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100+ CRM Implementations completed

WE FIX THE CRM & REVOPS MESS NOBODY HAS TIME FOR.

Duplicates everywhere, contacts who left a year ago, leads routed to the wrong rep. Fixing it means going through thousands of records one by one, and nobody on your team has the hours. We do. Book a free audit and we’ll show you exactly what’s broken and how we’ll fix it in 30 days.

Get My Free CRM Audit + Roadmap30 mins, no pitch, keep the roadmap either way

We cap it at 5 audits a week so each one gets a proper look. 2 left this week.

CERTIFIED CRM IMPLEMENTATION PARTNERS

FIVE SIGNS YOUR CRM IS A MESS 

Two of these sound familiar? That's normal. Three? Your data is the bottleneck, not your strategy, not your headcount, not your tooling.

CERTIFIED CRM IMPLEMENTATION PARTNERS

Duplicates everywhere

Half your contacts have switched jobs or emails, and you still check this manually

Ad spend chasing dead accounts

Still paying ZoomInfo for numbers that don't connect

Someone updating records by hand, again

THE PLAYS WE RUN

EVERY ACCOUNT AND CONTACT. SEGMENTED AND TIERED.

Your reps shouldn't have to guess who's worth a call. We pull the fields that matter into every record, score each one against your ICP, and tier your entire CRM, so everyone knows exactly where to spend their time.

01

WE PULL IN THE KEY FIELDS

Every account and contact in your CRM gets the data you need to segment it properly.

Sarah Chen
Account profile
Enriched
Industry
B2B SaaS
Revenue
$10M–$50M
Headcount
50–500
Tech stack
HubSpot
+6 fields
ready to segment
02

WE SCORE IT AGAINST YOUR ICP

We set your scoring rules at kick-off and build them in Clay to rank every record by fit.

ICP MATCH
90
/100
Strong fit
0
50
100
Industry · Revenue · Team · Tech
03

WE TIER YOUR ENTIRE CRM

Every account and contact lands in Tier 1, 2 or 3, so your reps always know who to work first.

Tier 1
Perfect fit
Work these first
Tier 2
Good fit
Sequence & nurture
Tier 3
Low fit
Marketing only

The result: no more reps calling 20-person companies when your sweet spot is 500. No more ad spend on accounts that could never buy. Just a CRM that tells your team who to go after next.

THE CRM PILOT

Thirty days. One fixed fee. We rebuild your CRM into something your team actually trusts, then you decide if it's worth doing again.

WHAT’S INCLUDED

01

YOUR ICP, DEFINED

We agree exactly what a good-fit account looks like, then rebuild your CRM around it - field by field, inside Clay.

02

ENRICHMENT LOGIC BUILT IN CLAY

Every flow is built for your ICP and your CRM schema, then validated by hand on sample records before anything goes live.

03

EVERY RECORD SEGMENTED & TIERED

Industry, revenue, headcount and more pulled into every account and contact, then your entire CRM tiered 1, 2 and 3, written back cleanly to HubSpot, Salesforce, Attio or Pipedrive.

04

DOCUMENTED AND HANDED OVER

Governance docs, video walkthroughs and checklists, so your team understands exactly how the CRM works without us.

How the pilot starts

01

CRM AUDIT & DIAGNOSTIC CALL

We look at your status quo, identify success criteria and understand your decision process, then give you a free roadmap for a 30-day CRM tidy-up and implementation. You then decide if we're the right partner to do the work.

02

SCOPE, TIMELINE & SUCCESS CRITERIA

We define scope, requirements, timelines, and what success looks like by the end of the 30 days, based on what your team actually needs.

03

PILOT PRICING & PLAN REVIEW

We give you everything you need to make a confident yes or no decision on the proposal, with a fixed-price investment.

THE INFRASTRUCTURE

WHAT THE 30-DAY PILOT DELIVERS

Three deliverables, built inside your CRM, not a spreadsheet on the side.

HOW IT RUNS

THE 30-DAY PILOT, WEEK BY WEEK

BEFORE DAY 1

Pre-work

You complete a short intake form, share CRM access (and your Clay workspace, if you'd rather we build on your own plan), and send over 20+ sample records so we know exactly what we're working with before the clock starts.

WEEK 1

Kick-off & first build

A 60-minute call to confirm scope, lock your ICP definition, and agree the enrichment logic. We build the first version directly in a CRM sandbox, so nothing touches your live data yet.

WEEK 2

Review & refine

You get a Loom walkthrough alongside a side-by-side of enriched versus original records. You leave comments, we refine the field logic and data sources based on what you flag.

WEEK 3

Full rollout & QA

Enrichment runs across your full account and contact base. Every batch passes through human QA and AI QA before it ever writes to your live CRM.

WEEK 4

Handover & sign-off

Final review of the model, documentation delivered, and your team signs off before we call the pilot complete.

Core pilot covers accounts and contacts end to end. Each optional add-on below runs as its own separate 2-week phase.

NOT INCLUDED BY DEFAULT

OPTIONAL ADD-ONS

2 WEEKS

SIGNAL & JOB-CHANGE MONITORING

Track job changes, promotions, and other buying signals directly inside your CRM.

Add To Pilot
2 WEEKS

SCHEDULED DATA REFRESH

Automatic re-validation of emails, titles, and headcounts for your Tier 1 and Tier 2 accounts and contacts, on a cadence you set: daily, weekly or monthly.

Add To Pilot
2 WEEKS

REAL-TIME INBOUND ENRICHMENT

Every inbound lead gets enriched and verified the moment it hits your CRM, before a rep ever sees it.

Add To Pilot
2 WEEKS

MOBILE NUMBER & DIRECT DIAL ENRICHMENT

Verified mobile numbers and direct dials added across your top-tier accounts and contacts.

Add To Pilot
2 WEEKS

INBOUND LEAD ROUTING & REP ASSIGNMENT

Leads get routed and assigned to the right rep automatically, by territory, tier, or round robin, with no manual triage.

Add To Pilot
2 WEEKS

ONGOING SCORING & TIERING REFINEMENT

We refine your scoring and tiering model over time using real conversion data, so it gets sharper the longer you run it.

Add To Pilot
VERIFIED REVIEWS

DON'T TAKE IT FROM US

Verified Review

"Working with the team at Unlock GTME has been a game-changer for us. Our team went from being complete beginners in RevOps to having our entire sales process fully automated - with Clay now sitting right at the heart of how we approach sales. What really stood out was how attentive they were throughout the process. They didn't just build something and hand it over - they walked us through it step by step, with 1-on-1 coaching that gave our team the skills and confidence to run things ourselves. Thanks to that hands-on approach, we now have a sales channel we can depend on for the long run. On top of that, the Unlock GTME team brought a huge amount of Clay knowledge to the table. That expertise was invaluable when it came to defining our ICP and getting clarity on our TAM - it felt like they understood our challenges before we even finished explaining them. All in all, the service has been nothing short of excellent. Their mix of deep know-how, patience, and collaborative spirit makes them stand out from the crowd. Honestly, if you're thinking about working with them, just go for it - you won't regret it."

Verified Review

"Super impressed with the speed and effectiveness of the Unlock GTME team. They helped us stand up multiple Clay<>CRM workflow automations that have 10x'd our sales team's outbound efforts and kept quality extremely high. Highly recommend their team!"

Verified Review

"Unlock GTME automated 80%+ of our backend operations that were done by humans before. From the free automation alone we saved over $1k a month and Unlock GTME overdelivered every step of the service delivery."

US VS TRADITIONAL ALTERNATIVES

Features
Us
Agency
In-house
Freelancer
DIY
Clay & GTM depth
Data hygiene focus
You own the build
Time to value
Fixed cost
BEYOND THE PLAYS

WHAT YOU WALK AWAY WITH

Not just a cleaner CRM. Here's what's in your hands when the pilot ends.

01

ACCOUNT DATA YOU CAN TRUST

Deduplicated, merged and enriched company records with ICP tiering, so every list your team builds starts from the same source of truth.

02

VERIFIED, CURRENT CONTACTS

Validated emails, direct dials and accurate titles, refreshed on a schedule and monitored for job changes.

03

SYSTEMS YOU OWN OUTRIGHT

Built in your CRM and in your Clay workspace or ours. Every workflow recorded and written down. Clay tables and data transferred to you whenever you want them.

04

BUILT-IN TIERING & PRIORITISATION

A custom tiering model that ranks accounts by fit and intent, so reps work the list top-down instead of guessing.

05

NO REVOPS HIRE NEEDED

No recruiting, no 3-month ramp. You get a senior RevOps team working in your CRM from week one.

READY TO SEE WHAT'S BROKEN?

Book a call30 minutes, no pitch
BEFORE YOU BOOK

THE ANSWERS TO YOUR QUESTIONS

Straight answers to what RevOps and sales leaders ask us before they start.

Do we own everything afterwards?

Yes. We build in your CRM, and in Clay you choose: use our Clay plan, or your own if you want to own the data from day one. If we build on ours, we transfer the Clay tables and data across to you, no problem. When the pilot ends, the tables, the logic and the documentation are yours.

How much of our team's time does this take?

About two hours in week one to agree scope and access, then a 30-minute async review at the end of each build cycle. Everything else is on us.

Which CRMs do you work in?

HubSpot, Salesforce, Pipedrive or Attio. If you're on something else, like Loxo, tell us and we'll match you with a consultant who knows it.

What happens when the data decays again?

Contact data starts going stale the day it lands. We leave you with refresh workflows you can run yourselves, and ongoing refresh is a separate add-on sprint.

BOOK YOUR FREE 30-MIN CRM AUDIT

Book a call

Prefer email? tim@gtm-agency.com

WE RUN TWO PILOTS AT A TIME

A pilot is four weeks, plus scoping before it starts. If you want clean CRM data next month, the audit call needs to happen this week.

Start Your 30-Day PilotFree CRM audit first, one fixed price

Clay-built GTM systems for B2B software teams. We rebuild CRM data so RevOps, sales and marketing work from the same numbers.

OPTIONAL ADD-ON

YOUR ABM ENGINE

ABM, but probably not the ABM most marketers are used to. We're a GTM and RevOps agency, not a performance marketing agency. Our ABM programme is built around one thing: helping your sales team know who to reach out to, when, and why.

WHY THIS MATTERS NOW

MOST OF THE BUYING HAPPENS BEFORE THE FORM FILL

B2B reps got used to leads showing up. Marketing generated demand, someone filled out a form, and a lead appeared in the CRM. That still happens. But relying on it is no longer enough.

Prospects are already researching, comparing and engaging long before they tell you they're interested. This is the dark funnel.

WHY THIS MATTERS NOW

The old way: wait for the form fill

Wait for someone to raise their hand, then race every other vendor they're also talking to.

The new way: find them first

Map your entire TAM, enrich it, spot buying signals, and hand every rep a prioritised list of accounts and people worth speaking to, before they ever fill in a form.

Map the TAM
Enrich accounts
Tier accounts
Track signals
Awareness score
Activate in CRM
Sales action
HERE IS HOW
01

Map the TAM

Not just a generic list of target companies.

  • Source and enrich the TAM in Clay, using sources like DiscoLike and Apollo.io
  • Identify relevant technologies through BuiltWith or Sumble
  • Add revenue, employee count or number of locations to size the opportunity
  • Map the buying committee and relevant decision-makers
Now we know who you could actually sell to.
02

Tier by propensity to buy

  • Run every account against your ICP criteria using Claygent
  • Score and tier them based on fit
  • Validate the model against your closed-won customers
  • Push the tiers into HubSpot, Salesforce or Attio
Tier 1
Tier 2
Tier 3
Disqualified
Now we know who to go after first.
03

Layer in buying signals

Knowing who to target is only half the work. Next we work out when it makes sense to reach out. We track signals like:

  • Website visits (RB2B)
  • LinkedIn engagement (Jungler.ai)
  • Hiring and funding activity (UserGems & Crunchbase)
  • Tech-stack changes (Sumble)
  • Relevant job openings (Clay)

Then we map each signal against an awareness model:

Identified
Aware
Interested
Considering
Selecting
Sales can now spot interest before anyone submits a demo request.
04

Tell the team exactly where to act

Account tier plus awareness level decides when sales should step in. A Tier 1 account might warrant outreach after one early signal. A Tier 3 account might need several stronger signals first.

Then the system automatically:

  • Creates and assigns the lead
  • Enrols the contact into the right sequence
  • Creates the relevant calling tasks
  • Pushes those tasks into a power dialer like Nooks, Orum or HubSpot's native dialer
  • Surfaces important activity in Slack
NO MORE OPENING THE CRM IN THE MORNING AND WONDERING

"WHO SHOULD I CALL TODAY?"

The system has already answered that question.

Add The ABM Engine To My PilotScoped on your free CRM audit call
PRICING

PICK YOUR PILOT. 30 DAYS, ONE FIXED PRICE.

PILOT 01 · 30 DAYS

CRM Pilot

Turn a messy CRM into one your reps actually trust.

ICP defined and CRM rebuilt around it
Duplicates found and merged
Every account and contact enriched with industry, revenue, headcount and more
Your entire CRM segmented and tiered 1, 2 and 3
Job changes and dead emails flagged and fixed
Clean write-back to HubSpot, Salesforce, Attio or Pipedrive
Governance docs and video walkthroughs
PILOT 02 · 30 DAYS

RevOps Pilot

Best value

Know every account in your market, and exactly when to call.

Everything in the CRM Pilot
TAM map: every account in your market, with every stakeholder
AI account research and segmentation at scale
Account scoring and Tier 1 to 3 tiering
Signal tracking: hiring, funding, job changes, intent
ABM target list and rep enablement
Pipeline reporting by ICP tier
PILOT 03 · 30 DAYS

Inbound Pilot

Every form fill enriched, scored and routed before a rep even sees it.

Real-time enrichment on every form fill and sign-up
ICP-fit scoring and Tier 1 to 3 tiering
Lead routing by territory, tier or round robin
High-intent leads book straight into the right rep's calendar
Low-fit leads sent to a nurture sequence
Instant Slack alerts for your best leads
CUSTOM PRICING

NEED MORE THAN ONE PILOT, OR SOMETHING BIGGER?

Consolidating multiple CRMs, a migration, a full RevOps rebuild or an ongoing retained team. We scope it on the free audit call and give you one fixed custom price, built around what you actually need.

Get A Custom QuoteScoped on your free CRM audit

Not sure which one you need? Book the free CRM audit. We'll tell you which pilot pays back fastest, and if none of them fit, we'll say so.

GOT QUESTIONS? GOOD.

I don't want another tool to manage
We tried automation before and it didn't work
This sounds overwhelming
What if it doesn't work for our niche?
I've been burned by agencies before
We're too busy to implement something new
Apply Now

GET YOUR CRM SORTED.

Whether it's ABM, inbound lead management or sorting out your CRM, let us create a free roadmap for you.

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