The GTM glossary: Clear terms.
Better questions.

280 definitions for the work of finding, winning, retaining and growing customers. Follow a term into the growth stories where it appears.

Editorial definitions, not quotations from The Revenue Engine. Related reading shows where a term appears; it does not establish a company’s strategy.

A

A/B test#Data

An experiment comparing variants across assigned groups to estimate the effect of a change. Interpretation depends on assignment, sample size, measurement, duration, and the chosen decision rule.

Account executive#People

A commercial role commonly responsible for advancing and closing sales opportunities. Account executives may cover different segments, deal sizes, and portions of the customer lifecycle.

Account management#Customer success

Ongoing commercial management of an existing customer relationship. It can include renewals, planning, expansion, and coordination across internal teams, with responsibilities defined separately from support.

Account planning#Sales

A structured assessment of an account's goals, stakeholders, installed footprint, risks, and potential opportunities. The plan should guide relevant actions rather than merely document account facts.

Account-based marketing#Acquisition

Coordinated marketing focused on a defined set of accounts and their buying groups. Account selection, messaging, and sales alignment are central to the approach.

Account-based selling#Sales

A coordinated selling approach that treats the account and its stakeholders as the unit of pursuit, rather than working individual leads independently without shared context.

Acquisition channel#Acquisition

A source through which new potential or actual customers enter a company's commercial system. Clear definitions help separate first awareness, lead creation, purchase, and attribution.

Activation#Product

A defined early behavior or outcome that indicates a user has begun experiencing the product's intended value. The event should be validated against later engagement or retention.

Activation rate#Product

The proportion of a defined signup or customer cohort that reaches an activation milestone within a stated time window. Both the denominator and milestone need clear definitions.

Related readingFinom’s growth story
Adjacent market#Strategy

A market related to the current customer base or use case that may be accessible through shared capabilities or distribution. Adjacency still requires validating distinct buying needs.

Affiliate marketing#Acquisition

A performance-based arrangement in which a third party earns compensation for an attributed action, such as a sale or qualified lead, under defined program rules.

Aha moment#Product

A shorthand for a user's recognition of a product's value. A compelling moment is a hypothesis to test against repeated use and outcomes, not a substitute for retention evidence.

Anchor text#Publishing

The visible text of a hyperlink. Useful anchor text describes the destination or purpose without relying on repeated generic labels or excessive keyword repetition.

Annual contract value#Economics

A contract's value expressed on an annual basis under an explicitly defined calculation. Treatment of one-time services, usage commitments, discounts, and multi-year terms can vary.

Annual recurring revenue#Economics

Recurring revenue expressed on an annualized basis under a stated methodology. ARR is not automatically equivalent to recognized annual revenue, cash receipts, or a broader revenue run rate.

Answer engine optimization#Acquisition

An umbrella term for making content clear, attributable, accessible, and useful to systems that generate answers. Inclusion in a generated answer is not controlled solely by the publisher.

Application programming interface#Product

A defined interface through which software components can interact. An API can support product extensibility and distribution, but its existence alone does not establish a partner ecosystem.

Attribution#Data

Rules or methods used to assign credit for a commercial outcome to interactions or channels. Attribution describes a measurement model, not necessarily a causal explanation.

Average revenue per account#Economics

Revenue for a defined period divided by the relevant number of accounts. Specify whether accounts are paying, active, beginning-period, ending-period, or an average population.

Average revenue per user#Economics

Revenue for a defined period divided by a defined user population. The denominator can materially change the result, especially when free and paid users are mixed.

B

Beachhead market#Strategy

A deliberately narrow initial market whose customers share a pressing need and can be reached and served with a focused offer. It is a starting position, not the entire addressable market.

Billings#Economics

Amounts invoiced to customers during a defined period. Billing timing can differ from when contracts are signed, services are delivered, revenue is recognized, or cash is collected.

Blended CAC#Economics

Customer acquisition cost calculated across multiple channels or acquisition sources. A low blended figure can conceal expensive paid channels or unusual contributions from existing brand demand.

Bookings#Economics

The value of commercial commitments recorded during a period under a company's defined policy. Bookings can differ substantially from billings, cash collection, and recognized revenue.

Bottom-up adoption#Motion

Adoption that starts with individual users or small teams and may spread toward broader organizational use. Initial user enthusiasm does not necessarily establish enterprise purchasing approval.

Burn rate#Economics

The rate at which a company spends cash or reduces its cash balance under a defined calculation. Gross and net burn measure different things and should be labeled.

Business case#Sales

An account of the expected benefits, costs, risks, and alternatives for a purchase or initiative. Its assumptions should be visible and credible to the decision-makers using it.

Business review#Customer success

A structured discussion of customer goals, results, risks, and next steps. Its value depends on relevant evidence and decisions rather than a fixed meeting cadence alone.

Buyer journey#Sales

The process a buyer goes through to recognize a problem, explore options, evaluate risk, make a decision, and adopt a solution. Real journeys can loop or involve multiple people.

Buyer persona#Strategy

A research-based description of a person involved in buying or using a product, including responsibilities, motivations, constraints, and information needs. A persona differs from an account-level ideal customer profile.

Related readingFigma’s growth story

C

CAC payback period#Economics

The time required to recover acquisition cost from a defined stream of customer contribution, often gross-profit-adjusted recurring revenue. The method and assumptions should be stated.

Canonical URL#Publishing

The URL identified as the preferred version of a page among possible duplicates. A canonical declaration is a signal to crawlers rather than a command that overrides all other evidence.

Category creation#Strategy

An effort to establish a new way of naming and understanding a problem or solution. It often requires educating buyers before conventional product comparison becomes possible.

Causal claim#Research

A statement that one factor produced or changed an outcome. A plausible sequence or founder explanation can suggest causality without providing a controlled or complete causal demonstration.

Champion#Sales

A stakeholder who actively supports the proposed solution and helps move it through the organization. Enthusiasm alone does not establish influence, access, or willingness to advocate internally.

Channel conflict#Partners

Tension between commercial routes that compete for the same customer, economics, or account ownership. Clear rules for territory, attribution, pricing, and engagement can reduce avoidable disputes.

Channel-market fit#Acquisition

Evidence that a distribution channel can repeatedly reach the intended customers with suitable intent, cost, volume, and conversion behavior for the company's business model.

Closed lost#Sales

A CRM stage indicating an opportunity ended without a successful sale under the organization's definitions. Reasons should distinguish competitors, no-decision, poor fit, and other outcomes.

Closed won#Sales

A CRM stage indicating an opportunity met the organization's defined criteria for a successful sale. The stage does not necessarily mean all revenue has been recognized or cash received.

Co-marketing#Partners

Joint marketing activities by organizations with overlapping audience relevance. Shared promotion can create reach or interest without establishing partner-sourced revenue.

Related readingTesla’s growth story
Co-selling#Partners

Two or more organizations coordinating their commercial work on a customer opportunity. Effective coordination requires clarity about roles, account ownership, value, and next steps.

Cohort analysis#Data

Comparing the behavior of groups that share a starting event or characteristic. It helps distinguish changing customer mix from changes within the lifecycle of a particular group.

Cold-start problem#Strategy

The difficulty of creating enough initial participation or useful activity in a system whose value depends on other participants. The relevant minimum often differs across local markets.

Community-led growth#Acquisition

Growth supported by relationships and participation among users, practitioners, or contributors. Community activity can build learning and trust, but its commercial contribution requires separate measurement.

Company-reported claim#Research

A statement attributed to the company or its representatives. Attribution identifies who made the claim; it does not mean the statement has been independently audited or reproduced.

Competitive alternative#Strategy

Anything a customer could choose instead of the proposed offer, including another vendor, internal development, manual work, delaying the decision, or doing nothing.

Competitive displacement#Sales

Winning business that replaces an incumbent product, provider, or internal approach. Replacement requires addressing switching effort and risk as well as the new offer's value.

Consultative selling#Motion

A sales approach that investigates the customer's situation and helps connect an offer to a relevant outcome. The quality of diagnosis matters more than simply presenting features.

Content marketing#Acquisition

Creating and distributing useful material to reach an intended audience, build understanding, and support commercial goals. Traffic alone does not establish qualified demand or revenue contribution.

Contraction#Customer success

A reduction in an existing customer's revenue or commercial commitment, such as fewer seats, lower usage, or a smaller package. It can occur without losing the account entirely.

Contribution margin#Economics

Revenue remaining after specified variable or directly attributable costs. The included costs must be identified because contribution margin definitions vary by business and decision context.

Conversion rate#Data

The proportion of a defined population that completes a specified action within a stated period or sequence. The numerator, denominator, and observation window determine its meaning.

Correlation#Research

An observed association between variables or events. Correlation alone does not establish which factor caused an outcome or whether another factor explains both.

Cost to serve#Economics

The costs associated with delivering and supporting an offer for a customer or segment. Relevant components can include infrastructure, onboarding, support, services, and account-management effort.

Counterfactual#Research

An account of what might have happened under a different action or condition. Counterfactual recommendations are analytical proposals, not observed outcomes from the company's history.

Creator marketing#Acquisition

Working with people who produce educational, entertaining, or practical content for an audience. The relationship can involve sponsorship, demonstrations, affiliate arrangements, or independent coverage.

Cross-sell#Customer success

Selling an additional product or service to an existing customer. Commercial potential depends on whether the new offer addresses a relevant need for that customer.

Customer acquisition cost#Economics

Defined acquisition spending divided by the number of acquired customers for a corresponding population and period. Specify included costs, attribution rules, timing, and whether the measure is blended or channel-specific.

Customer advocacy#Customer success

Activities through which customers voluntarily support an offer, such as references, reviews, education, or community participation. Advocacy should be distinguished from incentivized promotion.

Customer concentration#Economics

The extent to which revenue, profit, or another commercial measure depends on a small number of customers. Concentration should be assessed alongside contract durability and exposure to correlated risks.

Customer discovery#Research

Direct investigation of customer problems, workflows, alternatives, and buying behavior before treating assumptions as established facts. Interviews are one method; observation and transaction evidence provide additional perspectives.

Related readingLucid’s growth story
Customer effort score#Customer success

A survey-based measure of how difficult or easy customers found a specific task or interaction. It should be interpreted within the experience being measured.

Customer enablement#Customer success

Education, resources, and practical support that help customers use an offer effectively. Enablement can support adoption and independence without proving that every customer will obtain the same result.

Customer health score#Customer success

A composite measure intended to summarize an account's condition using selected signals. The score should be validated against outcomes and should not conceal conflicting evidence.

Customer interview#Research

A conversation used to understand customer experience, priorities, and behavior. Questions about specific past actions generally provide different evidence from hypothetical promises about future purchases.

Customer lifetime value#Economics

An estimate of the economic contribution expected from a customer over the relationship. It depends on assumptions about retention, revenue, margin, discounting, and future behavior.

Customer onboarding#Customer success

The process that helps a new customer reach a meaningful first outcome and understand how to continue using an offer. Onboarding can include configuration, education, implementation, and ownership alignment.

Customer relationship management#People

The practices and systems used to maintain information about customer relationships and commercial activity. A CRM system's data quality depends on definitions, ownership, and consistent use.

Customer retention#Customer success

The continuation of customer relationships over a defined period. Customer-count retention and revenue retention answer different questions and should be reported separately.

Customer satisfaction score#Customer success

A survey-based measure of satisfaction with an experience or relationship. The question, response scale, sampling, and timing affect comparability and interpretation.

Customer success#Customer success

Work focused on helping customers achieve desired outcomes through an ongoing relationship. Responsibilities can include adoption, risk management, renewal support, and expansion, depending on the organization.

Customer success manager#People

A role responsible for coordinating customer outcomes and relationship health within an assigned scope. Ownership of renewals, expansion, implementation, and support varies by company.

Customer support#Customer success

Assistance with questions, incidents, or difficulties using a product or service. Support can improve the customer experience but is not identical to proactive account or success management.

D

Daily active users#Product

The number of unique users completing a defined activity within a day. The chosen activity, user identity rules, and timezone affect what the count means.

Decision-making unit#Sales

The people who influence, approve, purchase, implement, or use an offer. The unit can include distinct commercial, technical, operational, security, and legal responsibilities.

Demand capture#Strategy

Reaching buyers who are already seeking a solution or evaluating alternatives. Search advertising and comparison content can serve this purpose when they match real buying intent.

Demand creation#Strategy

Activities that help customers recognize or prioritize a problem and become interested in addressing it. Demand creation differs from capturing searches for an already understood need.

Demo#Sales

A demonstration of how an offer works or could address a buyer's needs. A useful demonstration connects capabilities to a relevant workflow rather than treating every feature equally.

Design partner#Research

A customer or prospective customer who collaborates closely on an early product or use case. Design participation is not necessarily evidence of a paid, repeatable commercial relationship.

Related readingCoda’s growth story
Developer relations#Acquisition

Work that helps developers understand, evaluate, adopt, and build with a technical product through documentation, education, examples, community support, and feedback to the product team.

Differentiation#Strategy

A meaningful distinction that gives a relevant buyer a reason to choose an offer. A feature difference becomes commercially useful only when the customer values it.

Discounting#Pricing

Reducing a price relative to a defined reference or standard offer. The commercial effect depends on customer behavior, contract terms, renewal expectations, and margin implications.

Discovery call#Sales

A conversation intended to understand a prospect's problem, context, stakeholders, alternatives, and evaluation process. It provides input to qualification and should not be only a scripted product pitch.

Distribution channel#Acquisition

A route through which an offer reaches potential customers or buyers. The channel can create awareness, enable a transaction, or support delivery, depending on its role.

Distributor#Partners

An intermediary that helps make offers available through a network of sellers or buyers. Its role may include logistics, aggregation, financing, enablement, or commercial access.

E

Early adopter#Strategy

A customer willing to try a comparatively new solution before it becomes mainstream, often because an unmet need outweighs the risks and effort of adoption.

Economic buyer#Sales

The person or group with authority over the relevant budget or economic commitment. The economic buyer may differ from the daily user, champion, and contractual signatory.

Ecosystem#Partners

The network of organizations, developers, products, and participants that contribute complementary value around a platform or market. The term should identify actual relationships rather than imply a self-sustaining network.

End user#Sales

The person who directly uses the product or service. End users can strongly influence adoption and renewal even when someone else controls the purchase.

Engagement#Product

A defined form of customer or user interaction with a product. Useful engagement measures reflect relevant behavior rather than treating all visits or clicks as equivalent value.

Enterprise sales#Motion

Selling to organizations whose purchasing needs often involve multiple stakeholders, formal evaluation, security review, procurement, and negotiated terms. Enterprise is a segment, not a universal contract-value threshold.

Event marketing#Acquisition

Using hosted or sponsored gatherings to build awareness, relationships, learning, or commercial opportunities. Attendance and pipeline should be measured as distinct outcomes.

Event taxonomy#Data

A consistent system for naming and defining tracked events and their properties. It supports comparable analysis across teams, product changes, and reporting periods.

Executive sponsor#Customer success

A senior stakeholder who supports a commercial relationship or initiative and can help align priorities or resolve obstacles. Sponsorship needs ongoing relevance, not just a name in a plan.

Expansion revenue#Customer success

Additional recurring or other defined revenue from existing customers, such as more usage, users, products, or locations. State the revenue basis and period used in measurement.

Experiment backlog#Data

A prioritized list of proposed tests with hypotheses, target populations, success measures, and resource needs. Prioritization should reflect expected learning and commercial relevance.

F

Feature adoption#Product

Use of a particular product capability by a defined population. High usage is meaningful only in relation to the capability's intended customer outcome and eligible users.

Field sales#Motion

Sales that includes substantial in-person engagement with customers. Field teams may combine remote work with onsite discovery, relationship building, demonstrations, and negotiation.

First-touch attribution#Data

Assigning acquisition credit to the first recorded interaction in a defined journey. It depends on what the system can observe and how identities and time windows are resolved.

Founder-led sales#Motion

Direct customer discovery and selling performed by a founder, often before a dedicated sales organization exists. It includes learning the buying process, not just personally closing contracts.

Founder-market fit#Strategy

The relevance of a founder's experience, access, insight, and capabilities to the market being served. It is an analytical lens, not proof that the venture will succeed.

Free trial#Pricing

Time-limited or otherwise bounded access that lets a prospective customer evaluate a paid offer. Trial design should clarify eligibility, limits, evaluation goals, and the path to purchase.

Freemium#Pricing

A model offering an ongoing free product tier alongside paid capabilities, limits, or service levels. The free offer creates costs and must connect to a viable business model.

G

Gatekeeper#Sales

A person or process that controls access, information, or progression in a buying journey. Understanding the gatekeeper's responsibilities is more useful than assuming the role is purely obstructive.

Go-to-market strategy#Strategy

A set of choices about which customers to serve, what value to offer, how to reach and convert buyers, and how to deliver enough value to retain them profitably.

Good-better-best packaging#Pricing

Organizing an offer into a small number of progressively broader packages. The differences should align with customer needs rather than merely adding arbitrary feature restrictions.

Gross margin#Economics

Revenue minus the defined cost of revenue, expressed as an amount or percentage of revenue. Consistent cost classification matters when comparing software, infrastructure, marketplace, and service businesses.

Gross merchandise value#Economics

The total value of transactions processed through a marketplace or commerce system under a stated definition. GMV is not automatically the platform's own revenue.

Gross revenue retention#Economics

Starting recurring revenue retained after churn and contraction, excluding expansion, divided by starting recurring revenue. Use a consistent cohort, period, and revenue definition.

Growth loop#Acquisition

A mechanism in which one cycle of customer or user activity generates an input to another cycle. A loop needs an observable reinvestment mechanism, not merely a circular diagram.

Related readingLoom’s growth story
GTM motion#Strategy

The repeatable way a company helps a prospective customer reach a purchase decision. A motion can rely primarily on product use, people, marketing, partners, or a combination.

H

Handoff#People

The transfer of responsibility and context between teams or stages, such as sales to implementation. A useful handoff specifies ownership, commitments, customer goals, and unresolved risks.

Historical capture#Research

A dated record of a page or artifact from an earlier period. It supports claims about what was captured at that time, subject to completeness and rendering limitations.

Holdout group#Data

A group withheld from an intervention to provide a comparison for estimating its effect. The comparison is useful only when the design supports the intended causal interpretation.

Hybrid GTM#Motion

A commercial model that combines multiple motions across customer segments or stages, such as self-serve adoption followed by assisted enterprise purchasing and customer-success support.

I

Ideal customer profile#Strategy

A description of the organizations or customers most likely to obtain value from an offer and support an attractive business relationship. It includes fit criteria and explicit exclusions.

Implementation#Customer success

The work required to put a purchased solution into operational use, including configuration, integration, data migration, training, and process changes where applicable.

Implementation debt#Customer success

Unresolved configuration, integration, migration, or process work that accumulates during adoption and can impede later value. The term is an operational analogy rather than a standardized accounting measure.

In-product education#Product

Guidance delivered within the product to help users complete relevant tasks or understand capabilities. Effective education should support the user's goal rather than interrupt it unnecessarily.

Inbound marketing#Acquisition

Marketing that attracts people toward the company through useful or discoverable material. An inbound inquiry can have many levels of intent and should not automatically be treated as qualified demand.

Incrementality#Data

The additional outcome caused by an action compared with what would have happened without it. Estimating incrementality requires a credible counterfactual, not just an attribution label.

Inference#Research

An analytical conclusion drawn from available evidence rather than directly established by a source. The reasoning and uncertainty should remain distinguishable from the underlying reported facts.

Influencer marketing#Acquisition

Working with individuals whose audiences may value their recommendations or explanations. Audience relevance and disclosure differ from simply purchasing large follower counts.

Inside sales#Motion

Sales conducted primarily through remote channels such as calls, email, and video meetings. The label describes the selling format, not necessarily deal size or product simplicity.

Instrumentation#Data

The implementation of events, identifiers, and collection rules needed to observe product or commercial behavior. Instrumentation quality affects what questions the data can answer reliably.

Integration#Product

A connection that allows products or systems to exchange data or coordinate workflows. The commercial value depends on the customer's workflow and the effort required to maintain the connection.

Internal link#Publishing

A hyperlink connecting pages within the same site. Descriptive anchor text and valid destinations help readers navigate relationships and allow crawlers to discover content.

J

Jobs to be done#Strategy

An approach that studies the progress people seek in a particular situation, including functional, social, and emotional dimensions, rather than defining demand only by product features.

L

Lagging indicator#Data

A measure of an outcome after the relevant activity has occurred. Lagging indicators can confirm results while providing less immediate guidance about what action to change.

Land and expand#Customer success

An approach that begins with a limited customer commitment and seeks broader adoption or spending after value is demonstrated. Initial entry does not establish that expansion will occur.

Last-touch attribution#Data

Assigning credit to the final recorded interaction before a defined conversion. This can be useful operationally while overlooking earlier influences and unobserved behavior.

Launch campaign#Acquisition

A coordinated effort to introduce a new company, product, or capability. A successful launch creates an opportunity for follow-up; it does not demonstrate sustained customer retention.

Related readingToast’s growth story
Lead#Sales

A person or organization recorded as a potential commercial prospect. The term requires local qualification criteria because a contact record alone says little about fit or intent.

Lead routing#Sales

Rules that assign leads or accounts to the appropriate owner or process. Routing can depend on territory, segment, account ownership, product activity, or required expertise.

Lead scoring#Sales

Assigning priorities to leads using fit, behavior, or other signals. A score is a decision aid whose usefulness should be checked against actual commercial outcomes.

Leading indicator#Data

A measure expected to provide early information about a later outcome. Its predictive relationship should be tested rather than assumed because it moves before the outcome.

Learning agenda#Research

An explicit set of important uncertainties a team intends to resolve through research or experiments. It helps connect activity to decisions rather than collecting information without a purpose.

Legal review#Sales

Evaluation of proposed commercial terms and obligations by the relevant legal function. It is a buying-process stage and does not establish a product's technical or commercial suitability.

Logo churn#Customer success

The loss of customer accounts from a defined starting population during a period. State how cancellations, mergers, inactivity, and returning customers are treated.

Logo retention#Customer success

The proportion of customer accounts retained from a starting cohort during a defined period. The metric treats accounts as units rather than weighting them by revenue.

LTV to CAC ratio#Economics

A comparison of estimated customer lifetime value with customer acquisition cost using compatible definitions. The ratio can mislead when retention assumptions are immature or cost allocations differ.

M

Marginal CAC#Economics

The additional acquisition cost associated with acquiring additional customers at the margin. It can differ from historical average CAC as channels become more saturated or targeting changes.

Market education#Strategy

Work that helps buyers recognize a problem, understand possible solutions, and evaluate their relevance. Education can create demand without immediately creating a qualified sales opportunity.

Market maturity#Strategy

How established customer awareness, buying processes, competing solutions, and category expectations are within a market. Maturity can vary by customer segment and geography.

Market segmentation#Strategy

Dividing a broad market into groups with meaningfully different needs, buying behavior, economics, or access requirements so that a company can make more focused commercial choices.

Related readingWise’s growth story
Market wedge#Strategy

A focused use case, audience, or product advantage that creates an initial opening into a broader market. The opening does not automatically support expansion into adjacent needs.

Marketing-led growth#Motion

A growth approach in which marketing communication creates enough understanding and conviction for customers to purchase, often through a direct transaction rather than a substantial sales engagement.

Marketing-qualified lead#Sales

A lead that meets agreed marketing criteria for further commercial attention. Those criteria are organization-specific and do not automatically indicate a sales-ready opportunity.

Marketplace liquidity#Strategy

How reliably participants can find suitable counterparties and complete useful transactions within an acceptable time. It is typically measured for specific segments, locations, or categories.

Monthly active users#Product

The number of unique users completing a defined activity during a month or rolling monthly window. The definition should be consistent when comparing periods or products.

Monthly recurring revenue#Economics

Recurring subscription revenue normalized to a month under a stated methodology. One-time services and nonrecurring charges should be distinguished from the recurring component.

Multi-threading#Sales

Building appropriate relationships with several stakeholders in an account so discovery and progress do not depend on one contact. Each relationship should have a clear purpose.

Multi-touch attribution#Data

Distributing credit across several observed interactions preceding a conversion. The assigned weights reflect a model and do not automatically establish the incremental effect of each touch.

Mutual action plan#Sales

A shared plan that identifies actions, owners, milestones, and decision requirements for a buyer and seller. It is useful when both sides actively maintain and follow it.

N

Net promoter score#Customer success

A survey metric calculated as the percentage of promoters minus detractors under the chosen response scale. It measures a stated recommendation response, not actual retention or referral behavior.

Net revenue retention#Economics

Starting recurring revenue plus expansion, minus contraction and churn, divided by starting recurring revenue for the same cohort and period. New-customer revenue is excluded.

Network effect#Strategy

A change in a product's value to a participant as other participants join or contribute. Network effects can be local, indirect, positive, or negative depending on the system.

No-decision#Sales

An evaluation that ends without the buyer choosing a proposed purchase. No-decision can reflect low urgency, unclear ownership, risk, budget constraints, or a preference for the status quo.

North star metric#Data

A central metric intended to reflect recurring customer value and guide coordinated product or business decisions. It should be accompanied by guardrails and supporting measures.

O

Objection handling#Sales

Understanding and responding to a buyer's concerns about an offer or decision. A valid objection may reveal poor fit rather than simply a barrier to overcome.

Open-source distribution#Acquisition

Reaching users through publicly available source code, community participation, and developer adoption. Repository attention does not by itself establish paid conversion or a viable commercial model.

Organic social#Acquisition

Unpaid distribution and engagement through social platforms. Unpaid placement still requires resources, and platform reach does not necessarily translate into owned audience relationships.

Outbound sales#Acquisition

Seller-initiated contact with selected prospects rather than waiting for an inquiry. Its effectiveness depends on relevance, targeting, timing, execution, and the economics of reaching those accounts.

P

Packaging#Pricing

Grouping capabilities, limits, services, and commercial terms into offers customers can understand and buy. Packaging shapes both initial access and the reasons to expand.

#Sales

A pilot for which the customer provides payment under agreed terms. Payment strengthens commercial evidence but does not establish renewal, expansion, or repeatable implementation economics.

#Acquisition

Advertising associated with search queries. Its commercial value depends on query intent, relevance, bidding costs, conversion behavior, and the value and retention of acquired customers.

#Acquisition

Advertising delivered through social platforms to selected audiences. Campaign reach or engagement should be distinguished from incremental customer acquisition and retained revenue.

Partner enablement#Partners

Training, tools, content, and operational support that help partners perform agreed commercial or delivery roles. Enablement should match the partner's incentives and customer responsibilities.

Partner marketplace#Partners

A catalog or transaction environment where customers discover or buy complementary offers through another platform. Listing, transacting, and receiving active distribution are different levels of participation.

Partner-influenced revenue#Partners

Revenue associated with opportunities a partner helped advance under defined attribution rules. Influence is broader than origination and can overlap with other routes.

Partner-led growth#Motion

A growth approach in which a partner plays a central role in selling the offer or enabling the customer purchase. Referrals, co-marketing, and technical integrations alone do not establish a partner-led conversion motion.

Partner-sourced revenue#Partners

Revenue attributed to opportunities originated by a partner under defined rules. The definition should distinguish origination from later partner assistance or influence.

Pilot#Sales

A bounded deployment used to learn whether an offer works in a real customer setting. A pilot may be paid or unpaid and is not automatically a production rollout.

Pipeline#Sales

The set of active sales opportunities at a given time, often organized by stage and estimated value. Pipeline is not equivalent to bookings, revenue, or cash collected.

Pipeline coverage#Sales

The ratio of available pipeline to a sales target over a defined period. Its usefulness depends on opportunity quality, stage definitions, win rates, and likely closing dates.

Pipeline velocity#Sales

A measure of how quickly potential revenue moves through a pipeline. Common models combine opportunity count, average value, win rate, and sales-cycle length, using consistent definitions.

Positioning#Strategy

The intended place an offer occupies in a buyer's mind relative to alternatives, including the customer, problem, distinctive value, and reasons to believe the claim.

Price elasticity#Pricing

The responsiveness of demand to a change in price under defined conditions. Observed demand changes may also reflect competitors, seasonality, customer mix, or product changes.

Pricing model#Pricing

The logic used to calculate what a customer pays, such as seats, usage, a subscription, a transaction fee, or a negotiated combination of components.

Primary source#Research

Material produced by a direct participant or original record keeper, such as a company announcement, founder interview, or filing. A primary source can still contain selective or unverified claims.

Problem-solution fit#Strategy

Evidence that a proposed solution addresses a real and important customer problem. It precedes, but does not establish, a scalable acquisition model or durable business economics.

Procurement#Sales

The organizational function or process for evaluating and acquiring goods or services under commercial and operational requirements. Procurement involvement varies by company, category, and purchase size.

Product adoption#Product

The process through which people begin and continue using a product in relevant workflows. Adoption can be measured at the individual, team, account, feature, or use-case level.

Product-led growth#Motion

A growth approach in which experiencing the product plays a central role in acquisition, conversion, retention, or expansion. Human sales and success teams can still participate.

Product-led sales#Motion

A sales approach that uses product adoption and usage evidence to identify and assist promising accounts. A usage signal should inform discovery rather than substitute for qualification.

Product-market fit#Strategy

A condition in which a defined market repeatedly obtains meaningful value from a product. Retention, willingness to pay, references, and repeatable demand provide different kinds of supporting evidence.

Product-qualified account#Sales

An organization whose combined user or product activity meets criteria for commercial follow-up. Account qualification can capture team behavior that individual lead scoring misses.

Product-qualified lead#Sales

A potential buyer whose product behavior meets defined signals associated with value or purchasing interest. The signals need validation against actual conversion and retention outcomes.

Product-qualified signal#Product

A usage or account behavior selected as evidence of possible readiness for commercial attention. A signal is useful only if it adds predictive or actionable information.

Professional services#Customer success

Specialized work delivered to help customers achieve outcomes, such as implementation, migration, customization, or advisory support. Services revenue and delivery costs should be distinguished from software economics.

Proof of concept#Sales

A limited evaluation designed to test whether a solution can satisfy specified technical or operational requirements. The success criteria and transition to a commercial decision should be explicit.

Proof of value#Sales

An evaluation centered on whether a solution produces a meaningful business outcome for the customer. It differs from proving only that a technical capability functions.

Q

Quota#People

A defined performance target assigned to a seller or team over a period. Quotas can measure bookings, revenue, activity, or other outcomes and should be identified precisely.

Quota attainment#People

Actual performance expressed relative to an assigned quota. Comparisons require consistent metrics, periods, account allocation, and treatment of ramping employees.

R

Ramp time#People

The time required for a new employee or team to reach a defined level of productive performance. The milestone should be specified rather than assumed from hiring date alone.

Recognized revenue#Economics

Revenue recorded for a reporting period under the applicable accounting basis. Recognition timing is not established merely by a contract signature, invoice, or payment.

Reference customer#Customer success

A customer willing to share relevant experience with prospective buyers or other audiences under agreed conditions. A reference is specific evidence, not a representative sample of all customers.

Referral marketing#Acquisition

Encouraging existing users, customers, or other participants to introduce potential customers. A referral program defines eligibility, incentives, and how referred outcomes are attributed.

Referral partner#Partners

A partner that introduces potential customers under an agreed arrangement. Referral creation, influence, qualification, and closed revenue should be measured as separate outcomes.

Renewal#Customer success

Continuation of a customer agreement for another term under its applicable conditions. Renewal can occur with expansion, contraction, pricing changes, or changed service scope.

Renewal risk#Customer success

The possibility that an existing customer will reduce or end its commercial relationship at renewal. Risk signals need investigation and do not establish the customer's final decision.

Request for information#Sales

A request used to learn about potential suppliers or solution approaches, often before a specific purchase process is established. An information request is not necessarily an active opportunity.

Request for proposal#Sales

A structured request asking vendors to propose a solution and terms for a defined need. The process can include evaluation criteria, response requirements, and a formal selection timeline.

Research gap#Research

An important question the available evidence does not resolve. Recording a gap prevents an attractive narrative from being treated as a complete reconstruction of events.

Reseller#Partners

A partner that sells another company's product or service to customers under an agreed commercial arrangement. Responsibilities for contracting, implementation, support, and renewal vary by agreement.

Retention cohort#Data

A group of customers or users sharing a defined starting event or characteristic whose continued activity or revenue is tracked over time. Comparable cohorts require consistent definitions.

Return on investment#Economics

A comparison of a defined net benefit with the investment required to produce it. State the formula, time period, included costs, and whether benefits are realized or estimated.

Revenue churn#Customer success

The loss of a defined revenue stream from existing customers during a period. Distinguish losses from cancellations and contractions, and state whether expansion offsets are included.

Revenue operations#People

Coordination of commercial data, systems, processes, and measurement across revenue-related teams. The scope often includes marketing, sales, and customer success, but varies by organization.

Revenue run rate#Economics

An extrapolation of revenue from a shorter observation period to a longer period. It assumes a continuation that may not hold when activity is seasonal, volatile, or nonrecurring.

Related readingZilch’s growth story
Reverse trial#Pricing

An onboarding approach that initially exposes a user to premium capabilities before moving them to a free tier unless they upgrade. The transition should make the value difference understandable.

Runway#Economics

An estimate of how long available cash can support operations under stated spending and funding assumptions. A simple current-burn calculation is not a complete financial forecast.

S

Sales capacity#People

The amount of commercial work or output a sales organization can reasonably support with its current resources. Capacity estimates depend on productivity, coverage, ramp, and retention assumptions.

Sales compensation#People

The structure of fixed and variable pay used to reward sales responsibilities and outcomes. Incentive design can influence which customers and behaviors receive attention.

Sales cycle#Sales

The elapsed time between defined commercial milestones, often opportunity creation and close. Comparing cycles requires consistent starting points, segments, and treatment of stalled deals.

Sales development representative#People

A role commonly focused on prospecting, qualifying interest, or arranging further evaluation. Responsibilities vary; the title alone does not identify whether the work is inbound or outbound.

Sales efficiency#Economics

How effectively commercial spending produces a defined sales or revenue outcome. Different ratios use different periods and revenue measures, so the formula must accompany comparisons.

Related readingBrex’s growth story
Sales enablement#People

Resources, training, content, and systems that help sellers perform their work effectively. Enablement should be evaluated against useful behavior and outcomes, not only material produced.

Sales engineer#People

A role that supports technical discovery, demonstrations, validation, and solution design during evaluation. The role helps connect technical requirements with commercial understanding.

Sales forecast#Sales

An estimate of expected sales results for a defined period based on opportunities, historical behavior, judgment, and assumptions. Forecast accuracy depends on consistent definitions and disciplined updating.

Sales funnel#Sales

A stage-based representation of how prospects progress toward purchase. Funnel definitions should specify entry, exit, conversion, and time periods rather than implying all buyers follow one linear path.

Sales operations#People

Operational support for the sales organization, including systems, reporting, territory planning, process design, and forecasting infrastructure. It complements rather than replaces sales management.

Sales opportunity#Sales

A potential purchase recognized within a defined sales process, usually with an identified need and next step. Opportunity creation criteria affect reported pipeline quality.

Sales playbook#Sales

A practical guide to repeatable sales situations, including qualification, messaging, evidence, next steps, and handoffs. A playbook should be revised when customer behavior contradicts its assumptions.

Sales qualification#Sales

Assessing whether an opportunity has sufficient fit, need, buying capacity, and process clarity to justify continued pursuit. Qualification also identifies reasons to stop or change the approach.

Sales territory#Sales

A defined allocation of accounts, customers, or market coverage to a seller or team. Territories can be geographic, industry-based, named-account, or organized around other criteria.

Sales-led growth#Motion

A growth approach in which direct human selling is central to helping buyers evaluate and purchase. Product trials and marketing can support the motion without replacing the sales process.

Sales-qualified lead#Sales

A lead that a sales process has assessed against defined fit and buying criteria. Qualification should be explicit enough for different teams to apply consistently.

Sandbox#Product

An isolated environment used to explore, develop, or test a product with reduced impact on production operations. A sandbox evaluation may not reproduce every production constraint.

Related readingPlaid’s growth story
Search engine optimization#Acquisition

Improving a site's content, structure, accessibility, and technical signals so search engines can discover and understand relevant pages. Rankings and traffic are outcomes, not implementation guarantees.

Seat expansion#Customer success

Growth in the number of paid or entitled users within an account. Its revenue impact depends on pricing, discounts, packaging, and whether seats are actively used.

Seat-based pricing#Pricing

Pricing linked to the number of licensed or active users under defined rules. Clarify what counts as a seat and how inactive, occasional, or external users are treated.

Security review#Sales

An assessment of how a proposed solution meets an organization's information-security requirements. The scope can include data handling, access controls, deployment, operations, and supporting documentation.

Selection bias#Research

Distortion caused by how cases or observations enter a sample. Findings from a curated company list may not represent the wider market or all companies pursuing the same strategy.

Self-serve#Motion

A purchasing or adoption path customers can complete without a required human sales interaction. Support, documentation, and assisted alternatives may still be available.

Service-level agreement#Customer success

A documented commitment defining specified service expectations and how performance is measured and handled. The relevant obligations depend on the actual agreement rather than a generic availability claim.

Serviceable available market#Strategy

The portion of the total addressable market a company could serve given its product, geography, customer requirements, and business model. The boundaries should be stated explicitly.

Serviceable obtainable market#Strategy

The portion of the serviceable market a company estimates it could realistically win within a defined period and resource plan. It depends on assumptions about competition and execution.

Sitemap#Publishing

A file listing URLs a publisher wants crawlers to discover, optionally with additional metadata. Inclusion is not a guarantee that a URL will be crawled or indexed.

Software development kit#Product

A package of tools, libraries, examples, and documentation that helps developers build with a platform. Its usefulness depends on the developer tasks and environments it supports.

Solution selling#Motion

Selling an offer around a customer problem and proposed resolution, often combining product, implementation, and services. The claimed solution still needs to be validated with the buyer.

Related readingAsana’s growth story
Source of truth#Data

The agreed authoritative system or definition for a particular data domain. Different domains may have different sources, with reconciliation rules needed where they overlap.

Structured data#Publishing

Machine-readable markup describing a page and its visible content using a defined vocabulary. Valid markup can improve interpretation but does not establish accuracy, ranking, or search-feature eligibility.

Success plan#Customer success

An agreed account plan describing customer goals, milestones, responsibilities, and evidence of progress. It is most useful when both the customer and provider actively maintain it.

Related readingMiro’s growth story
Survivorship bias#Research

Distortion that occurs when analysis emphasizes surviving or successful cases while overlooking relevant failures or exits. A collection of successful companies cannot by itself establish a universal playbook.

Switching cost#Strategy

The effort, expense, risk, or disruption a customer faces when changing solutions. Switching costs can arise from data, workflows, learning, integrations, contracts, or organizational coordination.

Systems integrator#Partners

A provider that connects technologies and processes into an operational solution for a customer. Integrators can influence selection and adoption without necessarily reselling the underlying product.

T

Take rate#Economics

The platform's defined revenue or fees expressed as a proportion of the relevant transaction value. State the numerator, denominator, period, and treatment of incentives or pass-through charges.

Target market#Strategy

The segment or combination of segments a company chooses to pursue with its product and commercial resources. A target market should be specific enough to guide prioritization.

Technical account manager#People

A role that provides ongoing technical coordination and guidance for an account. It often connects customer requirements, operational issues, and the provider's technical teams.

Technical buyer#Sales

A stakeholder who evaluates technical suitability, integration, reliability, or operational requirements. Technical approval can be necessary without being sufficient for a commercial decision.

Related readingTavus’s growth story
Technology partner#Partners

An organization collaborating on technical compatibility, integrations, or complementary capabilities. A technical relationship does not automatically create a sales or referral relationship.

Template ecosystem#Product

A collection of reusable starting points created by a company, users, or partners. Templates can reduce setup effort and support discovery, while quality and maintenance still require attention.

Tiered pricing#Pricing

A pricing structure with multiple levels of price or allowance. It can describe feature packages or usage-rate bands, so the exact meaning should be made explicit.

Time to value#Product

The elapsed time from a defined starting point to a meaningful customer outcome. It differs from time to setup when configuration is complete but useful value has not yet occurred.

Top-down selling#Motion

Selling that begins with senior decision-makers or centralized budget owners who authorize wider organizational adoption. Implementation still depends on the people who must use the product.

Total addressable market#Strategy

The estimated total revenue opportunity for a clearly defined offering and market under stated assumptions. It is a market-sizing estimate, not a forecast of company revenue.

Total contract value#Economics

The defined value of a contract across its full term, potentially including recurring and one-time components. It is not the same as revenue recognized in a single year.

Transactional sales#Motion

A selling process centered on relatively straightforward purchases with limited customization or evaluation. A short transaction can still depend on substantial earlier marketing or customer education.

Trial conversion#Product

The share of a defined trial cohort that becomes paying customers within a specified period. Conversion should be interpreted alongside customer fit, retention, and the cost of serving trials.

Two-sided marketplace#Strategy

A platform connecting two distinct participant groups whose interactions create transactions or exchanges. Growth must consider participation, quality, incentives, and matching on both sides.

U

Unit economics#Economics

The revenue and cost structure associated with a defined unit, such as a customer, transaction, workload, or site. Choosing the right unit is essential to meaningful analysis.

Upsell#Customer success

Selling an existing customer a larger or more capable version of an offer. Upsell differs from cross-sell, which adds a different product or service.

Usage expansion#Customer success

An increase in a customer's consumption of a product or service. Revenue and margin effects depend on billing rules, commitments, discounts, and variable delivery costs.

Usage frequency#Product

How often a defined user or account performs a relevant product activity. A healthy frequency depends on the underlying job; daily use is not appropriate for every product.

Usage-based pricing#Pricing

Pricing linked to measured consumption of a product or service. The billing unit, measurement period, allowances, commitments, and overage rules determine the actual customer obligation.

Use case#Strategy

A specific situation in which a customer applies a product to accomplish a task or outcome. Useful use cases identify the user, trigger, workflow, and intended result.

User onboarding#Product

The product experience that helps an individual learn how to start using an offer. It can be one component of a broader customer onboarding and implementation program.

V

Value metric#Pricing

The unit used to connect pricing or packaging to customer value, such as users, transactions, storage, or processed work. A convenient billing unit is not always a good value metric.

Value proposition#Strategy

A clear explanation of the useful outcome an offer provides for a particular customer and why that outcome matters compared with the available alternatives.

Value-based pricing#Pricing

Setting prices with reference to the value an offer creates for a customer segment. It requires evidence about willingness to pay, alternatives, and how value is realized.

Vanity metric#Data

A measure that appears impressive but has limited connection to the decision or customer outcome being evaluated. The same metric may be useful in one context and unhelpful in another.

Related readingKong’s growth story
Viral coefficient#Acquisition

The average number of new users generated by each existing user over a defined cycle, typically combining invitations and acceptance. The calculation depends on the cohort and time window.

Viral loop#Acquisition

A growth loop in which user activity brings additional people into the product or acquisition process. Invitations alone do not establish that the loop is self-sustaining.

Voice of customer#Research

The systematic collection and interpretation of customer feedback and behavior to inform decisions. Different customer segments and silent or lost customers may need separate investigation.

W

Waitlist#Acquisition

A list of people expressing interest in access to an offer. Waitlist size measures a form of interest, not paid demand, activation, retention, or contractual commitment.

Webinar#Acquisition

An online presentation or discussion that can educate an audience, demonstrate a product, or support evaluation. Registration, attendance, engagement, and purchase are separate stages.

Willingness to pay#Pricing

The amount a customer would accept paying under particular conditions and alternatives. Stated willingness in research can differ from behavior in an actual purchase.

Win rate#Sales

The proportion of considered opportunities or decisions that become wins within a defined set. Specify whether open deals, no-decisions, and disqualified opportunities are included.

Word of mouth#Acquisition

Information about an offer passed between people through their own conversations or recommendations. It can occur without a formal referral incentive or company-controlled distribution.