AI in GTM | Clay Attio Claude Code | Demand Gen + CRM Workflows| IIT Dhanbad & IIM Mumbai

Pre-conference outreach GTM workflow

Turn a conference's public speaker list into a routed, event-timed outreach plan instead of a raw lead dump. Scrape every speaker off the event platform, map their sessions so the session title becomes the personalization hook and the speaking day sets priority, apply a two-gate ICP filter, cross-check survivors read-only against CRM and outreach tools, and hand back a decision per person: cold-approach, re-engage, hand to the account owner, or leave alone. Enrich only the approved few. Trigger when the user wants to work a conference or event speaker list, turn speakers or attendees into prospects, ICP-filter a speaker list, plan a conference meeting shortlist, or build outreach around an event. For the deep ICP itself use the ICP Builder skill.

10 GTM Automations to improve productivity

Pick and build the highest-leverage GTM automations for a go-to-market team, from a catalog of eleven that repeatedly move productivity. Covers intent-based campaigns at scale, human-in-the-loop outreach off website deanonymization, Slack approval notifications, no-code social listening, local-business scraping workflows, AI-agent orchestration, the LLM upgrade, AI note-taking, prompt-based list building, domain and inbox infrastructure at scale, and AI-native workflows inside the CRM. Names the actual tools for each (Clay, Unify, BirdDog, Common Room, Kwanzoo, RB2B, Octave, Twain, Outbond, Amplemarket, Valley, HeyReach, Instantly, Email Bison, Smartlead, Trigify, Apify, Serper, n8n, Zapier, Make, Claude, OpenAI, Grok, Fireflies, Fathom, Exa, Landbase, Zapmail, ScaledMail, Mailreef, Luella, Hypertide, Premium Inboxes, Attio, HubSpot, Slack). Trigger when the user wants GTM or sales automations, no-code workflows, AI agents for outbound, to automate prospecting or outreach or research, a tool stack recommendation, or ideas to improve GTM productivity.

5 GTM layers that fix lead drops

Diagnose where pipeline is leaking across the five GTM handoffs: Marketing to Sales, Inbound to Outbound, SDR to AE, AE to Customer Success, and Customer Success to Sales. Use when someone says leads, pipeline, follow-through, or expansion is dropping and needs a systems-level audit of lost context, un-routed intent, repeated discovery, or missed expansion signals. Produces a prioritized handoff map and fix plan. Not for cold-email deliverability, list cleaning, or a generic demand-generation strategy.

CRM lead attribution analysis

Reconstruct the full multi-channel touch history for target accounts and determine which ordered sequence leads to a first appointment and what happens after a deal is lost. Merge read-only CRM activity, LinkedIn outreach, and cold-email activity by email domain, then report first-touch and last-touch attribution, steps-to-appointment, top sequences, and post-loss reactivation. Trigger when the user asks about lead attribution, multi-touch attribution, which channels drive meetings, winning sequences, steps-to-meeting analysis, or post-loss re-engagement. Not for screening a new list against prior replies.

Outreach tool sync with CRM

Sync email and LinkedIn outreach activity from sequencing tools into a CRM safely. Create or reuse contacts, attach them to the right company, fill only empty fields when allowed, and log each touch with the correct date and direction. The workflow is create-only and non-destructive, dedupes before creating, resolves identity by email for cold email and LinkedIn URL for LinkedIn, verifies every write by reading it back, and keeps a rollback list of everything it created. Trigger when the user wants to sync or log outreach into a CRM, push email or LinkedIn activity into HubSpot, Salesforce, Attio, GoHighLevel, Close, or Pipedrive, backfill contacts and activities, connect a sequencer to a CRM without native integration, or record touches against companies and contacts. Not for sending new outreach, broad CRM cleanup, or general pipeline reporting.

Cold Call Openers

Open a cold call so the prospect stays on the line. Carries nine word-for-word openers in three tiers ordered by preparation (no prep and run at volume, ten minutes per segment, two to three minutes per account), the spec that an opener buys twenty seconds and nothing more, the delivery rules that matter more than the words, the two-week A/B protocol that finds the opener for your market and voice, the five numbers that say whether the opener is even the problem, and the fourteen ways a call is lost in the first ten seconds. Tool-agnostic, full of scripts. Trigger when the user wants a cold call opener or script, help opening a call, a phone opener, a dial script, better connect or conversation rates, to A/B test openers, or to work out why cold calls are not converting. For writing cold emails use the Cold Email Writing skill; for who to call use the Outbound Targeting skill.