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GTM Agency GTM Playbook

GTM Audit & Playbook. ICP matrix and signal-based outbound plays, built for GTM Agency.
Prepared for Leo
$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 GTM Agency'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 500 employees, with at least 2 quota-carrying sales repsTier 1: 20 to 150. Tier 2: 150 to 500. Deprioritize under 10 or over 500
Industry / VerticalB2B SaaS across HR Tech, FinTech, HealthTech, PropTech, eCommerce SaaS, VoIP, and AI toolingTier 1: AI-native SaaS and horizontal SaaS with clear ICP. Tier 2: vertical SaaS with sales motion. Tier 3: agency or services hybrid
Key Qualifying Signal1 or more SDR or BDR open roles posted, or 2 or more sales reps on LinkedIn with no dedicated RevOps or GTM Ops function visibleTier 1: hiring SDR plus no GTM Ops title on team. Tier 2: has SDR team but no outbound system tooling in stack. Tier 3: RevOps present but Clay or Smartlead absent
Tech StackCRM present (HubSpot or Salesforce), no Clay or signal-based enrichment layer, using point solutions like Apollo or ZoomInfo aloneTier 1: HubSpot plus Apollo only, no Clay. Tier 2: Salesforce plus manual research. Tier 3: has Clay but no automated sequence or enrichment workflow
Revenue / Funding$1M to $30M ARR or Seed to Series B fundedTier 1: $1M to $10M ARR, Seed or Series A. Tier 2: $10M to $30M ARR, Series B. Deprioritize bootstrapped under $1M or Series C and beyond
Intent SignalsPosting about pipeline problems, manual outbound, or SDR burnout on LinkedIn. Searching for Clay, Smartlead, or outbound agency on G2 or RedditTier 1: active LinkedIn post or G2 review about outbound failure. Tier 2: job post language mentioning 'pipeline generation' or 'outbound strategy'. Tier 3: tech stack shows Apollo but no enrichment layer
02

Prospect Level

DimensionQualifiedPrioritization
SeniorityC-Suite, VP, and Director level with budget authority over sales or marketing spendTier 1: Founder or CEO at sub-50 headcount. Tier 2: VP Sales or CRO at 50 to 200 headcount. Tier 3: Head of Growth or Revenue at any size
Primary TitlesCEO, Co-Founder, CRO, VP of Sales, Head of Sales, VP of GrowthPrioritize CEO and CRO at Seed and Series A. Prioritize VP Sales and CRO at Series B
Secondary InfluencersHead of RevOps, GTM Engineer, Head of Marketing, VP of MarketingEngage as committee members after primary contact is warm. GTM Engineer is a strong champion if present
LinkedIn Keywordsoutbound, pipeline generation, signal-based selling, GTM, revenue engine, Clay, sales-led, outbound sequences, ICP, demo bookedFlag profiles mentioning pipeline struggles, manual prospecting, or outbound scaling in activity or bio
03

Persona Matrix

PersonaLevelKPIsRelated ChallengesIntent SignalsRelated Benefits
Founder or CEOC-SuiteARR growth, CAC, time to first revenue, demo volumeWearing too many hats, no repeatable outbound system, reps doing manual research instead of selling, feast-or-famine pipelinePosts about pipeline on LinkedIn, hiring first SDR, recently raised Seed or Series A, no dedicated sales opsDone-for-you engine installed in 45 days, owned forever with no retainer, system pays for itself and frees founder from GTM guesswork
CRO or VP of SalesC-Suite / VPQuota attainment, pipeline coverage ratio, meetings booked per rep, ramp timeReps burning time on research, no clean signal layer, disconnected tools producing noisy data, SDR productivity decliningJob posting for SDR manager, LinkedIn post about rep productivity, stack shows Apollo without enrichment, attending OutboundConf or SaaStrSignal-based plays route only in-market accounts to reps, AI personalization lifts reply rates, reps spend time selling not researching
Head of Growth or VP of MarketingVP / DirectorMQL to SQL conversion, cost per demo, pipeline contribution from marketing, content reachAds not generating SQLs, content not converting, no feedback loop between marketing signals and sales outreach, disconnected attributionRunning LinkedIn ads with low conversion, posting about demand gen challenges, G2 review about intent data tools, hiring growth marketerUnified engine ties ads, content, and outbound into one pipeline system with shared ICP model and signal routing
GTM Engineer or RevOps LeadManager / ICData accuracy, workflow automation rate, CRM hygiene, tool consolidationBuilding one-off Clay tables with no repeatable framework, waterfall enrichment breaks, no standardized signal scoring, stitching too many toolsActive on LinkedIn posting about Clay workflows, attending GTM Engineering meetups, recently hired into a scaling SaaS, commenting on outbound automation contentPre-built signal-to-sequence architecture installed inside their own stack, Clay workflows handed over and documented, eliminates ad hoc build time
Head of Sales DevelopmentDirector / ManagerSDR meetings booked, sequence reply rates, account coverage, ramp time for new repsManual list building eating SDR hours, sequences not personalized at scale, no trigger-based plays, high SDR churn from burnoutJob posting for multiple SDRs, LinkedIn activity about outbound tips, using Salesloft or Outreach without enrichment layerAutomated signal-to-sequence plays remove manual research, AI personalization increases positive reply rates, reps focus on calls not list building
Signal-Based Plays

Outbound Play Breakdown

PLAY 01 · Outbound Burnout Post Play

Signal-BasedTrigger: A founder, VP of Sales, or CRO publishes a LinkedIn post mentioning pipeline problems, SDR burnout, manual prospecting, or outbound not working

What We Do

We scrape LinkedIn for posts signaling active GTM pain from sales leaders at $1M to $30M ARR SaaS companies, then reach out while the frustration is live and top of mind. These prospects are self-identifying the exact problem GTM Agency solves.

Scrape LinkedIn Posts
Scrape LinkedIn Posts
Monitor Topic Keywords
Monitor Topic Keywords
Flag Engagement Signals
Flag Engagement Signals
Listen, De-anon & Enrich
Issue tracker · activity · headcount
Enrich Account Data
Verify Tech Stack
Find Contact Email
Identify Buying Committee
CEOVP of SalesCRO
LinkedIn
01Like and comment on post02Connect with short note referencing post03Send DM with relevant case study04Invite to strategy call
Email
01Day 1 email referencing their post02Day 4 follow-up with case study03Day 8 breakup email with open question
OutcomeMeeting Booked
PLAY 02 · Funding Round Intercept Play

Signal-BasedTrigger: A B2B SaaS company announces a Seed, Series A, or Series B funding round and has fewer than 10 sales reps listed on LinkedIn

What We Do

We scrape Crunchbase and Bombora for funding announcements at sales-led SaaS companies, then intercept founders and sales leaders in the 30-day window post-raise when GTM budget is freshly allocated and pipeline pressure is highest. This is the single highest-intent buying window for GTM infrastructure.

Signal Sources
Scrape Funding Announcements
Detect Intent Surge
Cross-Reference News
Enrich Account
Enrich Company Profile
Identify Tech Stack
Source Decision Maker
Verify Email Address
Qualified ICP Filter
Seed to Series BB2B SaaS onlyUnder 10 sales reps
Email
01Day 1 congrats email referencing round size02Day 3 follow-up with pipeline ROI angle03Day 7 case study from same funding stage04Day 12 final call-to-action
LinkedIn
01Connect referencing the raise02Follow-up DM with strategy call offer
OutcomeMeeting Booked
PLAY 03 · SDR Hiring Signal Play

Signal-BasedTrigger: A B2B SaaS company posts one or more open SDR, BDR, or Outbound Sales Rep roles on LinkedIn or job boards, indicating they are building or scaling an outbound motion without existing infrastructure

What We Do

We monitor job boards and LinkedIn for SaaS companies actively hiring SDRs, which signals they are investing in outbound but lack the systems to make those reps productive. We reach out to the sales leader before the hire starts, positioning GTM Agency as the infrastructure that makes the new team work.

Signal Sources
SDR· BDR· outbound sales rep
Monitor Job Postings
Scrape LinkedIn Jobs
Cross-Match Accounts
Enrich Account and Stack
Enrich Account and Stack
Check Existing Tools
Check Existing Tools
Find Hiring Manager
Find Hiring Manager
Identify Buying Committee
VP of SalesCROCEO
Email
01Day 1 email referencing SDR hiring signal02Day 4 follow-up with rep productivity stat03Day 9 case study from similar company04Day 14 final email with strategy call CTA
LinkedIn
01Connect with note referencing hiring post02DM with ramp time stat and case study
OutcomeMeeting Booked
PLAY 04 · Champion Job Change Play

Signal-BasedTrigger: A former GTM Agency client champion or a known GTM buyer who engaged with GTM Agency content or ads changes roles and joins a new B2B SaaS company

What We Do

We track alumni buyers and engaged prospects via UserGems so that when they land at a new company, we reach out within 48 hours with a warm, reference-based sequence. Champions carry their past wins with them and are the fastest path to a second deal at a new account.

Signal Sources
Track Champion Job Changes
Monitor LinkedIn Moves
Flag CRM Alumni
ICP Filter
New company is SaaS$1M ARR or fundedSales-led motion present
Enrich & Score
Match · enrich · score
Enrich New Company Profile
Qualify New Account Fit
Verify New Email
Identify Buying Committee
Champion directlyNew VP of Sales if champion is IC
Email
01Day 1 warm email referencing past results02Day 3 follow-up with new company angle03Day 7 case study with similar outcome
LinkedIn
01Congratulate on new role02Reference past win in DM03Invite to strategy call
OutcomeMeeting Booked
PLAY 05 · Website Visitor Intent Play

Signal-BasedTrigger: An anonymous visitor from a B2B SaaS company visits the GTM Agency website, specifically the homepage, case studies, or book-a-call page, two or more times within a 7-day window

What We Do

We de-anonymize high-intent website visitors using RB2B and Warmly, enrich them against our ICP model in Clay, and route them to a same-day outreach sequence before they evaluate a competitor. Repeat visitors to the case studies or booking page are the highest-converting segment in any outbound program.

Signal Sources
De-Anonymize Visitors
Identify Account Intent
Flag High-Intent Pages
Qualified Filter
B2B SaaS companySales-led motionVisited case studies or book page
Enrich
Enrich Contact and Account
Verify Tech Stack
Find Verified Email
Buying Committee
CEOVP of SalesCRO
Email
01Same-day email referencing page visited02Day 2 follow-up with relevant case study03Day 5 direct ask for strategy call
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