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Foundation (account-driven, not “ABM everyone”); Capacity; Rules B2B Playbook working file. Read ABM strategy first. Account-driven foundation, then capacity. T3 is not ABM. Delete teaching notes. Copyright © 2026 Ivan Xu. Private operating copy permitted. See LICENSE.

Foundation (account-driven, not “ABM everyone”)

  • GTM TAM in CRM (accounts + contacts):
  • Who is not TAM this year:
  • Signals we will act on (few):
  • Inbound is one signal among:

Capacity

  • T1 plans we can staff this quarter (number + why):
  • T2 clusters (problem, account count, one shared play):
  • What T3 is allowed to be (and what we will not call it):

Rules

  • Entry / exit for a tier:
  • Progression we will count:
  • Platform we refuse until: