Chapters
- 01 · Turn a Vague Request Into a Decision
- 02 · Name the Owner and Business Purpose
- 03 · Define the Allowed Outcomes
- 04 · Choose the Required Evidence
- 05 · Separate Hard Rules From Interpretation
- 06 · Add Unknown and Review Outcomes
- 07 · Decide What May Happen Next
- 08 · Capstone: Complete the Decision Card
10 min · Interactive exercise
Name the Owner and Business Purpose
Assign accountability to someone who can change the rules, and state a purpose you can test.
The qualifier ships. Six weeks later it screens out a manufacturing company that turns out to have been a real buyer, and the request never reaches a seller.
The post-mortem is a circle. Marketing operations built it, so it must be theirs. Sales lives with the consequences, so surely it is theirs. Revenue operations runs the platform it sits in, so possibly theirs. The person who actually wrote the rule left in April. Everyone agrees it was wrong. Nobody can change it, because changing it means deciding whose definition of “real buyer” wins, and that was never settled either.
The owner is whoever is accountable for being wrong
Three roles get confused here, and they are genuinely different people much of the time. The builder implements it. The operator runs it and watches it day to day. The owner is accountable when the answer is wrong, and is the person whose judgment the definition encodes.
Only the third one belongs on the card, and there is a hard constraint on who can hold it: the owner must have the authority to change the rules. An owner who cannot change the definition has been assigned blame, not ownership. This is worth being stubborn about, because the failure is silent. Nothing breaks on the day you name the wrong owner. It breaks the first time the definition needs to change and the accountable person has to go and ask permission from someone who does not feel accountable.
For GTM Lab's routing decision, the owner is the sales leader whose team absorbs the cost of a bad answer in both directions: a wasted hour on a request that was never a buyer, and a lost deal on a buyer who was screened out. That person can change the criteria. Marketing operations builds and runs it.
Reviewers are not owners
A decision that affects several teams needs those teams to have a say without giving all of them a veto. Name the reviewers separately: the people who must be consulted before the definition changes, and who can escalate, but who do not decide. GTM Lab's card names marketing operations, because a change to the outcome set changes their alerting, and revenue operations, because a change to the evidence requirements changes what has to be populated on the record.
A purpose you can test
“Reps stop wasting time” is a complaint with a verb in it. You cannot tell whether a system achieved it, which means you cannot tell whether a change to the system made it better or worse. A business purpose says what good looks like, in terms a person outside the team would recognize:
A person with genuine enterprise buying interest reaches a seller within one business day. A person who is not a potential buyer never occupies seller time. A person who is genuinely interested but is not a fit for what GTM Lab sells is kept and contacted, not deleted.
That third sentence is doing real work. It commits the business to a position on a category most teams never name, and the next chapter is about what happens when you skip it. Notice what the purpose does not say. It does not say “using AI.” A purpose that names a technology is a solution wearing a purpose's clothes, and it forecloses the answer before the work starts.
Carry this into your business
For a decision your team already automates, ask who is allowed to change the rule. If the answer takes more than one sentence, or if the person named would need to ask someone else, you have found the thing that will make your next incident take three weeks to resolve.
GTM Lab
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Assign accountability and state the purpose
The qualifier screened out a real buyer. The post-mortem went in a circle because nobody had been named. Fix that before it happens.