# GTM

Canonical: https://usehai.ai/use-cases/gtm

Markdown: /use-cases/gtm.md

Description: Research accounts, enrich leads, update CRM data, and prepare outbound or meeting briefs. Hai connects the relevant tools, context, and team channels so sales and marketing can move work forward.

Page: GTM use case.

For: Sales and marketing that need AI-native workflow support.

Hai can: Prepare gtm work from connected company context while keeping sensitive actions behind approval.

Research accounts, enrich leads, update CRM data, and prepare outbound or meeting briefs.

Audience: Sales and marketing

Example: Research leads, enrich CRM records, and prepare outbound briefs.

## Workflow

- Research account
- Enrich stakeholders
- Update CRM
- Draft outbound

## Workflow Plays

- **Buying-intent monitor**
Trigger: A champion changes jobs, funding lands, or hiring spikes.
Hai uses browser and web research, LinkedIn context, CRM history, and email memory to identify accounts with real buying intent before the team asks.
Outcome: Prioritized account with reason, stakeholder map, and next touch.
Principles: Proactive, Knowledge, Connected
- **Multi-channel outreach**
Trigger: A sales rep selects a target account or saved segment.
Hai prepares LinkedIn, email, and channel-specific outreach using account context, prior conversations, value proof, and your approved messaging patterns.
Outcome: Personalized LinkedIn and email sequence ready for review.
Principles: Personal UI, Connected, Security + Compliance
- **Meeting prep artifact**
Trigger: Calendar shows a prospect call tomorrow.
Hai reads CRM, email, website changes, support history, and notes to create a live artifact with agenda, objections, stakeholders, and proof points.
Outcome: Account briefing widget with risks, hooks, and talk track.
Principles: Knowledge, Personal UI, Multiplayer
- **CRM hygiene workflow**
Trigger: Scheduled pipeline quality scan.
Hai detects missing fields, stale next steps, duplicate contacts, and unlogged replies, then creates tasks the GTM team can accept or edit.
Outcome: Clean CRM tasks with suggested updates and owners.
Principles: Proactive, Connected, Security + Compliance

## Example Agents

- Lead researcher
- CRM updater
- Outbound drafter

## Relevant Integrations

- HubSpot
- Salesforce
- Calendar
- Email