Case Study

Change Management for GTM Teams

When this company introduced its first major pricing and packaging update in over a decade, the challenge wasn't just communication β€” it was behavior change.

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Designing a system for behavior change

Company Muck Rack
Scope GTM Enablement
Role Learning Design Lead
Pricing and Packaging program overview

I partnered across Sales, Customer Success, and Product to design a learning system that equipped go-to-market teams with the clarity and confidence to sell the new model effectively.

This wasn't a one-time training rollout. It was a coordinated enablement ecosystem designed to drive consistency, adoption, and measurable performance impact.

01

A complex shift with real revenue implications

  • A complex pricing shift with real revenue implications
  • Distributed, fully remote GTM teams
  • Inconsistent understanding of value articulation and packaging logic
  • High risk of misalignment during rollout

The goal was not just awareness β€” it was repeatable execution in live deals.

02

A multi-layered learning system

I designed a system aligned tightly with how people actually learn and perform on the job:

  • Phased rollout strategy aligned to launch timelines
  • Blended learning model combining eLearning, live sessions, and coaching
  • Role-specific pathways across SDRs, AEs, CSMs, and Support
  • Manager enablement to reinforce behaviors in the field
  • Early visibility planning to prepare teams ahead of launch

Everything was structured to build capability progressively β€” not overwhelm upfront.

Rollout roadmap and sequencing plan

Rollout roadmap and sequencing plan

Quarterly enablement calendar

Quarterly enablement calendar

Learning strategy and assessment design

Learning strategy and assessment design

Curriculum maps and content architecture

Curriculum maps and content architecture

eLearning modules and certification flows

eLearning modules and certification flows

Internal resource hub

Internal resource hub and documentation system

03

From strategy to execution

Enablement System Design
End-to-end rollout strategy tied to product launch milestones. Curriculum architecture aligned to learning objectives and business goals.

Learning Experiences
Modular eLearning certification program. Live workshops and scenario-based practice sessions. Train-the-trainer sessions for frontline managers.

Reinforcement & Adoption
Coaching frameworks and discussion guides. Office hours and ongoing support structures. Knowledge retrieval strategies to improve retention.

Content & Delivery
Storyboards, course maps, and curriculum documentation. AI-assisted workflows to accelerate development. Visual design and content systems to ensure clarity and consistency.

A sequence, not a single event

  • Pre-launch: awareness and mental models
  • Launch: application and practice
  • Post-launch: reinforcement and coaching

Each layer built on the previous one, ensuring teams didn't just understand the change β€” they could apply it under pressure.

Turning a complex change into an executable motion

↑
Increased average deal size
↑
Higher attach rates
↑
Expanded upsell opportunity generation

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