+ budget_lines: 348
20
+ schema_version: 1
21
+ ---
22
+ # gtm-brief — Reference (code & worked-example library)
23
+
24
+ > Verbatim code blocks and the worked example extracted from `$gtm-brief` (workflow). Copy-paste library; the procedure lives in the workflow skill.
25
+
26
+ ## Template
27
+
28
+ ```markdown
29
+ # GTM Brief: [Initiative Name]
30
+
31
+ ## Overview + Objectives
32
+ ...
33
+
34
+ ## ICP
35
+ - Firmographic: [size, industry, geo]
36
+ - Persona (Buyer): [role, seniority, pain]
37
+ - Persona (End-user): ...
38
+ - Qualification criteria: must-haves
39
+
40
+ ## Positioning
41
+ For [target]
42
+ Who [need]
43
+ Our [product] is a [category]
44
+ That [benefit]
45
+ Unlike [alternative]
46
+ Our product [differentiator]
47
+
48
+ ## Messaging Pillars
49
+ | # | Pillar | Claim | Proof | JTBD |
50
+
51
+ ## Competitive Differentiation
52
+ [Comparison table + win/loss narrative]
53
+
54
+ ## Pricing & Packaging
55
+ ...
56
+
57
+ ## Launch Channels
58
+ - Owned: ...
59
+ - Paid: ...
60
+ - Earned: ...
61
+ - Partner: ...
62
+
63
+ ## Sales Enablement
64
+ - Deck, battle cards, demo, ROI calc, objections
65
+
66
+ ## CS Enablement
67
+ - Docs, videos, FAQ, migration guide
68
+
69
+ ## Success Metrics
70
+ - 30-day: ...
71
+ - 90-day: ...
72
+ - 6mo+: ...
73
+
74
+ ## Timeline
75
+ [T-weeks table]
76
+ ```
77
+
78
+ ## Worked Example — TeamFlow AI Summarization GTM Brief
79
+
80
+ ```markdown
81
+ # GTM Brief: TeamFlow AI 1:1 Summarization (Team Tier Launch)
82
+
83
+ **Owner:** Jamie L. (Head of Product Marketing) · **Launch:** June 30, 2026 · **Status:** Approved
84
+
85
+ ## Overview + Objectives
86
+
87
+ **Overview:** Launch TeamFlow's first AI feature — 1:1 summarization — as the flagship value driver of the new «Team Tier» (+$8/seat/month premium). Positions TeamFlow as the AI-native category leader in B2B people management, opens clear expansion path from existing Core customers.
88
+
89
+ **Objectives (Q2-Q3 2026):**
90
+ 1. **40 account upgrades** to Team Tier within first 90 days (OKR KR1.1)
91
+ 2. **Pipeline generation:** 50 qualified Team Tier opportunities from existing Core customers
92
+ 3. **Competitive wins:** 3 Lattice/15Five replacements citing «AI summarization» as primary reason
93
+ 4. **Category positioning:** ≥ 1 Tier-1 publication (TechCrunch, Axios, CNBC) covering launch
94
+
95
+ ---
96
+
97
+ ## ICP — Ideal Customer Profile
98
+
99
+ ### Firmographic
100
+ - **Company size:** 100-1000 employees (mid-market primary)
101
+ - **Industry:** Tech-forward — B2B SaaS, Software, Fintech, HealthTech (regulated OK)
102
+ - **Revenue:** $5M-$500M ARR
103
+ - **Geography:** US + Canada primary, EU secondary (EU data residency ready), APAC future
104
+ - **Growth stage:** Scaling (hired 20-50% YoY) — management needs are acute
105
+
106
+ ### Personas
107
+
108
+ **Primary Buyer: VP People / Chief People Officer**
109
+ - **Role seniority:** Director through C-level (reports to CEO or COO)
110
+ - **Tenure:** 5-10 years in People/HR
111
+ - **Key context:** Under pressure to show manager effectiveness data, reports to ELT
112
+ - **Pain:** Cannot measure 1:1 quality; relies on storytelling with CEO
113
+ - **Goal:** Be seen as data-driven People leader
114
+ - **Budget authority:** Yes ($50K-$500K annually)
115
+
116
+ **End-User: People Manager**
117
+ - **Role:** Engineering / Sales / Ops / Product managers with 5-15 direct reports
118
+ - **Tenure:** 2-10 years in management
119
+ - **Pain:** 45-60 min/week admin per report, action items dropped, meeting quality anxiety
120
+ - **Goal:** Feel prepared, connected, not burned out
121
+ - **Buying influence:** Moderate (their pushback kills deals, their enthusiasm accelerates)
122
+
123
+ **Champion: Chief of Staff / HR Business Partner**
124
+ - **Role:** Reports to VP People or directly to exec
125
+ - **Function:** Advocate internally, navigate multi-stakeholder buying
126
+ - **What they need:** Clear business case, easy internal messaging, support
127
+
128
+ ### Qualification Criteria
129
+
130
+ **Must-haves (ICP):**
131
+ - [ ] 100+ employees (scale threshold)
132
+ - [ ] Multi-tier management structure (managers who manage managers)
133
+ - [ ] VP People or equivalent role exists (buyer present)
134
+ - [ ] Currently using spreadsheet / ad-hoc / competitor for performance management
135
+
136
+ **Good-to-haves:**
137
+ - [ ] Tech industry (AI-ready culture)
138
+ - [ ] Remote / hybrid workforce (1:1 importance elevated)
139
+ - [ ] Recent leadership change (new VP People looking for modern tools)
140
+ - [ ] Data-driven organization (CRO + CTO with metrics buy Sales, CPO wants parity)
141
+
142
+ ---
143
+
144
+ ## Positioning (Geoffrey Moore)
145
+
146
+ **For** People operations leaders at mid-market B2B SaaS companies (100-1000 employees)
147
+ **Who** need measurable evidence of manager effectiveness at scale
148
+ **Our** TeamFlow AI-powered 1:1 tier **is a** People operations intelligence platform
149
+ **That** automates the admin burden of 1:1s and generates actionable insights on manager practice
150
+ **Unlike** Lattice, 15Five, or Culture Amp (which provide structured templates but no AI automation)
151
+ **Our product** combines native AI summarization with privacy-by-design architecture, trusted by 3+ years of B2B HR data handling.
152
+
153
+ **Elevator pitch (30 seconds):**
154
+ «Managers spend 3+ hours a week on 1:1 admin — prep, notes, follow-up. We turn those hours back into real conversations. TeamFlow AI summarizes every 1:1, extracts action items, and reminds managers before the next meeting. VP HR gets the data they've never had: which managers run great 1:1s, which teams are at risk, all without touching the sensitive content. 40 mid-market customers upgraded in the first quarter.»
155
+
156
+ ---
157
+
158
+ ## Messaging Pillars
159
+
160
+ | # | Pillar | Claim | Proof Points | JTBD Addressed |
161
+ |---|--------|-------|--------------|----------------|
162
+ | 1 | **Time Reclaimed** | «Get 3 hours per week back for every manager» | Wizard-of-Oz beta: avg 2.8 hrs saved/week per manager; customer quote wall | End-user F1 (admin overhead) |
163
+ | 2 | **Confidence, Not Surveillance** | «Privacy-first AI that managers opt into, not corporate monitoring» | Architecture: opt-in per meeting, zero data retention on LLM, SOC 2 Type II attestation | Buyer E1 + End-user E1 (emotional jobs) |
164
+ | 3 | **Measurable People Operations** | «See manager 1:1 health across your org for the first time» | Dashboard: cadence, action items velocity, health scores (aggregate, privacy-preserving) | Buyer F1, F2 (consistency + ROI reporting) |
165
+ | 4 | **Enterprise-Grade from Day One** | «SOC 2 Type II, GDPR, BYOK encryption, SSO/SCIM — ready for your procurement» | Security attestations; customer references (2 enterprise design partners) | Buyer S1 (credibility with ELT) |
166
+
167
+ Note: Avoid generic «AI-powered» — everyone says that. Specifics + proof points matter.
168
+
169
+ ---
170
+
171
+ ## Competitive Differentiation
172
+
173
+ ### Direct competitors
174
+
175
+ | Dimension | **TeamFlow AI** | Lattice | 15Five | Culture Amp |
176
+ |-----------|:---------------:|:-------:|:------:|:-----------:|
177
+ | AI 1:1 summarization | ✅ **Native, launched June 2026** | ❌ | ❌ | ❌ |
178
+ | Action items auto-extract | ✅ | Partial (manual) | ❌ | ❌ |
179
+ | Aggregate 1:1 dashboard | ✅ Q3 2026 | ❌ | Partial | ❌ |
180
+ | Privacy architecture (opt-in, BYOK) | ✅ | Basic | Basic | Basic |
181
+ | SSO SAML + SCIM | ✅ | ✅ | ✅ | ✅ |
182
+ | Pricing (mid-market avg) | $30/seat (Team Tier) | $35/seat | $28/seat | $25/seat |
183
+
184
+ ### Indirect competitors
185
+ - **Notion / Asana / Airtable:** «generic tool hack» — customers cobble together workflows
186
+ - **Otter.ai + ChatGPT:** external transcription + summary — privacy nightmare for HR
187
+
188
+ ### Why We Win (top 3 reasons customers choose us)
189
+ 1. **AI-native, purpose-built** — not bolted-on, understood HR context
190
+ 2. **Privacy architecture** — enterprise-ready trust model
191
+ 3. **Integrated workflow + analytics** — one platform, multiple tiers
192
+
193
+ ### Top Objections + Responses
194
+
195
+ | Objection | Response |
196
+ |-----------|----------|
197
+ | «Why not wait for Lattice to add AI?» | «Feature gap likely 12+ months. Our 3-year data head start = better summaries Day 1. See demo.» |
198
+ | «Privacy concerns — HR data leaking to OpenAI?» | «Zero retention API tier + regional endpoints + BYOK for enterprise. Happy to share arch diagrams + SOC 2 scope.» |
199
+ | «We already have our own process» | «Great — keep what works. AI augments, doesn't replace. Our Team Tier adds AI assist without disrupting current workflows. Try for 30 days.» |
200
+ | «Pricing feels steep» | «$8/seat for 3 hrs/week saved — that's $150/hr value created. ROI 45×. Our customers see NRR lift 5-10pp post-AI tier adoption.» |
201
+ | «What if AI is wrong?» | «Manager reviews and edits before approval. AI-assisted, human-authored. See demo.» |
202
+
203
+ ---
204
+
205
+ ## Pricing & Packaging
206
+
207
+ ### Pricing Model
208
+
209
+ **Three-tier structure (active effective July 1, 2026):**
210
+
211
+ | Tier | Price/seat/mo | Core Features | AI Summarization | Analytics |
212
+ |------|:-------------:|:-------------:|:----------------:|:---------:|
213
+ | **Core** | $15 | 1:1 templates, OKR tracking, reviews | ❌ | Basic |
214
+ | **Team** | $23 (+$8) | All Core + | ✅ | Standard |
215
+ | **Enterprise** | $50+ (negotiated) | All Team + | ✅ + BYOK | Aggregate + benchmarks + manager health scores |
216
+
217
+ **Pricing rationale:**
218
+ - Value-based: $8/seat for 3 hrs/week saved = customer ROI 45×
219
+ - Competitor-based: Lattice $35, 15Five $28, us positioned in middle
220
+ - Expansion-optimized: tier ladder encourages upgrade (Core → Team → Enterprise)
221
+
222
+ **Discount Policies:**
223
+ - Annual prepay: 15% discount
224
+ - 500+ seats: negotiated (sales-led)
225
+ - Non-profit: 30% discount
226
+ - Early adopter (first 100 Team Tier upgrades): +50% free trial extension (30 → 45 days)
227
+
228
+ ---
229
+
230
+ ## Launch Channels
231
+
232
+ **Channel mix (investment weighting):**
233
+
234
+ ### Owned (60% focus)
235
+ - **Email to existing customers:** 4,200 contacts, segmented (SMB / mid / enterprise)
236
+ - **In-app banner:** Core tier customers see upsell CTA
237
+ - **Blog post:** «Introducing AI-Assisted 1:1s» — long-form, SEO-optimized
238
+ - **Changelog update:** Published via release notes
239
+ - **Webinar series:** «AI in People Ops — 4-week series» (weekly)
240
+ - **Customer advisory board:** Exclusive preview 3 days before public
241
+
242
+ ### Paid (20% focus)
243
+ - **LinkedIn ads:** B2B SaaS standard — targeting VP HR titles, 100-1000 employee filter
244
+ - **Google search ads:** «AI for performance management», «ai 1:1 notes», competitor keywords
245
+ - **Retargeting:** website visitors who bounced off pricing page
246
+
247
+ ### Earned (15% focus)
248
+ - **PR outreach:** TechCrunch exclusive (briefing June 27), Axios, CNBC follow-ups
249
+ - **Influencer advocacy:** 3 People Ops thought leaders briefed (Lars, Mia, Kevin)
250
+ - **Customer case studies:** 3 written + filmed by Q3
251
+
252
+ ### Partners (5% focus)
253
+ - **Integration partners:** Notion, Linear, Jira announcements mentioning TeamFlow AI
254
+ - **Agency network:** Carta People, Gusto refer customers with performance mgmt needs
255
+
256
+ ---
257
+
258
+ ## Sales Enablement
259
+
260
+ **Deliverables (completed June 23):**
261
+ - [x] Updated pitch deck (+5 AI slides)
262
+ - [x] Battle cards vs Lattice, 15Five, Culture Amp, Notion/Asana hack
263
+ - [x] Demo script (7 min live + interactive sandbox environment)
264
+ - [x] ROI calculator (inputs: # managers, # reports/manager → outputs: hours saved, $ value)
265
+ - [x] Objection handling guide (20 common objections + responses)
266
+ - [x] Cold outreach sequence (3-email, LinkedIn InMail variants)
267
+ - [x] Pricing sheet with annual prepay options
268
+
269
+ **Training:**
270
+ - [x] 90-min live session (June 24) — 18 of 20 sales reps attended
271
+ - [x] Recorded + transcribed for async review
272
+ - [x] Weekly office hours with PM + Product Marketing (Fridays 2pm)
273
+
274
+ ---
275
+
276
+ ## CS Enablement
277
+
278
+ **Deliverables:**
279
+ - [x] Customer-facing docs (knowledge base): «Getting Started», «Privacy FAQ», «Admin Guide»
280
+ - [x] Video walkthrough (5 min manager + 3 min admin)
281
+ - [x] FAQ: 47 questions covering all major use cases
282
+ - [x] Migration guides: For customers currently using competitor note-taking
283
+ - [x] Escalation runbook for edge cases
284
+
285
+ **Training:**
286
+ - [x] Internal workshop (June 20) — all 15 CS team members attended
287
+ - [x] Dogfood access — CS reps used feature 2 weeks pre-launch
288
+ - [x] Shadow manager sessions (live 1:1 observations)
289
+
290
+ ---
291
+
292
+ ## Success Metrics
293
+
294
+ ### Short-term (30 days post-launch — July 30)
295
+ - **Adoption:** 15 Team Tier upgrades
296
+ - **Support ticket volume:** <5% of total
297
+ - **Sales inquiry volume:** 30 new Team Tier opportunities
298
+ - **Press coverage:** 1 Tier-1 publication
299
+ - **NPS (Team Tier users):** 48+ (baseline 45 for TeamFlow overall)
300
+
301
+ ### Mid-term (90 days — September 30)
302
+ - **Total upgrades:** 40 accounts (OKR commitment)
303
+ - **Pipeline influenced:** $3M ARR
304
+ - **New ARR attributed:** $400K
305
+ - **Competitive win rate vs Lattice:** 35%+ (baseline 22%)
306
+ - **Sticky Manager Ratio (NSM):** 20%+
307
+
308
+ ### Long-term (6+ months — Dec 30)
309
+ - **Retention lift in AI Tier accounts:** +3pp vs Core tier
310
+ - **NRR impact:** +5pp org-wide
311
+ - **Category positioning shift:** «AI-native People Ops» appears in analyst reports (Forrester, Gartner)
312
+
313
+ ---
314
+
315
+ ## Timeline
316
+
317
+ | Week | Phase | Activities |
318
+ |:----:|-------|-----------|
319
+ | T-6 (May 19) | Prep | GTM brief approval, ICP finalized |
320
+ | T-4 (June 2) | Prep | Sales deck, battle cards, training materials ready |
321
+ | T-2 (June 16) | Beta | Beta customer feedback, iteration, final messaging |
322
+ | T-1 (June 23) | Hardening | Final copy, FAQ, docs published (staging), training sessions |
323
+ | **T-0 (June 30)** | **Launch** | **Announce all channels, sales enablement live, CS prepared** |
324
+ | T+1 (July 7) | Monitor | Daily metrics review, issue triage, customer feedback |
325
+ | T+4 (July 28) | Retro | Post-launch retrospective, adjustments, Q3 plan |
326
+
327
+ ---
328
+
329
+ ## Open Questions (resolved pre-launch)
330
+
331
+ 1. [RESOLVED] Pricing final: $23/seat Team Tier confirmed by VP Sales + CFO
332
+ 2. [RESOLVED] PR exclusive: TechCrunch briefing date locked (June 27)
333
+ 3. [RESOLVED] Customer advisory board preview: June 27 email + dedicated Slack
334
+ 4. [OPEN — post-launch monitor] Mobile demand: 3 customers asked; track signal, reconsider Q4
335
+
336
+ ---
337
+
338
+ ## Risks & Mitigations
339
+
340
+ | Risk | Probability | Impact | Mitigation |
341
+ |------|:-----------:|:------:|-----------|
342
+ | Launch coincides with competitor AI announcement | M | H | Pre-brief on day zero narrative — «first-to-market with privacy-first» differentiator |
343
+ | Support ticket spike overwhelms CS | M | M | 5 CS reserves on standby first 2 weeks |
344
+ | Pricing pushback from price-sensitive SMBs | H | L | 30-day trial + annual discount offers |
345
+ | Enterprise prospects stall on compliance | L | H | SOC 2 Type II attestation ready, fast-track responses |
346
+ ```
347
+
348
+ > **GTM brief lesson:** Messaging pillars are not a feature list. Each pillar = claim + proof + JTBD link. **Objection handling** with concrete numeric responses («$150/hr value, ROI 45×») rather than platitudes. **Channel mix weighted** (60/20/15/5) — not equal effort. Sales enablement deliverables specific + timed. Metrics laddered (short / mid / long) prevent launch anxiety about Day 1 adoption.