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Caddi GTM Playbook

GTM Audit & Playbook. ICP matrix and signal-based outbound plays, built for Caddi.
Prepared for Jason
$1.53M
Revenue generated for AirOps
100/mo
Meetings booked for Peoplelogic
500+
SaaS companies scaled

Previously ran growth for 500+ SaaS companies through their product launches. Our team has also worked with companies backed by

a16z Y Combinator Sequoia Lightspeed Techstars Wing Boldstart
Booked, qualified demos within 45 days or you don't pay

This playbook maps Caddi's ideal customer profile across account, prospect, and persona dimensions, then lays out 5 signal-based outbound plays. Each play fires on a specific buying signal so your outreach lands the moment a prospect is most likely to act.

01

Account Level

DimensionQualifiedPrioritization
GeographyUS, Canada, UK, Australia, Western EuropeTier 1: US and Canada. Tier 2: UK and Australia. Tier 3: Western Europe
Employee Count10 to 200 employees with at least 1 dedicated sales or growth hireTier 1: 20 to 100. Tier 2: 10 to 20 and 100 to 200
Industry / VerticalB2B SaaS across HR Tech, FinTech, PropTech, HealthTech, eCommerce SaaS, VoIP, and vertical SaaSTier 1: HR Tech, FinTech, HealthTech. Tier 2: PropTech, eCommerce SaaS, VoIP. Tier 3: Other vertical SaaS
Key Qualifying SignalCompany has $1M or more ARR, runs sales-led motion, and reps are doing manual prospecting with no signal-based outbound systemHighest priority: $1M to $10M ARR with a named AE or SDR and no outbound automation. Medium priority: $10M to $30M ARR rebuilding a broken GTM stack
Tech StackUses CRM such as HubSpot or Salesforce plus at least one sequencing tool such as Outreach, Salesloft, or Apollo but lacks Clay-based enrichment or signal routingTier 1: HubSpot or Salesforce plus Apollo or Outreach with no Clay. Tier 2: Lightweight stack, Notion or Airtable as CRM proxy
Revenue / Funding$1M ARR minimum or Seed to Series B funded with active commercial teamTier 1: Series A or B with named sales hire. Tier 2: Seed plus $1M ARR. Deprioritize pre-revenue or enterprise above $50M ARR
Intent SignalsFounder or VP Sales posting about pipeline problems, hiring for SDR or RevOps, visiting gtmagency.ai, or engaging with GTM or outbound content on LinkedInHighest: website visit plus LinkedIn engagement. High: hiring signal for SDR or RevOps. Medium: founder posting about pipeline or outbound struggle
02

Prospect Level

DimensionQualifiedPrioritization
SeniorityC-Suite, VP, Director, or Head of with revenue ownershipTier 1: CEO and CRO at companies under 50 employees. Tier 2: VP Sales or VP Marketing at 50 to 200 employees. Tier 3: Head of Growth or RevOps Director
Primary TitlesCEO, Co-Founder, CRO, VP of Sales, Head of Sales, VP of GrowthCEO and Co-Founder at Seed to Series A. CRO and VP Sales at Series A to B
Secondary InfluencersVP Marketing, Head of RevOps, Director of Demand Generation, Head of PartnershipsLoop in after primary contact engaged. RevOps Director often the internal champion for system builds
LinkedIn Keywordsoutbound, pipeline generation, sales-led growth, go-to-market, revenue engine, SDR, cold outbound, signal-based selling, GTM strategy, demand genPrioritize profiles with recent posts or comments about pipeline problems, hiring sales, or scaling outbound
03

Persona Matrix

PersonaLevelKPIsRelated ChallengesIntent SignalsRelated Benefits
CEO or Co-FounderC-SuiteNew ARR, demo volume, CAC, time to first revenueWearing too many hats, no repeatable pipeline, feast-or-famine revenue, reps doing manual research instead of sellingPosting about GTM struggles, hiring first AE or SDR, visiting pricing or case study pages, engaging with outbound thought leaders on LinkedInA done-for-you revenue engine installed in 45 days that the team owns, compounding pipeline without adding headcount, first demos in weeks
CRO or VP of SalesVPQuota attainment, meetings booked, pipeline coverage ratio, ramp time for new repsNo clean signal layer, disconnected tools, reps burning time on research, inconsistent outbound results month to monthHiring SDR or BDR, searching for outbound tools, LinkedIn posts about pipeline predictability, attending GTM or sales enablement webinarsSignal-based plays that route only qualified accounts to reps, multi-channel sequences that run automatically, pipeline that does not depend on heroics
VP of Marketing or Head of Demand GenVPMQL volume, pipeline influenced, ad spend efficiency, content-attributed revenueAds not converting, content has no distribution strategy, no ABM system, sales and marketing misaligned on ICPRunning LinkedIn ads without ABM targeting, posting about content performance, evaluating demand gen tools, visiting competitor pagesIntegrated outbound plus ads plus content engine targeting the same ICP account list, retargeting audiences synced to outbound sequences, authority-building content that pulls inbound
Head of RevOps or Revenue Operations DirectorDirectorData hygiene, tool consolidation, CRM coverage, lead routing speed and accuracyTwelve disconnected tools with no clean signal, manual data entry, no enrichment waterfall, reps working stale listsSearching for Clay alternatives or enrichment tools, posting in RevOps communities, hiring for data or systems roles, evaluating CRM integrationsOne enrichment and routing system built inside their stack, automated lead scoring with fit plus intent, clean deduped data flowing into CRM without manual work
Head of Growth or Growth LeadDirector or ManagerActivation rate, pipeline velocity, experiment volume, channel diversificationNo systematic approach to outbound, growth experiments fail to compound, no signal layer connecting product usage to sales motionPosting about PLG to SLG transition, experimenting with cold outbound, attending growth or GTM conferences, engaging with Clay or Apollo contentSignal-based outbound plays tied to product or behavioral triggers, multi-channel launch across outbound and ads in parallel, a system that learns and improves each month
Signal-Based Plays

Outbound Play Breakdown

PLAY 01 · Funding Trigger Play

Signal-BasedTrigger: A B2B SaaS company raises a Seed, Series A, or Series B round, indicating budget unlock and a mandate to grow revenue fast

What We Do

We target founders and VP Sales at freshly funded SaaS companies before they hire an agency or build in-house, referencing the raise and their new growth mandate. This window is 2 to 4 weeks and closes fast.

Funding alerts
Funding alerts
Funding news scrape
Funding news scrape
LinkedIn announcements
LinkedIn announcements
Listen, De-anon & Enrich
Issue tracker · activity · headcount
Enrich account data
Find decision makers
Verify emails
Identify Buying Committee
CEOCROVP of Sales
Email
01Day 1: Congrats on raise, tie to revenue urgency02Day 3: Case study from similar-stage SaaS03Day 6: Short ROI framing, ask for call04Day 10: Breakup with direct ask
LinkedIn
01Day 2: Connect with personalized note referencing raise02Day 5: Follow-up message with relevant case study
OutcomeStrategy Call Booked
PLAY 02 · Website Visitor Intent Play

Signal-BasedTrigger: An ICP account visits gtmagency.ai key pages such as homepage, case studies, or the book page, revealing high purchase intent

What We Do

We de-anonymize website visitors, match them to their company and title, and launch a same-day personalized sequence while intent is at its peak. This beats every outbound play on conversion because the prospect already came to us.

Signal Sources
De-anonymize visitors
Real-time page signals
Visitor enrichment
Enrich Account
Match visitor to contact
Verify email and LinkedIn
Pull CRM history
Qualified ICP Filter
ICP vertical match10 to 200 employeesNo prior CRM record or cold contact
Email
01Same-day: Reference pages viewed, no creepy framing, curiosity hook02Day 2: Relevant case study for their vertical03Day 5: Direct ask for 20-minute call
LinkedIn
01Same-day: Connect request with soft reference to their interest area02Day 3: Follow-up DM with social proof
OutcomeStrategy Call Booked
PLAY 03 · Champion Job Change Play

Signal-BasedTrigger: A past client, warm lead, or engaged prospect changes companies and moves into a role with budget authority at a new SaaS company

What We Do

We track every champion and warm contact for job changes, then reach out within 48 hours of the move while they are still building their new GTM stack. Past trust converts faster than any cold outreach.

Signal Sources
Champion job change alerts
LinkedIn profile changes
CRM contact monitoring
New company account data
New company account data
Verify new contact details
Verify new contact details
Score new account fit
Score new account fit
Identify Buying Committee
Champion contact at new companyCEO or CRO at new company
LinkedIn
01Day 1: Congrats message referencing past relationship02Day 3: Soft intro to what we could build at the new company
Email
01Day 2: Warm email referencing past work and new role mandate02Day 5: Case study relevant to new company stage03Day 9: Direct ask for a call
OutcomeStrategy Call Booked
PLAY 04 · SDR or RevOps Hiring Signal Play

Signal-BasedTrigger: A B2B SaaS company posts a job for SDR, BDR, Sales Development Rep, RevOps Manager, or Head of Demand Generation, signaling active investment in pipeline growth

What We Do

We target founders and VP Sales at SaaS companies actively hiring for outbound or ops roles, reaching them before they spend 90 days recruiting and 6 months ramping someone who still needs a system. This is the exact moment they are thinking about pipeline.

Signal Sources
Job posting scrape
LinkedIn job alerts
Hiring signal monitoring
Pain Keywords
SDRBDRsales developmentRevOpsdemand generationoutbound salespipeline generation
Enrich & Score
Match · enrich · score
Enrich hiring company
Find founder and VP Sales
Verify contact emails
Identify Buying Committee
CEOVP of SalesCRO
Email
01Day 1: Reference the open role, reframe hiring vs. installing a system02Day 3: ROI comparison of hire cost vs. done-for-you engine03Day 7: Case study of similar company that chose this path04Day 12: Breakup email with direct ask
LinkedIn
01Day 2: Connect with note referencing their growth hire02Day 5: DM with short reframe and case study link
OutcomeStrategy Call Booked
PLAY 05 · LinkedIn Engagement Scraping Play

Signal-BasedTrigger: A SaaS founder, VP Sales, or growth leader likes, comments on, or shares posts about outbound sales, pipeline generation, GTM strategy, or cold email on LinkedIn, revealing active pain and research behavior

What We Do

We scrape engaged audiences from high-traffic GTM thought leader posts and target SaaS decision makers who are actively researching outbound and pipeline solutions. These prospects are already in buying mode, they just have not found us yet.

Signal Sources
Scrape post engagers
Monitor GTM influencer posts
LinkedIn engagement signals
Qualified Filter
Title is CEO, VP Sales, or Head of GrowthB2B SaaS company10 to 200 employees
Enrich
Enrich engager profiles
Filter to ICP accounts
Verify emails
Buying Committee
CEOVP of SalesHead of Growth
LinkedIn
01Day 1: Connect referencing the post or topic they engaged with02Day 3: Short DM tying their interest to a specific result we delivered
OutcomeStrategy Call Booked
How the engagement works

What you get

Demos in 45 Days

You'll have qualified demos booked in your calendar within 45 days: infrastructure, sequences, and live campaigns installed for you.

No Retainer

You don't pay a retainer. Everything we build belongs to you from day one: data, playbooks, and infrastructure.

You Don't Pay If It Doesn't Work

If by day 45 you aren't seeing qualified demos booked in your calendar, we keep working completely for free until you do.

Put these plays into production

Ready to build your revenue engine?

We build and install a fully automated, signal-based outbound system, outbound, ads, and content, in a 45-day sprint. No retainer, and you own everything. Demos booked in 45 days or we work free until they are.

Leo Bosuener  ·  Founder, GTM Agency