Case Study

From 4 Hours of Manual Research to 4 Minutes

How I built an AI-powered GTM system that handles account research, data enrichment, and CRM updates while I focus on strategy.

Problem

The GTM grind nobody talks about

Every B2B operator knows the drill. You find a prospect, then spend the next hour bouncing between LinkedIn, company websites, CRM records, and spreadsheets just to piece together a basic account picture. Multiply that across a pipeline of 50+ accounts and you're buried in tabs, not closing deals.

I was doing all of this manually. Researching accounts, updating CRM fields, prepping for calls, writing follow-ups. The work that's supposed to support selling was eating all the time I had to actually sell. Long nights, weekends blending into weekdays, time I wasn't spending with my girlfriend, friends, or family.

That's the life of a founder. The discipline and dedication are non-negotiable. But the manual busywork? That part I could fix.

Solution

I built an AI team that never sleeps

Instead of hiring a research team, I built one. A system of AI agents powered by Claude that handles the repetitive GTM work I used to do by hand.

Account Research on Demand

I type a company name. Within minutes, I have a full briefing: what they do, who the key contacts are, what tools they use, and how they fit my ICP. No more tab-hopping.

Claude Code

$ research account InboxKit

Here's what I found:

The Cold Email Infrastructure Stack

There are two layers and you need both:

Layer 1: Mailbox Infrastructure

Domains + mailboxes + DNS + warmup

Layer 2: Sending Platform

Sequences + personalization + analytics

Sources:

InboxKit, PrimeForge, Prospeo, Instantly,

Snov.io, Mailforge, MailReach, HyperGen

Crunched for 1m 2s

Enrichment That Runs Itself

New prospect enters the pipeline? The system automatically enriches it with contact data, company signals, and qualification scoring using Clay and/or Apollo MCPs. Clarify, my CRM, stays clean without me touching it.

Call Prep in Seconds

Before every meeting, I get an auto-generated briefing with everything I need: account history, recent activity, open deals, talking points. I walk in prepared every time.

An Always-On Assistant

I have an AI assistant (who I've named Jack, a nod to Oakland, my home) that monitors my pipeline, syncs data across tools, and flags what needs my attention. It works nights and weekends so I don't have to.

Claude Code

$ sync pipeline --enrich --update-crm

Pipeline sync started...

Scanning 47 accounts in Clarify

Enriching 12 new contacts via Apollo

Updating 8 CRM records with new signals

Generating briefing for tomorrow's call

Done. 3 accounts need attention:

1. AssetWatch — champion changed roles

2. eSmart — contract renewal in 14 days

3. Flagler — new budget cycle starting

Completed in 3m 47s