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Timeless growth principles that scaled $20M to $450M

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Hello and welcome to The GTM Newsletter by GTMnow – read by 50,000+ to scale their companies and careers. GTMnow shares insight around the go-to-market strategies responsible for explosive company growth. GTMnow highlights the strategies, along with the stories from the top 1% of GTM executives, VCs, and founders behind these strategies and companies.


Some growth lessons expire. Others stand the test of time.

Jeff Perry, Chief Revenue Officer at Carta for more than six years, proves it. After helping Oracle absorb Sun Microsystems in a $7.4B acquisition and later scaling Carta’s revenue from $20M to $450M, Jeff has seen every kind of market cycle, product pivot, and team evolution.

From that, he’s learned that the best growth strategies aren’t new. They’re timeless.

This edition breaks down 8 timeless principles every founder, CRO, and sales leader can use to build durable growth.


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1. Don’t be the hero, be the quarterback

“You don’t have to be the hero. Be the quarterback of the deal.”

Top sellers (and CROs) aren’t trying to win alone. They orchestrate deals, bringing in execs, solution engineers, and cross-functional allies.

Quarterbacking isn’t optional if you want scalable, repeatable revenue. Great reps know when to lead, and when to pass.

2. Diagnose before you design

“Great CROs don’t bring playbooks. They build them.”

Jeff didn’t try to copy Oracle or DocuSign playbooks at Carta. He studied what Carta specifically needed – fixing broken lead routing, segmenting sellers by skill, and rethinking post-sale experience.

Diagnose, then design the solution.

3. Treat performance management as a growth muscle

“Not every PIP is an ending. Sometimes it’s the start of a breakout.”

Two of Carta’s top performers today were nearly let go early in their careers. Instead of ejecting them, leadership focused on diagnosing system problems (like poor lead routing) and doubling down on coaching.

Performance management isn’t about fear, it’s about unlocking potential.

4. Relationships > Automation (now more than ever)

“Pick up the phone. Be human. It’s still the ultimate differentiator.”

In a world obsessed with AI automation, nothing replaces real relationships.

Every customer interaction is a chance to build trust, deliver value, and create loyalty that no automation can replicate.

5. Invest in technical excellence early

“Solutions engineers are your secret weapon as complexity grows.”

Carta’s move into fund administration and private equity made technical expertise non-negotiable. Standing up a strong solutions engineering function became critical to navigating larger, more complex deals.

Scaling without technical depth leads to slow deals and lost trust.

6. Make onboarding a growth weapon

“Your GTM is only as good as your post-sale experience.”

Carta’s customer onboarding didn’t just reduce churn, it became a flywheel for expansion, referrals, and upsell across PE and VC networks. Flawless implementations earned trust (and more logos).

Think of onboarding as revenue activation.

7. Fix systems before you blame people

“Infra problems often look like people problems.”

Early on, broken lead routing made it seem like top reps were underperforming. It wasn’t a talent issue, it was a structural one. Fixing the system unlocked immediate lift.

Before you replace people, replace bad systems.

8. Design around how customers want to buy, not how you want to sell

“Internal convenience should never beat customer experience.”

At Carta, Jeff’s teams weren’t organized by internal ops logic. They were designed around natural customer buying journeys: corporations, fund admin clients, private equity firms. Sales, marketing, and CS aligned to serve them, not just quota math.

Growth gets easier when your org chart mirrors your customers’ paths.


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This newsletter was written and edited by Sophie Buonassisi, Max Altschuler, Paul Irving and the GTMnow team (not AI!).

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