GTM engineering & pipeline process automation

Custom go-to-market engineering and process automations

Many B2B sales teams don’t have a ‘lead gen problem’, they have a sales process problem…

Leads living in different places, notes in someone’s head, follow-ups when someone remembers, poor data quality, unreliable reporting...

The result is often good opportunities slipping, pipeline looking healthier than it is and an inconsistent approach to new business.

I design and build simple, joined-up GTM systems, connecting the tools you already use and removing manual admin to make your pipeline run like a process rather than a collection of good intentions.

GTM engineering is practical go-to-market plumbing, rather than a strategy workshop or a ‘new CRM project’…

  • Building workflows that make your sales process consistent:

  • Leads captured automatically from every channel

  • Accounts enriched and routed to the right person

  • Next actions created and followed up without chasing

  • A clean pipeline with real stages, rules and alerts

  • Reporting you can trust

Built with lightweight automations and whatever systems you already have (HubSpot, Pipedrive, Salesforce, Sheets, Slack, Gmail, LinkedIn, Apollo, Clay, etc…)

Typical B2B GTM problems…

  • We get leads, but we lose them in Slack and inbox.”

  • “No one trusts the CRM, so no one uses it.”

  • “We don’t follow up consistently.”

  • “Outbound is manual, slow, and un-coordinated.”

  • “We can’t see what’s working, so can’t improve it.”

  • “Handoffs between marketing and sales are messy.”

  • “Our data is bad quality and full of duplicates.”

How I Help…

Every business is different, but the foundations are typically...

  • Lead capture and routing
    Automatically capture inbound leads from forms, email, events, partner referrals and LinkedIn. Enrichment, de-duping, scoring, and routing to the right people.

  • Prospecting workflow automation
    Turn a list into a controlled outbound process: research prompts, enrichment, message drafting, task creation, sequencing, etc

  • Pipeline hygiene and follow up
    Automated reminders, “stale deal” alerts, stage exit rules, nudges when a deal has no next step, and automatic task creation…

  • CRM data quality
    De-duplication rules, naming standards, enrichment waterfalls, and automated correction of common data errors.

  • Reporting that reflects reality
    Dashboards that match how you actually sell: lead sources, stage conversion, average sales cycle, win/loss reasons, etc…

  • Handoffs and internal visibility
    Slack alerts for key events, internal briefing notes on new opportunities and clear records of activity.

The typical process…

Step 1: Diagnose
A short kick-off call plus a quick review of your current pipeline and tools to identify the specific leaks and bottlenecks, then agree what improvements are needed, in measurable terms.

Step 2: Design
A one-page workflow map: triggers, data sources, routing rules, outputs, and who owns what.

Step 3: Build and launch
Automations implemented in modules so you see value quickly.

Step 4: Tune
Fixing edge cases, reducing noise and ensuring the system is actually being used.

Tools and platforms
I typically use n8n, supported by APIs and lightweight enrichment. I can work with your existing stack, including HubSpot, Pipedrive, Salesforce, Google Sheets, Airtable, Slack, Gmail, Outlook, Apollo, Clay, LinkedIn and webhook-based tools.

If you want your GTM, lead-gen or RevOps processes engineered for leverage…

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