AI-Driven Workflow Automation for B2B Revenue Teams
At GTM.bot, we partner with ambitious B2B organizations to design and implement bespoke AI-powered workflow automation solutions. Our mission is to liberate your revenue teams from repetitive, manual tasks—empowering them to focus on high-impact, strategic activities that drive growth. We don't sell a one-size-fits-all SaaS tool; we deliver tailored automation strategies, deeply integrated with your unique processes, tech stack, and go-to-market motion.
Whether you're looking to accelerate lead qualification, optimize sales handoffs, or orchestrate complex multi-channel campaigns, our experts work alongside your team to identify bottlenecks, architect intelligent automations, and ensure seamless adoption. Every solution is custom-built, leveraging the latest advancements in AI, machine learning, and process design—so you can scale efficiently, reduce human error, and unlock new levels of productivity.
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Key Agency Services & Solutions
Lead Enrichment
Automatically gather and validate data from multiple sources to build comprehensive prospect profiles.
Our team builds custom enrichment pipelines that automatically aggregate, validate, and update prospect data from a variety of trusted sources—CRM, public databases, and proprietary datasets. This ensures your sellers always have the most accurate, actionable information at their fingertips, reducing research time and improving outreach effectiveness.
We tailor enrichment logic to your ICP, vertical, and sales process, so you can prioritize the right accounts and personalize engagement at scale.
Task Routing & Prioritization
Ensure your top reps get the highest-value leads while maintaining balanced workload distribution.
GTM.bot designs intelligent routing engines that assign leads, tasks, and opportunities based on your team's strengths, capacity, and business rules. Our automations ensure high-value prospects are fast-tracked to your top performers, while maintaining balanced workloads and eliminating manual handoffs that slow down your pipeline.
We work closely with your sales ops and enablement teams to map out optimal flows, integrate with your CRM and communication tools, and provide transparency through robust reporting.
Automated Follow-ups
Never let a promising lead slip through the cracks with intelligent follow-up sequences.
Never lose momentum with prospects. Our agency crafts AI-powered follow-up sequences that adapt to buyer behavior, engagement signals, and deal stage. We automate reminders, personalized emails, and multi-channel nudges—ensuring every lead is nurtured and no opportunity is left behind.
Unlike generic tools, our solutions are custom-fit to your sales cycle, messaging, and compliance requirements, driving higher response rates and accelerating deal velocity.
Projects: Workflow Automation in Action
Multi-Step Contract Intelligence & RAG Platform
We built an AI-powered contract analysis platform that lets business users ask complex, multi-part questions about their customer contracts using plain English. By combining OpenAI reasoning, dynamic tool routing, and a fully managed retrieval pipeline, the platform analyzes contracts and tabular data at scale — no SQL or data science required. Users upload new documents or CSVs, instantly create embeddings and database tables, and run queries that chain up to 15 backend actions — all through a simple React interface. The result: contract intelligence and analytics delivered in minutes, not weeks, without hiring a team of analysts.
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B2B Sales Automation & AI Enrichment Platform
We developed a custom sales enrichment and automation platform that delivers advanced prospect research, messaging, and workflow integration at a fraction of the cost of legacy tools. By unifying data from LinkedIn, Apollo, CRM, and other sources, and layering in a custom-trained LLM for high-converting outbound messaging, we empowered revenue teams to identify and engage the right prospects -- without paying for bloated SaaS licenses.
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Scoring Sales Calls at Scale With AI
We developed an AI-powered call scoring and coaching tool that enables sales managers to automatically evaluate every rep call, identify coaching opportunities, and track performance over time. Integrated with Gong, the system analyzes calls in real time using custom AI models trained on client-specific context and call rubrics. The result is faster, smarter feedback loops and scalable sales performance management.
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AI Sales Enrichment Extension for Outreach & Salesforce
We built a custom AI-powered sales enrichment extension for Outreach and Salesforce, delivering instant, 1-click prospect enrichment directly inside the rep’s workflow. By mapping enriched data into the exact fields needed with no extra apps or exports. Revenue teams get all the benefits of advanced data enrichment and AI-driven research, with zero friction.
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Revenue Operations & Outbound Sales Playbook
We designed and built a full revenue operations function and outbound sales playbook for a B2B SaaS company, including end-to-end process optimization, KPI reporting, and scalable outbound prospecting. The engagement delivered a sustainable pipeline and high-velocity sales motion, all while meeting strict performance targets.
View ProjectReady to unlock the power of AI-driven automation?
Connect with GTM.bot's automation experts to explore how bespoke AI solutions can streamline your revenue operations, eliminate manual bottlenecks, and drive sustainable growth. Every engagement starts with a deep-dive discovery session—no generic demos, just actionable insights tailored to your business.