Playbook · Glossary

The words we use, defined plainly.

Every term on this site, in one sentence or two.

AEO
Answer engine optimization: making sure AI assistants like ChatGPT, Claude, Gemini and Perplexity name your company, describe it correctly and cite your pages.
Automation level
How much Claude does on its own for a play: level 1 drafts only, level 2 drafts and logs, level 3 sends on written rules. Every play starts at level 1.
Engine owner
The person on your team who runs the GTM Engine after handover: the weekly review, the approval queue and new plays.
Forward Deployed Consultant
A senior consultant who works inside your team, makes specific calls for your situation, builds the work with you and stays until your team can run it. Different from a research firm, which gives the pattern, and a management consultancy, which gives the plan.
Gate
A pass-or-fail checkpoint at the end of each build phase. A gate never passes with open items.
GTM engine
A go-to-market system with Claude in the middle, connected to the knowledge base, CRM, research, website, AI search, social and approvals, that turns buying signals into approved actions.
Knowledge base
The set of plain documents about your business that Claude reads before every task: ICP, positioning, product, pricing, proof, competitors, objections, voice and rules.
New-hire test
Twenty questions a new rep would ask in week one. Claude must answer all twenty correctly from the knowledge base, with sources, before anything is automated.
Play
A defined response to one signal: who it's for, what gets researched, what gets drafted, who approves it and how fast.
Play card
The one-page spec for a play: trigger, exclusions, research brief, message, approver, response time, automation level and what gets logged.
Revenue per head
Annual revenue divided by full-time headcount. It shows whether a company is getting more done per person. The GTM Engine is built to push it toward $1M.
Signal to action
Turning a buying signal, such as a pricing page visit or a new executive, into a researched, drafted and approved action within a set response time.
States, not stages
Tracking each account by what is true about it now (target, signal, engaged, opportunity, customer, paused) and the signal that changed it, instead of a linear funnel stage.

Talk to the person who builds it

No account team and no hand-off to a junior analyst. A 30-minute review with the consultant who builds your engine. Not ready yet? Get your score first.