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Playbook and recommendations

What is out, what is in, and how to build systems that stop the leaks.

Section 05, playbook

The old B2B playbook is dead

Share of effort by activity, old playbook against 2026.

WHAT'S OUT

  • 45%Focus on lead gen
  • 30%Send cold emails
  • 20%Lead gen ads, book a demo
  • 5%Lead magnets and nurture sequences
  • 5%Company updates

WHAT'S IN, 2026

  • 45%Demand and intent
  • 25%Consistent content that builds awareness
  • 15%Signal based warm outbound
  • 10%Partnerships and personal brand collabs
  • 5%Retargeting ads that amplify what works
Growth initiatives

Six initiatives that drive revenue

Each one turns people the company already has into distribution.

01

Partner led marketing

Turn partners into a distribution channel.

02

Employee led marketing

Activate internal advocates.

03

Video led marketing

Shift toward the fastest growing content format.

04

Founder led marketing

Build trust through leadership visibility.

05

Community and social listening

Show up where technical buyers already are.

06

LinkedIn GTM and dark funnel

Treat LinkedIn as an outbound growth engine.

Become a super human

Broken systems leak. Good systems compound.

Broken systems demand 10x effort for 0.1x output. Good systems flip it. This is the stack that makes the flip.

01

Claude

Think deeper. Get better answers.

02

Granola

Chat in any meeting. Extract what matters.

03

Viktor

Automate on Slack. Get things done.

04

Lovable

Custom apps and dashboards.

05

Wispr Flow

Voice to text dictation anywhere.

06

Textblaze

Snippets for repetitive typing.

Agent architecture

How an agent layer runs the revenue workflow

Capture, act, record, surface. The agent layer does the busywork between them.

01

Capture

Client and partner email, meeting recordings and transcripts, Slack requests.

02

Agent layer

AgentZ and Viktor summarize, update the CRM, create tasks and escalate.

03

System of record

Attio for deals, partners and notes. Linear for SE tasks and SLA clocks.

04

Surface in Slack

Daily brief at 07:30, SLA nudges, overdue escalations, Monday pipeline digest.

The role

A PMM lead's job in 2026

As AI gives you more levers, the expected skill set expands with it.

01

Know what is trending in AI

Tools, video led content and Claude automations.

02

Turn founder vision into plans

Articulate strategy and tactics the team can run.

03

Own positioning

Stand out from the noise and build the brand.

04

Unify the language

Get the whole organization saying the same thing.

05

Translate the technical

Turn engineering speak into content buyers want.

06

Hire AI forward people

High agency and coachable.

07

Feed the team ideas

Inspiration on a steady cadence.

08

Find new ways to reach ICP

Reddit, internal champions and beyond.

09

Hit the numbers

MQLs, attribution, CPL, CAC and LTV.

10

Smooth the handoff

Marketing to sales, the hard part.

11

Build a personal brand

A LinkedIn presence that becomes an MQL funnel.

12

See across the org

Pattern recognition from every team.

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Growth thinking 04/14
“Show me the incentive and I will show you the outcome.”
Charlie MungerBerkshire Hathaway vice chairman

Apply it Partner programs grow when the margin lands with the person who sells.