The Workflow Company

AI-Automated Workflows That Convert Data Into Qualified Pipeline

We build automated workflows that discover, enrich, and execute on GTM intelligence across your entire stack - helping your team grow pipeline, not headcount.
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The old way isn't working...
If you're like most B2B companies, you've probably invested in numerous GTM tools and built large contact databases.

But turning these resources into consistent pipeline remains a challenge.

Manual work creates bottlenecks.
Valuable signals get missed.
Teams spend more time managing data than closing deals.

Common GTM Challenges

Growing B2B companies face three critical barriers to scaling pipeline:

Data & Intelligence

Teams spend hours manually researching prospects and companies
Valuable signals from websites, LinkedIn, and public sources go uncollected
CRM data becomes outdated as soon as it's entered
Important changes in target accounts get missed
Impossible to maintain enriched and up-to-date data at scale

Sales Engagement

Generic outreach based on generic segmentation filters
No way to time engagement with buying signals
Manual effort required to personalize each interaction
Disconnected view of prospect engagement across channels
Lost opportunities due to poor timing or shallow research

System & Processes

Critical data trapped in fragmented GTM tools
Manual work needed to copy information between systems
Incomplete, outdated view of prospect and account activity
Can't orchestrate sophisticated GTM motions at scale
Team spending more time managing data than building relationships
Our solution: AI-enabled GTM automation
Traditional solutions can't solve these challenges - you need systematic automation powered by AI. Here's how we help:

Our AI Workflow Capabilities

Four ways we help you automate and scale your GTM:

Market Research & Mapping

AI-powered TAM creation with complete account and contact mapping
Custom segmentation beyond basic firmographic filters
Continuous enrichment from websites, LinkedIn, and public sources
Intelligent lookalike discovery from your best customers
Always current data across your entire market

Targeting & Opportunity Detection

AI-enabled win/loss pattern analysis for better targeting
Sales call insights, patterns and trends
Lost deal monitoring and re-engagement triggers
Decision maker change tracking
Ideal customer pattern detection

Personalized Engagement

Always-on LinkedIn signals tracking and automated outreach
Custom contact-level landing pages for target accounts
Trigger-based engagement using real-time buying signals
Multi-channel activity and signal monitoring
Personalized campaigns at scale

Workflow Automation

Custom workflow design and implementation
Connected GTM stack with automated data flows
Systematic lead routing, scoring and assignment
Pattern-based opportunity detection
Cross-tool orchestration across CDP, CRM, etc.

Your GTM Transformation

Working with us, you can expect the following changes.

Larger Pipeline

Target prospects confidently using proven success patterns
Watch response rates climb with well-timed outreach
Discover your true total addressable market with clarity
Capture every opportunity without the constant worry

Greater Efficiency

Put an end to deals slipping through the cracks
Execute GTM motions seamlessly across channels
Empower your team to focus on relationships, not spreadsheets
Break free from 80% of manual research and data entry

Faster Growth

Keep your data pristine and up-to-date as you accelerate
Build sophisticated AI workflows without the headaches
Scale your GTM without scaling headcount
Launch into new segments with speed and confidence

Better Decisions

Transform GTM activities into measurable ROI
See your entire GTM landscape in real-time
Unlock valuable insights from win/loss patterns
Fine-tune targeting with data-driven precision

Our Process

A straightforward path to get you from strategy to execution.

Strategy & Design

We dive deep into your GTM processes to architect solutions that deliver maximum impact.
Tailored solution blueprint for your unique needs
Strategic roadmap for meaningful impact
Clear path to measuring success
Comprehensive execution plan

Implementation & Testing

We bring your custom AI workflows to life with meticulous attention to detail.
Expertly built workflow architecture
Seamless integration across your stack
Hands-on team enablement program
Rigorous testing in phases and validation

Optimization & Scaling

We optimize and iterate on your AI workflows to capture new opportunities and stay ahead.
Data-driven performance enhancement
Advanced capability expansion
Strategic refinement and evolution
Future-proof scaling support

Why Work With Us?

Growth DNA

Led growth initiatives at Uber and founded YC-backed startups. We understand the challenges of scaling GTM because we've lived them.

Tech + Business

We combine startup operating experience with technical expertise. Every workflow we build balances sophisticated technology with practical business needs.

End-to-End

From strategy through implementation to optimization, we handle the complete lifecycle of your AI workflows - letting your team focus on closing deals.

What Our Partners Say

Joe's extensive startup experience means he really understands startup dynamics and necessities. What stood out was his way of solving problems. He was able to come into a messy data set-up, typical of a startup that has shifted directions a few times, and quickly get a deep understanding without significant engineering hand-holding.

David Pickerell
CEO

What sets Joe apart is his unique blend of startup operational experience and technical savvy. He is able to audit your startup's operations and implement an automation strategy that fits your current needs and future goals.

Ali Rohde
General Partner

In the fast-paced, venture-backed business environment, it’s usually time—not money—that becomes the biggest constraint to progress.

What sets Joe apart is his proficiency in translating strategy into actionable steps, effectively streamlining the process and saving invaluable time in the startup journey.

A profile photo of Josh, Co-founder and CEO of Groove
Josh Greene
Co-Founder and CEO

I can't recommend Joe enough for any startup founder seeking to take their business to the next level. Don’t miss out on the opportunity to work with such an incredible talent.

A profile photo of Gary, Co-founder and Co-CEO of Karrot
Gary Kim
Co-Founder & Co-CEO

Workflow Plan

Simple, transparent pricing for custom GTM automation. Projects start at $7,000/month, with a minimum 3-month engagement.
Simple, all-inclusive pricing
Your monthly subscription covers everything - including our entire GTM tech stack worth thousands of dollars in tools for data extraction & enrichment, AI automation, and workflow management.
Bespoke workflow implementation
We handle end-to-end technical implementation of your GTM automation. From system integration to data enrichment to automated workflows.
Full training & documentation
Get your team trained on the workflow as well as general best practices in implementing AI in GTM. Get detailed video documentation via Loom for every workflow.
Weekly reports
Track key metrics and optimization opportunities with detailed weekly reports. Includes recommendations for continuous improvement.
Flexible terms & support
Pay month-to-month with no long-term commitment. Cancel anytime with 30-day notice. Get support via Slack/email when you need it.

GTM Workflow

2/4 slots open
Custom GTM automation tailored to your needs. Minimum 3-month engagement.
Starting from
$7,000 /mo
THIS PLAN INCLUDES
Bespoke AI workflow design and implementation
Weekly progress and performance reports
System integration and setup
End-to-end technical implementation
Team enablement and training
Comprehensive video documentation using Loom
Ongoing optimization and support
All tools and infrastructure costs
Real-time support via Slack & Loom
No long-term contracts
Cancel anytime with 30-day notice

Modern Tech Stack for Modern GTM

We've built a carefully curated suite of tools that work seamlessly together to power your GTM workflows.

Our stack combines proven platforms for data extraction & enrichment, AI automation, and workflow management - thoroughly tested through real-world scenarios and continuously optimized based on performance.

Every tool in our stack has been:
- Battle-tested in our own GTM operations
- Validated across different use cases and scenarios  
- Selected for reliability and performance at scale
- Proven to work seamlessly with other tools
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Frequently Asked Questions

Everything you might want to know before deciding to work with us.
Do we need to have sophisticated GTM processes?

No. We can help whether you're just starting to build GTM processes, enhancing existing ones, or creating entirely new systems.

How do you balance AI automation with the human element?

Our AI workflows handle both repetitive tasks and complex research that typically takes significant time. While AI works faster and at scale, your team maintains control over relationships and strategic decisions. Think of it as amplifying your team's capabilities rather than replacing them.

How much technical expertise do we need?

Minimal. We handle all technical implementation and ensure your team can easily use the workflows we build.

How much of our team's time will this require?

You'll need one point of contact to help align stakeholders and coordinate resources. For this person, it's light project management - helping gather requirements through documentation or interviews, and reviewing/approving the scope. Once the scope is finalized, time requirements become very minimal. The rest of your team only needs to participate in brief training sessions to learn the workflows.

What if we're not sure which GTM process to automate first?

During our initial conversation, we'll help identify your highest-impact opportunities based on your goals and current challenges. We look for quick wins that deliver immediate value while building toward your larger GTM vision.

What happens if something breaks or stops working?

Our workflows are built with redundancy and monitoring. We catch most issues before they impact your operations. When you need support, we're available via Slack/email to resolve any concerns quickly.

Can we modify the workflows after they're built?

Absolutely. We build workflows to be flexible and adaptable. As your needs evolve or you want to test new approaches, we can easily adjust and optimize the automation.

Do you have experience in our industry/use case?

We've built GTM workflows across various B2B scenarios. The core principles of good automation remain consistent - what changes is how we apply them to your specific context and goals.

What makes you different from hiring an internal automation team?

We bring battle-tested patterns and deep GTM expertise, meaning faster implementation and better results. Plus, you get an entire team's expertise for less than the cost of one full-time hire.

How long does implementation typically take?

Initial implementations typically take 4-8 weeks, including discovery and setup. We take time upfront to understand your requirements and design the right solution before building. We automate and test every step before fully automating every step to catch and account for all edge cases.

What kind of results can we expect?

Outcomes vary by service but typically include:

  • Significant reduction in manual research time
  • More precise prospect targeting through AI-enabled segmentation
  • Faster identification of buying signals and opportunities
  • Ability to run sophisticated GTM motions at scale
  • Better-timed, more relevant prospect engagement
Will this work with our existing tools?

Yes. We can integrate with any tools that have API endpoints. We'll assess your current stack and either build connections to your existing tools or recommend better alternatives based on our extensive knowledge of the GTM tool landscape.

Will this disrupt our current processes?

No. We implement changes incrementally with human oversight to ensure no opportunities are missed. We gradually phase in new workflows alongside existing processes, testing thoroughly before any transitions.

How do you ensure enough attention to each client?

We intentionally work with only a select number of clients at any given time - typically just a handful. This allows us to dedicate significant time, care, and attention to each implementation. Our pricing and minimum engagement requirements reflect this commitment to quality over quantity. By limiting our client base, we ensure the highest quality GTM automation possible, with every workflow receiving the deep focus it deserves.

Is the three-month minimum commitment flexible?

The three-month minimum commitment reflects the nature of AI automation work and our commitment to quality. AI implementations require careful, phased rollouts and continuous iteration - they can't simply be "switched on." Each workflow needs thorough testing, human oversight, and optimization to ensure reliability and value. A shorter timeline would either mean the project is too simple (making us a costly option without sufficient ROI) or would require cutting corners, which goes against our principles of craftsmanship and building solid, scalable foundations. We've found that three months is the minimum time needed to properly implement, test, and optimize AI workflows that deliver meaningful business value.

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Interested in working with us?

If you are ready to discuss or have more questions, please get in touch with us.
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