GTM Playbooks

WORKFLOWS THAT
ACTUALLY SHIP

Every playbook on this page is something we build into your stack — not a PDF you read once and forget. Real systems, real tools, real pipeline.

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9 playbooks
Flagship Playbook
CLAY ENRICHMENT
& SCORING ENGINE

Most outbound fails before a single email is sent — because the list is wrong. This playbook builds a fully-enriched, AI-scored account and contact layer in Clay so every rep touches only high-fit, high-intent prospects. The foundation every other workflow runs on.

ClayClay ApolloApollo FindymailFindymail BetterContactBetterContact HubSpotHubSpot InstantlyInstantly
Category Outbound · AI RevOps
Deploy Time 5–7 Days
Type Always-On
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Outbound · Deliverability
COLD EMAIL INFRASTRUCTURE

Set up sending domains, warm inboxes in Mailreach, build tiered sequences in Instantly, and monitor deliverability so you land in primary — not spam.

InstantlyInstantly ApolloApollo ClayClay
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Signals · AI RevOps
INBOUND LEAD ORCHESTRATION

Every demo request triggers instant enrichment, AI qualification, CRM sync, rep assignment, and a pre-meeting brief — zero manual triage, zero leakage.

ClayClay HubSpotHubSpot SlackSlack
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Signals · Outbound
OUTBOUND REPLY ACTIVATION

Interested replies in Instantly auto-trigger enrichment, intent scoring, CRM updates, and a Slack alert so reps follow up within minutes — not days.

InstantlyInstantly ClayClay HubSpotHubSpot
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LinkedIn · Signals
LINKEDIN POST → PIPELINE

Scrape likers and commenters from any LinkedIn post, enrich and ICP-score in Clay, and route high-fit profiles into automated sequences automatically.

ClayClay LinkedInLinkedIn HeyReachHeyReach
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AI RevOps · Outbound
TAM MAPPING & CRM PRE-LOAD

Find lookalike companies, AI-tier every account, source contacts, and land a prioritized, enriched total addressable market inside your CRM — ready to work.

ApolloApollo ClayClay HubSpotHubSpot
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Signals · LinkedIn
COMPETITOR FOLLOWER TARGETING

Pull followers of competitor LinkedIn pages, score for ICP fit with AI, and route high-priority contacts into personalized email or LinkedIn sequences automatically.

ClayClay LinkedInLinkedIn InstantlyInstantly
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Signals · Outbound
CUSTOMER ALUMNI PLAY

Track job changes of your best customer contacts. The moment they land somewhere new, a warm personalized sequence fires automatically — your highest-converting signal.

ClayClay InstantlyInstantly HeyReachHeyReach
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LinkedIn · AI RevOps
SOCIAL LISTENING → OUTBOUND

Monitor LinkedIn for keyword mentions and pain-point posts. Enrich and score the authors in Clay, then route the highest-intent profiles into a tailored outreach flow.

ClayClay LinkedInLinkedIn HeyReachHeyReach
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AI RevOps · Signals
WEBSITE VISITOR DE-ANON

Identify anonymous website visitors at company and contact level, score ICP fit in real time, and surface the highest-intent accounts to reps before they go cold.

RB2BRB2B ClayClay SlackSlack
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YOU A PDF

Every playbook on this page is something we set up inside your stack — Clay tables built, sequences live, CRM wired. Submit an inquiry and we'll scope the right one for where you are.