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Business & GTM

The offer, the funnel, and the message, all on one customer

The business model lives in one deck, the growth plan in another, the marketing calendar in a third, and none of them reference the same customer. So the pricing assumes one segment, the campaign targets another, and the north-star metric measures a third. UPG holds business, growth, and go-to-market as one region anchored on the value proposition: the ICP, the revenue model, the GTM motion, the growth funnel, and the marketing message all resolve to the same personas, needs, and metrics.

“It’s not enough to create a product your customers love; the product must also work for your business.”
Marty Cagan, INSPIRED
01The Value Proposition

The value proposition every business question converges on

The region anchors on the value propositionvalue_propositionA unique value offered to customers, the point where customer, problem, and money meet. It targets a personapersonaAn archetype representing a user segment, solves a needneedA user need, pain, desire, or constraint, delivers an outcomeoutcomeA desired business or user outcome, and yields a revenue streamrevenue_streamA source of revenue, with proof pointproof_pointEvidence supporting a sales claim nodes that evidence it and objectionobjectionA common sales objection nodes that challenge it.

A Business Model Canvas is one lens over exactly these links, so the canvas and the graph share one answer for what the offer is and who it is for. The persona is defined in one place: change it, and the value prop, the pricing, and the positioning all read the new definition.

Trusted reporting, built inanchor
value_propositionvalue_propositionA unique value offered to customers
targetsvalue_proposition_targets_persona
Data-wary team lead
personapersonaAn archetype representing a user segment
solvesvalue_proposition_solves_need
Trust the numbers without exporting
needneedA user need, pain, desire, or constraint
deliversvalue_proposition_delivers_outcome
Teams decide in-product
outcomeoutcomeA desired business or user outcome
yieldsvalue_proposition_yields_revenue_stream
Analytics tier upsell
revenue_streamrevenue_streamA source of revenue
evidenced byvalue_proposition_evidenced_by_proof_point
SOC2-audited pipeline
proof_pointproof_pointEvidence supporting a sales claim

The value proposition is where customer, problem, and money meet: it targets a persona, solves a need, delivers an outcome, and yields revenue. A Business Model Canvas is one lens over exactly these links, so the canvas and the graph can never disagree about what the offer is.

02The Customer

One ICP every motion resolves to

An ideal customer profileideal_customer_profileThe ideal customer profile (ICP) maps to the same personapersonaAn archetype representing a user segment the product is built for, targets a market segmentmarket_segmentA distinct group of potential customers, and from there informs the positioningpositioningProduct positioning statement and shapes the messagingmessagingMessaging framework and key messages.

The customer is defined once and referenced everywhere. Sales, marketing, and product all resolve to one ICP node tied back to a real persona, so the three motions aim at the same buyer rather than at three guesses about one.

Mid-market data teams, 50 to 500 seatsanchor
ideal_customer_profileideal_customer_profileThe ideal customer profile (ICP)
maps toideal_customer_profile_maps_to_persona
Data-wary team lead
personapersonaAn archetype representing a user segment
targetsideal_customer_profile_targets_market_segment
Mid-market SaaS
market_segmentmarket_segmentA distinct group of potential customers
informsideal_customer_profile_informs_positioning
Trusted reporting, built in
positioningpositioningProduct positioning statement
shapesideal_customer_profile_shapes_messaging
Actionable numbers
messagingmessagingMessaging framework and key messages

An ideal_customer_profile is defined once and reused. It maps to the persona the product is built for, targets a market_segment, informs the positioning, and shapes the messaging. Sales, marketing, and product resolve to the same ICP node rather than to three separate descriptions of the buyer.

03Revenue & Economics

How the offer turns into revenue

A revenue streamrevenue_streamA source of revenue is tiered as a pricing tierpricing_tierA pricing tier or plan, priced by a pricing strategypricing_strategyAn overarching pricing strategy, captured from a market segmentmarket_segmentA distinct group of potential customers, and drives the metricmetricA unified metric that measures progress, health, or behaviour across the product that proves it works, while each tier includes the featurefeatureA product capability or feature nodes it gates.

Pricing sits in the same graph as the features it sells, tied to the tiers that gate them. The unit economicsunit_economicsPer-unit economic metrics (CAC, LTV, etc.) that have to hold sit on the same structure as the revenue they judge, so the economics and the model they measure stay reconciled.

Analytics tier subscriptionanchor
revenue_streamrevenue_streamA source of revenue
tiered asrevenue_stream_tiered_as_pricing_tier
Pro and Enterprise
pricing_tierpricing_tierA pricing tier or plan
priced byrevenue_stream_priced_by_pricing_strategy
Value-based pricing
pricing_strategypricing_strategyAn overarching pricing strategy
captured fromrevenue_stream_captured_from_market_segment
Mid-market SaaS
market_segmentmarket_segmentA distinct group of potential customers
drivesrevenue_stream_drives_metric
Monthly recurring revenue
metricmetricA unified metric that measures progress, health, or behaviour across the product
And a tier is defined by what it unlocks:
includespricing_tier_includes_feature
Verified metrics dashboard
featurefeatureA product capability or feature

A revenue_stream records how the offer is monetised. It is tiered as pricing_tiers, priced by a pricing_strategy, captured from a market_segment, and drives a metric, while each pricing_tier includes the features it gates. Pricing sits in the same graph as the features it sells, connected by typed edges rather than tracked alongside the product in a separate document.

04Go-To-Market

The go-to-market motion, typed end to end

A gtm strategygtm_strategyA go-to-market strategy targets the ideal customer profileideal_customer_profileThe ideal customer profile (ICP), positions via the positioningpositioningProduct positioning statement, launches via a launchlaunchA product launch event, sells via a sales motionsales_motionA repeatable sales motion, and arms the team with the competitive battle cardcompetitive_battle_cardA competitive battle card for sales enablement nodes from the competitive graph.

Every part of the motion points back to the same customer and the same offer. The launch carries edges to the ICP it serves and the positioning it works from, so it stays connected to the strategy it executes.

Land mid-market via product-led growthanchor
gtm_strategygtm_strategyA go-to-market strategy
targetsgtm_strategy_targets_ideal_customer_profile
Mid-market data teams
ideal_customer_profileideal_customer_profileThe ideal customer profile (ICP)
positions viagtm_strategy_positions_via_positioning
Trusted reporting, built in
positioningpositioningProduct positioning statement
launches viagtm_strategy_launches_via_launch
v3.0 Trusted Reporting launch
launchlaunchA product launch event
sells viagtm_strategy_sells_via_sales_motion
Self-serve, sales-assisted
sales_motionsales_motionA repeatable sales motion
arms withgtm_strategy_arms_with_competitive_battle_card
Why us, versus Stripe
competitive_battle_cardcompetitive_battle_cardA competitive battle card for sales enablement

A gtm_strategy targets the ideal_customer_profile, positions via the positioning, launches via a launch, sells via a sales_motion, and arms the team with the competitive_battle_cards drawn from the competitive graph. Each part of the motion connects back to the same ICP node and the same offer.

05The Growth Engine

The growth funnel, typed step by step

A funnelfunnelA conversion funnel tracking user progression contains ordered funnel stepfunnel_stepA stage within a conversion funnel nodes and maps the personapersonaAn archetype representing a user segment that walks it. An acquisition channelacquisition_channelA channel through which users are acquired reaches that persona, an experimentexperimentA test designed to validate a hypothesis validates the hypothesishypothesisA testable belief about a solution behind a fix, and a growth loopgrowth_loopA self-reinforcing growth cycle fuels the channel that feeds the top.

The drop at activation is a funnel-step node with the experiment and hypothesis attached to it. Growth work compounds: the experiment that lifted a step last quarter stays linked to its hypothesis and metric, so the next team starts from what was learned.

Activation funnelanchor
funnelfunnelA conversion funnel tracking user progression
mapsfunnel_maps_personaData-wary team lead
funnel_step
Visit
funnel_step
Sign up
funnel_step
Activate
drop here
funnel_step
Subscribe
funnel_step
Refer
containsfunnel_contains_funnel_step
Channels feed it, experiments move it, loops compound it:
reachesacquisition_channel_reaches_persona
Developer content
acquisition_channelacquisition_channelA channel through which users are acquired
validatesexperiment_validates_hypothesis
Guided setup lifts activation
experimentexperimentA test designed to validate a hypothesis
fuelsgrowth_loop_fuels_acquisition_channel
Shared dashboards invite teammates
growth_loopgrowth_loopA self-reinforcing growth cycle

A funnel contains ordered funnel_steps and maps the persona that moves through it. An acquisition_channel reaches that persona, an experiment validates the hypothesis behind a fix, and a growth_loop fuels the channel feeding the top. The drop at activation is a funnel_step node with an experiment attached, queryable alongside the rest of the engine.

06The Marketing Motion

Positioning built on the same nodes as the product

positioningpositioningProduct positioning statement is communicated via messagingmessagingMessaging framework and key messages, differentiates via the value propositionvalue_propositionA unique value offered to customers, references the competitorcompetitorA competing product or company nodes from the competitive graph, is evidenced by a proof pointproof_pointEvidence supporting a sales claim, and resonates with the same personapersonaAn archetype representing a user segment the product targets.

Marketing draws on the graph the rest of the company already built: the same customer nodes, the same competitor nodes. The message and the product reference one persona for who they are for, and a content strategy hangs off the same nodes the funnel measures.

Trusted reporting, built inanchor
positioningpositioningProduct positioning statement
communicated viapositioning_communicated_via_messaging
Actionable numbers
messagingmessagingMessaging framework and key messages
differentiates viapositioning_differentiates_via_value_proposition
Trusted reporting, built in
value_propositionvalue_propositionA unique value offered to customers
referencespositioning_references_competitor
Stripe
competitorcompetitorA competing product or company
evidenced bypositioning_evidenced_by_proof_point
SOC2-audited pipeline
proof_pointproof_pointEvidence supporting a sales claim
resonates withpositioning_resonates_with_persona
Data-wary team lead
personapersonaAn archetype representing a user segment

Positioning is communicated via messaging, differentiates via the value_proposition, references the competitors from the competitive graph, is evidenced by proof_points, and resonates with the persona the product targets. The positioning and the product point at the same persona node, so the audience they name stays consistent.

07Where To Go Next

Business, GTM, and growth are one region with three playbooks, each linked to the rest of the graph. Follow a thread out: