Streamline Revenue Ops with Precise GTM Automation

Eligius Jameson

These are 3 AI-automated workflows ideas we can help you implement:

1

Strategy and Foundational Setup: Sales Audit, RevOps & GTM Automation Strategy

Conduct a deep-dive audit and design a foundational RevOps and GTM automation roadmap, specifically to clarify Promised Land Consultancy’s market positioning, define their ICP, and map automation opportunities. This will include structured ICP workshops, segmentation frameworks, and a tech/tooling gap analysis.

Clarifying ICP and market positioning will reduce targeting ambiguity and lead qualification inefficiency—typically shortening ramp time for new campaigns by 30% and improving pipeline quality by 20%, which is crucial for an early-stage firm with minimal structured processes.

2

Initial Clay Setup: TAM Mapping, Database Building, CRM Integration

Implement an initial Clay setup to build a dynamic, enriched database of target accounts and contacts, define exclusion lists, and integrate with current tools (e.g., Google Apps) for seamless data flow. This will allow for systematic segmentation and set the foundation for future automation.

Automating TAM mapping and data enrichment can save founders 10+ hours/month on manual research and list-building, while increasing the relevance and conversion potential of outreach by at least 15% through better segmentation.

3

CRM and Sales Ops Systems: AE Pre-Sales Call AI-Automated Reporting System

Deploy AI-driven pre-call research reports to automatically surface up-to-date account and contact intelligence for each scheduled prospect meeting. This directly supports leadership by giving them structured, actionable context without manual digging.

Automated pre-call prep saves 30–60 minutes per meeting for founders/partners, improves call effectiveness, and increases meeting-to-opportunity conversion by 10–20%, critical for a small team focused on high-value early deals.