GTM automations

Remove bottlenecks from your sales and go-to-market processes

Eliminate manual work that slows your team down, so they can spend more time selling and less time preparing.

My GTM automations are operational workflows designed to move your accounts and opportunities forward with less manual work.

I create systems that automate the processes flowing from my prospect intelligence data, or can implement separate sales process automations bespoke to your requirements.

Increase efficiency and leverage of your sales & GTM teams

Who is this for…?

  • Teams that want to scale outbound or account-based work without adding headcount

  • Teams who have signal data but cannot operationalise it

  • Sales and RevOps leaders who want fewer manual processes

  • Founders who want execution without being the bottleneck

Examples of the type of GTM bottlenecks I can remove…

Research and prep automation

  • Turn a CRM account list into a consistent “account brief” format

  • Auto pull key context from public sources and your existing notes

  • Create call prep packs ahead of meetings

  • Generate “what to say” angles tied to what’s known about the account

Personalisation at scale

  • Create outreach-ready snippets based on account context and ICP rules

  • Produce role-specific messaging variants (SDR vs AE, technical vs commercial)

  • Standardise structure so output quality is consistent across the team

CRM hygiene without the admin tax

  • Deduping and normalising company records and domains

  • Tagging accounts by ICP fit and segment

  • Enriching missing fields that impact routing and reporting

  • Automatically logging structured notes and summaries in the right fields

Routing, alerts, and handoffs

  • Route opportunities to the correct owner based on territory rules

  • Create tasks automatically when defined conditions occur

  • Send the right alert to Slack, email, or CRM tasks depending on team preference

Document and asset production

  • Auto-generate opportunity briefs in a consistent template

  • Produce internal summaries for leadership or weekly pipeline reviews

  • Create proposal scaffolds and discovery summaries from structured inputs

  • Build repeatable ‘packs’ that look human-made but are generated at scale

Follow-up and sequencing support

  • Draft follow-up messages based on last interaction and context

  • Create multi-step outreach plans linked to trigger events

  • Queue actions so reps do not need to remember the next step

  • Maintain cadence without spraying generic sequences

I help GTM & sales teams achieve…

  • Cleaner, more complete CRM records without manual admin

  • Sales-ready briefs and call prep generated on demand

  • Consistent follow-ups based on defined triggers

  • Routed alerts and summaries delivered to the right owner

  • Automated creation of documents and assets

  • Reporting to show what happened and what needs action

Engineer your GTM and sales processes for leverage

Get in touch to describe your requirements, or book a free discovery call.