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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
Clay Table Template
Video explainer (not a video)
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:
Upload all client collateral: onboarding form, marketing docs and pdfs, sales call transcripts. Use the project function on Claude.
Create fears, desires and KPIs for all your buyer personas.
Create matching value propositions for each fear, desires and KPIs.
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.
Create draft first emails, one for each fear and desire paint point.
Check and edit with your own copywriting finesse.
Here are some rules to add:
7th grade reading
No business jargon, keep industry keywords.
60 word count limit for google.
30 word count limit for outlook.
Tonality: change this depending on your industry.