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gtm-alignment skill

/cursor-rules/skills/gtm-alignment

This skill aligns implementation phases with GTM strategy and KPI targets by validating persona tiers against real Notion data.

npx playbooks add skill wellapp-ai/well --skill gtm-alignment

Review the files below or copy the command above to add this skill to your agents.

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---
name: gtm-alignment
description: Align phases with GTM strategy, persona tiers, and KPI targets
---

# GTM Alignment Skill

Ensure implementation phasing aligns with go-to-market strategy by validating against persona tiers and estimating business value from KPI database.

**CRITICAL:** This skill MUST fetch real data from Notion. Do NOT make up personas or GTM tiers.

## When to Use

- During Ask mode Phase 2 (CONVERGE), after dependency-mapping
- When prioritizing between equally-risky slices
- Before finalizing phase order

## Notion Database IDs

| Database | ID | Purpose |
|----------|-----|---------|
| Persona DB | `2b1c4d5e-7bea-80ee-85c2-fb96dfdcf98b` | Persona tiers, RICE scores, characteristics |
| GTM Strategy | `2b2c4d5e-7bea-809d-8c49-cc6b443738df` | Positioning, messaging, segments |

**Note:** If `API-query-data-source` fails, use `API-post-search` with query "Persona" as fallback.

## Instructions

### Phase 1: Fetch Persona Tiers (REQUIRED)

**Primary method - Query database:**
```
CallMcpTool:
  server: user-notion
  toolName: API-query-data-source
  arguments: {"data_source_id": "2b1c4d5e-7bea-80ee-85c2-fb96dfdcf98b"}
```

**Fallback method - Search (if query fails):**
```
CallMcpTool:
  server: user-notion
  toolName: API-post-search
  arguments: {"query": "Persona"}
```

**STOP if BOTH methods fail.** Report error and do not proceed with made-up data.

**Extract from Persona DB:**
- Persona name (title)
- RICE score (for prioritization)
- Goals, Pain points, Background
- Market segments

**Build Tier Priority Table (sorted by RICE score):**

| Tier | Persona | RICE Score | Key Traits |
|------|---------|------------|------------|
| T1 | [Highest RICE from Notion] | [Score] | [Goals/Pain points] |
| T2 | [Second RICE from Notion] | [Score] | [Goals/Pain points] |
| T3 | [Third RICE from Notion] | [Score] | [Goals/Pain points] |

**Evidence required:** Show persona names and RICE scores from Notion

### Phase 2: Fetch GTM Strategy (REQUIRED)

**Primary method - Query database:**
```
CallMcpTool:
  server: user-notion
  toolName: API-query-data-source
  arguments: {"data_source_id": "2b2c4d5e-7bea-809d-8c49-cc6b443738df"}
```

**Fallback method - Search (if query fails):**
```
CallMcpTool:
  server: user-notion
  toolName: API-post-search
  arguments: {"query": "GTM Strategy"}
```

**STOP if BOTH methods fail.** Report error and do not proceed with made-up data.

**Extract from GTM Strategy:**
- Current positioning statement
- Key differentiators vs. competitors
- Priority segments/verticals
- Messaging themes

**Evidence required:** Show positioning statement excerpt from Notion

### Phase 3: Map Slices to Personas

Using the ACTUAL persona data from Phase 1, map each slice to the persona it serves:

| Slice | Serves Persona | Tier | Why |
|-------|----------------|------|-----|
| [Slice name] | [Persona from Notion] | T1/T2/T3 | [Rationale] |

### Phase 4: Calculate GTM Score

```
GTM Score = (TierPriority x 3) + AnnouncementPotential

Where:
- TierPriority: T1=3, T2=2, T3=1, None=0
- AnnouncementPotential: Yes=2, Partial=1, No=0
```

### Phase 4: Calculate GTM Score

```
GTM Score = (TierPriority x 3) + ValueScore + AnnouncementPotential

Where:
- TierPriority: T1=3, T2=2, T3=1, None=0
- ValueScore: Critical=3, High=2, Medium=1, Low=0
- AnnouncementPotential: Yes=2, Partial=1, No=0
```

### Phase 5: Map Phases to Personas

| Phase | Serves Tier | Persona | Features Included | Can Announce? |
|-------|-------------|---------|-------------------|---------------|
| 1 | T1 | [Primary] | [Slice list] | Yes/No |
| 2 | T1, T2 | [Primary, Secondary] | [Slice list] | Yes/No |
| 3 | All | All personas | [Slice list] | Yes (Full Launch) |

**Rule:** Each phase should fully serve at least one persona tier.

### Phase 6: Reconcile with Risk Order

If GTM Score conflicts with Risk Score (from dependency-mapping):

| Scenario | Resolution |
|----------|------------|
| High GTM + High Risk | Split slice into MVP + Full (reduce risk, keep GTM priority) |
| High GTM + Low Risk | Prioritize (move earlier in sequence) |
| Low GTM + Low Risk | Keep in risk-based position |
| Low GTM + High Risk | Defer (move later in sequence) |

**Document conflicts for checkpoint:**
```
CONFLICT DETECTED:
- Risk order: #1.1 -> #1.2 -> #2.1 -> #2.2
- GTM order: #2.2 -> #1.1 -> #1.2 -> #2.1 (Invite flow is T1 priority)

RESOLUTION OPTIONS:
- Option A: Accept risk, prioritize GTM (ship #2.2 first)
- Option B: Split #2.2 into MVP + Full (ship #2.2-MVP in Phase 1)
- Option C: Ship #1.1 first, fast-follow with #2.2 (compromise)
```

## Output Format

Include **evidence of Notion fetch** in output:

```markdown
## GTM Alignment

### Data Sources (REQUIRED)

| Source | Status | Evidence |
|--------|--------|----------|
| Personas DB | ✓ Fetched | [N] records from `2b2c4d5e...` |
| GTM Strategy DB | ✓ Fetched | Positioning: "[first 50 chars...]" |

### Persona Tiers (from Notion)

| Tier | Persona | Characteristics |
|------|---------|-----------------|
| T1 | [From Notion] | [From Notion] |
| T2 | [From Notion] | [From Notion] |

### Strategy Fit
- Positioning: [From Notion GTM Strategy]
- Messaging: [Key message this enables]
- Differentiator: [Competitive advantage]

### Persona Coverage

| Phase | Serves Tier | Persona | Can Announce? |
|-------|-------------|---------|---------------|
| 1 | T1 | [Persona from Notion] | Yes/No |
| 2 | T1, T2 | [Personas from Notion] | Yes/No |

### Conflicts & Resolutions

| Conflict | Risk Order | GTM Order | Resolution |
|----------|------------|-----------|------------|
| [Description] | [Sequence] | [Sequence] | [Chosen option] |
```

## Validation Checkpoint

Before proceeding, verify:

- [ ] Personas DB queried successfully (not made up)
- [ ] GTM Strategy DB queried successfully (not made up)
- [ ] Each slice mapped to a real persona from Notion
- [ ] Evidence shown in output (record counts, positioning excerpt)

**If any query fails:** STOP and report the error. Do NOT proceed with invented data.

## Invocation

Invoke manually with "use gtm-alignment skill" or follow Ask mode Phase 2 (CONVERGE) which references this skill.

## Related Skills

- `dependency-mapping` - Run before GTM alignment
- `problem-framing` - Provides persona context
- `phasing` - Uses GTM scores for final ordering

Overview

This skill aligns implementation phases with the go-to-market strategy by validating slices against real persona tiers and estimating business value from KPI targets. It requires live reads from the team's Notion persona and GTM strategy databases and produces prioritized phase mappings with GTM scores and conflict resolutions. The output is actionable: tiered priorities, phase assignments, and remediation options when GTM and risk orders conflict.

How this skill works

The skill queries the designated Notion persona and GTM strategy databases, extracting persona names, RICE scores, goals, pain points, positioning statements and messaging themes. It builds a tier-priority table sorted by actual RICE scores, maps feature slices to the personas they serve, and computes a GTM Score that combines tier priority, value score, and announcement potential. Finally, it reconciles GTM ordering with dependency-based risk order and outputs phase assignments plus resolution options for detected conflicts.

When to use it

  • During Ask mode Phase 2 (CONVERGE) after dependency-mapping is complete
  • When prioritizing between slices with similar technical risk
  • Before locking the final phase order or release plan
  • When you need evidence-backed persona prioritization for stakeholder discussions
  • When assessing what to announce at each phase to maximize impact

Best practices

  • Always use the live Notion queries; stop and report if both query and search fail
  • Require evidence in output (record counts, RICE scores, positioning excerpts) before accepting recommendations
  • Ensure each phase fully serves at least one persona tier to preserve customer value
  • Resolve high GTM + high risk by splitting into MVP + full delivery where feasible
  • Document conflicts with clear resolution options and a recommended path

Example use cases

  • Choosing which feature slice to ship first when two slices have equal risk but different persona impact
  • Designing a three-phase launch plan that maximizes announcements for Tier 1 customers
  • Balancing dependency-driven engineering order with GTM priorities for early revenue impact
  • Preparing a stakeholder checkpoint that shows evidence from Notion and recommended phase sequencing

FAQ

What if Notion queries fail?

The skill will attempt the configured search fallback; if both methods fail it stops and reports the error—no personas or GTM data are invented.

How is the GTM Score calculated?

GTM Score = (TierPriority x 3) + ValueScore + AnnouncementPotential, where TierPriority maps T1=3,T2=2,T3=1; ValueScore maps Critical=3...Low=0; AnnouncementPotential is 2/1/0.

What evidence is produced?

Outputs include Notion fetch status, record counts, persona names with RICE scores, a positioning statement excerpt, tier tables, phase mappings, GTM scores, and any conflict documentation.