Playbooks
Skills you can run yourself.
Step-by-step operating procedures for data + AI GTM work. Install them like skills: each one is a repeatable workflow with tools, prompts, and checks.
Audit enrichment coverage and provider ROI
Measure what you actually know vs. what you think you know.
BigQuery · Clay
Compress speed-to-lead with webhook routing
Form submit to rep alert in under 60 seconds with full context.
Cloudflare Workers · Slack · HubSpot
Implement scoring decay and scheduled refresh
Keep account scores honest with time-based decay and weekly recalculation.
BigQuery · dbt · HubSpot
Harden outbound against bounce rate spikes
Validation, monitoring, and auto-pause to protect sender reputation.
ZeroBounce · Instantly · BigQuery
The pilot-then-batch enrichment discipline
Run every enrichment job on rows 0:0 first. A step-by-step operating procedure that saves credits, catches schema drift, and makes enrichment reproducible.
Clay · Claude Code · any waterfall provider
Route Slack signal alerts to CRM tasks automatically
Dual delivery: Slack DM for immediacy, CRM task for tracking.
Slack · n8n · HubSpot
Build your TAM list from closed-won lookalikes
Source, dedupe, score, and sync your total addressable market.
Crustdata · BigQuery · HubSpot
CRM dedupe without data loss: the merge-map method
How to deduplicate a CRM at scale while preserving every activity, note, and attribution touch. The method behind our 320k-account cleanup.
HubSpot · Salesforce · BigQuery · Claude Code
Drive rep adoption for new GTM systems
Design for trust: territory-assigned delivery, evidence, and in-CRM context.
Slack · HubSpot
Apply Laplace smoothing to small-sample scoring models
Stabilize scores when you have fewer than 50 closed-won deals.
BigQuery · dbt
Build a CRM webhook interceptor for custom routing
Intercept form submits and new records before native routing fires.
Cloudflare Workers · HubSpot
Route signal alerts for rep adoption
Territory-assigned DMs with evidence, not batch channel dumps.
Slack · n8n · HubSpot
Reverse-engineer your ICP from closed-won deals
Extract the real patterns from deals you won, not the patterns you wish you won.
BigQuery · dbt
Build an email validation waterfall
Multi-provider validation that keeps bounce rates under 2%.
ZeroBounce · Hunter · BigQuery
Audit and codify territory assignment logic
Turn spreadsheet territory rules into data with collision detection.
BigQuery · HubSpot
Set up a job posting signal scraper
Monitor careers pages for ICP-relevant hiring and route alerts to reps.
Firecrawl · n8n · Slack
Fix inbound routing for freemail signups
Resolve Gmail/Outlook leads to employer and route to account owner.
Cloudflare Workers · Enrich Layer · HubSpot
Build a nightly dialer queue reps trust
Validated, scored, enriched call lists delivered fresh every morning.
BigQuery · Apollo · Salesforce
Set up warehouse-first enrichment pipelines
Enrich in the warehouse, validate, then sync to CRM. Not the other way around.
BigQuery · Apollo · HubSpot
Build an account scoring model from closed-won data
Step-by-step: extract features, train in warehouse, write scores to CRM.
BigQuery · dbt · HubSpot