Fractional GTM Partner

Project Highlight: Invoe

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Project Highlight: Invoe Retail

Invoe is an AI-powered inventory intake platform for independent Shopify retailers, solving the "messy middle" between purchasing inventory and getting it live and sellable. As Invoe's Fractional GTM Partner, I led a 90-day GTM discovery and build — from zero go-to-market foundation to a documented playbook covering positioning, customer intelligence, competitive strategy, and execution.

What I Delivered

Positioning & Market Strategy
Defined Invoe's category: the operational layer between sourcing and Shopify storefront execution, not "another inventory tool," along with a positioning statement, core narrative pillars, and messaging framework (what to say and what to avoid) to keep the team consistent across every channel.

ICP & Customer Intelligence
Built out firmographic and persona-level ICP work across four buyer types (owner/founder, ops manager, merchandising lead, store manager), translated into real sales conversations rather than a static persona document.

Sales Strategy & Enablement
Built the founder-led sales playbook Invoe is using to take the product to market for the first time — discovery call framework, ideal customer verticals, objection-handling guide, and the KPIs to track from the very first conversation. Since Invoe is an early stage/founder’s led sales motion, every one of those early conversations does double duty: it's both a potential first customer and a live test of the positioning and pricing strategy.

Developed First Sales Play: "Stocky to Me"
Identified Shopify's Stocky sunset (August 2026) as a time-limited acquisition window and built a full migration-focused GTM play — SEO landing page strategy, a lead-magnet "Stocky Exit Kit," community/partner channels, and migration-specific product recommendations.

Customer Management Foundations
Set up Invoe's first-stage CRM in Brevo, including form-fill triggers from the website's backend into automated welcome and onboarding email sequences — giving the founder a way to onboard early users without sitting on every single onboarding call. Also built the initial revenue projections, founder-led funnel assumptions, and weekly GTM dashboard so the team could track what mattered from day one.

Impact

In 90 days, Invoe moved from an early-stage product with no formal go-to-market system to a fully documented GTM playbook: Positioning, ICP, sales motion, competitive strategy, pricing, and a time-sensitive acquisition plan built around a competitor sunsetting their services, giving the founding team a clear, confident path to test the product in market.

A bittersweet milestone for Invoe by The Ease Co., wrapping up a powerful few months working with Maggie M. Taylor of The Cardinal Collective!

Maggie has the amazing ability to take high level ideas and visions and turn them into very concrete action steps. (And somehow makes things like CRM trials and comparisons actually…. Enjoyable??)

We came to Maggie with a pretty magnificent piece of software (if I do say so myself) and some visions of where we wanted to take it, and she gave us the substance to build our business on a clear action plan.

For a small but mighty team, this is truly invaluable!

The tech world is changing definitions overnight. If you have a vision but need a true map, Maggie is your girl!!

Tech Stack Proficiencies

Certification for Maggie Taylor indicating successful completion of Sales Enablement Professionals Certification, dated 11/11/2023, signed by Shaunna Sumcang.
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