The Warehouse-Native GTM Signal Methodology

Revenue is a system, not a dashboard. This is the architectural standard behind every engagement.

My approach to Revenue Architecture: Uncovering Logic, Governing the Signal, and Executing in the Workflow.

The Warehouse-Native GTM Signal Methodology

From Passive Reporting to Active Systems.

Most B2B scaleups fail at data not because they lack tools, but because they lack Architecture. They treat analytics as a visualization problem ("How do I graph this?") rather than a systems problem ("How do I embed this logic into the business?").

My work is grounded in a specific, opinionated philosophy: The Warehouse-Native GTM Signal Methodology.

I do not sell "insights" or generic reports. I deliver the Revenue Architecture that turns your Data Warehouse into a self-driving revenue engine. I execute this through a strict three-phase framework: The Logic, The Architecture, and The Execution.


1. The Logic: Uncover the Revenue Formula

Principle: "Find the Signal, Ignore the Noise."

Before we can build, we must define what we are building for. I do not guess what "Activation" or "Expansion" means; I uncover the specific Revenue Logic hidden in your customer behavior.

  • Uncovering the Logic: Whether it is the friction points in your onboarding or the "Whale Signals" for expansion, I use your historical data to identify the specific behaviors that drive value.
  • The Deliverable: We separate signal from vanity noise. This results in the Retention Analysis or PQA Scoring Recipe—a clear, agreed-upon definition of "Value" that aligns Product and Sales.

2. The Architecture: Govern the Signal

Principle: "The Warehouse is the Single Source of Truth."

Once we have the logic, we must make it dependable. I do not build on "Islands of Partial Truth" (isolated dashboards). I build a governed, warehouse-native infrastructure where the signal is calculated once and trusted everywhere.

  • Targeted Governance: I replace "track everything" with a Targeted Tracking Plan. We define exactly what events to track and how to calculate the metrics that matter, creating a "Source of Truth" dictionary.
  • Resilience & Health: A signal is useless if it isn't dependable. I design the Metric Specifications to ensure the logic is robust and unambiguous. This ensures that when the "Active Customer" signal fires, it is accurate and consistent across every department. Furthermore, I define the Drift Detection Logic to monitor the health of the signal over time, alerting your team if data quality degrades or if the underlying behavior changes.
  • Explainability: Black-box models are a liability. I ensure that every piece of logic is transparent and explainable, providing your team with the confidence to act on it.

3. The Execution: Turn the Signal Into Action

Principle: "Embed the Signal in the Workflow."

The signal has zero value if it requires a user to open a new tab, another dashboard, yet alone a new tool to make it actionable. The goal is not Analysis; the goal is Workflow Integration.

  • The Reference Implementation: Strategy must become code. I bridge the gap by delivering the Tracking Plan, SQL Recipes or dbt Models your team needs to deploy without ambiguity.
  • Workflow Integration: I design the piping to embed the signal into the tools your team already uses. I provide the Reverse ETL Push Spec to send the signal directly to Salesforce, HubSpot, or Slack.

Ready to Build Your Revenue Architecture?

Let's discuss how I can help you implement this methodology in your organization.

The Revenue Logic

Define the physics of your growth rigorously, not through opinions.

Single Source of Truth

The warehouse is your foundation. Governed, resilient, and version-controlled analytics infrastructure.

Action in Workflow

Push signals directly into CRM and collaboration tools. No more dashboards that nobody checks.