GTM Planning Library

Everything Your Revenue Team Needs to Plan, Execute, and Grow Efficiently

Equip your revenue team with the tools, research, and expert insights to build efficient, profitable GTM plans.
Webinars
On Demand

On-Demand GTM Sessions From the Experts

5 Webinars
Most RevOps teams built their planning muscles around subscription SaaS: predictable bookings, clean quotas, and a renewal date you could set your watch to. Consumption and usage-based models blow up that playbook entirely. The signals are different, the talent requirements shift, and the forecasting math gets uncomfortable fast.
Annual planning is one of the most dreaded cycles in the RevOps calendar. It’s not just about hitting a number on a spreadsheet—it’s about aligning cross-functional teams, making bets on the future, and ensuring the go-to-market (GTM) engine has the structure to succeed for the next twelve months.
RevOps professionals know the struggle: strategic plans look great on paper, but execution is where things fall apart. In this session, Matthew Volm, CEO and Founder of RevOps Co-op, is joined by Werner Schmidt, CEO and Co-founder of Lative, and Elay Cohen, CEO and Co-founder of SalesHood, to discuss how to bridge the gap between strategy and execution using a structured RevOps playbook.
Is it too early to start your annual sales planning process? Believe it or not, you’re probably behind schedule. Join Werner Schmidt, CEO & Co-founder at Lative, George Erskine, CEO & Managing Partner at Candescent Strategies, and Jeff Ignacio, RevOps Co-op Instructor and GTM Expert, as they discuss the anatomy of a good sales planning process.
Vernon Bubb, Partner of Stage 2 Capital, and Werner Schmidt, Cofounder and CEO of Lative, stopped by the RevOps Co-Op to drop a ton of knowledge around measuring and predicting sales efficiency and sales capacity. Werner and Vernon have a wealth of experience in Revenue Operations. 
Templates
Free Planning Templates

Start Planning With the Right Numbers

7 Templates

Sales Productivity Template

Track revenue per rep, ramp time, and pipeline contribution across your entire team. 

Sales Efficiency Template

Measure your revenue return on sales cost across regions, territories, and channels. 

Sales Quota Assignment Template

Build and assign quotas grounded in real productivity data, not top-down guesswork.

RACI Model

Define who owns what across your revenue team so planning decisions don’t stall.

Continuous Revenue Planning Calendar

Stay ahead of planning cycles with a structured calendar that keeps your GTM team aligned year-round.

Simple Sales Capacity Model

Model your productive selling capacity against headcount, ramp time, and attrition.

Annual Revenue Planning Calendar

Plan the full year from day one with a structured calendar built around your revenue targets and GTM milestones.

Get Started

Turn Insigths Into Action

See how Lative connects your GTM plan to execution.

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Improvement in sales productivity visibility
“Once you use Lative, you’ll have a hard time remembering how you did sales planning before.”
Alexadre Bejaoui
Alexandre Bejaoui

Head of Revenue Operations, Oneflow 

Brochures

Built for Your Role

See How Lative Works for Your Team

4 Brochures

Lative Overview

Sales leaders use Lative to accurately justify investment and hiring plans and adjust with agility to hit their targets

RevOps

Continuously monitor sales capacity and efficiency across your entire revenue org. Catch gaps before they become missed quarters.

Revenue Leaders

Align your strategy to execution in real time. Hold teams accountable to data, not gut feel, and spot risks before they compound. 

Executives & Boards 

Connect revenue strategy to company goals through clear insights, proactive risk management, and governance that doesn’t require a data team to interpret.  

Podcasts
Werner on the Circuit

The GTM Conversations Worth Your Time

4 Podcasts

Annual Revenue Planning Calendar

Plan the full year from day one with a structured calendar built around your revenue targets and GTM milestones.

Moving from growth at all cost to revenue efficiency 

The case for ramp time, onboarding quality, and ROI-driven hiring decisions in a market that no longer rewards growth at any price. 

Growth Efficiency Metrics 

Werner shares the data points that actually predict revenue outcomes, and how sales leaders can start tracking them before targets are missed.  

Predicting Sales Capacity (RevOpsCharlie)

What sales capacity really means, how most companies measure it wrong, and what changes when you stop relying on spreadsheets.  

Youtube video

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