SalesLoft cadence and sales engagement integration
Deep integration with CRM platforms for customer data and actions
Outreach.io sales engagement platform for sequence management
Ensure compliance with employment laws and regulations across jurisdictions
Set up Salesforce for B2B SaaS GTM — object model, opportunity pipelines, lead management, reports and dashboards, automation (Flows), and enrichment integration.
SaaS company outcomes — valuation methods, bootstrap vs VC paths, end-goal decision framework, profitable growth vs growth-at-all-costs, secondary sales, and exit timing.
Translate engineering strengths into founder-led GTM: customer discovery, positioning, demos, technical proof, founder sales habits, and first repeatable motion.
GTM leadership playbook for revenue leaders — how to hire and fire sales talent, run difficult conversations (performance, comp, forecast honesty), and design SaaS comp…
Runs outbound triggered by hiring signals: VP Sales, RevOps, SDR manager, and CRO postings that indicate new budget or strategy shifts, with role-specific messaging.
GTM recruiting playbook — active sourcing, passive candidate outreach, offer negotiation, recruiter partnerships (Betts, It's Destiny Recruiting), and inclusive hiring without…
Vendor contracts, MSAs, DPAs, and procurement for B2B SaaS — master service agreements, service level agreements, data processing agreements, order forms, vendor security…
Find verified work email addresses for B2B contacts using multi-provider waterfall discovery. Use when the user wants to find emails, look up contact information, discover email…
Design and execute multi-channel outbound sequences across email, LinkedIn, cold calls, and SMS. Use when the user wants to coordinate outreach across channels, build multi-touch…
Strategic B2B gifting — John Ruhlin Giftology, Sendoso/Alyce/Reachdesk platforms, buyer gifting compliance, ABM tier budgets, gifting sequences, and CRM tracking.
Build a SaaS company from idea to scale — product development, architecture decisions, pricing, hiring sequence, fundraising stages, and operational infrastructure.
CRM operations anchor — HubSpot, Salesforce, and Attio selection, contacts vs leads object model, platform blueprints, enrichment integration, implementation partners, pipeline…
Build a growth experimentation system — ICE scoring, growth sprints, experiment design, statistical significance, and learning repositories.
Clay Loops GTM toolkit — recurring signal monitors, trigger-to-action loops, LeadMagic enrichment waterfalls on signal rows, funding/job-change/hiring routing, and sequencer…
SaaS pricing psychology and tactics for B2B founders. Use when designing pricing tiers, testing price points, building pricing pages, handling discounting strategy, adding new…
Tactical growth hacking playbook — rapid experimentation, growth loops, viral mechanics, referral flywheels, PLG hacks, content-led growth loops, community-driven growth, and…
Plans programmatic SEO: template-driven pages for long-tail keyword patterns, data sources, quality thresholds that avoid thin content, and indexation control.
Complete co-founder playbook for technical founders — finding co-founders, equity splits (dynamic and static), co-founder agreements, vesting schedules, working relationships,…
Complete job posting and distribution strategy for B2B SaaS companies — where to post by role (engineering, sales, marketing, CS, product, design), job board comparison, posting…
Builds a B2B paid social plan across LinkedIn, Meta, and TikTok: platform selection, audience building, creative testing, and budget allocation.
Design multi-provider enrichment waterfalls — provider ordering by cost-per-hit, 3 separate waterfalls for company, email, and phone data, always verify after finding.
Apply decision science and buyer psychology to GTM — transparency effect (4.2-4.5), Cialdini principles, prediction over persuasion, trust mechanics.
Invoke when the user asks about Google Ads, Meta/Facebook Ads, LinkedIn Ads, TikTok Ads, programmatic advertising, retail media networks, bid strategy, ad audience targeting, or…
Plan product and feature launches across owned, earned, community, partner, and outbound channels. Produces launch narrative, audience map, asset checklist, channel calendar, risk…
Set up LeadMagic MCP for AI agents — tool discovery, permission scope, safe enrichment workflows, batch usage, verification steps, and agent handoff patterns.
Build the right GTM tool stack for any stage — solo founder ($100/mo), small team ($500/mo), growth team ($2K/mo), and enterprise ($10K+/mo).
Designs pillar pages and topic clusters: hub page outlines, cluster keyword maps, and internal linking so the hub ranks for high-intent head terms.
Plans content syndication across paid and organic channels: content atomization with Ross Simmonds' distribution framework, NetLine-informed lead follow-up timing, syndication…
Design partner programs for startups: partner ICP, co-marketing offers, referral mechanics, integration partners, attribution, enablement, and compensation.
Writes high-converting cold email copy using the 3-line framework, proven subject line patterns, and persona-specific variants.
Canonical GTM compensation strategy — philosophy, role-by-role plans, stage- appropriate OTE, accelerators, SPIFs, and executive gates.
Execute Todd Caponi's Transparency Sale methodology — lead with flaws, build the "Our Flaws" slide, negotiate with radical honesty, use the 4.2-4.5 effect in positioning.
Develop ad creative strategy for B2B campaigns — creative formats per platform, testing methodology, creative fatigue management, UGC/AI-generated creative, and performance…
Build a founder personal brand — LinkedIn strategy, content cadence, podcast guesting, newsletter growth, media features, and community building.
Evaluate, hire, and manage GTM agencies — outbound, RevOps/Clay, demand gen, design, and dev shops. Agency vs in-house decision framework, pilot structure, scorecards, kill…
Plan investor outreach for startups: target investor list, warm intro paths, cold email, update cadence, CRM tracking, meeting prep, and follow-up.
Design GTM UI/UX patterns — landing pages (hero, proof, CTA), forms (progressive disclosure, inline validation), signup flows (activation, time-to-value), dashboards (KPI…
Design and deploy headless / automated support systems — AI chatbots, Fin AI agents, knowledge base self-serve portals, ticket deflection strategies, automated triage, email…
Builds go-to-market for technology integration partnerships: partner selection, integration launch plans, marketplace listings, and co-selling motions.
Sets up and optimizes Lemlist: personalized images and videos, multi-channel sequences, warmup, and deliverability settings.
Designs customer onboarding sequences: time-to-first-value targets, activation milestones, guided setup, and onboarding emails.
Complete expansion and upsell playbook for B2B SaaS — consumption-based upsell triggers, cross-sell identification, seat expansion, tier upgrades, NRR growth strategies,…
Convert RB2B person-level website visitor identification into outbound sequences. Build trigger-based workflows that route identified visitors to SDRs, enrich with verified…
Step-by-step guide to building GTM landing pages with v0 by Vercel — the AI generative UI platform. Covers prompt engineering for v0, iterating on generated UI, exporting to…
Build production-grade Clay enrichment workflows — table architecture, waterfall configuration, Claygent AI research, Sculptor table building, CRM push with clay_status…
Covers founder legal basics with step-by-step checklists: incorporation (Delaware C-Corp vs LLC), IP assignment, Terms of Service, Privacy Policy, NDAs, consulting agreements,…
Designs re-engagement for dormant leads and inactive customers: win-back sequences, reactivation offers, and sunset policies that protect deliverability.
Build a B2B sales team from first hire to scale — hiring sequence by ARR stage, WbD POD structures, compensation models (linear/accelerated/split), draw mechanics, REKS coaching,…
Verify email addresses before they enter outbound sequences to prevent bounces and protect sender reputation.
Build customer success playbooks — onboarding, health scoring, CSQLs, expansion plays, QBRs, and churn intervention.
Design or audit a cold-email sequence architecture: audience and trigger, offer, touch cadence, branch logic, channel roles, sending constraints, measurement, and governance.
Revenue team onboarding — security access provisioning, ramp schedules, 30-60-90 plans, Slack engagement, shadowing, certification, and time-to-first-meeting reduction.
Builds MQL nurture programs: lead scoring, nurture tracks by persona and stage, email drips, and MQL-to-SQL handoff rules.
Complete analytics tools toolkit — Segment CDP, Amplitude, Mixpanel, PostHog, GA4, and HubSpot analytics configuration.
Plans demand-gen webinars: topic selection, speaker sourcing, promotion cadence, run-of-show, and post-event follow-up sequences.
Write compelling demo scripts — first demo, technical deep-dive, and executive overview. Scene-by-scene with timing, talk tracks, and interaction points.