04 / Workflow automation

GTM Workflow Engine

Lead research, enrichment, qualification, and CRM workflows connected to repeatable GTM playbooks.

MY ROLE
Builder · ownership details pending
CONTEXT
Anonymized project · demo reconstruction
  • Enrichment
  • CRM workflows
  • Qualification logic
Lead workflowExample playbook
Research & enrichSample company · source context
Qualification checkIs the evidence sufficient?
Ready for CRMKeep supporting context
Needs reviewResolve missing information
Demo reconstruction · illustrative workflow

01The problem

Research, enrichment, qualification, and CRM updates can become disconnected tasks. This project connects those steps into a repeatable GTM workflow.

The existing portfolio describes its purpose as reducing repetitive account preparation and turning customer context into clearer next actions.

02What I owned

I built a GTM automation project covering lead research, enrichment, qualification, CRM workflows, and playbooks. The specific integrations and individual implementation ownership still need confirmation.

Evidence to addAdd which connectors, rules, workflows, or playbooks were personally built and which were existing systems.

03Product decisions

Reconstruction choices, not a record of shipped logic:

  • Carry source context into qualification instead of showing a score alone.
  • Give incomplete records a review path rather than treating them as qualified.
  • Make the CRM handoff a distinct step so the flow is inspectable.
Evidence to addAdd one real rule, an alternative approach, and the reason for choosing it.

04Technical approach

  • Lead research and enrichment workflows.
  • Qualification logic and CRM updates.
  • GTM playbooks that connect context to next actions.

The CRM, enrichment vendors, automation runtime, model providers, and hosting stack have not been confirmed.

Evidence to addAdd actual tools and a sanitized workflow export. Include retry, duplicate-record, and human-approval handling if implemented.

05What shipped

The existing portfolio includes a GTM Intelligence Agent demo. This case study adds a simpler reconstruction to explain the workflow; it does not establish a new product release.

Evidence to addAdd a redacted production run or approved demo, along with the scope and release status.

06Outcomes & lessons

No time saved, pipeline generated, meeting count, or conversion uplift is claimed.

Evidence to addAdd a supported result or a real lesson from operating the workflow. Include a failure case and what changed afterwards.