Gal Even Tov
These are 3 AI-automated workflows ideas we can help you implement:
1
Sales Audit, RevOps & GTM Automation Strategy
Conduct a comprehensive audit of all current sales, marketing, and CS tools, then design a unified GTM automation workflow blueprint. This includes mapping integrations, surfacing automation gaps, and aligning all client environments under a scalable, AI-powered RevOps framework.
Reduces manual integration/setup time by 40–60% per client project (saving 15+ hours/month) and accelerates GTM launches for new clients, enabling the consultant to serve more accounts and deliver faster, more predictable outcomes.
2
CRM Data Enrichment & Deduplication System
Deploy an automated process that continuously enriches CRM and pipeline data, deduplicates records across fragmented sources, and keeps all GTM data accurate using real-time enrichment and cleansing workflows (e.g., via Clay, n8n, HubSpot).
Improves data reliability, reduces duplicate and dirty records by 80%+, and saves an estimated 10+ hours/month previously spent on manual data scrubbing—directly impacting pipeline quality and client trust.
3
Rev Reporting: Pipeline Health & Forecast QA System
Automatically generate standardized, time-stamped pipeline and forecast reports inside the CRM, with playbook adherence checks and risk flags, leveraging automation to freeze and snapshot data at key intervals (month-end, quarter-end).
Enables fully self-serve, audit-proof pipeline reporting for both the consultant and their clients, improving forecast accuracy by 20–30% and saving 8–12 hours/month on manual reporting and BI requests.