Start Here
Find the GTM move.
Pick a role, read the latest signal, then run one workflow with an owner, approval point, and metric.
Role paths
Start where your team works.
RevOps
11
Govern AI workflows across CRM, routing, approvals, data quality, and agent ROI.
Demand Gen 11Turn AI search, ads, creative, and answer-engine changes into measurable campaign tests.
Sales 11Use AI updates for prospecting, account research, call prep, qualification, and follow-up review.
Support And Lifecycle 10Map AI changes to customer conversations, deflection, escalation, lifecycle messaging, and CS ops.
GTM Leaders 11Decide which AI shifts deserve operating priority, human review, and team-wide adoption.
First workflows
Run one controlled test.
AI GTM Approval Matrix
For RevOps, marketing ops, sales ops, support ops, or founder when AI starts creating CRM updates, campaign changes, support replies, outbound copy, or customer-facing recommendations. The workflow produces approval level by task, auto-ship list, and human-review list. Success means high-impact GTM changes require approval, while low-risk AI outputs can move quickly.
CRM Data Readiness For AI Agents
For RevOps, SalesOps, or GTM systems owner when an AI agent is expected to read CRM records, recommend actions, update fields, or trigger downstream workflows. The workflow produces data readiness score, blocked fields, and record exclusion rules. Success means no AI agent writes to CRM records unless required fields meet readiness rules.
AI Search Ads Readiness Audit
For Demand gen lead, paid search manager, RevOps operator, or agency strategist when Google AI Mode ads, ChatGPT ads, or AI Max migration creates pressure to test AI search placements. The workflow produces buyer-question clusters, landing page map, and proof gaps. Success means one approved test brief and one landing page update shipped before any material budget shift.
AI Agent ROI Ledger
For RevOps, support ops, sales ops, or founder when an AI agent is priced per resolved conversation, recommended lead, completed task, or credit event. The workflow produces cost per accepted completion, time saved, and quality comparison. Success means agent-assisted work beats the manual baseline after review time and rejected outputs are included.
Account Research To Call Plan
For AE, founder, or sales manager when a target account books a call or moves into active outbound. The workflow produces buying trigger, likely pain, and relevant proof point. Success means call prep gets faster without increasing unsupported claims or irrelevant discovery questions.
Support Conversation Deflection Scorecard
For Support ops, CS ops, RevOps, or customer experience leader when an AI support agent resolves, escalates, or drafts responses for customer conversations. The workflow produces valid deflection, false deflection, and escalation quality. Success means deflection rate increases without increasing reopen rate, escalation delay, refund risk, or negative sentiment.
Reading rule
Brief to action.
Source
Check what shipped.
Owner
Name the GTM team.
Workflow
Pick the operating change.
Review
Set the human approval point.
Metric
Choose the decision window.