GTM Agency ×

YouAttest GTM Playbook

GTM Audit & Playbook. ICP matrix and signal-based outbound plays, built for YouAttest.
Prepared for Garret
$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 YouAttest'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
GeographyUnited States, Canada, United Kingdom, AustraliaTier 1: US-based companies in regulated industries
Employee Count200 to 5,000 employeesSweet spot: 500 to 2,500 employees with a dedicated IT or security team but no enterprise IGA budget
Industry / VerticalHealthcare, Fintech, SaaS, Biotech, Publicly Traded Companies, InsuranceTier 1: Healthcare and publicly traded SaaS with active SOC 2 or HIPAA obligations
Key Qualifying SignalCompany is actively preparing for SOC 2 Type II, HIPAA, HITRUST, or SOX audit and uses Okta, Entra ID, JumpCloud, or AWS for identityHighest priority: accounts with Okta or Entra ID in tech stack AND open compliance or IT audit roles
Tech StackOkta, Microsoft Entra ID, JumpCloud, PingOne, AWS IAM, SalesforcePrioritize accounts running Okta or Entra ID without a dedicated IGA layer on top
Revenue / Funding$5M to $250M ARR or Series A to Series C fundedPrioritize post-Series B companies approaching first major compliance audit cycle
Intent SignalsG2 reviews of SailPoint, Saviynt, or Vanta; job postings for IT Auditor, IAM Engineer, or Compliance Manager; LinkedIn posts about access review painImmediate outreach trigger: G2 review of a competitor or open IAM/compliance hire
02

Prospect Level

DimensionQualifiedPrioritization
SeniorityDirector to C-Suite for economic buyers, Manager to Senior Manager for championsTier 1: CISO, VP IT, Director of IT Security; Tier 2: IT Compliance Manager, IAM Engineer
Primary TitlesCISO, VP of Information Security, Director of IT Compliance, Head of Identity and Access Management, IT Security ManagerPrioritize CISO and Director of IT Compliance as primary outreach targets
Secondary InfluencersVP Engineering, Chief Compliance Officer, Internal Audit Manager, IT Operations ManagerLoop in CCO and Internal Audit when SOX or HIPAA compliance is the trigger
LinkedIn Keywordsidentity governance, access reviews, SOC 2 compliance, HIPAA compliance, user access certification, IGA, Okta administration, privileged access, zero trustFlag profiles mentioning access reviews or audit readiness in their bio or recent posts
03

Persona Matrix

PersonaLevelKPIsRelated ChallengesIntent SignalsRelated Benefits
CISOC-SuiteReduction in identity-related risk incidents, audit pass rate, time to remediate access violationsManaging privileged access sprawl across cloud IdPs, proving compliance posture to board, reducing manual review burden on security teamPosts about zero trust or identity risk on LinkedIn, speaking at security conferences, company recently passed or failed an auditAutomated access reviews reduce breach surface, compliance-ready reports generated instantly, no-code deployment with existing IdP stack
Director of IT ComplianceDirectorOn-time audit delivery, number of findings from external auditors, staff hours spent on access reviewsCoordinating access review campaigns across dozens of managers via spreadsheets, chasing reviewers for responses, rebuilding evidence packages for each audit cycleOpen job posting for IT Auditor or Compliance Analyst, G2 review of SailPoint or Vanta, LinkedIn post about audit preparation stressAutomated reviewer delegation, scheduled reminders, one-click SOC 2 and HIPAA report generation
IAM EngineerManager/Senior ManagerIdP integration uptime, speed of provisioning and deprovisioning, reduction in orphaned accountsManually exporting user lists from Okta or Entra ID for reviewers, no automated revocation workflow, zombie account accumulationPosting in IAM or Okta community forums about access review automation, searching for Okta IGA integrationsNative connectors for Okta, Entra ID, JumpCloud, and AWS with automated deprovisioning triggers
Chief Compliance OfficerC-SuiteRegulatory audit outcomes, number of compliance frameworks maintained, cost of compliance operationsSOX user access controls require quarterly certifications, HIPAA minimum necessary access is hard to enforce at scale, external auditors increasing evidence demandsCompany approaching SOX filing deadline, recent HIPAA breach in their vertical generating board-level concern, LinkedIn post about audit readinessSOX and HIPAA compliance reports generated in console, up to 80% cost reduction versus legacy IGA platforms
VP of IT OperationsVPIT staff utilization, cost per compliance cycle, system uptime and integration reliabilityAccess review process consumes weeks of IT staff time each quarter, legacy IGA tools require long implementation timelines and high vendor feesPosting about IT budget cuts or efficiency initiatives, open IT Operations Manager or SysAdmin role, evaluating cloud-first toolingNo-code cloud deployment in minutes, up to 70% savings on staff expenses, seamless SSO and IdP integration
Signal-Based Plays

Outbound Play Breakdown

PLAY 01 · Compliance Audit Hire Play

Signal-BasedTrigger: Target company posts a job for IT Auditor, IAM Engineer, Compliance Analyst, or Information Security Manager, indicating an active or upcoming access review and compliance initiative

What We Do

Companies hiring for compliance and IAM roles are actively building or scaling their access review program. We target the CISO and Director of IT Compliance at these accounts to position YouAttest as the fastest path to audit-ready access reviews without additional headcount.

Monitor Job Postings
Monitor Job Postings
LinkedIn Jobs Scrape
LinkedIn Jobs Scrape
Keyword Job Alerts
Keyword Job Alerts
Listen, De-anon & Enrich
Issue tracker · activity · headcount
Enrich Account Data
Verify Tech Stack
Find Decision Makers
Verify Emails
Identify Buying Committee
CISODirector of IT ComplianceIAM Engineer
Email
01Day 1: Hiring signal hook referencing their open role02Day 3: ROI angle on replacing manual spreadsheet reviews03Day 7: One-click compliance report proof point04Day 14: Breakup with audit deadline urgency
LinkedIn
01Day 2: Connect with personalized note referencing compliance growth02Day 9: Follow-up message with case study link
OutcomeMeeting Booked
PLAY 02 · Competitor G2 Review Play

Signal-BasedTrigger: A company employee posts a G2 review for SailPoint, Saviynt, Vanta, or a competing IGA tool, signaling active vendor evaluation or dissatisfaction with current solution

What We Do

G2 reviewers are actively evaluating or already using a competing IGA solution, making them highly in-market. We identify the reviewer's company, build the buying committee, and reach out with a direct comparison angle highlighting YouAttest's speed and cost advantage.

Signal Sources
Scrape G2 Reviews
Monitor Competitor Pages
Enrich Account
Identify Reviewer Company
Enrich Firmographics
Verify IdP Stack
Verify Emails
Qualified ICP Filter
200 to 5,000 employeesRegulated industryOkta or Entra ID detected
Email
01Day 1: Acknowledge their evaluation context, lead with cost and speed advantage02Day 4: Deploy vs. legacy IGA proof point with 90% cost savings angle03Day 10: Breakup with free trial offer
LinkedIn
01Day 2: Connect with note referencing their IGA evaluation02Day 7: Share YouAttest vs. legacy IGA comparison
OutcomeMeeting Booked
PLAY 03 · Okta and Entra ID Stack Play

Signal-BasedTrigger: Company is detected running Okta or Microsoft Entra ID as their primary IdP but shows no IGA layer such as SailPoint or Saviynt in their tech stack, indicating an unaddressed access review gap

What We Do

Companies using Okta or Entra ID without a dedicated IGA tool are conducting access reviews manually or not at all. We target their security and compliance leaders with a native integration angle, showing how YouAttest connects in minutes and eliminates their spreadsheet-based review process.

Signal Sources
Detect Okta Stack
Confirm No IGA Layer
Build Account List
Enrich Firmographics
Enrich Firmographics
Find Buying Committee
Find Buying Committee
Score Compliance Risk
Score Compliance Risk
Identify Buying Committee
CISOIAM EngineerDirector of IT Compliance
Email
01Day 1: Native Okta integration hook, no rip and replace required02Day 3: Zombie account and privilege escalation risk angle03Day 8: One-click compliance report demo offer04Day 15: Final follow-up with deployment speed proof point
LinkedIn
01Day 2: Connect referencing their Okta environment02Day 10: Message with access review automation insight
OutcomeMeeting Booked
PLAY 04 · SOC 2 Audit Conference Play

Signal-BasedTrigger: Security and compliance professionals attend or speak at events such as RSA Conference, ISACA, HIMSS, or SOC 2 Summit, signaling active focus on identity compliance and audit readiness

What We Do

Conference attendees in the identity and compliance space are actively solving the exact problems YouAttest addresses. We scrape attendee and speaker lists, enrich with firmographic and tech stack data, and reach out immediately after the event with a relevant, timely message tied to their conference context.

Signal Sources
Scrape Attendee Lists
Monitor Event Hashtags
Scrape Speaker Pages
Pain Keywords
SOC 2HIPAA auditidentity governanceaccess certificationzero trustISACAHIMSS
Enrich & Score
Match · enrich · score
Enrich Attendee Profiles
Verify Tech Stack
Find Emails
Identify Buying Committee
CISODirector of IT ComplianceChief Compliance Officer
Email
01Day 1: Conference-specific hook referencing event topic02Day 4: Access review automation angle tied to their compliance focus03Day 10: Breakup with demo invite
LinkedIn
01Day 2: Connect with note referencing shared conference interest02Day 6: Follow-up message with relevant access review insight
OutcomeMeeting Booked
PLAY 05 · Champion Job Change Play

Signal-BasedTrigger: A former YouAttest user, champion, or warm contact moves to a new company that fits ICP criteria, creating a warm introduction opportunity at a net-new account

What We Do

Champions who already know the value of automated access reviews are the fastest path to a new deal. We track job changes for past users and warm contacts, then reach out within days of their move to offer to replicate their prior compliance setup at their new company.

Signal Sources
Track Champion Job Changes
Monitor LinkedIn Updates
CRM Job Change Alerts
Qualified Filter
New company fits ICP vertical200 to 5,000 employeesOkta or Entra ID in new stack
Enrich
Enrich New Account
Verify New Tech Stack
Find New Buying Committee
Buying Committee
Champion contactCISO at new companyDirector of IT Compliance at new company
Email
01Day 1: Warm congratulations on new role, reference prior success with YouAttest02Day 5: Offer to replicate access review setup at new company03Day 12: Breakup with fast deployment proof point
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