GTM engineering & pipeline process automation
Custom go-to-market engineering and process automations
Many agencies do not 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 agency 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 (for example HubSpot, Pipedrive, Salesforce, Sheets, Slack, Gmail, LinkedIn, Apollo, Clay, etc…)
Typical agency 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 agency 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.