Strategy Playbook

Go-to-Market Playbook

Quantum's reference and workbook guide for sales, marketing, and execution. The complete framework — flywheel, funnel, ICP, personas, RevEfficiency Model, and the 5 steps that get the wheel spinning.

5

Steps

70%

Of Sales Tasks Automatable

10

Stakeholders Per B2B Deal

The Path

Understand the Buyer's Journey

The decision-making process starts with awareness. Each step that follows requires more information about your products and services — so buyers can become aware not only of what's offered but how valuable it could be for them.

The Buyer's Journey

The Three Pillars

📋

The List

Accurate, prioritized, refreshed quarterly

💬

The Message

Non-supplicative, confident, value-led

🎯

The Delivery

Disciplined, coached, consistent

The Model

The Quantum Growth Model

Designed as a flywheel — a cyclical sales and marketing process that builds momentum over time. Begin with generating leads. End with happy customers. In between: attract, qualify, nurture, sell. Once spinning, it keeps going.

Quantum Growth Model flywheel

Done correctly, your existing customers become a key component of driving new business and accelerating the flywheel. Customers who you wowed with the right messages at the right time, who are satisfied with the results, become an extension of your sales team — generating referrals and creating cross-sell and upsell opportunities.

The Path

Understand the Buyer's Journey

The decision-making process starts with awareness. Each step that follows requires more information about your products and services — so buyers can become aware not only of what's offered but how valuable it could be for them.

The Buyer's Journey

The Three Pillars

📋

The List

Accurate, prioritized, refreshed quarterly

💬

The Message

Non-supplicative, confident, value-led

🎯

The Delivery

Disciplined, coached, consistent

The Path

Understand the Buyer's Journey

The decision-making process starts with awareness. Each step that follows requires more information about your products and services — so buyers can become aware not only of what's offered but how valuable it could be for them.

The Buyer's Journey

The Three Pillars

📋

The List

Accurate, prioritized, refreshed quarterly

💬

The Message

Non-supplicative, confident, value-led

🎯

The Delivery

Disciplined, coached, consistent

The Framework

The 5 Steps to Get the Flywheel Spinning

Quantum's GTM Playbook will help you create and execute a plan built on five steps. Each step builds on the prior — and once spinning, the model compounds.

5 Steps to Get the Flywheel Spinning
1

Assess

Understand the market, your competition, and your target.

2

Systemize

Build the marketing & sales plans, processes, and infrastructure.

3

Optimize

Track KPIs, refine workflows, manage pipeline, optimize content.

4

Automate

70% of what sellers do today can be automated. Free reps to focus on relationships.

5

Execute & Improve

Test, measure CAC/ROI, A/B test, retain & WOW customers, refine.

Step 4

Automate

"70% of what sellers do today can be automated."
— Tony Hughes, Tech Powered Sales

Sales teams freed from administrative tasks focus on relationships and value. Automation also creates the data managers need to allocate resources and improve results.

Automate Across Every Stage

🎯 Target

  • Data enrichment (ZoomInfo)
  • Lead identification
  • Lead lists by ICP & intent data
  • Loading leads into CRM/dialer

🧲 Attract

  • Content creation (Jasper)
  • Email campaigns (HubSpot)
  • Social media outreach (Kennected)
  • Lead capture forms
  • Lead scoring
  • Dialing (ConnectAndSell, Kixie)
  • Texts & voicemail drops (Drop Cowboy)

💬 Nurture

  • Scheduling links
  • Meeting reminders
  • Recordings & transcripts
  • Forms
  • Personalized video (Vidyard)

💰 Convert

  • Pipeline management
  • Quotes & payment links (HubSpot Payments)
  • Auto-routing high-quality leads

✨ WOW

  • Ongoing nurturing campaigns
  • Automated gifting (Sendoso)
  • Tasks & follow-up reminders

⚙️ Operations

  • Cross-stage workflows
  • KPIs / dashboards / reporting
  • Internal notifications

Video Sells

58%

of viewers watch a business video to completion if it's under 60 seconds

70%+

of sales pros report video email outperforms text-based email

70%+

say video has increased their response rates

48%

say custom-recorded videos shorten their deal cycle

Step 4

Automate

"70% of what sellers do today can be automated."
— Tony Hughes, Tech Powered Sales

Sales teams freed from administrative tasks focus on relationships and value. Automation also creates the data managers need to allocate resources and improve results.

Automate Across Every Stage

🎯 Target

  • Data enrichment (ZoomInfo)
  • Lead identification
  • Lead lists by ICP & intent data
  • Loading leads into CRM/dialer

🧲 Attract

  • Content creation (Jasper)
  • Email campaigns (HubSpot)
  • Social media outreach (Kennected)
  • Lead capture forms
  • Lead scoring
  • Dialing (ConnectAndSell, Kixie)
  • Texts & voicemail drops (Drop Cowboy)

💬 Nurture

  • Scheduling links
  • Meeting reminders
  • Recordings & transcripts
  • Forms
  • Personalized video (Vidyard)

💰 Convert

  • Pipeline management
  • Quotes & payment links (HubSpot Payments)
  • Auto-routing high-quality leads

✨ WOW

  • Ongoing nurturing campaigns
  • Automated gifting (Sendoso)
  • Tasks & follow-up reminders

⚙️ Operations

  • Cross-stage workflows
  • KPIs / dashboards / reporting
  • Internal notifications

Video Sells

58%

of viewers watch a business video to completion if it's under 60 seconds

70%+

of sales pros report video email outperforms text-based email

70%+

say video has increased their response rates

48%

say custom-recorded videos shorten their deal cycle

Step 3

Optimize

After launch, focus on penetrating the market efficiently — streamline antiquated processes, track KPIs, identify what's working, double down on it.

Optimization

KPIs to Track

Quantum requires all clients to start tracking standard KPIs from day one. Monitoring closely produces a more efficient process and faster adjustments. Start with these:

KPIWhat It Measures
ICP Fit Ratio% of prospects/customers matching your Ideal Client Profile
Conversion Rates% taking desired action at each funnel stage
Customer Acquisition CostTotal cost ÷ new customers acquired
ROIRevenue from activity ÷ activity spend
Churn Rate% of customers cancelling per period
LTV (Lifetime Value)Total revenue from a customer over the relationship
Sales VelocityHow fast deals move through the pipeline
Revenue AttributionWhich channels generated which revenue

7 Workflows to Implement Today

Workflows are HubSpot's automation engine. Start with these seven trigger events:

1

Call Outcome Trigger

2

Deal Stage Change Trigger

3

Lead Status Change Trigger

4

List Enrollment Trigger

5

Engagement Level Trigger

6

Lead Score Trigger

7

Time-Based Trigger

7 Workflows trigger events

Pipeline Management & Free Billboard Space

A well-managed pipeline keeps you focused on the most promising leads. "Free Billboard Space" is the visibility you can earn without paid spend — social posts, thought-leader content, tradeshows, SEO, your website. Use every available surface.

Pipeline management
Maximize Free Billboard Space
Content optimization

Step 4

Automate

"70% of what sellers do today can be automated."
— Tony Hughes, Tech Powered Sales

Sales teams freed from administrative tasks focus on relationships and value. Automation also creates the data managers need to allocate resources and improve results.

Automate Across Every Stage

🎯 Target

  • Data enrichment (ZoomInfo)
  • Lead identification
  • Lead lists by ICP & intent data
  • Loading leads into CRM/dialer

🧲 Attract

  • Content creation (Jasper)
  • Email campaigns (HubSpot)
  • Social media outreach (Kennected)
  • Lead capture forms
  • Lead scoring
  • Dialing (ConnectAndSell, Kixie)
  • Texts & voicemail drops (Drop Cowboy)

💬 Nurture

  • Scheduling links
  • Meeting reminders
  • Recordings & transcripts
  • Forms
  • Personalized video (Vidyard)

💰 Convert

  • Pipeline management
  • Quotes & payment links (HubSpot Payments)
  • Auto-routing high-quality leads

✨ WOW

  • Ongoing nurturing campaigns
  • Automated gifting (Sendoso)
  • Tasks & follow-up reminders

⚙️ Operations

  • Cross-stage workflows
  • KPIs / dashboards / reporting
  • Internal notifications

Video Sells

58%

of viewers watch a business video to completion if it's under 60 seconds

70%+

of sales pros report video email outperforms text-based email

70%+

say video has increased their response rates

48%

say custom-recorded videos shorten their deal cycle

Step 5

Execute & Improve

Constantly improve, adjust, and enhance. Test new ideas regularly. Make changes to existing setup. Study the data. Fine-tune.

CAC & ROI Math

Customer Acquisition Cost

CAC = Total Marketing Spend ÷ New Customers Acquired

Includes advertising, sales salaries, anything tied to acquiring new customers in a defined period.

Return on Investment

ROI = Revenue Generated ÷ CAC

If revenue generated > CAC, you have positive ROI. If less, rethink the strategy.

Retain & WOW Your Customers

Studies show it can cost 5x more to attract a new customer than to keep an existing one. Five practical ways to keep customers coming back:

1

Show Appreciation

Calls, emails, handwritten notes, gifts, events.

2

Make It Easy

Easy navigation. Easy checkout. Easy support.

3

Offer Incentives

Exclusive discounts, free shipping, special offers.

4

Keep Promises

Deliver on time. Communicate any delays ASAP.

5

Stay In Touch

Nurturing campaigns. New products. Special offers.

Retain and WOW your customers

Renewals · Cross-Sell · Upsell · Referrals

Renewals

Send a reminder of benefits. Include a renewal incentive or discount.

Cross-Sell

Targeted lists of customers who fit additional products. Free Billboard Space + nurturing campaigns to educate.

Upsell

Offer higher-tier or premium versions. Increases profits while still adding value.

Referrals

Don't forget to ask. Make it easy. Reward referrers with discounts or financial incentives.

Refine As Needed. A successful GTM strategy requires constant refinement. Evaluate what's working. Make adjustments. Keep an open mind. Be proactive and responsive to keep the wheel spinning.

Live Document

This playbook is updated regularly

Bookmark this page — we revise the framework as the market shifts and our clients teach us new things.

Quantum's team helps you implement every step — from defining your ICP to building the workflows to running the playbook with you. Make the leap from theory to results.