GTM Resource Library

Ideas, analysis, and  playbooks from 30 years of knowing what actually worked.

Latest

Marketing

Founder-led sales and marketing never ends

October 6, 2025

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AI

AEO playbook for B2B software companies

May 26, 2026

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Marketing

The art of pipeline: 4 keys to efficient growth

May 30, 2025

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Marketing

Scaling the demand engine

May 30, 2025

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Sales Strategy

Sales process design

May 30, 2025

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Sales Strategy

Sales process by market size examples

May 30, 2025

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Finance

Financial planning template

Early and mid-stage startups of any sophistication can use this templated planning model to create intelligent pro forma financial projections.

Marketing

Founder-led sales and marketing never ends

Framework for ongoing founder involvement in GTM: key deals, positioning ownership, and customer relationships.

Marketing

Founder brand playbook

Build repeatable pipeline by investing in founder brand

Resource shelf

Marketing

Founder-led sales and marketing never ends

October 6, 2025

Read more →
AI

AEO playbook for B2B software companies

May 26, 2026

Read more →
Marketing

The art of pipeline: 4 keys to efficient growth

May 30, 2025

Read more →

Series

How We Scaled This

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Scale Series

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20VC with Harry Stebbings
Featuring

Rory O'Driscoll

Partner

A weekly podcast with Rory O'Driscoll, SaaStr founder Jason Lemkin, and host Harry Stebbings with venture news and analysis.

Latest episode (X min)
All episodes
Office Drop Ins
Featuring

Max Abram

Partner

Max Abram drops in on teams building the future of AI.

Latest episode (X min)
All episodes
The Contributor
Featuring

Eric Anderson

Venture Partner

The origin story behind the best open source projects and communities.

Latest episode (X min)
All episodes
The Transaction Pod
Featuring

Craig Rosenberg

Chief Platform Officer

Craig Rosenberg and Matt Amundson talk weekly with the best sales, marketing, operations, and product leaders in the B2B SaaS world.

Latest episode (X min)
All episodes
Under Embargo
Featuring

Becca Chambers

Chief Marketing Officer

Becca Chambers and Parry Headrick discuss all things comms.

Latest episode (X min)
All episodes
Scale State of GTM AI report cover

What’s next with AI?
Quality wants a turn

Scale Benchmark Report 2025

Based on 278 GTM engineers

Download report

AI spotlight

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May 26, 2026

AEO playbook for B2B software companies

Answer engine optimization (AEO)— what it is, why it matters now, and what to do about it. This is a practical playbook for winning visibility in AI-powered search, before your buyers ever visit your website.

Sydney Sloan

Chief Marketing Officer

Read More

January 7, 2026

Using AI personas to perfect your messaging

A guide on how to use AI buyer personas to craft messaging that converts.

Matt Amundson

Chief Marketing Officer

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November 3, 2025

The State of GTM AI in 2025

State of GTM AI in 2025: adoption rates, working use cases, tool landscape, and implementation best practices. Comprehensive market analysis.

Mark Gustaferro

GTM Platform Operations Associate

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October 4, 2025

How Motion’s head of sales built a deal-scoring digital twin

Case study on Motion's AI digital twin for deal scoring: implementation approach and results.

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Scale GTM Benchmarks

122%

90th-percentile annual growth rate

130%

90th-percentile net revenue retention rate

36

months average CAC payback

The 2025 Scale GTM Benchmarks, fielded in partnership with Benchmarkit, comprise GTM performance statistics from 175 high-growth startups in and outside our portfolio. Filter the data to view instructive goalposts and guidelines for your GTM team.

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All the GTM resources

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Founder brand

Annual capacity planning model

Tool & Templates

May 2025

Spreadsheet model for annual sales capacity planning. Downloadable XLSX.

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Founder brand

Annual territory planning model

Tool & Templates

May 2025

Spreadsheet model for annual territory planning and account assignment. Downloadable XLSX.

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Founder brand

Founder brand template

May 2025

Template by Scott Albro helping founders develop compelling stories, market their online personality, and execute content strategy. Downloadable DOCX.

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Founder brand
Marketing

SEO strategy in the age of AI

May 2025

Demand Gen Council with John-Henry Scherck (Growth Plays) on why traditional SEO is breaking down and what content strategies succeed in AI-augmented search.

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Founder brand

How to: Modeling sales capacity

May 2025

Video by Mark Gustaferro walking through how to build a sales capacity model for annual GTM planning. Downloadable XLSX template included.

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Founder brand
Customer Success

Building your CS team from the ground up

May 2025

Workshop by Rachael McBrearty (3x CCO) covering four steps: mapping CX journey, designing CS process, hiring right roles, and building metrics model.

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Founder brand

How to: Hiring sales talent

Video

May 2025

Video by Robert Koehler covering three steps for hiring sales talent: deciding attributes, interviewing, and final exercise. Includes criteria and questions for AE, manager, and leader roles.

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Founder brand
RevOps

RevOps playbook for predictable forecasting

May 2025

RevOps council with Michael Hargis (Ontra), Ben Loeffler-Little (Model N), and Anil Somaney (Island) sharing a playbook for predictable weekly and monthly forecasting.

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Founder brand
Customer Success

The Scale Customer Success Framework

Article

May 2025

CS framework by Craig Rosenberg, Kristina McMillan, and Rachael McBrearty covering strategy (journey design), operations (tiering, renewals), people (CSM roles), and execution (engagement, advocacy).

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Founder brand
Marketing

The Scale Marketing Framework

Article

May 2025

Three-layer marketing framework: strategy (target market, GTM strategy, messaging), operations (pipeline motions), and execution (audience, content type, channel selection). Developed with Maria Pergolino.

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Founder brand
Sales Strategy

Creating buyer urgency with negative impact questions

May 2025

Sales workshop by Chris Orlob (Pclub.io, ex-Gong) on using negative impact questions to create buyer urgency, increase willingness to spend, and accelerate decision-maker introductions.

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Founder brand
Marketing

How to: CMO planning

Video

May 2025

Video by Maria Pergolino presenting a spreadsheet for crafting annual marketing plans or 100-day plans at a new company, including questions to ask and recommendations to make.

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Founder brand

Customer value mapping workshop

May 2025

Workshop by Pete Giordano teaching how to create customer value maps as inputs to positioning, messaging, stakeholder maps, discovery scripts, and sales playbooks.

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Founder brand
Sales Strategy

How to: Running the managed trial play

May 2025

Video by Robert Koehler covering five steps to optimizing your managed trial/POC program.

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Founder brand

The 12 Laws of GTM Alignment

May 2025

CMO-CRO council with Kelly Hopping (Demandbase), Ryan Azus (ex-Zoom), and Maria Pergolino on the 12 areas where sales, marketing, and CEOs get misaligned.

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Founder brand

Perfecting your positioning

May 2025

Workshop by Pete Giordano (ex-Google Workspace) guiding through six key positioning questions. Output: two-page positioning canvas for cross-functional alignment.

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Founder brand
Sales Strategy

The Scale Sales Framework

May 2025

Sales framework by Craig Rosenberg, Kristina McMillan, and Robert Koehler covering strategy (ICP, segmentation), operations (pipeline, forecasting), people (onboarding, coaching), and execution.

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Founder brand
Sales Development Strategy

The Scale Sales Development Framework

May 2025

Four-layer SDR framework: strategy (target market, messaging), operations (AI co-pilots, marketing alignment), people (hiring, enablement), and execution (signals-based selling).

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Founder brand
Marketing

Responsibilities by marketing role

Tool & Templates

May 2025

Framework by Maria Pergolino defining responsibilities by title in B2B marketing orgs: deliverables, supervision, and knowledge areas. Downloadable XLSX for job descriptions and performance evaluation.

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Founder brand
Survey

GTM flash survey: AI in GTM

Article

May 2025

Survey of 63 GTM leaders on AI adoption. Most still taking ad-hoc approach, ~90% seeing some impact, ~20% seeing strong impact. Covers use cases and key takeaways.

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Founder brand
Finance

How to: CFO board reporting

Video

May 2025

Video walkthrough by Scale EIR James Huber covering how to track, calculate, and format key financial metrics for board meetings, plus reporting infrastructure setup.

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Founder brand
Survey

GTM flash survey: Signals-based selling

Article

May 2025

Survey of 39 GTM leaders on signals-based selling adoption across RevOps, Demand Gen, and Sales Development. Companies using six or more signals across the funnel see strongest impact.

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Founder brand

What’s working in AI prospecting: Tools and workflows

Video

May 2025

SDR tech council led by Kristina McMillan covering AI tools for account selection, messaging workflows, coaching, and balancing AI efficiency with human relationship-building.

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Founder brand

How We Scaled This: Accelerating revenue by adding a sales-led motion to your PLG

Article

May 2025

Pete Giordano outlines four steps for PLG companies adding sales-led motion: mapping buyer journey, mapping customer value, managing sales efficiency, and aligning internal leaders.

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AI

May 26, 2026

AEO playbook for B2B software companies

Answer engine optimization (AEO)— what it is, why it matters now, and what to do about it. This is a practical playbook for winning visibility in AI-powered search, before your buyers ever visit your website.

Sydney Sloan

Chief Marketing Officer

Read More
AI

January 7, 2026

Using AI personas to perfect your messaging

A guide on how to use AI buyer personas to craft messaging that converts.

Matt Amundson

Chief Marketing Officer

Read More
Sales Compensation

January 7, 2026

Sales comp clinic: Answering your questions

Get answers to the most frequent sales compensation questions we hear from early-stage startups.

Read More
Finance

December 19, 2025

Board deck template

M.G. Thibaut

Former Chief Financial Officer

Read More

Learn about Scale

How we work

Scale is an early-stage venture capital firm focused on AI and B2B software. We are based in the Bay Area, investing out of our $900M Fund VIII. Eighty percent of our investments are lead checks at Series A and B.

Meet the team

Our approach is grounded in respect.

Sometimes the best support is the freedom to build.

We collaborate with urgency when invited, and get out of the way when asked.

Founder-honest over Founder-friendly.

Founders value us for perspectives not platitudes.

We give Founders access to best-in-class resources.

Whether it is our GTM network or talent resources, we will help you scale.

When we commit to Founders, we see it all the way through.

Here, partnership is measured in years, not rounds.