AI use cases for GTM & marketing teams
Step-by-step playbooks for using AI in go-to-market, each one names the exact tools, prompts, and data flow so you can ship it the same day. No theory, only what actually works today.
Account Research: Turn Any Company URL Into a First-Call Brief
Run the account research for a first call from a single company URL: a structured, cited, talking-point-ready brief before every first call, in minutes instead of an hour.
The Ideal Customer Profile (ICP) Template, AI-Scored in Clay
Turn an ideal customer profile template into a live scoring rubric: pull a target account list, enrich it with the signals an AI can read, then score every account against your ICP with a reason and a risk you can audit.
How to Identify Website Visitors and Trigger Same-Day Outreach
Identify the anonymous website visitors on your site, filter to ICP fits, and trigger a personalized touch the same day, while the intent is still warm.
Cold Email Personalization at Scale, From Real Research
Cold email personalization at volume: research each prospect automatically and generate one genuinely personalized email per person, then send at scale without sounding like a mail merge.
Generate LinkedIn Ad Angles, Hooks, and Creative Concepts
Turn your positioning and real customer language into a slate of genuinely distinct LinkedIn ad angles, hooks, and creative concepts ready to test.
Video Prospecting at Scale Without Capping at 20 a Day
Scale video prospecting past the 20-a-day ceiling: record one base video and have AI personalize the opening and on-screen details per prospect, so each recipient gets a video that feels made for them.
Auto-Draft Follow-Ups and CRM Notes with a Claude Agent
Turn every call recording into an accurate follow-up drafted in the rep's voice and clean structured CRM notes, written to HubSpot over MCP. One Claude agent off the transcript, a human reads every draft before it sends, and RevOps finally gets comparable deal data across the whole team.
Turn Discovery Into a Business Case and Mutual Action Plan Template
Turn raw discovery notes into a tailored business case and a mutual action plan template your champion can use to sell internally without you in the room.
Security Questionnaire Template and AI First-Draft Answers
Start from a security questionnaire template, then use AI over your own approved documents to first-draft the answers, turning a multi-day deal-blocking slog into a few hours of focused human review.
Weekly Competitor Intel Digest, Run by a Claude Routine
You know the competitive-intel chore: someone is supposed to track what competitors shipped this week, and that someone is slammed. This hands the whole job to a Claude Routine that researches with web search, keeps only the moves that change a deal, and drops a cited digest in Slack every week. Nobody owns the chore, and there is no glue to keep alive.
Turn One Webinar Into 15+ Content Assets
Turn a single webinar transcript into 15+ ready-to-edit assets: a blog post, social posts, emails, clip scripts, and a FAQ, from one reviewed outline.
Enrich and Route Inbound Leads with a Claude Agent
Speed-to-lead is the whole game on inbound, and most teams lose it in a queue. Fire every form fill into a Claude agent that enriches the lead with web research, scores it against your ICP, writes the record to HubSpot over MCP, and pings the right rep in Slack, in seconds. No n8n workflow, no Zapier, no human triaging a queue.
Automate Google Ads Management with AI
Use AI to build, monitor, and optimize Google Ads: keyword and negative research, budget pacing, bid and creative adjustments, and a weekly performance summary that tells you what to change.
Automate LinkedIn Ads Management with AI
Most LinkedIn ad accounts run on a human reading a dashboard, then clicking. Wire yours to a Claude agent on a weekly routine instead: every Monday it ranks the changes worth making, and executes the ones you approve, bids, budgets, pauses, launches, and audience edits, the same day you approve them, not days later.
Automate Meta Ads Management with AI
Put Meta Ads on a tighter loop with AI: creative testing, audience rotation, budget shifts across ad sets, and plain-English performance reports across the whole account.
Build a Single-Source-of-Truth Dashboard from Every Tool
Pull data from your CRM, ad platforms, product, and billing into one AI-built dashboard so pipeline, spend, and revenue finally reconcile in a single source of truth.
Generate On-Brand Images for Paid Social with AI
Produce a steady stream of on-brand static ad creative for paid social with AI, from concept and on-image copy to correctly sized variants ready to test.
Create Short-Form Video Ads for Paid Social with AI
Turn a script or a single asset into short-form video ads for paid social with AI: hooks, captions, voiceover, and platform-ready cuts you can ship into testing.
Run Your GTM Automations as Claude Agents with MCP
Most GTM automations are a pile of Zapier zaps and n8n flows nobody maintains. Move the logic onto one Claude agent with MCP connectors to your stack: it reads the context, reasons, decides, and writes, all in a brief you can actually read.
Put Recurring GTM Work on Autopilot with Claude Routines
Every GTM team has a list of recurring chores that quietly slip: the Monday pipeline-risk read, the competitor check, the CRM-hygiene sweep. A Claude Routine runs each one on a schedule as a cloud agent, so the work shows up whether or not anyone remembered it.
Turn Your Best GTM Plays into Claude Skills the Whole Team Runs
Your best account brief, battlecard, and follow-up live in one person's head and one clever prompt nobody else can reproduce. Package them as Claude Skills: the play, the format, and the guardrails, versioned and shared, so every rep runs it at the same quality.