Layer 01
Signal
CRM + warehouse + enrichment + intent — agreeing on what an account is, daily. Single source of truth.
Stack · Snowflake · dbt · Census
Workflows · what we automate
Real GTM workflows.
Shipped to production.
Four named workflows we build and run for clients: content engine, automated outbound, RevOps + lead qualification, and the account research agent. Node-by-node, with the integrations called out. No black boxes.
Workflow 01 · Content engine
From topic to distribution, on rails.
A weekly long-form piece, four LinkedIn posts, two X threads, one newsletter — produced, edited, and distributed without a calendar invite.
▾ Trigger
Topic queue
Weekly topic from cluster map + intent signals
NotionSEMrush
Step 01
Research agent
Cited brief · 8 sources · angle locked
AnthropicPerplexity
Step 02
Drafter
Long-form draft · brand voice · ~2K words
ClaudeGPT-5
Step 03
Editor pass
Senior editor review · eval-gated
HumanLangfuse
Step 04
Atomizer
→ 4 LinkedIn · 2 X · 1 newsletter
Claude
Step 05
Scheduler
Queued to cadence · review queue
BufferCustomer.io
▾ Output
Published + measured
Live on web · social · email · tracked
Snowflake
Workflow 02 · Automated outbound
Signal in. Meeting out.
A funding round fires the workflow. 12 seconds later the SDR has a one-page brief, a drafted sequence, and a calendar slot to call. Deliverability handled by SendSure.
▾ Trigger
Signal detect
14 signals · daily fanout · account scored
ApolloCognismClay
Step 01
Research agent
One-page brief · cited · 12s
Anthropic
Step 02
Play matcher
40 narratives · matched to signal
Custom
Step 03
Sequence composer
Cadence drafted · eval-gated
ClaudeEval harness
Step 04
SendSure
Deliverability verified · placement check
SendSurePostmaster
Step 05
Send + classify
Outreach send · reply classifier on
OutreachApollo
▾ Output
Meeting + CRM
Booked to SDR · logged · attributed
Salesforce
Workflow 03 · RevOps + Lead Qualification
Lead in. Routed, scored, owned.
A demo request lands. 60 seconds later it's enriched against your CRM, scored against ICP, routed to the right AE, and the SDR has a Slack ping with talking points.
▾ Trigger
Form fill
Demo · pricing · trial · ad LP
WebflowHubSpot
Step 01
Enricher
Company + role + tech stack · 8s
ClearbitZoomInfo
Step 02
ICP scorer
0–100 fit · explainable · tier assigned
CustomAnthropic
Step 03
Router
Territory + capacity + prior · → AE
Custom
Step 04
Brief generator
Talking points · objections · refs
Claude
Step 05
Notify + log
Slack to AE · Salesforce updated
SlackSalesforce
▾ Output
AE has it
60s SLA · with brief · scored · tiered
Forecast IQ
Workflow 04 · Account research agent
Every account, one page.
A standalone agent that takes any account name and produces a one-page brief in 12 seconds: business overview, buying committee, recent signals, recommended play. Cited sources. Eval-gated.
▾ Trigger
Account input
Salesforce account · or list · or signal
Salesforce
Step 01
Multi-source fetch
Website · news · funding · LinkedIn · CRM
PerplexityCustom scrapers
Step 02
Synthesizer
Brief structure · with citations
Claude
Step 03
Committee mapper
Likely buyers · titles · LinkedIn
LinkedInApollo
Step 04
Play recommender
Match brief to play library
Custom
Step 05
Eval gate
Score ≥ 0.85 · else queue review
Langfuse
▾ Output
Brief stored
CRM · warehouse · SDR Slack
Snowflake
Anatomy
Four layers. Every workflow.
Layer 02
Agents
Each agent does one thing well. Trigger → typed output → stop. Small, well-tested, eval-gated.
Stack · Claude · GPT-5 · custom
Layer 03
Orchestration
Routing, cadence, throttling, escalation. Where most "AI for sales" tools quietly fail.
Stack · Temporal · Inngest · Python
Layer 04
Observability
Runs, costs, evals, audit log. If you can't see it, you can't tune it. You're running on vibes.
Stack · Langfuse · BigQuery · Hex