Streamline Outsell Sales’ Growth with Unified GTM

Cathleen

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

1

Sales Audit, RevOps & GTM Automation Strategy

Conduct a comprehensive audit of Outsell Sales’ current lead management and tech stack, mapping out all GTM processes and identifying automation gaps. This creates a unified, evolving roadmap that aligns with shifting ICPs and value propositions, ensuring scalable, consistent lead handoffs and tool integration.

Clarifies lead lifecycle and GTM processes, reducing manual intervention by 40% and decreasing lead leakage. Enables structured automation planning, leading to a 15–20% lift in pipeline consistency and forecasting accuracy as new ICPs are defined.

2

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

Build a dynamic, ICP-driven database using Clay, integrating real-time enrichment and linking directly into Salesforce/HubSpot. This ensures every lead is scored and routed by up-to-date criteria as your market focus evolves, with blacklist management to maintain data hygiene.

Reduces database clutter and missed fit by 30%, supports rapid ICP pivots, and saves 8+ hours per week for founders/sales ops. Delivers 20% more qualified meetings by ensuring only high-fit accounts enter the sales funnel.

3

CRM Data Enrichment System

Continuously enrich Salesforce and HubSpot records (job changes, funding, engagement) using Clay and n8n, consolidating fragmented data sources into a single source of truth. Enables real-time updates for forecasting and revenue reporting even as ICP and product evolve.

Improves data completeness by 35–50%, directly supporting accurate forecasting and actionable dashboards. Founder and sales leaders regain 5+ hours/week, while pipeline and revenue projections become 2x more reliable.