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Elevāt GTM Playbook

GTM Audit & Playbook. ICP matrix and signal-based outbound plays, built for Elevāt.
Prepared for Hugh
$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 Elevāt'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
GeographyNorth America primary, Western Europe secondary, Australia/NZ tertiaryTier 1: US and Canada OEM headquarters; Tier 2: European OEMs with US dealer networks
Employee Count50 to 5,000 employees; sweet spot is 100 to 1,500Prioritize 150 to 800 employees where service org exists but digital transformation is mid-maturity
Industry / VerticalOff-highway equipment OEMs: construction, agriculture, turf, material handling, utility, forestry, mining supportTier 1: construction and ag equipment OEMs with dealer networks of 10 or more; Tier 2: specialty off-highway OEMs launching telematics programs
Key Qualifying SignalOEM has 500 or more machines in the field with no unified telematics or service intelligence platform, or is running disconnected point tools (separate telematics, separate DMS, manual escalation)Highest priority if OEM has active warranty cost problem or is launching a connected machine product line within 12 months
Tech StackExisting telematics gateway hardware (Geotab, Calamp, or proprietary CAN), dealer management system (CDK, Salesforce, or custom), no unified IoT service layerDeprioritize if already contracted with a direct competitor platform; prioritize if tech stack is fragmented with no service intelligence layer
Revenue / FundingOEM revenue $10M to $500M; or Series A and above if venture-backed hardware or equipment startupPrioritize OEMs with aftermarket service revenue as a stated growth initiative or recent funding earmarked for digital
Intent SignalsJob postings for IoT engineer, telematics manager, or connected service director; attendance at CONEXPO, AEM, or Agritechnica; LinkedIn content about machine connectivity or MTTR reductionHighest priority if two or more intent signals are present simultaneously
02

Prospect Level

DimensionQualifiedPrioritization
SeniorityDirector to C-Suite for primary outreach; Manager level for technical championPrioritize VP and Director titles who own service P and L or product roadmap; engage Manager level as technical influencer
Primary TitlesVP of Service, Director of Connected Products, Director of Aftermarket, VP of Product (IoT or telematics), Chief Operating OfficerVP of Service and Director of Aftermarket are highest-intent; they own MTTR and warranty cost directly
Secondary InfluencersDirector of Engineering (embedded or controls), IT Director, Dealer Network Manager, Head of Technical SupportEngage as multi-thread after primary contact responds; Dealer Network Manager is strong champion for Pro tier value prop
LinkedIn Keywordstelematics, connected equipment, off-highway IoT, machine data, remote diagnostics, CAN bus, dealer service network, MTTR, warranty reduction, predictive maintenance OEMFlag profiles with three or more of these keywords in headline or about section as high-fit prospects
03

Persona Matrix

PersonaLevelKPIsRelated ChallengesIntent SignalsRelated Benefits
VP of Service / AftermarketVPWarranty cost per unit, mean time to repair, first-time fix rate, dealer service revenue per machineEscalations depend on senior techs, dealers have inconsistent diagnostic visibility, warranty claims are hard to dispute without machine dataPosting roles for service operations or connected service, speaking at AEM or dealer conferences, LinkedIn posts about field service complexityReduce MTTR with remote diagnostics, cut truck rolls by 40 percent, give dealers guided workflows that reduce escalation to OEM
Director of Connected Products / IoTDirectorTelematics platform adoption rate, data pipeline uptime, connected machine percentage of installed baseBuilding telematics from scratch is expensive, point tools do not talk to each other, dealer onboarding to new platforms is slowJob postings for firmware or IoT engineer, GitHub activity on CAN or MQTT projects, attending IoT or embedded conferencesOne platform from CAN data to service action, OTA support without custom dev, faster dealer onboarding with branded service portal
Director of Engineering (Controls or Embedded)DirectorMachine uptime, fault resolution cycle time, firmware release cadence, CAN signal coverageRemote root-cause analysis requires physical access, fault code libraries are not surfaced to dealers or techs, OTA updates are risky without rollbackPublishing CAN or J1939 integration content, hiring embedded software engineers, evaluating telematics gateway vendorsCAN bus trace for remote root-cause analysis, OTA file transfer with controlled rollout, fault code context delivered to tech at point of service
Dealer Network Manager / Head of Dealer OperationsDirector/ManagerDealer service revenue, dealer technician productivity, parts attach rate, dealer NPSDealers operate with inconsistent tools, OEM knowledge does not reach the shop floor, parts ordering is reactive not predictiveSearching for dealer management software, attending dealer advisory councils, LinkedIn posts about technician retention or trainingShared service intelligence across dealer network, guided workflows that reduce dependency on experienced techs, branded dealer experience that strengthens OEM relationship
Chief Operating OfficerC-SuiteOverall service margin, aftermarket revenue as percent of total, machine lifecycle revenue, customer retentionService is a growing revenue opportunity but hard to scale without digital infrastructure, connected service programs stall without cross-functional toolingBoard or investor decks mentioning aftermarket growth, press releases about digital transformation, hiring VP of Digital or VP of ServiceROI calculator shows $2M or more in net annual benefit per 500 machines, platform scales from foundational visibility to AI-led operations without ripping and replacing
Signal-Based Plays

Outbound Play Breakdown

PLAY 01 · Hiring Signal Play

Signal-BasedTrigger: Off-highway OEM posts a job for a Telematics Manager, Connected Products Engineer, IoT Platform Lead, or Director of Service Operations, indicating active investment in building or scaling a connected service program

What We Do

When an OEM signals internal telematics or service digitization investment through hiring, we reach out to the service and product leadership team before a build-vs-buy decision is locked. We position Elevat as the faster, lower-risk path to connected service versus internal development.

Job Board Monitor
Job Board Monitor
LinkedIn Jobs Scrape
LinkedIn Jobs Scrape
Company News Feed
Company News Feed
Listen, De-anon & Enrich
Issue tracker · activity · headcount
Enrich Company Profile
Find ICP Contacts
Validate Emails
Identify Buying Committee
VP of ServiceDirector of Connected ProductsCOO
Email
01Hiring-triggered opener referencing role02Value case for platform vs build03ROI calculator link drop04Breakup with case study
LinkedIn
01Connect with personalized note02Follow-up with relevant insight post03Direct message with Elevat ROI framing
OutcomeMeeting Booked
PLAY 02 · Funding Signal Play

Signal-BasedTrigger: Off-highway equipment OEM or connected hardware startup announces a Series A, B, or strategic investment round, signaling budget availability and pressure to build out connected service infrastructure quickly

What We Do

Funding events create a 30 to 90 day window where leadership is defining how to deploy capital. We target the VP of Service and Director of Product at newly funded OEMs with a fast-to-value message that positions Elevat as the connected service layer they can deploy without building from scratch.

Signal Sources
Funding Round Alerts
Press Release Monitor
LinkedIn Company Updates
Enrich Account
Enrich Funded Account
Map Buying Committee
Verify Contact Emails
Qualified ICP Filter
Off-highway or industrial equipment verticalFunding under $50MNo enterprise IoT platform in tech stack
Email
01Congrats on funding opener with service angle02Introduce connected service ROI model03Share warranty reduction use case04Call to action for ROI calculator walkthrough
LinkedIn
01Connect referencing funding news02Share insight on connected service maturity03Direct message with platform overview
OutcomeMeeting Booked
PLAY 03 · CONEXPO Conference Play

Signal-BasedTrigger: Off-highway OEM or equipment brand is confirmed as an exhibitor or registered attendee at CONEXPO, AEM Annual Conference, Agritechnica, or equivalent industry trade event, signaling active investment in product visibility and market positioning

What We Do

OEMs exhibiting or attending major off-highway trade events are in active buying and positioning mode. We scrape exhibitor and attendee lists and reach out to service and product leadership before and during the event window with a message anchored to their field service complexity and connected machine opportunity.

Signal Sources
CONEXPO· AEM conference· Agritechnica
Exhibitor List Scrape
Event Sponsor Pages
LinkedIn Event Attendees
Enrich Exhibitor Accounts
Enrich Exhibitor Accounts
Find Service Leaders
Find Service Leaders
Validate and Score Contacts
Validate and Score Contacts
Identify Buying Committee
VP of ServiceDirector of AftermarketVP of Product
Email
01Pre-event outreach referencing their exhibit02Event-week check-in with MTTR framing03Post-event follow-up with ROI calculator link04Breakup sequence with case study
LinkedIn
01Connect pre-event with event mention02Engage with their event content03Direct message post-event with service intelligence hook
OutcomeMeeting Booked
PLAY 04 · Competitor Tech Stack Play

Signal-BasedTrigger: An off-highway OEM is detected using a competing or adjacent point solution (such as a standalone telematics gateway platform, legacy dealer DMS, or basic fleet tracking tool) without a unified service intelligence layer, indicating a fragmentation gap Elevat can fill

What We Do

OEMs running disconnected telematics, DMS, and service tools are paying the fragmentation tax in warranty costs and MTTR. We identify accounts using known adjacent tools and reach out with a displacement or consolidation message that shows how Elevat unifies their existing data into one service intelligence loop.

Signal Sources
Tech Stack Detection
Job Post Tech Signal
G2 Competitor Reviews
Pain Keywords
GeotabCalampSamsara fleetCDK dealermanual escalation workflowdisconnected telematics
Enrich & Score
Match · enrich · score
Enrich Account Tech Profile
Build Buying Committee
Email Verification
Identify Buying Committee
VP of ServiceDirector of Connected ProductsDirector of Engineering
Email
01Fragmentation pain opener with specific tool reference02Show unified service loop alternative03ROI calculator link for their fleet size04Final follow-up with case study
LinkedIn
01Connect with personalized tech observation02Share connected service maturity content03Direct message with platform comparison angle
OutcomeMeeting Booked
PLAY 05 · Champion Job Change Play

Signal-BasedTrigger: A known Elevat champion, warm prospect, or engaged contact moves to a new off-highway OEM in a service, product, or operations leadership role, bringing prior knowledge of connected service value to a new buying organization

What We Do

When a contact who previously engaged with Elevat or showed strong buying intent joins a new OEM, they are the fastest path to an introduction. We track job changes in real time and reach out within the first 30 days while they are still in the honeymoon window and actively looking for solutions to bring to their new team.

Signal Sources
Champion Job Change Alert
LinkedIn Profile Monitor
CRM Contact Tracking
Qualified Filter
New employer is off-highway OEMRole is VP or Director levelNew account not yet an Elevat customer
Enrich
Enrich New Employer Account
Map New Buying Committee
Validate New Work Email
Buying Committee
Champion contactTheir new VP of ServiceCOO at new employer
Email
01Congrats on new role opener with Elevat callback02Reference prior conversation or shared context03Offer to show platform to new team04Follow-up with ROI model for their new fleet
OutcomeMeeting 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