Systems build / implementations
Typical workflows I deliver include but are not limited to:
CRM & Data
- CRM enrichment and scoring
- Target Account List Creation
Signal Monitoring
- Website visitors
- New hires
- Promotions
- Job postings
- Linkedin Followers
- Linkedin Post Likers
- Competitor Linkedin Post Likers
- Linkedin Profile Viewers
- RSS feed monitoring
- Exa / AI search monitoring
- News mentions
- Social media mentions
Signal Aggregation
- One off signal aggregation (followers of competitor pages)
Outbound Infrastructure
- Cold outbound infrastructure build
- Email infrastructure build and mailbox health rotation
- Email outbound system thru Instantly, Smartlead, or Lemlist
- LinkedIn outbound system thru HeyReach or similar
Inbound & Automation
- Inbound form fill, scheduling, and object assignment workflows using Default
- Intent signal notifications
Sales Enablement
- BDR enablement through rep-specific views for accounts and intent shown in your CRM
- Sales cycle deck creation thru Gamma
Event & Outreach
- Pre-conference and Post-conference outreach (or broader event outreach)
Call Intelligence
- Call recording (Gong, Fathom, Attention, etc.) summarization and syncing to CRM
Reporting & Analytics
- Lightweight dashboarding and reporting
and much more, totally bespoke to your needs