Webinar Details
October was about giving intelligence real teeth. November was about giving that intelligence hands. Together they move GTM Engine from helpful assistant to something closer to a GTM operating system that thinks, prioritizes, and acts with you.
At the center of all of it is a refusal I have carried for years. I do not want revenue teams drowning in shadow work. I want them operating with the same kind of support pilots get in the cockpit. Instruments, not guesswork. Systems, not spreadsheets.
In the live session we walked through how the October Strategic Intelligence release and the November Agentic Automation release snap together. This is the story behind that walkthrough, the why underneath each feature, and how it changes the day to day reality for sales leaders, RevOps, and AEs.
Session Highlights
Static lists are dead and signals now drive timing
- Automatically researches every new contact or account from CRM, email, calendar, and meetings
- Enriches across business model, hiring, funding, competitive context, and AI initiatives
- Lets us define our own buying signals
- Rolls signals into a dynamic 0–100 propensity score that updates constantly
- Shows which signals fired, how they changed month over month, and why a score moved
Meeting prep is now automated and standardized
- Stage, blockers, and goals
- Suggested outcomes
- Smart questions
- Contact context and engagement
- Account research
Your calendar becomes a sales command center
- Which meetings tie to live opportunities
- Recent activity
- Follow-up status
- Draft follow-up emails
Engagement health shows which deals are truly alive
- Days since inbound customer reply
- Days since outbound rep touch
- Outbound attempts compared to the last customer reply
- Health bands: healthy, needs attention, critical
- Calendar color coding makes dropped follow-ups visible.
Genie gives the CRM hands, not just intelligence
- Our stages
- Our research
- Our deal history
- Our health scoring and workflows
- Draft follow-ups
- Summarize opportunities
- Build business cases
- Suggest paths to close
We can build our own GTM nervous system
- Build workflows (Slack alerts, enrichment, ROI modeling)
- Wrap workflows in agents that reason and prioritize
- Control access, guardrails, and human approvals
- Watching for propensity spikes
- Validating meeting quality against the playbook
- Flagging sliding forecast dates
The vision is to remove all shadow work from revenue
- Copying and pasting notes
- Hunting for context
- Forgetting follow-ups
- Guessing who to target
- Juggling disconnected systems








