GTM SystemsRetainerOngoing
GTM Infrastructure for an AI Health Tech Provider
Pipeline generation and process automation built from zero
100%
Manual routing eliminated
Day 1
Forecast visibility
AI
Process automation
01
The Challenge
The health tech company had a strong product but no GTM infrastructure. SDRs were manually building prospect lists in spreadsheets. Lead routing was handled via Slack messages. Pipeline forecasting was guesswork.
The team needed to scale outbound without adding headcount,and leadership needed visibility into what was actually working.
02
What We Built
We built the full GTM operating layer:
- Automated lead routing based on territory, segment, and account ownership
- Pipeline forecasting with stage-weighted probability
- Clay-powered enrichment for inbound and outbound contacts
- Claude Code automations for repetitive CRM tasks
- n8n workflows for cross-system data sync
03
The Outcome
Manual routing was eliminated on day one. The SDR team now receives enriched, prioritized account lists automatically. Leadership has real-time visibility into pipeline health and forecast accuracy.
04
Tools & Stack
Claude CodeHubSpotClayAutomationn8n
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