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Girish Redekar simplifies go-to-market strategy into two buckets. Are you "harvesting" existing demand from people already searching for a solution, or are you creating demand for a new category? Sprint0's early traction came from focusing solely on harvesting demand where their ICP was already active.
A more effective mental model than PLG vs. SLG is analyzing which activities create new demand versus which ones harvest existing demand. Both sales and product can serve either function. Creating demand is always the harder, more critical challenge for any revenue engine.
The most significant mindset shift for founders is realizing they can't force a customer to have demand. Demand is an objective state in the customer's world—a project they are already trying to accomplish. This transforms sales calls from high-pressure convincing into low-pressure discovery, liberating the founder from feeling responsible for the outcome.
Real demand isn't a wish list; it's an active struggle. "Coping" customers are fighting a subpar solution right now, while "blocked" customers would act immediately if a viable option existed. Both represent a "spring-loaded" market ready to adopt a new product that solves their problem.
Successful startups tap into organic customer needs that already exist—a 'pull' from the market. In contrast, 'conjuring demand' involves a founder trying to convince a market of a new worldview without prior evidence. This is a much harder and less reliable path to building a business.
The clearest signal of product-market fit isn't just revenue growth; it's the shift from proactive, outbound sales to reactive, inbound interest. When potential customers start seeking you out, filling forms, and requesting quotes based on reputation and word-of-mouth, you've crossed the chasm from pushing a product to pulling a market.
Founders mistakenly believe they can manufacture demand through better positioning or features. This is the "supply trap." True demand must exist independently before your product arrives. Your role is to find customers who are already "spring-loaded" (coping or blocked) and unleash their existing pull.
This reframes the fundamental goal of a startup away from a supply-side focus (building) to a demand-side focus (discovery). The market's unmet need is the force that pulls a company and its product into existence, not the other way around.
Many marketers mistakenly start with the goal of creating a new category. However, a new category only emerges as a downstream consequence of a strong, existing demand that is poorly served by all current products. The demand must exist before a new category can be successfully established.
A core investment framework is to distinguish between 'pull' companies, where the market organically and virally demands the product, and 'push' companies that have to force their solution onto the market. The former indicates stronger product-market fit and a higher potential for efficient, scalable growth.
The term "demand generation" is often a misnomer. You can't make people care about something they don't already need. A marketer's job is to identify an existing stream of demand for a category and create a channel to direct some of that flow to a specific product.