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.
Sales Follow-Up Email Templates, Auto-Drafted From Every Call
The sales follow-up email is the highest-return touch in the cycle and the one reps most reliably botch, written three hours late from fading memory. Steal the templates below, then let a Claude agent draft each one from the actual call transcript in the rep's voice and write clean CRM notes to HubSpot over MCP. A human still reads every send. Same-day follow-ups, and RevOps finally gets comparable deal data across the 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.
Lead Enrichment and Routing with a Claude Agent
Lead enrichment is the other half of speed-to-lead, 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
Most Google Ads accounts run on a human exporting a report, then clicking. Wire yours to a Claude agent instead: it reads the account through the Google Ads API, writes its own weekly diagnosis, mines the search-terms report for wasted spend, and executes only the changes you approve by ticking a checkbox, negatives, bids, budgets, and pauses, the same week, not next month.
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.
The RevOps Dashboard That Reconciles: A Claude Agent Builds One Number Set from CRM, Ads, Product, and Billing
Every team has three tools that each report 'pipeline' and none of them agree, so the revops dashboard becomes a weekly argument about whose number is right. This play makes the definitions the product: a metric definitions file names one formula, one source of truth, and one owner per metric, and a Claude agent reads the CRM, ad platforms, product usage, and billing over MCP every Monday, computes each metric exactly as written, shows the delta between what each tool claims and what the definition says, and writes one static page plus a Slack diff. No BI license, no dashboard nobody opens. One number set, with the disagreements on the page instead of in the meeting.
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.
AI Video Ads from One Point of View: A Claude Code Pipeline That Cuts Ten Variants a Week
Most B2B video ads die in the queue: one script, one edit, three weeks, one variant that nobody wanted to test because it cost too much to make. This play turns AI video ads into a pipeline instead. Claude writes a hook matrix from your point of view and your customers' own words, scripts each hook at 6, 15, and 30 seconds with a caption track, and renders the cuts from HTML scenes you own, so ten named variants ship into a test on Monday and the losers cost nothing to kill.
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.
AI Lead Scoring: Score Your Whole Database with a Claude Agent
Most lead scores are a points system someone built in 2021 and nobody trusts, so reps triage the queue by gut anyway. This play replaces it with a Claude agent that scores every lead in your CRM against a three-part model, fit, intent, and engagement, writes the score and a one-line reason back over MCP, re-scores nightly on a Routine, and routes by rule. The reason line is what makes reps stop ignoring the number.
Pipeline Review on Autopilot: A Monday Digest from a Claude Routine
The Monday pipeline review is the most expensive meeting in sales, and most of it is spent establishing facts that were sitting in the CRM the whole time. This play hands the facts to a Claude Routine: every Monday at 7am it reads the pipeline over MCP, works out what moved, what went stale, what has no next step, and where coverage sits against quota, and posts a written digest to Slack. The meeting starts at the decisions.
CRM Data Cleanup on a Schedule: A Claude Agent That Proposes, You Approve
CRM data cleanup is the job every RevOps team owns and nobody schedules, so it happens as a panicked spreadsheet purge the week before the board deck. This play makes it a weekly run: a Claude agent reads the CRM over MCP, finds duplicates, non-standard values, empty fields, orphan records, and dead deals, proposes every fix as a line in a change list with the evidence beside it, and writes only the lines you tick. The database gets cleaner every week, and nothing merges without a human looking at it.
QBR Prep on Autopilot: A Claude Agent Fills the Template from Your CRM, Calls, and Tickets
A QBR is supposed to be a conversation about outcomes, and it usually turns into a day of deck-building followed by forty minutes of the customer watching slides. This play fixes the template once, five sections, same order every quarter, and hands the assembly to a Claude agent: it reads the CRM for goals and terms, the call recorder for what the customer actually said, the ticket history and usage export for how the product is really being used, and writes the brief with every claim cited. The CSM spends twenty minutes editing the asks and the expansion angle, then walks in with a document instead of a deck.
Churn Risk, Scored on Evidence: A Weekly Claude Agent for Renewals 90 Days Out
Most churn is visible ninety days out, in a support thread nobody in sales read, a champion who quietly changed titles, or a usage line that has been falling since spring. This play makes a Claude agent read all of it every week: every renewal due in the next 90-120 days gets scored against a scorecard you set, on evidence with sources, and every at-risk account gets a one-page brief with the signals, the quotes, and a proposed save plan, routed to its CSM. The renewal that surprised everyone stops happening.
AI Sales Coaching from Every Call: A Weekly Claude Agent That Scores Reps Against Your Rubric
Most sales coaching happens on the two calls a manager had time to listen to, and the rep picked both. This play puts a Claude agent on every call instead: each week it reads the transcripts over MCP, scores each call against a rubric you own, with the quote that earned each score, and writes every rep a one-page note with a pattern across their calls and one thing to practice. The manager gets a team view that shows where the whole team is weak. Coaching stops being a lottery of which calls got heard.
AI RFP Response with Provenance: A Claude Answer Library That Cites Its Sources
An RFP lands with 180 questions and a deadline in nine days, and the first thing an AE does is open the last RFP and start copying. Half those answers were written for a different buyer, a few are a year stale, and nobody remembers which. This play puts Claude over your approved sources instead: it drafts every answer from the security docs, the product docs, and the answer library, tags each with the source it came from and when that source was last verified, flags anything it could not source as 'needs a human', and exports in the buyer's numbering. The AE spends the nine days on the twenty answers that need a person.
Win-Loss Analysis on Evidence: A Quarterly Claude Agent That Codes Every Closed Deal
Every CRM has a loss-reason field, and in most of them 'price' wins by a mile, because it is the first option and the least embarrassing. The real reasons are on the calls. This play puts a Claude agent on every deal closed in the quarter: it reads the CRM fields, the transcripts, and the buyer interviews, codes each deal against a taxonomy you own with the buyer's quote behind every code, and quantifies the patterns by segment and competitor. The report that lands in the QBR says why you actually lost, in the buyer's words, and how often.
Sales Forecasting with AI: A Weekly Claude Agent That Builds the Bottoms-Up Forecast Brief
The Monday forecast call spends its first forty minutes reconciling: the CRM says one number, the rep's spreadsheet says another, the manager's gut says a third. This play hands the reconciliation to a Claude agent. Every Monday at 6am it reads every open deal in the quarter, checks each committed deal against a written evidence checklist (a dated next step, a named champion, a paper process that has started, activity in the last ten days), flags deals whose stage disagrees with their evidence, rolls it up by rep against quota and against last week, and writes the forecast call brief. The call starts at the deals worth arguing about. The number stays the human's.
Account Planning Template + a Claude Agent That Builds Every Rep's Territory Plan
Territory planning is a ritual most teams run once a quarter and abandon by week two: a template goes out, the reps fill in the top of it, the plans go in a folder, and the quarter is worked from the inbox. This play makes the plan build itself and stay alive. At the start of the quarter a Claude agent reads each rep's territory from the CRM, enriches the missing fit fields, tiers every account by fit, signal, and history against a rubric you wrote, drafts a one-page plan for each tier-A account with why now, who to reach, the play, and the risk, cited to sources, and writes the manager a territory summary. The rep edits and commits. A monthly refresh re-tiers on new signals and checks the plan against what actually happened.