GTM Survival Pack

Here is your GTM Survival pack, a one stop rucksack to navigate your way through the B2B jungles and waters. Implement this and you'll generate revenue for your business and clients. Approach with caution and care, edit and iterate where you can. I'm not perfect and if you have any feedback do let me know in the comments or email me [email protected]

Table of Contents

Clay Table Templates 

These Clay Tables are the raw and exact templates I used in my projects with clients. There is no explanation in the table, only the video and your willingness to dig into the columns. 

RSS Feeds

Job Vacancy scrape to Hiring manager outreach

Finding the top 1% candidates for hiring

Research annual reports and update into Salesforce 

Local business scrape to find owner to outreach

Make.com Blueprints

These blueprints work for the tech stack so please change any nodes to your suitable stack. 

Positive reply flow: email and slack notif, add to gsheet / hubspot

Calendly booking flow: slack notif add to gsheet 

Campaign monitoring flow: smartlead api pull to looker studio push 

AI Prompts 

These prompts are not all perfect by any means, but all will get the job done. I would definitely try to improve them by giving them a role to start with and steps on how to complete the job with examples. That's typically the best format. 

FYI: If in the prompt its not clear what data point we are referring to and it only says result, I will explain below what it is. 

Finding hiring manager from domain

/result = domain url

Prompt:

I need you to find out who the hiring manager for this job vacancy is. Typically the hiring manager for a sales development representative is: SDR Manager or Sales Director or VP sales. Choose the one that is most senior. Then when you know what that title is. In google type in hiring manager job title and

/result 

Here are the inputs:

/Job Url

/Position Name

Find ICP contacts without Apollo database

For this prompt I would highly recommend copy and pasting it into Claude or GPT and instruct it to alter it for your own target ICP. As this prompt is heavily focused on a client of mines ICP. 

So a prompt could be: “Edit this prompt below so that it is more suitable for my client [website] who is targeting [industry] and personas within departments [department name] of seniority direct level +. I only want to know individuals based in the United States, from company employees sizes over 500+”

Sales Commission Stakeholder Evaluation Guide

Variables

  • Domain: [Company Domain]

  • Company Name: [Company Name]

Task Overview:
Identify and evaluate key stakeholders involved in sales commission management and validation processes at [Company Name]. Focus on Director+ level positions across Sales, Finance/Payroll, and Operations with significant authority or involvement in compensation processes.

Target Profile Specifics:

Primary Titles:

  • Sales Leadership:

    • Chief Revenue Officer (CRO)

    • VP of Sales

    • Regional Sales Directors

    • Head of Sales

    • VP of Sales Strategy

    • Sales Excellence Director

  • Finance/Payroll Leadership:

    • Chief Financial Officer (CFO)

    • VP of Finance

    • Finance Director

    • Payroll Director

    • Director of Financial Operations

    • Controller

    • Head of Financial Planning & Analysis

  • Operations Leadership:

    • VP of Sales Operations

    • Director of Sales Operations

    • VP of Revenue Operations

    • Director of Revenue Operations

    • Head of Sales Compensation

    • Director of Sales Compensation

Secondary Indicators of Relevance:

  • Commission approval authority

  • Payroll processing oversight

  • Sales performance validation

  • Financial compliance responsibility

  • Commission dispute resolution

  • Sales data validation authority

Search Strategies:

Boolean Search Example:
 site:linkedin.com/in AND ("Sales Operations" OR "Finance" OR "Payroll" OR "Sales Leadership") AND ("commissions" OR "sales compensation" OR "incentive compensation" OR "variable pay")

Research Industry Groups & Associations:

  • American Payroll Association

  • Financial Executives International

  • RevOps Co-op

  • Sales Management Association

  • Controllers Council

Pain Points by Persona:

Sales Leadership:

  • Time spent validating commission calculations

  • Delayed commission payments affecting morale

  • Lack of real-time earnings visibility

  • Commission dispute resolution time

  • Territory overlap issues

  • Split commission complexity

  • Quota achievement tracking

  • Deal attribution issues

Finance/Payroll:

  • Manual data validation processes

  • Compliance and audit risks

  • Payment accuracy issues

  • Month-end close delays

  • Accrual calculation challenges

  • Tax compliance issues

  • Budget forecasting complexity

  • Reconciliation challenges

  • Audit trail maintenance

Operations:

  • Data aggregation from multiple systems

  • Complex calculation rules

  • System integration challenges

  • Performance tracking accuracy

  • Territory management

  • Rule changes implementation

  • Historical data maintenance

  • Report generation time

  • Real-time dashboard needs

Qualification Criteria:

Must Have:

  • Current director+ level position

  • Direct involvement in commission process

  • Authority in compensation decisions or validation

  • Regular interaction with commission calculations

Preferred:

  • Multi-department collaboration

  • Experience with compensation tools

  • Process improvement track record

  • Change management experience

Output Format:

Stakeholder Profile

  • First Name: [First Name]

  • Last Name: [Last Name]

  • Title: [Exact Title]

  • Department: [Sales/Finance/Operations]

  • LinkedIn URL: [LinkedIn URL]

  • Professional Credentials: [Relevant certifications]

Role in Commission Process:

  • Primary Responsibilities: [Specific commission-related duties]

  • Approval Authority: [Level of sign-off required]

  • Process Touchpoints: [When/how they interact with commissions]

  • Team Impact: [Number of people affected]

Current Process Involvement:

  • Validation Steps:

    • [Specific validation responsibility] (Source: [Platform]) [Confidence Score: X/10]

    • [Review process involvement] (Source: [Platform]) [Confidence Score: X/10]

  • System Interaction:

    • [Current tools used] (Source: [Platform]) [Confidence Score: X/10]

    • [Data sources managed] (Source: [Platform]) [Confidence Score: X/10]

  • Process Pain Points:

    • [Specific challenges faced] (Source: [Platform]) [Confidence Score: X/10]

    • [Time investment required] (Source: [Platform]) [Confidence Score: X/10]

Stakeholder Assessment:

Key Pain Points by Role:

  • Sales Leader:

    • Commission accuracy concerns

    • Team motivation impact

    • Visibility challenges

    • Time spent on validation

    • Deal attribution disputes

    • Territory management issues

  • Finance/Payroll:

    • Audit compliance issues

    • Payment accuracy

    • Close process delays

    • Forecasting challenges

    • Tax compliance

    • Accrual management

  • Operations:

    • Calculation complexity

    • Data accuracy issues

    • System integration problems

    • Resource allocation

    • Rule change management

    • Reporting efficiency

Background Analysis:

  • Relevant Experience:

    • Years in Current Function: [Number]

    • Previous Related Roles: [List with companies]

    • Notable Projects: [Key accomplishments]

  • Process Involvement:

    • Commission Cycle Role: [Specific steps owned]

    • Approval Authority: [Level of sign-off]

    • Dispute Resolution: [Involvement level]

  • Decision-Making Style:

    • Primary Concerns: [Role-specific priorities]

    • Stakeholder Relationships: [Key collaborators]

    • Change Appetite: [Willingness to modify processes]

Qualified ICM Stakeholder? [Yes/No]

Performance Parameters:

  • Verify current role in commission process

  • Document specific pain points

  • Identify collaboration requirements

  • Confirm authority level

  • Validate process involvement

Final Instructions:
Focus on current and verified information regarding:

  • Actual role in commission process

  • Cross-departmental dependencies

  • Current process challenges

  • Manual workload

  • Collaboration requirements

  • Compliance responsibilities

  • Time investment in current process

  • Error exposure and risk level

Find domain 

Prompt ready to go just copy and paste into clay and change the account name or linkedin company profile. variable. 

Prompt:

Google to get the website URL

But if you are not 90% confident then use

Only output the URL clean so no https://www.  and nothing else. 

If URL is not found then leave empty

Company Mission 1st Line

For this you need to scrape the linkedin company profile description and/or website body text. You can do this with zenrows or claygent. 

Prompt: 

Write an introductory line to an email that sounds friendly and personal. Avoid formal or exaggerated expressions, and aim for a tone that is casual, friendly, and sounds like a real person speaking. Look at the following company’s LinkedIn description and use it to share a positive detail about their company’s mission: and .

Start the line with ‘I was on your site and saw you’ and continue by sharing something they/their company either value, prioritize, or are aiming to accomplish. Do not include any quotation marks and write just one example, do not make a list of examples. Keep the line under 25 words and do not quote their description directly, meaning change up wording.

Cold Email Frameworks

Here is just a straight up explainer video, prompts + example outputs from Claude. 

Summary: 

  1. Upload all client collateral: onboarding form, marketing docs and pdfs, sales call transcripts. Use the project function on Claude. 

  2. Create fears, desires and KPIs for all your buyer personas. 

  3. Create matching value propositions for each fear, desires and KPIs. 

  4. If you have social proof add social matching social proof lines for each pain and desire and make sure it fits the fear or desire. 

  5. Create draft first emails, one for each fear and desire paint point. 

  6. Check and edit with your own copywriting finesse. 

Here are some rules to add:

  1. 7th grade reading 

  2. No business jargon, keep industry keywords. 

  3. 60 word count limit for google. 

  4. 30 word count limit for outlook. 

  5. Tonality: change this depending on your industry. 

Random CSVs