These aren’t abstract ideals. These are the levers that let you scale with clarity, implement tech that drives ROI, and create alignment without micromanaging.
When these constants are clarified, communicated and operationalized, they become a multiplier for your efforts across systems, teams, and go-to-market strategy.
1. Who You Serve
Why it matters:
When your ideal customer profile is fuzzy, every handoff becomes friction. Sales targets one persona, marketing builds for another, and customer success is left cleaning up the disconnect.
Ask yourself:
Can every team member describe our ideal customer and their primary challenge the same way?
Take action:
If not, host a customer definition workshop with sales, marketing, and customer success to create one unified ideal customer profile (ICP) that everyone can articulate consistently.
2. Where You're Going
Why it matters:
Without a shared vision and definition of success, teams set different goals and dashboards tell competing stories. Vision isn’t just a leadership exercise. It’s a growth operating system.
Ask yourself:
Do our daily decisions and resource allocation align with where we say we're headed?
Take action:
Pull up your company’s stated vision and mission. Compare it to your team’s current goals, initiatives, and spending. Where do they align? Where do they conflict?
3. How You Operate
Why it matters:
Your values and decision-making principles guide choices when SOPs don’t yet exist—or when exceptions arise. Without clarity here, your teams rely on personal judgment, leading to inconsistent execution.
Ask yourself:
Are we making choices consistent with our stated values, especially under pressure?
Take action:
Review three recent business decisions made under stress. Did they reflect your company’s values? If not, how can you adjust your team’s behaviors, communications, or training to better align values and action?
4. How You're Different
Why it matters:
If your team can’t clearly articulate what sets you apart, you’ll compete on price and dilute your value. Positioning isn’t just a marketing message, it drives enablement, retention, and profitability.
Ask yourself:
Can we clearly articulate why customers choose us over alternatives, and does our entire team tell that story consistently?
Take action:
Ask three team members from different departments to describe your differentiators. Then ask at least three customers. Compare the answers. If they’re not aligned, you’ve got a messaging and positioning gap worth fixing.