GTM Automation for B2B Software Companies

Transform manual, time-consuming go-to-market operations into automated, intelligent workflows that scale

Powered by Clay, Agent.ai, MindStudio.ai, and leading Sales Engagement Platforms

Our Core Services

Each service is designed to eliminate bottlenecks, increase capacity, and deliver consistent, high-quality results

Account & Executive Research Automation

The Problem

Manual Research Bottlenecks

  • Research takes 2-3 hours per prospect
  • Data scattered across multiple sources
  • Inconsistent quality and depth
  • Sales teams spend time researching instead of selling
  • Manual processes don't scale with growth

Our Solution

AI-Powered Research Automation

  • AI agents aggregate data from 10+ sources simultaneously
  • Synthesize insights into actionable intelligence
  • Consistent format and quality every time
  • Reduce research time by 70-75%
  • Scale effortlessly as your pipeline grows

Key Benefits

3x Capacity Increase

Handle 3x more prospects with the same team

Consistent Quality

Every research output meets your standards

Better Insights

Discover connections humans miss

Tools & Technologies

Clay Agent.ai Outreach

Typical Workflow

  1. Input prospect information (company name, contact, industry)
  2. AI agents gather data from LinkedIn, company websites, news sources, financial databases
  3. Synthesize findings into structured insights
  4. Deliver personalized research brief in minutes
  5. Integrate directly into your CRM workflow
See Immuta Case Study →

Case Study Intelligence & Matching

The Problem

Finding Relevant Case Studies

  • Hours wasted searching for relevant success stories
  • Generic examples that don't resonate with prospects
  • Case studies buried in disparate documents
  • Sales reps can't remember which stories apply
  • Missed opportunities to demonstrate value

Our Solution

Intelligent Case Study Matching

  • AI agents analyze prospect characteristics
  • Match with your most relevant customer success stories
  • Cascading relevance logic finds the best examples
  • Deliver compelling evidence in seconds
  • 95% reduction in "no relevant examples"

Key Benefits

Higher Win Rates

Relevant proof points close more deals

Faster Sales Cycles

Overcome objections instantly with evidence

Better Utilization

Every case study gets used effectively

Tools & Technologies

AnyQuest.ai

How It Works

  1. Upload your library of case studies and success stories
  2. AI agents extract key attributes (industry, use case, results, pain points)
  3. Input prospect information during your workflow
  4. Cascading logic matches the most relevant 2-3 case studies
  5. Receive formatted examples ready to share
See B2B SaaS Case Study →

Website Visitor Conversion Automation

The Problem

Manual Visitor Qualification

  • Hundreds of website visitors, only a few convert
  • Manual research required to qualify each visitor
  • High-value prospects slip through the cracks
  • SDRs overwhelmed by unqualified leads
  • No systematic way to prioritize outreach

Our Solution

Automated Visitor Intelligence

  • Warmly identifies anonymous website visitors
  • Agent.ai + Clay enriches with 50+ data points
  • Automated fit scoring based on your ICP
  • Smart routing to appropriate sales rep
  • SalesLoft sequences triggered automatically

Key Benefits

Zero Manual Work

Completely hands-off qualification

Better Conversion

Focus only on high-fit prospects

Faster Response

Engage hot leads within minutes

Tools & Technologies

Warmly Agent.ai Clay SalesLoft

Implementation Pipeline

  1. Warmly - Identifies visitor company and individual
  2. Agent.ai + Clay - Enriches with firmographic and technographic data
  3. Custom Scoring - Applies your ICP criteria to score fit
  4. Smart Routing - Assigns to the right sales rep based on territory/vertical
  5. SalesLoft - Automatically enrolls in appropriate sequence
  6. Notifications - Alerts rep to high-priority visitors in real-time
See Bridgeline Case Study →

Personalized Landing Pages at Scale

The Problem

Resource-Intensive Personalization

  • Personalized pages take weeks to create manually
  • Design and content resources are bottlenecks
  • Can't scale personalization to every prospect
  • Generic pages have poor conversion rates
  • High-value deals deserve custom experiences

Our Solution

Dynamic Page Generation

  • Agent.ai generates personalized content
  • Clay orchestrates data and triggers workflows
  • Webflow CMS powers the delivery
  • Minutes instead of weeks per page
  • Scalable personalization for every prospect

Key Benefits

Enterprise Scale

Personalize for hundreds of prospects

Higher Conversion

Personalized pages convert 2-3x better

Faster Execution

Launch campaigns in days, not months

Tools & Technologies

Agent.ai Clay Webflow MindStudio

The Process

  1. Define your target accounts and key personalization elements
  2. Agent.ai researches each account and generates tailored content
  3. Clay orchestrates the data pipeline and triggers page creation
  4. Content populates Webflow CMS with personalized elements
  5. Unique landing pages generated with custom URLs
  6. Track engagement and conversion at the account level
See Bridgeline Case Study →

Proven Results Across Services

Consistent outcomes across industries and use cases

*Metrics shown are indicative based on client engagements and represent typical outcomes. Actual results vary by implementation scope and client environment.

70-75%

Time Reduction

3x

Capacity Increase

95%

Fewer Dead Ends

2-3x

Higher Conversion

Ready to Automate Your GTM Operations?

Schedule a consultation to discuss which services are right for your business.

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