The GTMnow Newsletter (by GTMfund)
The GTMnow Podcast
How to build a GTM roadmap
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-38:57

How to build a GTM roadmap

Lessons from Plaid's $3M to $300M scale.

🎙️ The GTMnow Podcast tells the stories of how the top 1% of operators, founders and investors build, scale and invest.

GTMnow is the media brand of VC firm, GTMfund.


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Who we sat down with

Paul Williamson is a seasoned go-to-market leader and advisor best known for helping Plaid scale from $3M to $300M ARR. As Head of Revenue, he built and evolved Plaid’s go-to-market roadmap across product-market fit, upmarket expansion, and new verticals. With deep experience aligning GTM with product, he now advises founders on sequencing bets, building forward-compatible roadmaps, and scaling revenue organizations with intention.

Discussed and what you’ll learn

  • Why GTM roadmaps should be “forward-compatible”

  • Iteration cycles in GTM vs. product roadmaps

  • Early lessons from Plaid’s rudimentary qualification process

  • Recognizing high-value clients vs. anti-patterns in inbound leads

  • How daily standups created fast GTM learning loops

  • Shifting from PLG to sales-led motions with SDRs and routing

  • Sequencing GTM expansion: fintech → enterprise FSIs → embedded fintech

  • Compensation design mistakes and their impact on sales behavior

Episode highlights

00:00 — Why GTM roadmaps should be built “forward-compatible”

01:53 — How Plaid iterated through 9–10 GTM versions in the first year

05:12 — Plaid’s early qualification process: 4 simple questions

07:28 — Why most inbound leads weren’t equal—and how Plaid spotted patterns

10:01 — Using daily standups twice a day to refine GTM qualification

14:32 — How Plaid’s GTM roadmap evolved from monthly to yearly cycles

20:46 — Moving beyond partnerships to diversify top-of-funnel channels

24:53 — Scaling into enterprise financial institutions with tailored product needs

27:09 — Entering phase three: embedded fintech with customers like Tesla

30:00 — Compensation design mistakes that slowed deals and created risk


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Key takeaways

  1. Build GTM like product. Plaid treated go-to-market as an iterative roadmap, evolving from v0.1 scrappiness to multi-year strategic planning.

  2. Forward-compatible beats backward-compatible. Each GTM version should enhance and extend the last, not require rework.

  3. Not all inbound is equal. High lead volume is a false signal unless paired with value-based qualification and pattern recognition.

  4. Anti-patterns matter. Plaid avoided over-investing in low-value ACH add-ons, instead routing them through PLG and focusing on high-value accounts.

  5. Rituals accelerate learning. Twice-daily standups created rapid GTM feedback loops in the early days.

  6. Overbuilding is risky. GTM leaders should feel slightly behind the company’s needs—not over-engineered ahead of them.

  7. Comp plans shape behavior. Plaid learned that SMB-style comp delayed enterprise deals and unintentionally increased competitive risk.

  8. GTM expansion must align with product readiness. Scaling into enterprise required product investments in SLAs, uptime, and access controls.

  9. Embedded fintech unlocked phase three. Plaid moved from serving fintechs to powering financial features in industries like auto and telecom.

  10. Documenting roadmaps creates clarity. Writing down GTM plans helped Plaid focus and communicate priorities with technical founders.


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The GTMnow Podcast tells the stories of how the top 1% of operators, founders and investors build, scale and invest.

Each week, we uncover the pivotal moments, bold decisions, and go-to-market strategies that turn ideas into breakout companies.

GTMnow is the media brand of GTMfund - we are an early-stage venture fund made up of 350+ go-to-market executives from the fastest-growing companies.

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