Richard, Transform Directive’s GTM with Unified Automation

Richard Uruchurtu

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

1

Sales Audit, RevOps & GTM Automation Strategy
Conduct a comprehensive audit of Directive’s sales and marketing tech stack (including HubSpot, Marketo, StackAdapt, and AI tools) to map data flows, identify integration gaps, and design an end-to-end automation framework. This includes creating a unified GTM process for seamless lead lifecycle management and reliable attribution.
Eliminates manual interventions and data silos, improving forecasting accuracy and enabling full-funnel attribution. Expected to reduce operational overhead by 20–30% and accelerate pipeline velocity, supporting measurable revenue growth for mid-market/enterprise clients.

2

CRM Data Enrichment System
Deploy an automated enrichment engine that continuously updates CRM records (HubSpot, Marketo) with key firmographic and behavioral data (job changes, funding events, engagement signals), ensuring clean, actionable data for attribution and campaign optimization.
Improves data quality and attribution reliability. Assumes 14 marketing and 7 sales users: saves ~3 hours/week/user on manual research, while boosting campaign conversion rates by 8–12% due to more precise targeting and segmentation.

3

AE Pre-Sales Call AI-Automated Reporting System
Automate pre-call research for AEs and strategists by generating contextual, real-time reports on each prospect, leveraging CRM, marketing automation, and external data. This ensures every client conversation is highly tailored and aligned to pipeline goals.
Shortens AE prep time by 70% (saving ~2 hours per call per AE), increases meeting personalization, and boosts win rates by 10–15% through better client engagement and strategic alignment—key for high-value, multi-stakeholder deals.