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  • The brief
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  • Idea portfolio
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  • This week · 6
  • This quarter · 9
  • Big bets · 4
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Generated Oct 18, 2026
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growth playbook · Oct 18, 2026

lightfield.app (opens in a new tab)

Lightfield growth playbook

Diagnosis

Lightfield has strong self-serve pull (5,000+ companies since its November launch) and is now building the sales and marketing team to turn it into larger deals. Nine of its 22 open roles are in GTM: two AE seats (velocity deals of $20K to $50K and strategic deals of $80K to $150K), paid acquisition, content and AEO, new media and press, community dinners, growth operations and a delivery team that runs pipeline generation for customers.

This playbook arms the AEs first: a ranked queue from self-serve data, a standard side-by-side pilot, comparison pages beyond HubSpot and a Salesforce exit program, while giving the marketing hires channels that feed the same accounts.

Growth Score

7/10

Biggest Opportunity

Turn self-serve usage, the 20,000-company TAM and the founders' voice into a steady supply of qualified deals for two AEs, with a packaged pilot that makes switching CRMs low risk.

Biggest Risk

Moving upmarket against Salesforce and HubSpot while rivals such as Attio court the same startups; without a repeatable pilot and migration story, deals stall on switching risk.

01

Start here

The three moves to make first. Each one is written up in full below.

  1. 1

    A daily "ready for sales" queue from the 5,000 self-serve workspaces, with the reason on each row

    List the 50 workspaces that added a third seat or connected a CRM sync in the last 30 days.

    High impact First result in 1-2 weeks
  2. 2

    A standard 30-day Pro pilot that runs alongside the current CRM, offered on the pricing page

    Write the one-page pilot plan with three success criteria and use it on the next three demos.

    High impact First result in 30 days
  3. 3

    Comparison pages for Salesforce, Attio and Apollo, alongside the only one that exists (HubSpot)

    Write the Salesforce page first, using the questions the Strategic AE hears on discovery calls.

    High impact First result in 4-8 weeks

02

Your idea portfolio

22 ideas, grouped by when to run them. Open any idea for how to run it: the steps, who to approach, copy you can use, and how to measure it.

  • 6 ideas are marked Unexpected: plays you are unlikely to have tried.

Every idea placed by the effort it takes against the impact it could have. Quick wins sit top left; select a number to open that idea. The filters below narrow the list by status, timing, category and what Programmable can build.

Effort vs impactEach number is an idea. Select one to open it.
Impact →
Quick wins · 4Big bets · 13Fill-ins · 1Reconsider · 4
Effort →

Showing 22 of 22 ideas

This week 6

Quick wins with a clear first action.

  • 01

    The new AE is told the pipeline "is there" in the self-serve base but is also "the entire sales motion". Without a ranked list, they will spend the first month digging through workspaces instead of selling.

    High impactLow effort First result in 1-2 weeks Account Executive

    First action

    List the 50 workspaces that added a third seat or connected a CRM sync in the last 30 days.

    How to measure it

    Qualified pipeline from self-serve accounts

    Now
    –
    Target
    3× the AE quota coverage
    By
    8 weeks

    Steps

    1. 1

      Pick the signals

      Seats added, CRM sync connected, migration started, sequences sent, Series A/B funding.

      Account Executive 2 hours

    2. 2

      Weight them

      Start simple: two points for a CRM sync, one per extra seat; tune monthly.

      Growth Operations Lead 2 hours

    3. 3

      Build the view

      A saved Lightfield view with score and reason columns, refreshed daily.

      Growth Operations Lead 1 day

    4. 4

      Write the opener

      Two lines that reference what the workspace is doing, not a generic pitch.

      Account Executive 1 hour

    5. 5

      Work the top ten daily

      The AE contacts the top ten each morning before anything else.

      Account Executive 1 hour a day

    6. 6

      Log outcomes

      Reply, meeting, pilot or no fit on each row, so the weights can be checked.

      Account Executive daily

    7. 7

      Review weekly

      Which signals led to meetings; adjust the weights.

      Head of GTM 30 minutes a week

    First result
    1 to 2 weeks
    Cost
    $0
    Owner
    Account Executive

    Smallest test

    Hand-pick 20 workspaces with a CRM sync and email them this week.

    Why it works

    Build one view in Lightfield that ranks self-serve workspaces daily on seats added, Salesforce or HubSpot sync connected, a migration started, sequences sent and funding stage from the TAM data, and shows why each account made the list.

    The AE post asks them to mine PLG data for accounts worth $20K to $50K. A ranked queue with reasons turns that into a morning routine, and Lightfield can build it in its own product, which is the story it sells.

    Risks and how to handle them

    • Self-serve users dislike being sold to

      Lead with help on the migration or seats they are adding, from a named person.

    Evidence

    • HiringAccount Executive: "over 5,000 companies signing up since our launch in November"; turn that signal into "$20K+ deals with Series A/B startups"; "mine our PLG data for high-potential accounts, layer in targeted outbound into VC-backed startups"; $20K to $50K deals with 30-day cycles; buyers are VP Sales, RevOps leads and founder-CEOs at 20 to 250 person startups; "you'll be the entire sales motion"; build pilot templates and mutual action plans.Source
    • HiringGrowth Operations Lead: "Lightfield runs on Lightfield"; maintain a TAM of "20,000+ venture-backed companies enriched with funding data"; own attribution; ship always-on plays such as "website visitor de-anonymization into multi-channel sequences" and demo and paywall drop-off recovery.Source
    • Your websiteHomepage: "CRM engineered for the future"; agents "run outbound, flag deals at risk"; a migration agent recreates the data model on day one; two-way sync with Salesforce or HubSpot and "Deploy Lightfield alongside your current CRM". Named customers: SF Compute, Macroscope, Power, Intent HQ, Agree, Verdigris, Kaizen, Weaver.Source
  • 02

    Only Starter has a trial; Pro and Growth start with a demo. The AE post asks for pilot templates and mutual action plans, and the homepage already offers "Deploy Lightfield alongside your current CRM".

    High impactLow effort First result in 30 days Account Executive

    First action

    Write the one-page pilot plan with three success criteria and use it on the next three demos.

    How to measure it

    Pilot-to-paid conversion

    Now
    –
    Target
    50%
    By
    2 months

    Steps

    1. 1

      Define the pilot

      30 days, Pro features, sync on, migration agent on day one.

      Account Executive 2 hours

    2. 2

      Set three success criteria

      For example: CRM updated without manual entry, prep emails used daily, one at-risk deal flagged.

      Account Executive 1 hour

    3. 3

      Write the mutual action plan

      Week-by-week steps, owners on both sides, decision date.

      Account Executive 2 hours

    4. 4

      Add the pricing CTA

      "Start a 30-day pilot" on Pro and Growth.

      Performance Marketing Lead 1 hour

    5. 5

      Line up delivery

      Growth & Delivery activates each pilot within 48 hours.

      Growth & Delivery Lead 1 hour

    6. 6

      Day-25 review

      Review the criteria with the buyer before the decision date.

      Account Executive 30 minutes per pilot

    First result
    30 days
    Cost
    $0
    Owner
    Account Executive

    Smallest test

    Offer the pilot plan on the next five demos and count how many accept.

    Why it works

    Package a 30-day Pro pilot: two-way sync with the existing CRM, the migration agent on day one, three success criteria agreed on the first call, and a mutual action plan the buyer can forward. Put "Start a 30-day pilot" next to "Request demo" on Pro and Growth.

    A side-by-side pilot removes the biggest fear in a CRM switch (losing data and process), fits the 30-day cycle in the AE post, and gives the AE one repeatable motion instead of a custom proposal per deal.

    Ready to use

    Checklist30-day pilot plan

    [ ] Day 1: connect email, calendar and the current CRM (two-way sync)
    [ ] Day 1: migration agent rebuilds the data model
    [ ] Week 1: team uses morning prep emails
    [ ] Week 2: first sequence sent from Lightfield
    [ ] Week 3: pipeline review run from Lightfield dashboards
    [ ] Day 25: review the three success criteria
    [ ] Day 30: decision

    Risks and how to handle them

    • Pilots drag without a decision

      Agree the decision date and decision maker on the first call.

    Evidence

    • HiringAccount Executive: "over 5,000 companies signing up since our launch in November"; turn that signal into "$20K+ deals with Series A/B startups"; "mine our PLG data for high-potential accounts, layer in targeted outbound into VC-backed startups"; $20K to $50K deals with 30-day cycles; buyers are VP Sales, RevOps leads and founder-CEOs at 20 to 250 person startups; "you'll be the entire sales motion"; build pilot templates and mutual action plans.Source
    • Your websitePricing: Starter $89 per user per month (up to 3 users, 14-day free trial); Pro $999 a month billed yearly (5 capture seats, dedicated CSM); Growth $1,999 a month billed yearly (10 capture seats, a dedicated GTM engineer, outbound campaign setup); Enterprise custom with a dedicated FDE. Only Starter has a trial; the others start with a demo. Workspace credits reset yearly.Source
    • Your websiteHomepage: "CRM engineered for the future"; agents "run outbound, flag deals at risk"; a migration agent recreates the data model on day one; two-way sync with Salesforce or HubSpot and "Deploy Lightfield alongside your current CRM". Named customers: SF Compute, Macroscope, Power, Intent HQ, Agree, Verdigris, Kaizen, Weaver.Source
  • 03

    The /estimate calculator asks for team size, meetings and outbound volume, which is a full qualification, and then offers only "Request demo". Visitors who are not ready to talk leave with nothing and Lightfield keeps nothing.

    Medium impactLow effort First result in 2 weeks Growth Operations Lead

    First action

    Add the email field to the estimate page and create the routing rule.

    How to measure it

    Meetings from estimate emails

    Now
    –
    Target
    20 a month
    By
    6 weeks

    Steps

    1. 1

      Add the email option

      Work email, with the estimate sent as a clean summary.

      Performance Marketing Lead 1 day

    2. 2

      Add "send to finance"

      A second email address for the budget owner.

      Performance Marketing Lead 2 hours

    3. 3

      Route into Lightfield

      Create the contact and attach the inputs.

      Growth Operations Lead 2 hours

    4. 4

      Set the threshold

      Over $1,000 a month goes to the AE; under goes to a nurture sequence.

      Growth Operations Lead 1 hour

    5. 5

      Write the follow-up

      An AE note that uses their sellers and meeting counts.

      Account Executive 1 hour

    6. 6

      Measure

      Estimates, captures, meetings and pilots per week.

      Growth Operations Lead 15 minutes a week

    First result
    2 weeks
    Cost
    $0
    Owner
    Growth Operations Lead

    Smallest test

    Add the email option for one week and count captures.

    Why it works

    Add "Email me this estimate" (work email only) and "Send it to my finance lead". Route each estimate into Lightfield with the inputs attached; if the estimate is over $1,000 a month, it goes to the AE with a note that references the numbers.

    Growth Operations owns paywall and demo drop-off recovery. An estimate is a higher-intent signal than a page view, and the inputs give the AE a better opener than any form.

    Risks and how to handle them

    • Fewer people use the calculator if email is asked first

      Show the estimate without email; ask only to send it.

    Evidence

    • Your websiteThe /estimate page is a credit calculator (sellers, customer-facing staff, agent usage, meetings, outbound) that produces a yearly estimate; its only next step is "Request demo".Source
    • HiringGrowth Operations Lead: "Lightfield runs on Lightfield"; maintain a TAM of "20,000+ venture-backed companies enriched with funding data"; own attribution; ship always-on plays such as "website visitor de-anonymization into multi-channel sequences" and demo and paywall drop-off recovery.Source
    • HiringAccount Executive: "over 5,000 companies signing up since our launch in November"; turn that signal into "$20K+ deals with Series A/B startups"; "mine our PLG data for high-potential accounts, layer in targeted outbound into VC-backed startups"; $20K to $50K deals with 30-day cycles; buyers are VP Sales, RevOps leads and founder-CEOs at 20 to 250 person startups; "you'll be the entire sales motion"; build pilot templates and mutual action plans.Source
  • 04

    The site has a HubSpot alternative page and nothing else, while the Strategic AE is told to displace incumbents and press coverage names Attio, Apollo and Clay as rivals.

    High impactLow effort First result in 4-8 weeks Head of Content

    First action

    Write the Salesforce page first, using the questions the Strategic AE hears on discovery calls.

    How to measure it

    Pilots and signups from comparison pages

    Now
    –
    Target
    40 a month
    By
    90 days

    Steps

    1. 1

      Pick the three

      Salesforce, Attio and Apollo, matched to the searches buyers make.

      Head of Content 1 hour

    2. 2

      Interview the AEs

      The objections and questions that come up against each.

      Head of Content 2 hours

    3. 3

      Write each page

      Migration, sync, data model, pricing, who it is for and who it is not.

      Head of Content 3 days

    4. 4

      Show the migration

      A short video of the migration agent rebuilding a Salesforce data model.

      Head of New Media 2 days

    5. 5

      Add the pilot CTA

      Link to the 30-day side-by-side pilot.

      Performance Marketing Lead 1 hour

    6. 6

      Mark up for AI answers

      Clear headings and a comparison table with schema.

      Head of Content 2 hours

    First result
    4 to 8 weeks
    Cost
    $0
    Owner
    Head of Content

    Smallest test

    Publish the Salesforce page and watch impressions for four weeks.

    Why it works

    Publish Lightfield vs Salesforce (for Series B and C teams), vs Attio (for startups choosing a modern CRM) and vs Apollo (for teams using it as a CRM), each with migration time, what syncs, pricing and a pilot CTA.

    The Head of Content owns SEO and AEO. Comparison searches are the highest-intent organic traffic for a CRM, and AI answers draw on pages that state differences plainly.

    Risks and how to handle them

    • Claims about competitors go out of date

      Date each page and review quarterly.

    Builds on

    Evidence

    • programmable.infoIn the past year the starting price moved from $36 per user per month to $89 and the headline changed from "The CRM that remembers everything, then acts on it." The site has 114 blog posts, 7 customer stories and comparison pages for HubSpot only. Mobile LCP (75th percentile) is 3.6 s, 48% slower than a year ago.Source
    • Search resultsFunding: a $47M Series A led by a16z (September 2026); the job posts say "more than $70M" raised in total from a16z, Coatue, Maverick and Greylock. The founders previously built Tome (20 to 25 million users). Coverage names Attio, Reevo, Apollo, Unify and Clay as rivals, with Salesforce and HubSpot as incumbents.Source
    • HiringAccount Executive, Strategic Accounts: Series B and C companies ready to make Lightfield "their entire GTM system"; $80K to $150K deals won across a buying committee; "Displace incumbent systems"; design the migration and first 90 days; "a founder who'll be in your deals with you".Source
    • HiringHead of Content: "Our best growth channel is people telling other people about Lightfield and most of them arrived through a founder's post, a customer's recommendation, or a story that traveled"; own founder thought leadership, customer stories, SEO and AEO, newsletters and a creator program.Source
  • 05

    Kaizen's CEO reads the Lightfield prep email first thing every morning. The Head of Content says most customers arrived through "a customer's recommendation". The prep email is the most visible proof of the product, and it lands in the inbox of exactly the people who recommend tools.

    High impactLow effort First result in 3 weeks Performance Marketing Lead

    First action

    Add the footer and the forward button to prep emails for 20% of workspaces.

    How to measure it

    Workspaces and seats from prep email links

    Now
    –
    Target
    150 a month
    By
    8 weeks

    Steps

    1. 1

      Write the footer

      One line, no logo wall, a link to a short explainer.

      Head of Content 1 hour

    2. 2

      Add forward-to-teammate

      Invites the teammate to the workspace with the email attached.

      Performance Marketing Lead 2 days

    3. 3

      Make a redacted sample

      A sample prep email with names removed that founders can share.

      Head of Content 1 day

    4. 4

      Tag the links

      UTM tags so attribution shows prep email referrals.

      Growth Operations Lead 1 hour

    5. 5

      Roll out to 20%

      Compare invites and signups against the rest.

      Performance Marketing Lead 2 weeks

    6. 6

      Roll out or drop

      Keep it if invites rise without complaints.

      Performance Marketing Lead 1 hour

    First result
    3 weeks
    Cost
    $0, about three days of work
    Owner
    Performance Marketing Lead

    Smallest test

    Ask ten power users to forward one prep email to a peer and see how many sign up.

    Why it works

    Add a quiet footer to prep emails ("Prepared by Lightfield from your calls and email") with a link to see how, a "forward to a teammate" button that invites them to the workspace, and a shareable redacted sample for founders who want to show peers.

    Word of mouth is named as the best channel. A daily artifact that people already value is a better referral surface than a referral page, and invites to teammates also raise seats, which the AE queue watches.

    Risks and how to handle them

    • Customers see a footer as advertising

      Let admins turn it off and keep it to one line.

    Builds on

    Evidence

    • Your websiteTestimonials: Michael Silver (Kaizen): "Every morning I wake up and the first thing I read is the prep email from Lightfield"; Mona Darwish (Agree): "I can find problems faster than other CRMs because I trust the information to be accurate"; Jonathan Lakin (Intent HQ): "I can look at an account and understand exactly why we've gotten stuck".Source
    • HiringHead of Content: "Our best growth channel is people telling other people about Lightfield and most of them arrived through a founder's post, a customer's recommendation, or a story that traveled"; own founder thought leadership, customer stories, SEO and AEO, newsletters and a creator program.Source
    • HiringPerformance Marketing Lead: "unit economics that justify a significant investment in paid acquisition"; run Google, LinkedIn, Meta, Reddit, X and newsletter sponsorships; own self-serve signup and conversion targets and lifecycle (onboarding, trial nudges, churned user re-engagement); build first- and last-touch attribution.Source
  • 06

    Paid acquisition is about to scale across six platforms, most of which send mobile traffic. Mobile LCP is 3.6 seconds at the 75th percentile and has got 48% slower in a year.

    Medium impactMedium effort First result in 4 weeks Performance Marketing Lead

    First action

    Run the two /clp/ landing pages and the homepage through a lab test and list the three heaviest assets on each.

    How to measure it

    Mobile LCP at the 75th percentile

    Now
    –
    Target
    under 2.5 s
    By
    4 weeks

    Steps

    1. 1

      Measure

      Lab and field LCP for homepage, pricing and /clp/ pages.

      Performance Marketing Lead 2 hours

    2. 2

      Find the heavy assets

      Hero video or images, fonts, third-party scripts.

      Performance Marketing Lead 2 hours

    3. 3

      Fix the top three

      Compress, lazy-load or remove.

      Performance Marketing Lead 3 days

    4. 4

      Set a budget

      No paid spend on a page over 2.5 s LCP.

      Performance Marketing Lead 30 minutes

    5. 5

      Check weekly

      Field data in the weekly growth review.

      Growth Operations Lead 15 minutes a week

    6. 6

      Compare conversion

      Paid conversion before and after on the same campaigns.

      Performance Marketing Lead 2 weeks

    First result
    4 weeks (field data lags)
    Cost
    $0, about a week of front-end work
    Owner
    Performance Marketing Lead

    Smallest test

    Fix one /clp/ page and compare its conversion against the other.

    Why it works

    Audit the homepage, pricing and the paid landing pages (/clp/) for largest-image, font and script weight, and set a 2.5-second LCP budget that every new paid page must meet before it gets spend.

    The Performance Marketing Lead owns self-serve conversion. A slow first screen lowers conversion on every paid click, so fixing it first makes every dollar of the new budget work harder.

    Risks and how to handle them

    • Removing visuals weakens the story

      Keep the visuals; load them after the first screen.

    Evidence

    • programmable.infoIn the past year the starting price moved from $36 per user per month to $89 and the headline changed from "The CRM that remembers everything, then acts on it." The site has 114 blog posts, 7 customer stories and comparison pages for HubSpot only. Mobile LCP (75th percentile) is 3.6 s, 48% slower than a year ago.Source
    • HiringPerformance Marketing Lead: "unit economics that justify a significant investment in paid acquisition"; run Google, LinkedIn, Meta, Reddit, X and newsletter sponsorships; own self-serve signup and conversion targets and lifecycle (onboarding, trial nudges, churned user re-engagement); build first- and last-touch attribution.Source

This quarter 9

The core plays for the next three months.

  • 07

    Growth Operations already keeps 20,000+ venture-backed companies in Lightfield, segmented by best-fit customer profile tier. The new paid program can target exactly those companies instead of job-title guesses.

    High impactMedium effort First result in 4 weeks Performance Marketing Lead

    First action

    Export best-fit customer profile tier 1 companies from Lightfield and build the first LinkedIn matched audience.

    How to measure it

    Cost per pilot or paid workspace from paid channels

    Now
    –
    Target
    below a set CAC ceiling
    By
    end of quarter

    Steps

    1. 1

      Export the tiers

      Best-fit customer profile tiers 1 and 2 with domains, refreshed weekly.

      Growth Operations Lead 2 hours

    2. 2

      Build matched audiences

      LinkedIn company lists and Meta audiences.

      Performance Marketing Lead 1 day

    3. 3

      Make founder-voice creative

      Short clips and posts from the founders, not product ads.

      Head of Content 1 week

    4. 4

      Land on the right page

      Comparison pages and the pilot page, by audience.

      Performance Marketing Lead 2 days

    5. 5

      Report by account

      Which target accounts engaged, synced into Lightfield.

      Growth Operations Lead 3 days

    6. 6

      Hand to the AE

      Engaged tier 1 accounts join the daily queue.

      Account Executive ongoing

    7. 7

      Cut what does not work

      Weekly review by platform and tier.

      Performance Marketing Lead 30 minutes a week

    First result
    4 weeks
    Cost
    Test budget of $20,000 to $30,000 over six weeks
    Owner
    Performance Marketing Lead

    Smallest test

    Run LinkedIn only to tier 1 for two weeks with one creative.

    Why it works

    Upload best-fit customer profile tier 1 and 2 companies as matched audiences on LinkedIn and Meta, run founder-voice creative to their VP Sales, RevOps and founder-CEOs, and report results by account so the AE sees which target accounts engaged.

    The Performance Marketing Lead is told the unit economics justify significant spend. Account-matched audiences waste less of it on companies that will never buy, and account-level reporting feeds the AE queue.

    Risks and how to handle them

    • Matched audiences are too small to deliver

      Combine tiers and widen to lookalikes after the first test.

    Builds on

    Evidence

    • HiringPerformance Marketing Lead: "unit economics that justify a significant investment in paid acquisition"; run Google, LinkedIn, Meta, Reddit, X and newsletter sponsorships; own self-serve signup and conversion targets and lifecycle (onboarding, trial nudges, churned user re-engagement); build first- and last-touch attribution.Source
    • HiringGrowth Operations Lead: "Lightfield runs on Lightfield"; maintain a TAM of "20,000+ venture-backed companies enriched with funding data"; own attribution; ship always-on plays such as "website visitor de-anonymization into multi-channel sequences" and demo and paywall drop-off recovery.Source
    • HiringAccount Executive: "over 5,000 companies signing up since our launch in November"; turn that signal into "$20K+ deals with Series A/B startups"; "mine our PLG data for high-potential accounts, layer in targeted outbound into VC-backed startups"; $20K to $50K deals with 30-day cycles; buyers are VP Sales, RevOps leads and founder-CEOs at 20 to 250 person startups; "you'll be the entire sales motion"; build pilot templates and mutual action plans.Source
  • 08

    The Growth Operations post says the entire go-to-market lives in Lightfield and that "what you build becomes the reference for how thousands of companies will run GTM". That reference is not public yet.

    High impactMedium effort First result in 6 weeks Growth Operations Lead

    First action

    List the objects, sequences and dashboards in Lightfield's own workspace that could be shared without customer data.

    How to measure it

    Workspaces started from the template

    Now
    –
    Target
    300
    By
    90 days

    Steps

    1. 1

      Inventory the setup

      Objects, fields, sequences, scoring, dashboards, automations.

      Growth Operations Lead 2 days

    2. 2

      Strip private data

      No customer names or deal values.

      Growth Operations Lead 1 day

    3. 3

      Build the template

      One-click install into a new workspace.

      Growth Operations Lead 1 week

    4. 4

      Write the launch post

      How the setup works and why each piece exists.

      Head of Content 2 days

    5. 5

      Monthly update

      What changed and what it produced, as ratios.

      Head of Content 1 day a month

    6. 6

      Promote through founders

      Founder posts and the newsletter.

      Head of New Media 1 hour a month

    First result
    6 weeks
    Cost
    $0, about two weeks of work
    Owner
    Growth Operations Lead

    Smallest test

    Share the template privately with 20 power users and count installs.

    Why it works

    Publish the objects, sequences, scoring, attribution dashboards and automations Lightfield uses on itself as a one-click template, with a monthly post on what changed and what it produced (meetings, pipeline, attribution), with sensitive numbers as ratios.

    RevOps leads and founders want to copy working systems. A real, installable setup is stronger proof than a demo, gives the Head of Content a monthly story, and every install starts a workspace.

    Risks and how to handle them

    • Competitors copy the playbook

      The template only runs in Lightfield; copying it means using it.

    Evidence

    • HiringGrowth Operations Lead: "Lightfield runs on Lightfield"; maintain a TAM of "20,000+ venture-backed companies enriched with funding data"; own attribution; ship always-on plays such as "website visitor de-anonymization into multi-channel sequences" and demo and paywall drop-off recovery.Source
    • HiringHead of Content: "Our best growth channel is people telling other people about Lightfield and most of them arrived through a founder's post, a customer's recommendation, or a story that traveled"; own founder thought leadership, customer stories, SEO and AEO, newsletters and a creator program.Source
    • HiringCareers page: 22 open roles (Engineering 9, GTM 9, Talent 2, Product 1, Operations 1), including a Founding CSM ("For teams who go deep, Lightfield replaces a whole stack: the CRM, the enrichment, the sequencing, and the operator") and a Founding Recruiter for GTM.Source
  • 09

    The dinner program puts "our best prospects around a table with our founders and customers". The Strategic AE needs Series B and C buyers who are ready to replace an incumbent, which mostly happens around renewal.

    High impactMedium effort First result in 1 month Community and Events Lead

    First action

    Pick 40 tier 1 Series B and C companies from the TAM and send the first 15 invitations.

    How to measure it

    Strategic opportunities from dinners

    Now
    –
    Target
    3 per dinner
    By
    third dinner

    Steps

    1. 1

      Choose the guests

      Series B and C, tier 1, renewal in six months where known.

      Community and Events Lead 1 day

    2. 2

      Pick a thesis

      One topic per dinner, for example "forecasting when the CRM is out of date".

      Community and Events Lead 1 hour

    3. 3

      Bring customers

      Two customers who switched, such as Agree or Intent HQ.

      Community and Events Lead 1 week lead

    4. 4

      Founder at the table

      One founder hosts and listens.

      Head of GTM 1 evening

    5. 5

      Follow up in 48 hours

      The Strategic AE sends a note on what each guest said.

      Account Executive, Strategic Accounts 1 day

    6. 6

      Turn it into content

      With permission, a post on what the room agreed on.

      Head of Content 1 day

    First result
    1 month
    Cost
    $2,000 to $4,000 per dinner
    Owner
    Community and Events Lead

    Smallest test

    Run one dinner and count strategic opportunities within 30 days.

    Why it works

    Run a monthly dinner of 12 to 15 RevOps and sales leaders at Series B and C companies, chosen from the TAM by renewal timing and stage, with two customers and a founder at the table, and a follow-up from the Strategic AE within 48 hours.

    The Community and Events Lead is measured on pipeline, not attendance. Inviting by renewal window means each dinner produces conversations the Strategic AE can actually work.

    Risks and how to handle them

    • Guests feel sold to

      No pitch at dinner; the follow-up is where the sale starts.

    Evidence

    • HiringCommunity and Events Lead: run "an intimate dinner program that puts our best prospects around a table with our founders and customers", events at the San Francisco HQ, and a virtual community for power users; "the best pipeline doesn't come from a form fill".Source
    • HiringAccount Executive, Strategic Accounts: Series B and C companies ready to make Lightfield "their entire GTM system"; $80K to $150K deals won across a buying committee; "Displace incumbent systems"; design the migration and first 90 days; "a founder who'll be in your deals with you".Source
    • HiringGrowth Operations Lead: "Lightfield runs on Lightfield"; maintain a TAM of "20,000+ venture-backed companies enriched with funding data"; own attribution; ship always-on plays such as "website visitor de-anonymization into multi-channel sequences" and demo and paywall drop-off recovery.Source
  • 10

    The Head of New Media is hired to explain the business world model and challenge how Salesforce frames the market; the Head of Content says founder posts are how most customers arrived. Both need a steady supply of founder writing.

    High impactMedium effort First result in 1 month Head of New Media

    First action

    Book a 45-minute weekly interview slot with a founder and publish the first essay within two weeks.

    How to measure it

    Signups attributed to founder content

    Now
    –
    Target
    200 a month
    By
    end of quarter

    Steps

    1. 1

      Book the slot

      45 minutes a week with a founder.

      Head of New Media 15 minutes

    2. 2

      Plan eight topics

      Each challenges one assumption incumbents make.

      Head of New Media 2 hours

    3. 3

      Draft and edit

      The founder edits, the Head of New Media drafts.

      Head of New Media 1 day a week

    4. 4

      Cut into posts and a clip

      Three posts and one 60-second video.

      Head of Content 3 hours a week

    5. 5

      Use the best as ads

      Top organic posts become paid creative.

      Performance Marketing Lead 1 hour a week

    6. 6

      Track attribution

      Signups and pilots that touched founder content.

      Growth Operations Lead weekly

    First result
    1 month
    Cost
    $0
    Owner
    Head of New Media

    Smallest test

    Publish four essays in a month and compare signups with the month before.

    Why it works

    One essay a week with the founders (drawing on what they learned building Tome), each cut into three short posts and one 60-second clip used organically and as paid creative.

    The founders' credibility is the asset two roles are hired around. A fixed weekly cadence makes it a system rather than inspiration, and the cuts feed the paid program with creative that sounds like the company.

    Risks and how to handle them

    • Founders run out of time

      Interview format; the founder only talks and edits.

    Evidence

    • HiringHead of New Media: shape the narrative against "how Salesforce and other well-funded incumbents frame the market", explain the "business world model", write essays with the founders and own relationships with journalists, newsletter writers and podcast hosts.Source
    • HiringHead of Content: "Our best growth channel is people telling other people about Lightfield and most of them arrived through a founder's post, a customer's recommendation, or a story that traveled"; own founder thought leadership, customer stories, SEO and AEO, newsletters and a creator program.Source
    • Search resultsFunding: a $47M Series A led by a16z (September 2026); the job posts say "more than $70M" raised in total from a16z, Coatue, Maverick and Greylock. The founders previously built Tome (20 to 25 million users). Coverage names Attio, Reevo, Apollo, Unify and Clay as rivals, with Salesforce and HubSpot as incumbents.Source
  • 11

    The AE is told to run targeted outbound into Series A and B portfolios, and Lightfield's own investors run platform teams that recommend tools to those companies.

    High impactMedium effort First result in 6 weeks Head of GTM

    First action

    Ask the a16z platform team whether Lightfield can join their portfolio perks list and host an office hours session.

    How to measure it

    Paid workspaces from investor portfolios

    Now
    –
    Target
    25
    By
    end of quarter

    Steps

    1. 1

      Map the portfolios

      Tag TAM companies by investor.

      Growth Operations Lead 1 day

    2. 2

      Design the offer

      60-day pilot, migration done for them, office hours.

      Head of GTM 2 hours

    3. 3

      Pitch the platform teams

      a16z first, then Coatue and Greylock.

      Head of GTM 2 weeks

    4. 4

      Run office hours

      Monthly, with a founder and a customer.

      Community and Events Lead 1 hour a month

    5. 5

      Route to the AE

      Portfolio sign-ups go straight to the AE.

      Account Executive ongoing

    6. 6

      Report to investors

      Quarterly adoption summary for each platform team.

      Head of GTM 2 hours a quarter

    First result
    6 weeks
    Cost
    Pilot extensions and delivery time
    Owner
    Head of GTM

    Smallest test

    Run one office hours session for one investor's portfolio.

    Why it works

    Offer each investor's portfolio a program: a 60-day Pro pilot, a migration done by Growth & Delivery, a portfolio-only office hours session each month, and a quarterly report to the platform team on adoption.

    A recommendation from the investor is the warmest introduction a startup sales tool can get, and the TAM is already enriched with funding data to find which portfolio companies fit.

    Risks and how to handle them

    • Investors avoid favouring one portfolio company

      Ask to be listed in perks rather than endorsed.

    Evidence

    • HiringAccount Executive: "over 5,000 companies signing up since our launch in November"; turn that signal into "$20K+ deals with Series A/B startups"; "mine our PLG data for high-potential accounts, layer in targeted outbound into VC-backed startups"; $20K to $50K deals with 30-day cycles; buyers are VP Sales, RevOps leads and founder-CEOs at 20 to 250 person startups; "you'll be the entire sales motion"; build pilot templates and mutual action plans.Source
    • Search resultsFunding: a $47M Series A led by a16z (September 2026); the job posts say "more than $70M" raised in total from a16z, Coatue, Maverick and Greylock. The founders previously built Tome (20 to 25 million users). Coverage names Attio, Reevo, Apollo, Unify and Clay as rivals, with Salesforce and HubSpot as incumbents.Source
    • HiringGrowth Operations Lead: "Lightfield runs on Lightfield"; maintain a TAM of "20,000+ venture-backed companies enriched with funding data"; own attribution; ship always-on plays such as "website visitor de-anonymization into multi-channel sequences" and demo and paywall drop-off recovery.Source
  • 12

    The Growth plan includes a dedicated GTM engineer and outbound campaign setup, and the Growth & Delivery team directs Lightfield's agents from first outreach to booked meetings. Buyers at 20 to 250 person startups care more about meetings than about CRM features.

    High impactMedium effort First result in 30 days Growth & Delivery Lead

    First action

    Pick three current Growth customers and record their meetings booked in their first 30 days.

    How to measure it

    New deals sold on the Growth plan

    Now
    –
    Target
    40% of new deals
    By
    end of quarter

    Steps

    1. 1

      Set the baseline

      Meetings booked in the first 30 days for current Growth customers.

      Growth & Delivery Lead 1 day

    2. 2

      Set a realistic target

      A range per segment, not a guarantee.

      Growth & Delivery Lead 2 hours

    3. 3

      Write the offer

      Week-by-week plan and the weekly report.

      Growth & Delivery Lead 1 day

    4. 4

      Train the AE

      When to lead with it and how to qualify fit.

      Account Executive 1 hour

    5. 5

      Weekly report

      Outreach sent, replies, meetings, quality notes.

      Growth & Delivery Lead 30 minutes per customer

    6. 6

      Publish results

      Turn the best result into a customer story.

      Head of Content 1 day

    First result
    30 days
    Cost
    Delivery time per customer
    Owner
    Growth & Delivery Lead

    Smallest test

    Offer the package to the next three Growth-sized prospects.

    Why it works

    Package the Growth plan around an outcome: best-fit customer profile and targeting set in week one, agents running outreach by week two, and a meetings target agreed up front. The AE leads with it; the Growth & Delivery Lead reports progress weekly.

    It gives the AE a reason to sell Growth over Pro, gives buyers a measurable result inside the pilot window, and the delivery team's playbooks improve with every customer.

    Risks and how to handle them

    • Promised meetings are not met

      Commit to activity and a range, and review weekly.

    Builds on

    Evidence

    • HiringGrowth & Delivery Lead: activate customers, then "deliver pipeline generation for a portfolio of customers", directing Lightfield's agents "from first outreach to booked meetings"; owns time-to-activation and meetings booked.Source
    • Your websitePricing: Starter $89 per user per month (up to 3 users, 14-day free trial); Pro $999 a month billed yearly (5 capture seats, dedicated CSM); Growth $1,999 a month billed yearly (10 capture seats, a dedicated GTM engineer, outbound campaign setup); Enterprise custom with a dedicated FDE. Only Starter has a trial; the others start with a demo. Workspace credits reset yearly.Source
    • HiringAccount Executive: "over 5,000 companies signing up since our launch in November"; turn that signal into "$20K+ deals with Series A/B startups"; "mine our PLG data for high-potential accounts, layer in targeted outbound into VC-backed startups"; $20K to $50K deals with 30-day cycles; buyers are VP Sales, RevOps leads and founder-CEOs at 20 to 250 person startups; "you'll be the entire sales motion"; build pilot templates and mutual action plans.Source
  • 13

    The Performance Marketing Lead owns trial nudges and churned user re-engagement. Starter moved from $36 per user to $89 in a year, so there is a group of small teams who tried Lightfield at the old price and left.

    Medium impactMedium effort First result in 3 weeks Performance Marketing Lead

    First action

    List churned Starter workspaces from the last 12 months and how many have since raised or grown.

    How to measure it

    Churned workspaces that return

    Now
    –
    Target
    8%
    By
    end of quarter

    Steps

    1. 1

      Segment trials

      By what is connected: email only, calendar, CRM sync.

      Performance Marketing Lead 1 day

    2. 2

      Write the trial sequence

      One email per milestone, not per day.

      Performance Marketing Lead 2 days

    3. 3

      List churned workspaces

      Last 12 months, with growth and funding from the TAM.

      Growth Operations Lead 1 day

    4. 4

      Write the win-back

      What shipped since, and the Pro pilot for grown teams.

      Performance Marketing Lead 1 day

    5. 5

      Send in waves

      200 at a time, measuring replies.

      Performance Marketing Lead 2 weeks

    6. 6

      Route replies

      Grown teams go to the AE.

      Account Executive ongoing

    First result
    3 weeks
    Cost
    $0
    Owner
    Performance Marketing Lead

    Smallest test

    Send the win-back to 100 churned workspaces.

    Why it works

    Write a 14-day trial sequence keyed to what the user has connected, and a win-back sequence for churned Starter workspaces that shows what has shipped since they left and offers the 30-day Pro pilot to teams that have grown.

    Churned workspaces already know the product and are cheaper to win back than new signups; teams that grew past three users are now a fit for Pro.

    Risks and how to handle them

    • Reminding people of a price rise

      Lead with what changed in the product, not the price.

    Evidence

    • HiringPerformance Marketing Lead: "unit economics that justify a significant investment in paid acquisition"; run Google, LinkedIn, Meta, Reddit, X and newsletter sponsorships; own self-serve signup and conversion targets and lifecycle (onboarding, trial nudges, churned user re-engagement); build first- and last-touch attribution.Source
    • programmable.infoIn the past year the starting price moved from $36 per user per month to $89 and the headline changed from "The CRM that remembers everything, then acts on it." The site has 114 blog posts, 7 customer stories and comparison pages for HubSpot only. Mobile LCP (75th percentile) is 3.6 s, 48% slower than a year ago.Source
    • Your websitePricing: Starter $89 per user per month (up to 3 users, 14-day free trial); Pro $999 a month billed yearly (5 capture seats, dedicated CSM); Growth $1,999 a month billed yearly (10 capture seats, a dedicated GTM engineer, outbound campaign setup); Enterprise custom with a dedicated FDE. Only Starter has a trial; the others start with a demo. Workspace credits reset yearly.Source
  • 14

    The Head of Content is asked to make Lightfield "the default answer when someone asks how modern GTM should work whether they're asking Google or asking AI". There is a /preview/crm-for-startups page but no measurement of AI answers.

    High impactMedium effort First result in 6-8 weeks Head of Content

    First action

    Write the 50 questions with the AE and run them by hand once.

    How to measure it

    AI answer share across 50 buyer questions

    Now
    –
    Target
    30%
    By
    2 quarters

    Steps

    1. 1

      Write the questions

      Founder, RevOps and VP Sales questions about CRMs.

      Head of Content 2 hours

    2. 2

      Run them weekly

      Across the main AI assistants, logging names and citations.

      Head of Content 2 hours a week

    3. 3

      Find the gaps

      Questions where rivals are named and Lightfield is not.

      Head of Content 1 hour a week

    4. 4

      Write answer pages

      One page per gap with a direct answer and proof.

      Head of Content 1 day a week

    5. 5

      Add customer evidence

      Named customer stories cited on each page.

      Head of Content ongoing

    6. 6

      Report

      Share of answers in the weekly growth review.

      Growth Operations Lead 15 minutes a week

    First result
    6 to 8 weeks
    Cost
    $0
    Owner
    Head of Content

    Smallest test

    Run 10 questions in two assistants this week.

    Why it works

    Track 50 buyer questions weekly across ChatGPT, Claude, Perplexity and Google AI answers, record which CRMs are named and which pages are cited, and close the gaps with pages and customer stories that answer each question directly.

    Startup founders increasingly ask an AI before they search. A weekly share-of-answer number makes AEO measurable and shows exactly which pages to write.

    Risks and how to handle them

    • AI answers change with model updates

      Track the trend over months, not single weeks.

    Builds on

    Evidence

    • HiringHead of Content: "Our best growth channel is people telling other people about Lightfield and most of them arrived through a founder's post, a customer's recommendation, or a story that traveled"; own founder thought leadership, customer stories, SEO and AEO, newsletters and a creator program.Source
    • programmable.infoIn the past year the starting price moved from $36 per user per month to $89 and the headline changed from "The CRM that remembers everything, then acts on it." The site has 114 blog posts, 7 customer stories and comparison pages for HubSpot only. Mobile LCP (75th percentile) is 3.6 s, 48% slower than a year ago.Source
    • Search resultsFunding: a $47M Series A led by a16z (September 2026); the job posts say "more than $70M" raised in total from a16z, Coatue, Maverick and Greylock. The founders previously built Tome (20 to 25 million users). Coverage names Attio, Reevo, Apollo, Unify and Clay as rivals, with Salesforce and HubSpot as incumbents.Source
  • 15

    Word of mouth "runs on stories worth retelling", yet the site has seven customer stories while eight customers are quoted on the homepage, several (Kaizen, Weaver, SF Compute) without a full story.

    High impactMedium effort First result in 1 month Head of Content

    First action

    Email Kaizen's CEO to turn the "morning prep email" quote into a full story.

    How to measure it

    Won deals where a story was sent

    Now
    –
    Target
    60%
    By
    end of quarter

    Steps

    1. 1

      Book the interviews

      Start with Kaizen, Weaver and SF Compute.

      Head of Content 1 week

    2. 2

      Find one number

      From the customer's own usage data, with permission.

      Founding Customer Success Manager 1 day per story

    3. 3

      Write and approve

      One round of edits with the customer.

      Head of Content 3 days per story

    4. 4

      Cut it four ways

      Page, post, clip and a one-page PDF.

      Head of Content 1 day per story

    5. 5

      Give it to the AEs

      Tagged by industry and stage so the right story goes to the right deal.

      Account Executive 30 minutes

    6. 6

      Track use

      Stories sent per deal and win rate.

      Growth Operations Lead monthly

    First result
    1 month
    Cost
    $0
    Owner
    Head of Content

    Smallest test

    Publish the Kaizen story and send it in five deals.

    Why it works

    Interview each quoted customer, write a story with one before-and-after number (hours of CRM entry saved, deals flagged, time to migrate), and cut each into a post, a clip and a one-page PDF the AE can send.

    The Head of Content is hired to build a repeatable story pipeline. Stories from named peers at similar startups are what the AE needs in every deal and what founders share.

    Risks and how to handle them

    • Customers will not share numbers

      Use ratios and time saved rather than revenue.

    Evidence

    • Your websiteTestimonials: Michael Silver (Kaizen): "Every morning I wake up and the first thing I read is the prep email from Lightfield"; Mona Darwish (Agree): "I can find problems faster than other CRMs because I trust the information to be accurate"; Jonathan Lakin (Intent HQ): "I can look at an account and understand exactly why we've gotten stuck".Source
    • HiringHead of Content: "Our best growth channel is people telling other people about Lightfield and most of them arrived through a founder's post, a customer's recommendation, or a story that traveled"; own founder thought leadership, customer stories, SEO and AEO, newsletters and a creator program.Source
    • programmable.infoIn the past year the starting price moved from $36 per user per month to $89 and the headline changed from "The CRM that remembers everything, then acts on it." The site has 114 blog posts, 7 customer stories and comparison pages for HubSpot only. Mobile LCP (75th percentile) is 3.6 s, 48% slower than a year ago.Source
    • Your websiteHomepage: "CRM engineered for the future"; agents "run outbound, flag deals at risk"; a migration agent recreates the data model on day one; two-way sync with Salesforce or HubSpot and "Deploy Lightfield alongside your current CRM". Named customers: SF Compute, Macroscope, Power, Intent HQ, Agree, Verdigris, Kaizen, Weaver.Source

Big bets 4

Larger plays that can change the trajectory.

  • 16

    Strategic deals mean "replacing systems and process a company has already built around", with data, migration and change-management objections. A packaged exit program answers those objections before they are raised.

    High impactHigh effort First result in 1-2 quarters Account Executive

    First action

    Write the 90-day plan with the Strategic AE and test it on the first two strategic opportunities.

    How to measure it

    Strategic deals closed through the program

    Now
    –
    Target
    6
    By
    2 quarters

    Steps

    1. 1

      Write the plan

      Migration, side-by-side sync, team order, cut-over.

      Account Executive, Strategic Accounts 1 week

    2. 2

      Set commercial terms

      Start date matched to the incumbent renewal.

      Head of GTM 2 days

    3. 3

      Staff the FDE

      Named FDE for each program customer.

      Founding Customer Success Manager 1 day

    4. 4

      Build the business case

      Tools replaced, hours saved, total cost.

      Account Executive, Strategic Accounts 1 week

    5. 5

      Name the program

      A page and a one-pager for buying committees.

      Head of Content 1 week

    6. 6

      Publish the first result

      A story from the first company that switched.

      Head of New Media 2 weeks

    First result
    1 to 2 quarters
    Cost
    FDE time and delayed contract starts
    Owner
    Account Executive, Strategic Accounts

    Smallest test

    Offer the program to one strategic prospect with a renewal in the next quarter.

    Why it works

    Offer Series B and C buyers a fixed program: the migration agent rebuilds the data model, an FDE runs both systems in sync for 90 days, the first team goes live in week two, and the Lightfield contract starts when the incumbent renewal ends.

    The Strategic AE is told there is no playbook to inherit. A named program with fixed steps and timing is that playbook, and aligning dates with the renewal removes the cost of paying for two CRMs.

    Risks and how to handle them

    • Delayed start dates hurt cash

      Sign now with the start date later, and charge for the pilot period.

    Builds on

    Evidence

    • HiringAccount Executive, Strategic Accounts: Series B and C companies ready to make Lightfield "their entire GTM system"; $80K to $150K deals won across a buying committee; "Displace incumbent systems"; design the migration and first 90 days; "a founder who'll be in your deals with you".Source
    • Your websiteHomepage: "CRM engineered for the future"; agents "run outbound, flag deals at risk"; a migration agent recreates the data model on day one; two-way sync with Salesforce or HubSpot and "Deploy Lightfield alongside your current CRM". Named customers: SF Compute, Macroscope, Power, Intent HQ, Agree, Verdigris, Kaizen, Weaver.Source
    • Your websitePricing: Starter $89 per user per month (up to 3 users, 14-day free trial); Pro $999 a month billed yearly (5 capture seats, dedicated CSM); Growth $1,999 a month billed yearly (10 capture seats, a dedicated GTM engineer, outbound campaign setup); Enterprise custom with a dedicated FDE. Only Starter has a trial; the others start with a demo. Workspace credits reset yearly.Source
  • 17

    The Head of Content post includes "a creator program that puts Lightfield in front of the audiences that matter". The audience that matters reads RevOps and sales operators on LinkedIn and in newsletters.

    High impactHigh effort First result in 1 quarter Head of Content

    First action

    List 40 RevOps and sales creators whose audience matches the best-fit customer profile and approach the first ten.

    How to measure it

    Paid workspaces from creators

    Now
    –
    Target
    60
    By
    2 quarters

    Steps

    1. 1

      Pick the creators

      Audience fit over follower count.

      Head of Content 1 week

    2. 2

      Set terms

      Fixed monthly fee plus revenue share, disclosed as sponsored.

      Head of GTM 2 days

    3. 3

      Set them up

      Growth & Delivery builds their workspace.

      Growth & Delivery Lead 2 days each

    4. 4

      Monthly content

      One post or video on what they built.

      Head of Content ongoing

    5. 5

      Track links

      Attribution per creator.

      Growth Operations Lead 1 day

    6. 6

      Keep the best

      Renew creators by revenue, not reach.

      Head of Content quarterly

    First result
    1 quarter
    Cost
    $15,000 to $30,000 a month plus revenue share
    Owner
    Head of Content

    Smallest test

    Run three creators for two months.

    Why it works

    Recruit 15 operators with real audiences, set up their own GTM on Lightfield with help from Growth & Delivery, and pay a fixed fee plus a share of first-year revenue from their links for a monthly post or video on what they built.

    Recommendations travel, which is how most customers arrived. Operators showing their own working setup are more credible than ads, and revenue share ties cost to results.

    Risks and how to handle them

    • Sponsored content feels inauthentic

      Only creators who use it for real work, with clear disclosure.

    Builds on

    Evidence

    • HiringHead of Content: "Our best growth channel is people telling other people about Lightfield and most of them arrived through a founder's post, a customer's recommendation, or a story that traveled"; own founder thought leadership, customer stories, SEO and AEO, newsletters and a creator program.Source
    • HiringGrowth & Delivery Lead: activate customers, then "deliver pipeline generation for a portfolio of customers", directing Lightfield's agents "from first outreach to booked meetings"; owns time-to-activation and meetings booked.Source
    • HiringPerformance Marketing Lead: "unit economics that justify a significant investment in paid acquisition"; run Google, LinkedIn, Meta, Reddit, X and newsletter sponsorships; own self-serve signup and conversion targets and lifecycle (onboarding, trial nudges, churned user re-engagement); build first- and last-touch attribution.Source
  • 18

    Lightfield sees calls, emails and meetings across thousands of startups. No incumbent can publish how Series A to C teams really sell today: response rates, cycle lengths, meetings per deal.

    High impactHigh effort First result in Launch quarter Head of New Media

    First action

    Have counsel and the founders agree what can be aggregated, the minimum group size and the opt-out.

    How to measure it

    Opportunities influenced by the report

    Now
    –
    Target
    50
    By
    6 months after launch

    Steps

    1. 1

      Set privacy rules

      Aggregates only, minimum group size, customer opt-out.

      Head of GTM 2 weeks

    2. 2

      Pick the questions

      Five questions founders and sales leaders argue about.

      Head of New Media 1 week

    3. 3

      Analyze

      Work with engineering on the aggregates.

      Head of New Media 4 weeks

    4. 4

      Write and design

      Twenty pages, one chart per finding.

      Head of New Media 3 weeks

    5. 5

      Brief press

      Embargoed briefings with three outlets.

      Head of New Media 1 week

    6. 6

      Launch event

      An evening at the SF HQ with customers on stage.

      Community and Events Lead 1 evening

    First result
    Launch quarter
    Cost
    $10,000 to $20,000 for design and launch
    Owner
    Head of New Media

    Smallest test

    Publish one finding as a post and see whether it is picked up.

    Why it works

    Publish a yearly report built on aggregated, anonymized patterns (with a minimum group size and opt-out), launched with press and a founders' event, and cut into a quarter of content and talk tracks for the AEs.

    The Head of New Media owns press relationships and the narrative against incumbents. Original data is what journalists and newsletter writers cite, and it shows the "business world model" with numbers.

    Risks and how to handle them

    • Customers worry about their data

      Opt-out, aggregates only, and publish the method.

    Builds on

    Evidence

    • HiringHead of New Media: shape the narrative against "how Salesforce and other well-funded incumbents frame the market", explain the "business world model", write essays with the founders and own relationships with journalists, newsletter writers and podcast hosts.Source
    • HiringAccount Executive: "over 5,000 companies signing up since our launch in November"; turn that signal into "$20K+ deals with Series A/B startups"; "mine our PLG data for high-potential accounts, layer in targeted outbound into VC-backed startups"; $20K to $50K deals with 30-day cycles; buyers are VP Sales, RevOps leads and founder-CEOs at 20 to 250 person startups; "you'll be the entire sales motion"; build pilot templates and mutual action plans.Source
    • Search resultsFunding: a $47M Series A led by a16z (September 2026); the job posts say "more than $70M" raised in total from a16z, Coatue, Maverick and Greylock. The founders previously built Tome (20 to 25 million users). Coverage names Attio, Reevo, Apollo, Unify and Clay as rivals, with Salesforce and HubSpot as incumbents.Source
  • 19

    For teams who go deep, Lightfield replaces "the operator who wired it all together". Many startups hire that operator as a fractional consultant or agency, who then chooses the CRM.

    High impactHigh effort First result in 2 quarters Head of GTM

    First action

    Interview five fractional RevOps consultants about which CRMs they recommend and why.

    How to measure it

    Share of new deals sourced by partners

    Now
    –
    Target
    15%
    By
    3 quarters

    Steps

    1. 1

      Interview consultants

      What they recommend and how they get paid.

      Head of GTM 2 weeks

    2. 2

      Set the terms

      Referral fee or margin, and certification steps.

      Head of GTM 1 week

    3. 3

      Build certification

      A short course and a practical setup test.

      Growth & Delivery Lead 3 weeks

    4. 4

      Partner workspaces

      Free workspaces for certified partners.

      Founding Customer Success Manager 1 week

    5. 5

      Partner directory

      A page where customers find certified help.

      Head of Content 1 week

    6. 6

      Share leads

      Overflow implementation goes to partners.

      Growth & Delivery Lead ongoing

    First result
    2 quarters
    Cost
    Referral fees and certification time
    Owner
    Head of GTM

    Smallest test

    Sign three consultants and track deals for one quarter.

    Why it works

    Certify consultants and agencies on Lightfield, give them partner workspaces, a referral fee or margin on what they bring, and leads from startups that want implementation help beyond what Growth & Delivery can take on.

    Consultants choose tools for dozens of clients each. Bringing them in turns a potential threat (the operator Lightfield replaces) into a channel, and extends delivery capacity without hiring.

    Risks and how to handle them

    • Partners deliver poor setups

      Practical certification and customer ratings.

    Evidence

    • HiringCareers page: 22 open roles (Engineering 9, GTM 9, Talent 2, Product 1, Operations 1), including a Founding CSM ("For teams who go deep, Lightfield replaces a whole stack: the CRM, the enrichment, the sequencing, and the operator") and a Founding Recruiter for GTM.Source
    • HiringGrowth & Delivery Lead: activate customers, then "deliver pipeline generation for a portfolio of customers", directing Lightfield's agents "from first outreach to booked meetings"; owns time-to-activation and meetings booked.Source
    • Your websitePricing: Starter $89 per user per month (up to 3 users, 14-day free trial); Pro $999 a month billed yearly (5 capture seats, dedicated CSM); Growth $1,999 a month billed yearly (10 capture seats, a dedicated GTM engineer, outbound campaign setup); Enterprise custom with a dedicated FDE. Only Starter has a trial; the others start with a demo. Workspace credits reset yearly.Source

Wildcards 3

Unexpected experiments, each with a cheap way to test it.

  • 20

    Lightfield itself is hiring its first AE and building a sales team, which is exactly when CRM decisions get made. Startups in the TAM that post a first AE, RevOps or Head of Sales role are at that moment.

    High impactMedium effort First result in 3 weeks Growth Operations Lead

    First action

    Find ten TAM companies that posted a first AE or RevOps role this month and email their founders.

    How to measure it

    Meetings booked from hiring triggers

    Now
    –
    Target
    25 a month
    By
    8 weeks

    Steps

    1. 1

      Define the trigger

      First AE, first RevOps or first Head of Sales post at a TAM company.

      Growth Operations Lead 2 hours

    2. 2

      Find the posts

      Daily check of job boards and ATS pages for TAM domains.

      Growth Operations Lead 1 week

    3. 3

      Write the founder email

      What the new sales team needs on day one.

      Account Executive 2 hours

    4. 4

      Write the day-one note

      A short note to the new hire once they start.

      Account Executive 1 hour

    5. 5

      Run it in Lightfield

      Signal, sequence and routing in the product.

      Growth Operations Lead 2 days

    6. 6

      Measure

      Replies, meetings and pilots per trigger.

      Growth Operations Lead weekly

    First result
    3 weeks
    Cost
    $0
    Owner
    Growth Operations Lead

    Smallest test

    Email ten founders by hand this week.

    Why it works

    Add a daily job-post signal to the TAM (first sales or RevOps hire at a VC-backed company), and trigger a sequence to the founder offering the setup a new sales team needs before the hire starts, plus a note for the new hire on day one.

    Growth Operations already builds signal-based plays in Lightfield. A first sales hire is a buying signal with a clear deadline, and it reaches founders before the incumbent is chosen by default.

    Risks and how to handle them

    • Outreach feels like surveillance

      Reference the public post plainly and offer something useful.

    Evidence

    • HiringGrowth Operations Lead: "Lightfield runs on Lightfield"; maintain a TAM of "20,000+ venture-backed companies enriched with funding data"; own attribution; ship always-on plays such as "website visitor de-anonymization into multi-channel sequences" and demo and paywall drop-off recovery.Source
    • HiringAccount Executive: "over 5,000 companies signing up since our launch in November"; turn that signal into "$20K+ deals with Series A/B startups"; "mine our PLG data for high-potential accounts, layer in targeted outbound into VC-backed startups"; $20K to $50K deals with 30-day cycles; buyers are VP Sales, RevOps leads and founder-CEOs at 20 to 250 person startups; "you'll be the entire sales motion"; build pilot templates and mutual action plans.Source
    • HiringCareers page: 22 open roles (Engineering 9, GTM 9, Talent 2, Product 1, Operations 1), including a Founding CSM ("For teams who go deep, Lightfield replaces a whole stack: the CRM, the enrichment, the sequencing, and the operator") and a Founding Recruiter for GTM.Source
  • 21

    The founders built Tome to 20 to 25 million users, many of whom made pitch and sales decks. Those who opted in to updates and work in sales or at startups are a warm audience for the founders' next product.

    Medium impactMedium effort First result in 2 weeks Performance Marketing Lead

    First action

    Check with counsel which Tome users opted in to updates and whether the list may be used for Lightfield.

    How to measure it

    Workspaces started from the Tome email

    Now
    –
    Target
    500
    By
    4 weeks after sending

    Steps

    1. 1

      Check consent

      Only users who opted in, and only if the terms allow it.

      Head of GTM 1 week

    2. 2

      Segment

      Work emails at startups or with sales titles.

      Growth Operations Lead 2 days

    3. 3

      Write the founder email

      Why they moved from Tome to Lightfield, in their voice.

      Head of New Media 1 day

    4. 4

      Send in waves

      Start with 10,000 to check deliverability and complaints.

      Performance Marketing Lead 1 week

    5. 5

      Route intent

      Replies and signups at best-fit customer profile companies go to the AE.

      Account Executive ongoing

    6. 6

      Measure

      Signups, pilots and unsubscribe rate.

      Performance Marketing Lead weekly

    First result
    2 weeks
    Cost
    $0
    Owner
    Performance Marketing Lead

    Smallest test

    Send to 5,000 opted-in users and measure before going wider.

    Why it works

    With consent rules checked, send one founder-written email to Tome users who opted in to product updates and match a startup or sales profile, telling the story of why the team moved from presentations to CRM, with the 30-day pilot as the offer.

    A founder story to people who already liked the founders' last product is warmer than any cold list, and it feeds the founder-voice content the Head of Content is building.

    Risks and how to handle them

    • Using an old list without proper consent

      Do not send unless consent covers it; otherwise announce publicly instead.

    Evidence

    • Search resultsFunding: a $47M Series A led by a16z (September 2026); the job posts say "more than $70M" raised in total from a16z, Coatue, Maverick and Greylock. The founders previously built Tome (20 to 25 million users). Coverage names Attio, Reevo, Apollo, Unify and Clay as rivals, with Salesforce and HubSpot as incumbents.Source
    • HiringHead of Content: "Our best growth channel is people telling other people about Lightfield and most of them arrived through a founder's post, a customer's recommendation, or a story that traveled"; own founder thought leadership, customer stories, SEO and AEO, newsletters and a creator program.Source
    • HiringPerformance Marketing Lead: "unit economics that justify a significant investment in paid acquisition"; run Google, LinkedIn, Meta, Reddit, X and newsletter sponsorships; own self-serve signup and conversion targets and lifecycle (onboarding, trial nudges, churned user re-engagement); build first- and last-touch attribution.Source
  • 22

    Customers say they can "understand exactly why we've gotten stuck in a sales process" (Intent HQ). That capability is hard to explain and easy to show on a real, anonymized deal.

    Medium impactMedium effort First result in 1 month Head of New Media

    First action

    Ask Intent HQ whether one stalled deal could be shown anonymized.

    How to measure it

    Demo or pilot requests from autopsy posts

    Now
    –
    Target
    30 a month
    By
    third autopsy

    Steps

    1. 1

      Find a willing customer

      Start with Intent HQ or Agree.

      Head of New Media 1 week

    2. 2

      Pick the deal

      One with a clear turning point.

      Head of New Media 1 day

    3. 3

      Anonymize

      Remove names, companies and amounts.

      Head of New Media 1 day

    4. 4

      Write the teardown

      Timeline, turning point, what changed.

      Head of New Media 2 days

    5. 5

      Make a short video

      Screen recording of the trace in the product.

      Head of Content 1 day

    6. 6

      Publish monthly

      Rotate customers and deal types.

      Head of New Media monthly

    First result
    1 month
    Cost
    $0
    Owner
    Head of New Media

    Smallest test

    Publish one autopsy and compare demo requests with an average post.

    Why it works

    Once a month, with a customer's permission and names removed, publish how Lightfield reconstructed a stalled or lost deal from emails and calls: the timeline, the moment it turned, and what the team changed.

    The Head of New Media is hired to explain the technical vision with evidence. A concrete teardown is shareable content for sales leaders and a demo of the "trace decisions" capability at the same time.

    Risks and how to handle them

    • A customer is identifiable

      Customer approves the final version before publishing.

    Evidence

    • Your websiteTestimonials: Michael Silver (Kaizen): "Every morning I wake up and the first thing I read is the prep email from Lightfield"; Mona Darwish (Agree): "I can find problems faster than other CRMs because I trust the information to be accurate"; Jonathan Lakin (Intent HQ): "I can look at an account and understand exactly why we've gotten stuck".Source
    • HiringHead of New Media: shape the narrative against "how Salesforce and other well-funded incumbents frame the market", explain the "business world model", write essays with the founders and own relationships with journalists, newsletter writers and podcast hosts.Source
    • Your websiteHomepage: "CRM engineered for the future"; agents "run outbound, flag deals at risk"; a migration agent recreates the data model on day one; two-way sync with Salesforce or HubSpot and "Deploy Lightfield alongside your current CRM". Named customers: SF Compute, Macroscope, Power, Intent HQ, Agree, Verdigris, Kaizen, Weaver.Source

03

How Programmable can help

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See every playbook and website review

Independent research. Programmable wrote this playbook from public sources, as they stood on October 18, 2026, and cites them throughout. Lightfield did not commission, review or endorse it, and Programmable is not affiliated with Lightfield. Company and product names are trademarks of their owners, used only to identify them. The ideas are suggestions and opinion, not professional, legal or financial advice, and not statements about how Lightfield runs its business.

Something wrong, or do you represent Lightfield? Email [email protected] and we will correct it or take it down.

30/60/90 roadmap

What to focus on in each month, and the ideas that carry it.

  1. Days 1 to 308 ideas

    Arm the AE (ranked queue, pilot, estimate leads, comparison pages), make prep emails shareable, fix mobile speed, and start account-matched paid and the Lightfield-on-Lightfield template.

  2. Days 31 to 609 ideas

    Build the repeatable engines: dinners, founder essays, portfolio programs, the Growth plan outcome, win-back, AI answers and customer stories, plus job-post triggers and deal autopsies.

  3. Days 61 to 905 ideas

    Commit to the bigger plays on the first 60 days of evidence: the Salesforce exit program, creators, the annual report, partners and the Tome email.

The research behind the plan

3 research areas, each summarised in a few lines. Open any of them for the full detail.

Customers

What customers say

Customers value A CRM that updates itself, so the data can be trusted. The most cited problem: manual CRM entry and stale records.

  • The morning prep email (Kaizen)
  • Switching risk: migration, data model and process
  • In their words: “updates itself”

Market

Competitive landscape

4 competitors compared: Salesforce, HubSpot, Attio and Apollo and Clay.

  • Gap to exploit: A CRM that keeps itself current from calls and email
  • Salesforce: Manual entry and heavy configuration
  • HubSpot: Not built around automatic capture

Hiring signals

Lightfield has 22 open roles and 9 are in GTM, which shows a self-serve product moving to a sales-led motion.

  • Account Executive: Velocity deals of $20K to $50K mined from 5,000 self-serve signups; the AE is "the entire sales motion". Ideas 1, 2, 3, 11.
  • Account Executive, Strategic Accounts: Series B and C displacements of $80K to $150K with a founder in the deal. Idea 16.
  • Performance Marketing Lead: Paid is now funded: Google, LinkedIn, Meta, Reddit, X and newsletters, plus lifecycle. Ideas 6, 7, 13.

From the team that wrote this playbook

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