01
Define the campaign
Capture what you sell, who it helps, and what a successful conversation should lead to.
OFFERWorkflow software for growing practices
One workspace. One guided campaign.
Your next sales campaign starts here.
Define your offer. Find the right businesses. Build an AI sales agent that knows your product, then coordinate every touchpoint from one place.
Built for B2B teams Designed for agencies
CAMPAIGN WORKSPACEBuild your audience
LEADS FOUND248in market
RESEARCHED96with context
READY64for review
BusinessFitResearch
NNorthstar DentalStrong Ready
SSummit LegalStrong Ready
OOak & Co.ReviewPending
Call
Wait 1 day
Email
AI SALES AGENTProduct knowledge ready
AM
NEW RESPONSEInterested, send details
FROM IDEA TO OUTREACHA connected campaign, step by step.
- 01Offer
- 02Audience
- 03Leads
- 04Agent
- 05Funnel
- 06Launch
HOW GTM-PILOT WORKS
One clear path from offer to outreach.
Each step builds on the last, so your market, message, and follow-up stay connected as the campaign takes shape.
02
Find your audience
Discover local businesses or companies and people that match your market.
03
Add useful context
Research selected company websites and enrich contacts when your campaign needs more detail.
Services summarized Decision-maker found Pricing needs review
WEBSITE TO SALES AGENT
Give your agent your product knowledge without the blank page.
Start with a client website and an optional product focus. GTM-Pilot drafts editable company knowledge and persona fields, keeps sources visible, and flags what still needs a human decision.
- Review before anything is saved
- Keep existing profile fields by default
- Leave unverified pricing for your team
SALES AGENT STUDIOBuild from website
Illustrative product viewnorthstarworkflows.com
Draft ready for review18 fields found · 4 sources
COMPANY SUMMARY
2 sourcesOperations software for multi-location professional practices.
VALUE PROPOSITION
SuggestedMake scheduling and client follow-up easier to manage.
APPROVED PRICING
Needs reviewNo verified pricing found
PROSPECT DISCOVERY
Build a list around the market you actually want.
Search by geography and category, or discover companies and people by industry and profile. Select the right businesses, then add research and contact detail only where it helps.
Explore prospect discoveryCClearwater Advisory Tampa, FL Website found
PPinnacle Tax Group St. Petersburg, FL Website found
HHarbor Ledger Sarasota, FL Website found
FUNNEL ARCHITECT
Turn your campaign goal into a visual outreach plan.
Talk through strategy, review the suggested sequence, and edit every step before a lead enters the campaign.
FUNNEL ARCHITECTCampaign planning
You have strong phone and email coverage. Should the first touch feel personal or direct?
Personal first. Start with a call, then send a short follow-up email.
Building a 6-step sequence…
OUTREACH JOURNEY6 steps · editable
Campaign starts
DAY 1Introduction call
Positive
No answer
FOLLOW-UPSend details
NEXT STEPDirect voicemail
COORDINATED OUTREACH
Meet each lead in the right channel.
Design one journey across the channels your campaign needs. Keep recent conversation context connected between automated campaign touchpoints, then review activity from the workspace.
Phone callsVoice settings, transcripts, outcomes
SMS & MMSCampaign messages and replies
EmailOutbound, replies, and inbox
Direct voicemailRecorded or text-to-speech delivery
PostcardsPersonalized physical follow-up
Business lettersTemplate, HTML, or PDF delivery
FOR B2B BUSINESSES
Clarity from the first idea to the next conversation.
Keep your campaign brief, audience, agent knowledge, funnel, and activity together so your team always knows what comes next.
- Guided campaign setup
- Reviewable AI-assisted drafts
- One continuous campaign workspace
FOR AGENCIES & RESELLERS
Your brand. Your clients. A repeatable campaign system.
Create separate client workspaces, manage roles, configure provider tools, and launch each campaign with the same deliberate process.
- Separate client workspaces
- Role-based access
- Reseller branding settings
Shared campaign contextClient · Campaign · Lead
CONTINUITY THAT HELPS
Carry context between campaign touchpoints.
Recent campaign conversations can inform the next automated message or call. Delivery activity, responses, and call outcomes remain available for your team to review.
Human review stays in the loopInspect your agent profile and funnel before launch.
FAQ
The practical questions, answered.
GTM-Pilot helps teams prepare and coordinate campaigns; data and delivery availability depend on the sources and providers configured for each workspace.
Who is GTM-Pilot built for?+
B2B businesses building their own pipeline, plus agencies and resellers managing campaigns across multiple client organizations.
Where does prospect data come from?+
Campaigns can use local-business discovery through Google Places, company and person discovery through Apollo, or a combined workflow. Fields vary by source.
Can it build a sales agent from my website?+
Yes. GTM-Pilot can draft editable knowledge and persona fields from a readable website and domain-scoped research. You choose what to use before saving.
Which outreach channels are supported?+
Campaign flows can include calls, SMS/MMS, email, direct voicemail, postcards, and business letters when the required provider setup is in place.
Does the campaign launch automatically?+
You build and review the audience, agent profile, and outreach journey first. GTM-Pilot surfaces incomplete steps so your team can make deliberate launch decisions.
Can agencies use their own brand?+
Reseller workspaces include branding settings, separate client organizations, and role-based access for provider and client teams.
SEE YOUR CAMPAIGN TAKE SHAPE
Bring your offer. GTM-Pilot will help you build the path.
See how your team can move from an offer and a target market to a reviewed, coordinated sales campaign.
Demo scheduling is being finalized.