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Screen 04 · Constitutional Appendix

Revenue OS Lexicon

Normalized terminology for portfolio GTM architecture. Tight, hierarchical, unambiguous. Every term used across Screens 01–03 is defined here exactly once.

I Structure How the system is organized
GTM (Go-To-Market)
The integrated operating system connecting product, marketing, sales, partner, and CS to revenue outcomes.
Segment (Economic Cluster)
A revenue-validated cohort defined by ACV, margin, retention, sales cycle, and CAC efficiency.
Territory
A capacity-bound geographic or account grouping assigned to execution pods.
Pod
Cross-functional execution unit (AE, BDR, SE, CSM) aligned to Segment × Territory.
Stage Ledger (Funnel)
Financial progression model (S1 → S2 → Closed) used for forecasting discipline. Finance trusts the ledger.
Swim Lane (Acquisition Mode)
Behavior-based revenue entry path. Primary funnel split. See Section II.
Identity & Relationship Graph
Normalized object structure linking Lead, Contact, Account, Opportunity, Activities, and Buying Group roles into a unified revenue entity. Agents operate on this graph, not CRM tables.
Account Atomicity
Principle that all signal and routing decisions operate at account-level, not lead-level. Orphan leads excluded from scoring.
Opportunity Integrity
Governed creation and lifecycle management of financial containers tied to buying groups. Max active opps, territory enforcement, stage mutation locks.
II Acquisition Modes Primary funnel split · Mode first, channel second
Inbound — High Intent (Capture)
Demand Capture
Buyer-initiated hand-raise. Demo request, contact sales, pricing conversion, RFP, trial.
Inbound — Conditioning
Demand Conditioning
Content-driven engagement without declared buying motion. Webinar, whitepaper, syndication.
Outbound — Cold (Exploration)
Exploration Capital
Hypothesis-driven pursuit within prioritized segments. No signal trigger. High learning value.
Outbound — Signal-Enabled
Interception Capital
Engagement triggered by probability threshold or external trigger. Time-sensitive. Low latency required.
Partner / Channel
Distribution Multiplied
Co-sell or referral-based revenue motion via alliances. Higher close rate, variable margin.
Field Acceleration
Stakeholder Compression
Stakeholder-density events influencing active opportunities. Affects S2→Close more than top-of-funnel.
Expansion / Customer Growth
Revenue Density Motion
Revenue motion within existing accounts. Cross-sell, upsell, seat expansion, renewal. Must be split from acquisition.
III Execution How we deploy effort
Channel
Delivery mechanism. Paid, email, SEO, outbound call, event, partner co-sell, in-product. Secondary to acquisition mode.
Motion
Coordinated engagement model combining channel, timing, and governance within a swim lane.
Program
Ongoing initiative aligned to a motion. Example: Enterprise Co-Sell Program.
Campaign
Time-bound activation within a program. Example: Q3 LinkedIn burst.
Tracking Container
SFDC Campaign Object
CRM reporting wrapper. Not a strategic campaign. Not a motion. Not a program.
Escalation
System-triggered transition from automation to human pursuit based on probability + economic gate.
IV Signal & Qualification How we interpret and gate
Signal
Observable event affecting conversion probability. Upstream (structural) or downstream (behavioral).
Trigger Event
External change increasing buying likelihood. Funding, hiring, regulatory shift, competitive displacement.
APS (Account Probability Score)
Time-bound likelihood of conversion within defined horizon. Composite of P_base (structural) + P_accel (behavioral).
Confidence Score
Model certainty level for APS. Determines whether system acts on the score or waits for more signal.
Signal Decay
Time-based reduction in predictive value. Freshness = e^(-λt). Signals expire.
Qualification Threshold
Minimum probability × economic gate required for pursuit escalation. Dynamic: f(capacity, forecast gap, pipeline load).
Account State
Lifecycle classification: Cold → Conditioning → Warming → Active → Expansion → Dormant.
P_base (Baseline Probability)
Structural readiness. Budget cycles, regulatory mandates, exec changes, competitive displacement. Moves slowly.
P_accel (Acceleration Probability)
Behavioral velocity. Engagement density, stakeholder penetration, intent freshness. Moves quickly.
Narrative Receptivity
ICP dimension measuring category maturity × disruption tolerance × strategic influence. Second axis to Revenue Density.
V Economics & Capital Discipline How we measure and allocate
SPI (Segment Profitability Index)
3-year gross margin return multiple per acquisition dollar, by segment. The anchor metric.
CAC (Cohorted Segment CAC)
Fully loaded acquisition cost aligned to segment cohort and acquisition window. Not blended. Not CPL.
Coverage Multiple
Required pipeline ÷ revenue target. Governed by P&L Agent.
Revenue Density
(Win Rate × ACV × Margin × Retention) ÷ Sales Cycle Length. Sortable topography. Capital flows to high density.
Learning Latency
Time from motion deployment to validated revenue lift. Primary KPI replacing attribution share.
Correction Latency
Time from error detection to model reweighting. Immune system speed metric.
VI ABX & Orchestration How we coordinate
ABX (Account-Based Experience)
State-driven, coordinated engagement across channels. Not a campaign type — an orchestration philosophy.
Orchestration
Governed coordination of agents, channels, and pods across acquisition modes.
Guardrails
Economic, statistical, and governance constraints limiting agent autonomy. Constitutional, not configurable.
Agent
Production software governing a specific domain of the spine. Scoped permissions. Typed contracts. Bounded authority.
VIII Provenance Epistemic constraint · Audit spine
Provenance
The traceable lineage of signals, weights, thresholds, and capital decisions within the Revenue OS. If gravity governs what is allowed, provenance governs what is true.
Signal Provenance
Documented origin and transformation path of structural and behavioral inputs contributing to probability.
Model Provenance
Versioned record of weighting logic, decay parameters, threshold adjustments, and correction triggers.
Routing Provenance
Auditable chain of events leading to account escalation, pod assignment, or execution mode selection.
Economic Provenance
Traceable linkage between capital allocation decisions and segment-level economic metrics.
Vendor Provenance Boundary
Separation between vendor-supplied telemetry and internally governed decision logic. Vendor signals labeled, normalized, internally weighted.
VII Replaced Legacy Terms What we no longer say
Legacy TermNormalized TermWhy
MQLQualified Account Signal (or eliminate)MQL conflates lead with account, individual with committee
Funnel (blended)Stage Ledger + Swim LanesOne funnel hides mode-specific conversion and CAC variance
Attribution (credit-based)Influence Mapping → Weight CalibrationCredit ≠ causality. Attribution feeds learning, not budget
AwarenessConditioningAwareness implies passive. Conditioning implies deliberate probability building
Demand GenRevenue DevelopmentDemand gen implies top-of-funnel only. Revenue development spans full lifecycle
LeadAccount SignalIndividual leads misrepresent buying committee dynamics
CPLCohorted Segment CACCPL without intent normalization is meaningless. CAC by segment is actionable
ROI (campaign-level)Lift vs Baseline + Learning LatencyCampaign ROI ignores mode, segment, and time-to-validated-lift
Operating Principle
Channels execute.
Motions coordinate.
Agents govern.
Segments prioritize.
Economics decide.