Branden Foote
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AI CRM platform

GTM buildout for an AI CRM platform

I built the forecasting and territory planning models, lead scoring, and outbound processes. The work also included sales methodology, playbooks, and coaching.

Scope
End-to-end GTM buildout
My responsibility
Design and implementation
Engagement
GTM consulting

Consulting engagement

GTM systems I built

01

Revenue plan

Forecasting, pacing, quotas, and territory planning

02

Account priorities

Lead scoring and account coverage

03

Sales execution

Coordinated outreach, outbound, playbooks, and coaching

Business problem

Revenue planning, account priorities, marketing handoffs, and sales coaching needed to work from a common GTM process.

My role

I owned the GTM buildout, including the planning models, territory and lead-scoring approach, outbound engine, sales methodology, and coaching.

What I built

  • Forecasting and pacing models, sales planning, and quota setting.
  • Territory planning and lead scoring to guide account prioritization and coverage.
  • An outbound engine connected to the broader marketing and sales process.
  • Sales methodology, coaching, and playbooks for consistent prospect interactions.

What changed

  • Marketing and sales used shared account priorities and coordinated workflows.
  • Established repeatable planning, pacing, and forecasting routines.
  • Gave the team models, coaching methods, and playbooks it could continue to use.
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