As previously mentioned, I am excited to share excerpts from my upcoming book. As already shared with you, I’m in the process of writing a book that deep-dives into the world of go-to-market (GTM) strategy, blending it with personal experiences and passions that have shaped my career. I will also explore how AI is impacting all of us in sales, marketing, sales enablement, operation, and finance, from insights to planning, pitching and execution. This book will give you a new and fresh perspective on building strong GTM plans, leveraging a consumer and partner-centric approach, and asking the right questions to create real differentiation and impactful storytelling. You will find below a new excerpt focusing on the structure and what you can expect. Feel free to share your thoughts on this and open a conversation with me for collaboration. My calendar shared below is fully opened for this purpose.
Please find the excerpt below.
In the previous section of the book, we have reviewed within the orange belt chapter the different models to deep dive into your segmentation and value proposition for your products and services. I have also shared specific prompts you can use to fill in templates like Porter’s Five Forces Analysis or Value Proposition Canvas to help you build your strategic go-to-market plans. We have also explained the principle of AI agents you can set up to drive your strategy into action on an evergreen basis.
Let me deep dive on this concept and go a little bit more technical. I will cover in this section how to build agents in your company. This will require business alignment workshops to understand deeply what you are looking for, followed by technical workshops to deep dive on your infrastructure and how to plug in agents in a sustainable and secure way. I will just share below some scenarios, and this can be tailored specifically to your needs. These agents should be done for you, as they will help you on a continuous basis, considering your infrastructure and data.

To create these AI agents tailored specifically for your needs:
- Business Alignment Workshops: Conduct workshops with stakeholders to clarify objectives.
- Technical Workshops: Examine existing infrastructure for integration capabilities.
- Scenario Development: Identify specific scenarios where agents will add value.
- Implementation Plan: Develop a roadmap including timelines and responsibilities.
- Monitoring Framework: Establish metrics for evaluating agent performance post-deployment.
To create AI agents for our Orange Belt GTM strategies, we’ll use a combination of large language models (LLMs), machine learning algorithms, and specialized AI tools. Here’s how we can approach building agents for each of the 7 scenarios we discussed earlier:
- Advanced Data Analysis Agent
This agent will be your data maestro, orchestrating the processing of vast amounts of market data, customer feedback, and competitive intelligence.
Steps to build:
a) Data Collection: Set up APIs to gather data from various sources (market databases, social media, customer feedback platforms).
b) Data Processing: Use natural language processing (NLP) to clean and structure the data.
c) Analysis: Implement machine learning algorithms for pattern recognition and trend analysis.
d) Reporting: Use data visualization libraries to create insightful reports.
Technologies: Python, TensorFlow, Pandas, Matplotlib, APIs (e.g., Twitter, Google Analytics)
- Multi-Framework Integration Agent
Think of this agent as your strategic synthesizer, bringing together insights from different frameworks to create a cohesive GTM strategy.
Steps to build:
a) Framework Modeling: Create digital models of each framework.
b) Cross-Framework Analysis: Develop algorithms to identify relationships between framework elements.
c) Insight Generation: Use LLMs to generate narrative insights from the cross-framework analysis.
Technologies: Python, Neo4j (for graph relationships), GPT-3 or similar LLM
- Predictive Modeling Agent
This agent is your crystal ball, using historical data and market trends to predict future shifts in customer needs or competitive landscapes.
Steps to build:
a) Data Preparation: Clean and structure historical data.
b) Model Selection: Choose appropriate predictive models (e.g., time series analysis, regression models).
c) Training and Validation: Train the models on historical data and validate their accuracy.
d) Prediction Generation: Use the trained models to generate future predictions.
Technologies: Python, Scikit-learn, Prophet (Facebook’s forecasting tool)
- Natural Language Processing Agent
Consider this agent your market linguist, analyzing customer reviews, social media posts, and other unstructured data to inform persona development and JTBD analysis.
Steps to build:
a) Data Collection: Set up web scraping tools to gather relevant text data.
b) Text Processing: Implement NLP techniques for tokenization, sentiment analysis, and entity recognition.
c) Topic Modeling: Use techniques like Latent Dirichlet Allocation (LDA) to identify key themes.
d) Insight Generation: Use the processed data to inform persona and JTBD frameworks.
Technologies: Python, NLTK, spaCy, Gensim
- Visualization Agent
This agent is your data artist, creating visual representations of the frameworks, making complex data more accessible and actionable.
Steps to build:
a) Data Input: Create interfaces to input data from other agents.
b) Visualization Selection: Develop algorithms to choose the most appropriate visualization type for each dataset.
c) Rendering: Use data visualization libraries to create interactive, web-based visualizations.
Technologies: D3.js, Plotly, Tableau (for integration with existing BI tools)
- Scenario Planning Agent
Think of this agent as your strategic chess player, generating multiple scenarios based on different market conditions or strategic choices.
Steps to build:
a) Parameter Definition: Create a system to define key variables and their possible ranges.
b) Scenario Generation: Use Monte Carlo simulations to generate multiple scenarios.
c) Impact Analysis: Develop algorithms to assess the potential impact of each scenario on key business metrics.
d) Reporting: Create detailed reports and visualizations for each scenario.
Technologies: Python, SimPy (for simulations), Pandas
- Continuous Learning Agent
This agent is your perpetual student, updating its analyses in real-time as new data becomes available.
Steps to build:
a) Real-time Data Integration: Set up streaming data pipelines to continuously ingest new data.
b) Incremental Learning: Implement online learning algorithms that can update models without full retraining.
c) Change Detection: Develop algorithms to identify significant shifts in data patterns.
d) Alert System: Create a system to notify users of important changes or updates.
Technologies: Apache Kafka (for data streaming), River (for online machine learning)
Remember, building these agents is not just a technical exercise. It’s about creating tools that align with your business goals and enhance your GTM strategy. The process should start with thorough business alignment workshops to understand your specific needs, followed by technical workshops to integrate these agents into your existing infrastructure securely and sustainably.
Example Use Cases for Your Orange Belt GTM AI Agent

- Buyer Persona Creator:
Prompt: “Create a detailed buyer persona for our sustainable running shoes, focusing on eco-conscious millennials.”
Agent Action: Generates a comprehensive buyer persona including demographics, goals, challenges, values, fears, preferred channels, and buying process based on market data and consumer trends. - Jobs to Be Done (JTBD) Analyzer:
Prompt: “Analyze the Jobs to Be Done for our sustainable running shoes from the perspective of an eco-conscious runner.”
Agent Action: Identifies and categorizes functional, emotional, and social job aspects, along with constraints and desired outcomes, based on customer feedback and market research. - Value Proposition Canvas Generator:
Prompt: “Create a Value Proposition Canvas for our sustainable running shoes, highlighting our unique eco-friendly features.”
Agent Action: Populates a Value Proposition Canvas template, detailing customer jobs, pains, and gains in the customer profile, and listing products & services, pain relievers, and gain creators in the value map. - Porter’s Five Forces Evaluator:
Prompt: “Conduct a Porter’s Five Forces analysis for the sustainable running shoes market, focusing on our position as a new entrant.”
Agent Action: Assesses and provides detailed explanations for each of the five forces (threat of new entrants, bargaining power of suppliers and buyers, threat of substitutes, and industry rivalry) specific to the sustainable running shoes market.
These use cases demonstrate how the Orange Belt GTM AI Agent can assist in applying more advanced frameworks for market understanding and strategic positioning, providing deeper insights and more sophisticated analyses compared to the Yellow Belt level.
As we progress through our GTM journey, these AI agents will become invaluable allies, providing continuous insights and helping us adapt our strategies in real-time. However, always remember that while these agents are powerful tools, they are meant to augment, not replace, human strategic thinking. The most effective GTM strategies will always be those that combine the analytical power of AI with human creativity, experience, and intuition.
In the next chapter, we’ll explore how these AI-enhanced GTM strategies can be put into action, driving customer engagement and revolutionizing our marketing and sales processes. Get ready to take your GTM strategy to the next level!
Citations:
[1] https://ppl-ai-file-upload.s3.amazonaws.com/web/direct-files/23985622/38806b67-8d79-49a2-99f8-5330a1b7a762/book.docx
[2] https://ppl-ai-file-upload.s3.amazonaws.com/web/direct-files/23985622/9a39288c-b250-4e7b-8321-9e4101a6071c/book.docx
[3] https://ppl-ai-file-upload.s3.amazonaws.com/web/direct-files/23985622/9f1ed15e-2350-4c71-83c6-f095bf42a388/Book-Templates-Yellow-Belt.pptx
Engaging with You

As part of this journey, I also want to engage with you, my readers, by sharing portions of the book. Your feedback, comments, and suggestions will be invaluable in shaping the final product. I believe in the power of co-creation and would love to incorporate any specific concepts or ideas you might have. Of course, I will give full credit to any contributions that make it into the book. I will make sure nothing confidential will be published in the book.
Join the Conversation
If you have any suggestions or would like to discuss specific concepts, feel free to connect with me on LinkedIn thru personal messaging. I’m always happy to have a conversation and explore new ideas. Together, we can create something truly special. For collaboration or project discussions, you can also schedule a conversation in my calendar below or connect with me via email at david.merzel@hotmail.com. I look forward to further discussions!

Leave a comment