Unify GTM Automation for Scalable Growth

Ric Porteus

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

1

Sales Audit, RevOps & GTM Automation Strategy
Conduct a comprehensive audit of Boundless Life’s current sales operations, tool stack (including HubSpot, Google Apps, Webflow), and GTM processes to design unified automation frameworks. This tailored roadmap will address fragmented systems and clarify lead lifecycle management, setting up scalable, cross-platform workflows for growth.
Establishing unified automation can reduce manual lead handling by 30–40%, accelerate lead velocity, and improve pipeline visibility—potentially resulting in a 15–20% lift in qualified leads ready for handoff as Boundless Life scales.

2

CRM Data Enrichment System
Implement an automated CRM data enrichment workflow that continuously updates HubSpot with real-time firmographic and behavioral data, consolidating inputs from education, community, and relocation platforms. This ensures accurate attribution, reporting, and segmentation to support reliable GTM analytics.
Automated enrichment can cut data-cleaning time by 70% for ops/marketing teams, reduce attribution errors, and surface 10–15% more actionable opportunities per quarter by keeping contact/account data current and actionable.

3

Initial Clay Setup: TAM Mapping & ICP Clarity
Build a bespoke Total Addressable Market (TAM) map and Ideal Customer Profile (ICP) database leveraging all available signals from digital nomad, education, and hospitality markets. This system aligns territory definitions and enables targeted outreach, solving the challenge of limited market/customer profile clarity.
A dynamic TAM/ICP map will enable focused campaigns and territory assignment, boosting outreach conversion rates by 15–25% and improving forecasting accuracy for new market launches or product rollouts.