A common failure mode for new CROs is attempting to create the sales playbook in isolation. Core pillars like ICP and value proposition are company-level decisions. The CRO's role is to be interdependent, facilitating this cross-functional creation process, not dictating it.
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The CRO, not product marketing, is closest to the customer and knows what they will buy. The product roadmap should be a collaborative effort driven by the CRO, who can directly tie feature delivery to ICP expansion and revenue forecasts. This creates accountability and predictable growth.
Stop trying to convince executives to adopt your priorities. Instead, identify their existing strategic initiatives—often with internal code names—and frame your solution as an accelerator for what they're already sold on doing. This dramatically reduces friction and speeds up deals.
Don't pitch big ideas by going straight to the CEO for a mandate; this alienates the teams who must execute. Instead, introduce ideas casually to find a small group of collaborative "yes, and" thinkers. Build momentum with this core coalition before presenting the developed concept more broadly.
At the VP or C-level, a leader's primary role shifts from managing their function to driving overall business success. Their focus becomes more external—customers, market, revenue—and their success is measured by their end-to-end impact on the company, not just their team's performance.
A pre-product CRO conducts thousands of market conversations to validate demand and guide the product roadmap. This de-risks development by ensuring you build a product that customers will actually buy, a task more suited to a sales expert than a founder.
Don't expect the parent company's sales force to sell your nascent product. Their focus on core business means they will ignore emerging tech. An internal incubator must have its own dedicated go-to-market team to find new personas and develop sales plays before a handoff.
Securing executive buy-in is its own sales stage, distinct from champion agreement. Don't just repeat the demo for the boss. Use executive-level tactics like reference calls with their peers, exec-to-exec meetings to build relationships, or roadmap presentations to sell the long-term vision and partnership.
Instead of a generic agenda, effective CROs design SKO content to solve the specific, known stages where their sales team consistently gets stuck, such as discovery or reaching the economic buyer. If you don't know these bottlenecks, you're not ready to lead.
Successful sales leaders don't just copy-paste their old playbook. They adapt it using first principles, considering the new company's specific product, user behavior, and GTM motion (like PLG). Rigidity is a common mistake that leads to failure.