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How Do You Prioritize CLG Investments vs. Other Growth Motions?

You prioritize customer-led growth (CLG) investments by putting them into the same portfolio framework as product-led, sales-led, and marketing-led motions—scoring every initiative on strategic fit, customer impact, revenue impact, and time-to-value, and making trade-offs based on data, not opinions.

Benchmark with the Revenue Marketing Index Explore What Is Revenue Marketing? RM6 Insights

To prioritize CLG investments vs. other growth motions, build a unified growth investment framework. Define a short list of criteria—such as strategic alignment, customer value, revenue impact, time-to-value, risk, and effort—and score every initiative (CLG, PLG, sales-led, partner-led, brand) against the same model. Use a transparent scoring grid and portfolio view to compare options, fund a balanced mix of “now, next, later” bets, and review the portfolio quarterly as data on pipeline, NRR, and margins comes in.

What Matters When You Prioritize CLG Investments?

Single portfolio, shared rules — Evaluate CLG, PLG, brand, and sales-led motions in the same investment framework, not in separate queues with different rules of the game.
Customer and revenue impact — Score investments on customer outcomes (retention, expansion, advocacy) and financial outcomes (NRR, expansion ARR, CAC efficiency), not just activity or channel metrics.
Time-to-value and payback — Favor CLG initiatives with fast learning cycles and clear payback periods; treat them as reusable assets (plays, journeys, automation), not one-off campaigns.
Risk and confidence — Consider uncertainty: some CLG bets are “sure things” (e.g., onboarding fixes), others are horizon-3 innovations. Use confidence scoring to balance the portfolio, not just ROI math in a vacuum.
Capacity and dependencies — Prioritize CLG investments that fit real-world constraints on data, martech, CS capacity, and sales alignment so funded work can actually launch and scale.
Governance and visibility — Make the CLG investment backlog visible in a cross-functional roadmap, with clear owners, KPIs, and status so leaders can re-balance as conditions change.

The CLG Investment Prioritization Playbook

Use this sequence to compare CLG bets fairly against other growth motions and make confident decisions about where to invest next.

Frame → Inventory → Score → Compare → Decide → Review

  • Frame the decision with strategy: Reconfirm your 1–3 year growth strategy and financial targets (new ARR, NRR, margin, segment focus). Make these the anchor for how you judge CLG vs. other motions.
  • Inventory all major growth initiatives: Create a single list of potential investments—CLG programs, PLG work, demand generation, sales enablement, partner plays, product launches—so nothing is prioritized in a silo.
  • Define and apply scoring criteria: Use a consistent scoring model (e.g., 1–5) across strategic fit, customer value, revenue impact, time-to-value, risk, and effort. Ask every initiative owner to supply data, not just opinions.
  • Compare CLG investments vs. other motions: Visualize initiatives on a portfolio map: impact vs. effort, short-term vs. long-term, acquisition vs. expansion. Look for CLG bets that improve NRR, reduce CAC, or unlock scale for other motions.
  • Decide on “now, next, later”: Fund a mix of quick wins, foundational CLG capabilities (data, journeys, automation), and a few bold bets. Make trade-offs explicit: what you are not funding is just as important as what you are.
  • Review and rebalance quarterly: Use a revenue marketing dashboard to monitor results. Retire low-performing investments, double down on proven CLG plays, and refresh the portfolio as market conditions change.

CLG vs. Other Growth Motions: Portfolio Maturity Matrix

Capability From (Ad Hoc) To (Portfolio-Driven) Owner Primary KPI
Growth Portfolio Visibility Separate lists by team Single cross-functional backlog for all growth initiatives ELT / PMO % of growth spend in unified roadmap
Prioritization Framework Decisions by loudest voice Standard scoring model across CLG, PLG, demand, sales-led, and partner motions Strategy / RevOps Initiatives prioritized using framework
Customer & Revenue Linkage Limited view of NRR and expansion Clear mapping of CLG investments to NRR, expansion ARR, and margin Finance / RevOps CLG-attributed ARR & NRR
Measurement & Dashboarding Channel reports in silos Revenue marketing dashboard with CLG, PLG, and sales-led views RevOps / Analytics Dashboard adoption & decision usage
Governance & Cadence Irregular planning and re-prioritization Quarterly portfolio reviews with explicit trade-offs ELT / PMO Frequency of portfolio decisions informed by data
Balance of Motions Overweight on acquisition or campaigns Balanced mix of CLG, acquisition, product, and partner investments CRO / CMO / CCO Mix of budget across motions & CAC/NRR trends

Client Snapshot: Prioritizing CLG to Unlock $1B in Revenue Impact

A major B2B brand evaluated a crowded roadmap of demand gen, sales enablement, and platform projects. By using a unified investment framework, they prioritized revenue marketing and lifecycle work that improved lead management, automation, and sales alignment—key CLG levers. The result: $1B in revenue impact and a repeatable way to decide where the next dollar should go. See the story in Transforming Lead Management: Comcast Business.

When you prioritize CLG investments alongside other growth motions with a shared framework, you stop arguing about “which team wins” and start funding the portfolio that wins—for your customers and your revenue model.

Frequently Asked Questions about Prioritizing CLG Investments

What counts as a CLG investment?
A CLG investment is any initiative that uses customer insight and lifecycle design to drive growth—like onboarding redesign, adoption programs, expansion plays, advocacy programs, customer communities, and the data and automation needed to run them at scale.
How do we compare CLG vs. acquisition campaigns?
Put both into the same scoring model. Compare impact on NRR, expansion ARR, CAC, and payback period. In many cases, CLG investments improve profitability and resilience by increasing value from existing customers while acquisition drives top-line growth.
What percentage of our budget should go to CLG?
There is no universal benchmark, but many B2B organizations evolve toward allocating a meaningful share of GTM and product investment to customer-led growth as NRR and expansion become board-level priorities. Start by measuring current mix, then gradually shift spend based on results.
How does CLG relate to revenue marketing?
Revenue marketing focuses on building a measurable, end-to-end engine that connects marketing to revenue. CLG complements this by ensuring that customer insight and value realization guide which programs you fund and how you design the lifecycle across marketing, sales, and CS.
Who should own the CLG investment framework?
Ownership is typically shared: executive leadership sets the rules and trade-offs, while RevOps, Finance, and Strategy co-own the framework, scoring model, and dashboards. Marketing, sales, product, and CS propose and execute the investments.
How do we know if CLG investments are working?
Track CLG investments in a revenue marketing dashboard and tie them to NRR, expansion ARR, customer health, and CAC trends. Look for improvements in retention, expansion, advocacy, and efficiency relative to the period before you funded CLG programs.

Prioritize CLG in Your Revenue Marketing Roadmap

We’ll help you assess your current mix of growth motions and build a CLG investment plan that your leadership team can support.

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Explore More on CLG, Revenue Marketing, and Metrics
Revenue Marketing Index Revenue Marketing Assessment (RM6) Revenue Marketing eGuide Key Principles of Revenue Marketing What Is Revenue Marketing? Pedowitz RM6 Insights Execution & Playbooks: What Metrics Belong in a Revenue Marketing Dashboard? Transforming Lead Management: Comcast Business

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