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WellApp-ai

gtm-alignment

by WellApp-ai

No more Sundays on Finance. We build the infrastructure that retrieves, processes, and routes your financial and business data to your FinOps stack, so founders can ship, not spreadsheet.

305🍴 43📅 Jan 23, 2026

SKILL.md


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

DatabaseIDPurpose
Persona DB2b1c4d5e-7bea-80ee-85c2-fb96dfdcf98bPersona tiers, RICE scores, characteristics
GTM Strategy2b2c4d5e-7bea-809d-8c49-cc6b443738dfPositioning, 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):

TierPersonaRICE ScoreKey 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:

SliceServes PersonaTierWhy
[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

PhaseServes TierPersonaFeatures IncludedCan Announce?
1T1[Primary][Slice list]Yes/No
2T1, T2[Primary, Secondary][Slice list]Yes/No
3AllAll 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):

ScenarioResolution
High GTM + High RiskSplit slice into MVP + Full (reduce risk, keep GTM priority)
High GTM + Low RiskPrioritize (move earlier in sequence)
Low GTM + Low RiskKeep in risk-based position
Low GTM + High RiskDefer (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:

## 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.

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

Score

Total Score

80/100

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