The AI GTM Operating System

Most revenue organizations run on lagging metrics. I built one that runs on leading signals.

An AI operating system that converts product signals, buyer intent, and customer behavior into 90-day forward visibility across churn, expansion, and the full customer journey. Designed and proven inside a live GTM organization.

46%Renewal-rate lift
60%Support cost cut
90-180dRisk seen early

Shared with G2's permission.

RENEWAL −120d01 SIGNAL02 ORCHESTRATE03 ACT04 REFINEGTM OSPREDICTIONLOOP
The Prediction Loop · SOAR

Prediction is the difference between managing churn and preventing it.

AI is not a chatbot bolted onto your funnel. It is a loop that runs continuously across the customer journey: it surfaces the signal before the number moves, orchestrates the right motion, acts through people and agents, and refines from every outcome. That loop is the engine inside the operating system.

01 / SIGNAL

Signal

Leading-indicator health and engagement scoring surfaces adoption risk and expansion opportunity long before the renewal conversation.

02 / ORCHESTRATE

Orchestrate

The signal routes work to the right layer: a human, an agent, or a digital experience, matched to account complexity and value.

03 / ACT

Act

Intervention happens before the customer goes quiet. Automated where it should be, human where it matters.

04 / REFINE

Refine

Every outcome sharpens the model. The system gets more predictive with each cycle, compounding instead of resetting.

Layer 01

Humans

Senior judgment aimed where it changes the outcome: complex accounts, executive relationships, the moments a model can flag but not close.

Layer 02

Agents

Agentic workflows across onboarding, adoption, support, and review generation, delivering the motion at a scale headcount never could.

Layer 03

Digital

Self-serve and product-led experiences that carry the low-complexity journeys end to end, freeing the other two layers for what they do best.

Built, not theorized

I've built the working model of this operating system for a GTM organization and now I want to share it.

46%
Improvement in renewal rates by treating churn as a product engineering, marketing, and GTM problem.
$2.7M
Operating savings from an AI support and guidance layer that automated triage, routing, and resolution.
$4M
New services revenue stood up from zero, with a 95% renewal rate for participating customers.
0→8
A predictive customer-health model giving a leading-indicator view of risk 90 to 180 days ahead of renewal.

Shared with G2's permission.

GRR & NRR · two-year trend
NRRGRR
NRR +3.7ppGRR +4.2pp
The predictor

The Pulse Score

A score without the data underneath it is just a guess. The real work is the signal architecture: product usage, customer conversations, buyer demand, and renewal context, fused into one model.

The score is the output. The architecture is the point.

Signal architecture · three lenses

Each lens reads High or Low. Eight combinations. One named diagnosis per account.

Layer 1 · Product-Led
Are they using it?
Triggers the flag · primary
  • Logins / visitor count
  • Review generation rate
  • Ads subscription
  • Profile completeness
  • CTA activation
  • Performance Analytics
  • Integration depth
  • Feature discovery breadth
Layer 2 · CSM-Led
Is the relationship alive?
Triggers the flag · secondary
  • Conversation counts
  • Meeting acceptance rate
  • Multi-threading depth
  • Executive engagement
  • NPS trend
  • Renewal-call sentiment
  • Overall call sentiment
Layer 3 · ROI & Context
Are buyers responding?
Context only · no independent flag
  • Leads generated from G2
  • Pipeline influenced / attributed
  • Review velocity trend
  • Category share of voice
  • AEO visibility & presence
  • G2 profile traffic
  • Referral traffic to customer site
Interpretation matrix · diagnosis, not just a flag
ProductCSMROIRenewalProfile / action
HighHighHigh93%Healthy: monitor
HighLowHigh86%Self-sufficient: light touch
HighHighLow81%Engaged, no ROI: investigate value
LowHighHigh77%CSM-carried + ROI: coach adoption
LowHighLow75%CSM-carried, fragile: escalate
HighLowLow75%Silent self-serve: monitor
LowLowHigh67%Passive value: likely safe
LowLowLow48%True at-risk: top priority

Renewal falls cleanly from 93% to 48% across the eight profiles. V1's single flag becomes eight actionable diagnoses.

83%
Churn caught, recall unchanged
1 in 4
False alarms removed
~$8M
ACV no longer chased unnecessarily
0 → 8
Same scale, eight named diagnoses
Health interpretation

A score that explains itself.

The 0-to-8 scale stays. What changes is the diagnosis. An account at 3/8 used to mean at risk, act. Now it carries a named profile: is product engagement low while no buyer demand exists, or is the CSM relationship the only thread holding? Those are different conversations, different urgencies, different next steps.

0 · CHURN RISKALERT AT 58 · HEALTHY
The missing signal

Customer words predict what usage data cannot.

A customer who logs in every day but tells their team the product is not working is a churn risk. A customer who barely logs in but calls their CSM a strategic partner will renew. Behavioral signals alone cannot distinguish those two accounts.

Gong transcripts, NPS verbatims, support tickets, and G2 reviews carry the words customers actually use. Combined with product and ROI signals, they turn a number into a diagnosis: not just risk, but why, and what to do next.

This is where the roadmap goes next: renewal-call sentiment, meeting acceptance trends, and multi-threading depth wired directly into the score, so prediction sharpens with every customer interaction.

Customer activation · the first 30 days

The customer who never activates won't renew.

Activation is the single strongest predictor of renewal. Not quarterly sentiment, not meeting cadence, not NPS. The behavior in the first 30 days determines whether a customer reaches renewal as an advocate or a churn risk. Every late-stage intervention is a failure of early signal.

70%
of new accounts exit the first 30 days without full activation
25pp
first-year churn premium over every subsequent renewal year
57%
Under 3 integrations
→
15%
3+ integrations
churn rate by integration depth. The threshold is the signal.
The motion

Group onboarding ran at 35% attendance and was retired. Every customer now gets a named Onboarding Partner who owns the first 30 days end to end. Full activation is defined precisely: custom CTA live, 5+ reviews collected, ROI dashboard connected.

Day 0
AE commission gate
Kickoff scheduled before deal closes. AE identifies 3 key contacts pre-signature. 20% of AE payment at risk until activation confirmed within 60 days.
Day 1
Onboarding Partner assigned
Named OP introduced by AE on kickoff call. Persona and role collected to personalize the journey. Correct contact confirmed.
Day 7-21
Stage-gated milestones
Structured outreach at weeks 2, 3, and 4. Review tracker surfaces abandoned reviews for re-nudge. ROI connector initiated.
Day 30
Full activation
Custom CTA live. 5+ reviews generated. ROI dashboard connected. Pulse Score enters green range.
First cohort results
4.5x
jump in fully activated products (8.6% to 39.1%)
52%
of OP accounts hit 5+ reviews vs. 19% baseline
+16pp
ROI connector adoption, from 31% to 47.8%
GTM Engineering · intake to deployment

Ideas from the field, engineered for production.

Every agent here went through the same door: a structured intake, a priority triage, an engineering build, a maintained deployment. This is what professional AI operations looks like. Not individuals running scripts from their own computers.

Intake pipeline
67
Submitted
22
In review
18
Approved
14
In progress
14
Live
2
Declined
Where agents deploy · customer journey
Prospecting
2
agents
Qualification
Building
Discovery
2
agents
Demo & Proposal
Building
Close
Building
Onboarding
3
agents
Adoption
Building
Expansion
Building
Renewal
1
agent
21%
Submission-to-production rate

14 of 67 ideas became maintained, production-grade agents. The rest were triaged, deprioritized, or declined. Governance is the filter.

P0 to P3
Priority scoring on every idea

Every submission is scored by impact, complexity, and risk before engineering touches it. Ideas from the field. Accountability from the team.

~46 hrs
Returned to sellers per week

Across 6 roles with named champions. Time freed from manual work, redirected to the moments that need human judgment.

Submissions across 6 roles · anyone can submit, not everyone ships
AEAMBDRCSMSCIC
⚡
BDR Weekly Pipeline
ProspectingBDR
Weekly scheduled pipeline that runs for every active BDR. Pulls each rep's Salesforce book of business, scores accounts with a composite model combining six SF engagement signals and G2 buyer intent, enriches top-ranked accounts with contacts via ZoomInfo (AMER) or Cognism (EMEA/APAC), assembles account intel from ZoomInfo scoops and G2 profiles, drafts personalized outreach sequences using Claude Haiku, and writes net-new contacts back to Salesforce.
How it works
Triggered by
ScheduledRuns every Monday AM on schedule. One full pipeline run per active BDR. Also triggerable manually.
Processing
3 stages1. Find and Score: pulls Salesforce accounts, scores with six SF engagement signals plus G2 intent, ranks into High/Medium/Low buckets. 2. Enrich Contacts: gap-fills with ZoomInfo (AMER) or Cognism (EMEA/APAC), fetches scoops and G2 profiles. 3. Build Outreach: feeds account intel into Claude Haiku to draft personalized sequences per contact.
Outputs
CSV + CRM writeRanked accounts with enriched contact data emailed to the BDR. Net-new contacts written back to Salesforce with AccountId, BDR as owner, LinkedIn URL, and ZoomInfo metadata.
🔁
Churn-Risk Alert & Audit Loop
RenewalAMCSM
Identifies at-risk customer accounts (pulse score 0 to 3), enriches them with Salesforce and ZoomInfo context, posts actionable churn-risk alerts to the relevant team channel, and audits for acknowledgment or non-response over a 4-day window.
How it works
Triggered by
ScheduledRuns daily in n8n. Pulls active accounts, filters to pulse score 0 to 3, fires the enrichment and alert sequence. Also triggerable manually.
Processing
3 stages1. Pull and Filter: queries Salesforce for active accounts at pulse 0 to 3, enriches with ZoomInfo for multi-threading contacts. 2. Alert: posts churn-risk alert to team channel with account name, risk level, renewal window, AM/CSM ownership, and 5 recommended contacts. 3. Audit Loop: checks acknowledgment after 4 days, re-nudges or closes based on response.
Outputs
Alert + audit trailChurn-risk alert in team channel with contact quality assessment and multi-threading recommendations. 4-day audit check creates an acknowledgment record. AM/CSM confirms via reply or emoji.
🎯
MEDDPICC Research & Salesforce Updater
DiscoveryAEAM
Automates MEDDPICC field research and Salesforce updates for Account Managers by mining Gong call transcripts, Salesforce history, and account context. Eliminates the manual CRM hygiene work that follows every discovery call.
How it works
Triggered by
On-demand or scheduledAM messages the agent with account or deal details. Also fires weekly on a schedule to scan recent Gong calls across the book.
Processing
Signal extractionMines Gong transcripts for MEDDPICC signals, cross-references Salesforce opportunity history, and uses Claude to structure findings into each MEDDPICC field.
Outputs
Updated Salesforce fieldsMEDDPICC fields written back to the Salesforce opportunity. Summary posted to Slack so the rep sees exactly what changed and why.
Time saved per week · by role~46 hrs total
AE
14 hrs
AM
10 hrs
BDR
8 hrs
CSM
7 hrs
SC
5 hrs
IC
2 hrs
🤝
SC to ICon Handoff Generator
OnboardingSCIC
Automatically pulls presales context from Salesforce, Gong, and the SC Request object for newly-closed deals and assembles a structured handoff brief for the implementation consultant. No manual knowledge transfer, no lost context at the moment it matters most.
How it works
Triggered by
Scheduled dailyScans Salesforce Onboarding records created in the prior 24 hours for newly-closed deals that need a handoff brief.
Processing
Context assemblyPulls SC Request object, Gong call summaries, and Salesforce deal history. Structures into a handoff format covering technical requirements, stakeholders, and agreed success criteria.
Outputs
Handoff brief in SlackStructured brief delivered to the IC in Slack at deal close. Presales context preserved without a single manual handoff meeting.
Governance

The system that governs the system.

Scaling AI across a GTM org does not happen through enthusiasm. It happens through a repeatable intake model: one front door, one priority framework, one engineering team that builds and maintains what the field submits. Three phases make it work.

01 / ACCESS

Open the door.

Give every role a structured way to submit ideas, or AI work happens in shadow corners: undocumented, single-owner, invisible until something breaks. Access is a cultural signal that the field is the best source of what to build next.

02 / INVENTORY

Catalog what exists.

Before you scale, you need to know what already exists. Most organizations have more automation than they think, and most of it is fragile, single-owner, and undocumented, which is how the same thing gets built six times by six different people.

03 / GOVERN

Rebuild it to last.

Not every submission should be built. The governance layer triages by priority and risk, assigns ownership, and rebuilds approved workflows into a tested, documented catalog the whole org can trust.

Let's build it

Let's talk about AI in the enterprise.

I speak and write about what it actually takes to get AI adopted inside complex organizations.