Workshop: AI Workflows for GTM Teams
About this Event
There's a lot of AI for GTM teams out there right now, and with that comes a lot of noise.
We're more interested in scalable, useful AI workflows than AI for AI's sake. But the challenge is that there are now multiple ways to achieve the same outcome, making it tricky to know which tools, workflows and automations are worth your time.
At our Breakfast Workshop, we break that down and explore the key AI workflows your GTM team needs right now.
Plus, you'll have the chance to meet and network with others tackling similar challenges and solving GTM problems in creative ways!
What you'll walk away with
- Cut through the noise – understand which AI tools actually move the needle for GTM, and which ones just add complexity
- Practical playbooks – access real workflows for inbound/outbound prep, lead scoring, and routing you can implement the same week
- Stack decisions made easier – see side-by-side breakdowns of Clay, HubSpot, Apollo, Zapier, and more
- AI SDR clarity – understand when AI SDRs make sense for your product and pipeline
- Smarter CRM usage – layer AI on top of your existing CRM to catch pipeline problems before they cost you
- A peer network – meet others solving similar problems!
Agenda
🕑: 09:00 AM - 09:30 AM
Breakfast and networking
Info: Meet and network with others in the same position, all solving GTM problems in creative ways.
Introduction to AI Workflows for GTM Teams
Info: - The rise of GTM Engineering – is it a skillset or a mindset, plus the emerging role
- Key GTM processes we can solve for
- Sustainable use of AI and when best to use it
- Problems occurring with AI, overuse, and common pitfalls
The running theme of today is not just on the how, but the why and when to use AI effectively.
Deep Dive: Enrichment for Meetings and Outbound
Info: We use "Meeting prep & Outbound prep" as a common AI use case as a framework to discuss different AI methods.
- We look at the potential solutions for this challenge
- Pros and cons of each – budget, time, fragility, tech debt build up
- Where and when it's appropriate to use each one
- Tools covered: Claude, Clay, Zapier, HubSpot, Amplemarket, Apollo
- Applications of these workflows for inbound and outbound: inbound triggers vs signals for outbound
Deep dive: Clay and Worked Examples
Info: We take a look at one common tool in particular, Clay, and some of the basics for building Clay tables:
- Building Clay tables – how to's and practical use cases
- Credit saving – how not to burn your credits
Lead routing, Scoring, and Enrichment
Info: - Inbound lead routing, scoring, and enrichment
- Outbound lead scoring – combination of signals to meet a threshold score
We’ll also provide links to our lead scoring how to’s.
AI SDRs
Info: We couldn't not cover this!
- Top tools overview – pros and cons
- Selecting the right tool
- Self-built agents and when to actually use them
The Future of CRMs
Info: And finally:
How to use an AI overlay on top of your CRM
- Proactive AI usage to spot funnel problems
- Worked example: pipeline forecast hygiene
- AI-native tools
Where is it happening?
Event Location & Nearby Stays:
GBP 60.00 to GBP 80.00
