Full-Funnel GTM Orchestration
Stop losing revenue at every handoff. Automate the connective tissue between your GTM teams.
Typical ROI
4-6x in Year 1 (revenue impact)
Implementation
4-6 weeks
Industries
B2B SaaS +
The Problem
Most GTM teams run on a patchwork of disconnected tools — marketing fires campaigns, SDRs work leads in a sequencer, AEs log deals in the CRM, and CS manages renewals in another platform entirely. Handoffs between stages are manual: copy-paste, Slack messages to transfer context, spreadsheets to track what happened where. Hot leads cool down between marketing and SDR. AEs get handed off without context. CS discovers expansion opportunities too late. Revenue leaks at every seam.
What We Build
Lead capture and enrichment — Inbound leads from all sources (website, events, paid, outbound) flow into a unified pipeline. AI enriches each lead with company data, intent signals, and ICP fit score.
SDR activation — Qualified leads are instantly routed to the right SDR with a complete context brief and personalized outreach drafted and ready to send.
Meeting-to-AE handoff — When a meeting is booked, AI auto-creates the deal in your CRM, populates account data, and sends the AE a pre-call brief with everything gathered during the SDR stage.
Pipeline health monitoring — As deals move through stages, AI monitors for stall signals — no activity, missed follow-ups, unanswered emails — and surfaces alerts with suggested next steps.
CS handoff and expansion triggers — When a deal closes, AI triggers onboarding, briefs the CS team with full deal context, and schedules expansion check-ins based on contract milestones.
Unified revenue analytics — Conversion rates by stage, time in stage, source attribution, rep performance, and expansion revenue — all current, no manual reporting.
Common Integrations
Example Scenario
A B2B SaaS company with 15 reps — 6 SDRs, 7 AEs, 2 CSMs — runs on HubSpot, Outreach, and Slack with spreadsheets filling the gaps. SDRs manually update HubSpot after every sequence. AEs get context via Slack from SDRs. CS learns about closed deals in weekly standups. Revenue ops spends 8 hours per week reconciling data across tools. We build a full-funnel orchestration layer: leads flow from marketing into Outreach automatically, enriched by Clay. Booked meetings auto-create deals in HubSpot with full SDR context attached. Closed deals trigger CS onboarding with deal terms and ICP notes pre-populated. RevOps data reconciliation drops from 8 hours to zero. SDR-to-AE handoff time drops from 2 days to 4 hours.
Ready to Build This for Your Business?
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