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GTM Align

GTM Align | Working worksheet

Give the next decision an owner.

Some decisions belong with the founder. Use this worksheet to find one ordinary decision that could move with clearer context or permission. Start with something that actually waited, rather than the process you wish the team followed.

Copy the prompts into your working document, or print this page and write in the spaces.

1. Name the decision that waited

Choose one recent opportunity or handoff. What decision was needed, who was waiting and what happened while it waited? Record the evidence you have. Leave an unknown cost or delay unknown.

2. Explain why it reached the founder

Was context missing, authority unclear, the owner unavailable or the decision genuinely unusual? Separate what you observed from your explanation of it.

3. Define who owns the ordinary decision

Name the owner. State what they can decide without asking you and what information they must check first. Use a real boundary the business can support.

4. Keep the exceptions explicit

Which conditions need escalation, and to whom? Who is the backup if that person is unavailable? Agree what the owner can do while waiting, including when to pause.

5. Put the context where the work happens

Where will the next person find the current decision, its reason and any buyer commitment? Name the governing record and who corrects it when sources disagree.

6. Check the next comparable decision

Set a review date or the next relevant opportunity. Did the owner act, did the boundary hold and what required rework? Adjust using that evidence.

A boundary someone can use

Consider an illustrative example. A buyer asks to move a standard product walkthrough. The rep can choose a new time and bring the appropriate colleague. A request for a feature commitment goes to the named product owner. A commercial exception goes to the person authorized to approve it. The rep records the agreed next step and tells the buyer when to expect an answer.

Your boundaries may be different. The useful part is that the rep can tell which decision they own, which they do not and what to do while an exception is being considered.

Finish with an agreement you can inspect

  • One decision and a named owner.
  • A clear boundary, escalation contact and backup.
  • A place to record what happened and a point at which to review it.

Do not use the exercise to transfer a decision without the information or support it requires. If the founder remains the right owner, make that explicit and fix how the team reaches them.

For more context, read the founder-to-team guide or work through which AI workflows your team should share.

A GTM Align exercise to use alongside our founder-to-team guide.

Bring the example you worked through to a 30-minute GTM Diagnostic with Breen Eitel. We will examine the available evidence and discuss what deserves investigation or change next.

Book a GTM Diagnostic