Hi, I would like to contribute a GTM Coworker persona for sales and revenue teams.
Most GTM teams spend their day switching between Outlook, Salesforce or HubSpot, and enrichment tools like Apollo or Clay to do things that should take one instruction: prep for a call, review pipeline, triage inbox, enrich a lead list. This persona connects those tools and hands back a finished deliverable.
What it covers:
- Account briefs before customer calls: pulls Salesforce record, Outlook email history, open opportunities, and upcoming calendar meetings into a two-minute brief
- Pipeline review: open opportunities by stage, stuck deals, and what closes this month
- Lead enrichment: Apollo, Hunter, or Clay to find contact info and write back to CRM with approval
- Inbox triage: cross-references Outlook email senders against open CRM accounts and flags anything tied to active deals
- Follow-up drafts: reads the email thread and CRM history before writing, never sends without approval
- Meeting prep from Outlook calendar: proactively surfaces briefs when a customer meeting is detected
Connectors used:
Core: salesforce, hubspot, outlook
Optional: apollo, hunter, clay, slack, linkedin, gmail, google_calendar
I have built Salesforce integrations professionally and work in GTM operations so the workflows and CRM patterns reflect how these teams actually work day to day.
Happy to adjust based on your roadmap or any persona guidelines not yet published. Let me know before I submit the PR.
Hi, I would like to contribute a GTM Coworker persona for sales and revenue teams.
Most GTM teams spend their day switching between Outlook, Salesforce or HubSpot, and enrichment tools like Apollo or Clay to do things that should take one instruction: prep for a call, review pipeline, triage inbox, enrich a lead list. This persona connects those tools and hands back a finished deliverable.
What it covers:
Connectors used:
Core: salesforce, hubspot, outlook
Optional: apollo, hunter, clay, slack, linkedin, gmail, google_calendar
I have built Salesforce integrations professionally and work in GTM operations so the workflows and CRM patterns reflect how these teams actually work day to day.
Happy to adjust based on your roadmap or any persona guidelines not yet published. Let me know before I submit the PR.