Revenue Workflows

Wired-up GTM systemsyou can ship.

Each one shows the tools, the steps, and the data flow a Phi pod plugs into your stack. Not a template to copy. The actual operating machine, wired end to end.

GTM

01 · 24 workflows

01Visitor De-AnonymizationCaptures anonymous website traffic, unmasks company and contact data, scores fit, and triggers tiered outbound motion based on intent strength.Operational · 2 to 3 weeks · 7 tools

02Target Account Build and ScorePull closed deal data from your CRM, backtest to define your real ICP, build and score a broad TAM, then orchestrate outbound and signal tracking that pushes qualified accounts back into pipeline.Advanced · 4 to 6 weeks · 17 tools

03Signal ActivationThis workflow ingests intent signals from CRM, product, review sites, partner networks, technographic feeds, and social channels. It cleans, scores, and routes them into your CRM and activation tools so reps act on qualified opportunities fast.Advanced · 3 to 4 weeks · 26 tools

04Outbound Reply EnrichmentWhen a prospect replies to outbound email, this workflow captures the response, enriches their contact record with phone and firmographic data, pushes the full profile to your CRM, and sends a Slack alert to your team.Operational · 3 to 5 days · 5 tools

05Outbound AttributionMost outbound conversions never reply. They see your email, visit your site, and sign up later. This workflow logs every outbound touch in your CRM, tags contacts and companies, and tracks signups back to campaigns so you can prove outbound's real revenue contribution.Operational · 2 to 3 weeks · 5 tools

06Niche Content Training EngineScrape and analyze thousands of high-performing posts from niche creators, extract patterns, and train a Claude Project to generate content in that voice with proven hooks and structure.Advanced · 3 to 4 weeks · 3 tools

07Multi-Channel OutboundA full-stack outbound system that combines automated email sequences, LinkedIn engagement, manual prospecting, and phone calls. Each channel runs on specific signals and triggers to move accounts from cold to demo.Operational · 3 to 4 weeks · 13 tools

08Message ConstructionA three-layer framework for writing outbound messages. Pick from a menu of openers, body blocks, and CTAs to assemble concise, relevant copy.Foundational · 1 to 2 days · 4 tools

09Market Discovery to CRMThis workflow sources companies from multiple databases, filters them against your ICP, finds and qualifies contacts, then pushes clean, scored records into your CRM.Operational · 3 to 4 weeks · 7 tools

10Lookalike TAM BuildThis workflow expands your ICP into a qualified target account list using lookalike data from four sources, AI qualification, scoring, and tiered outreach execution.Operational · 3 to 4 weeks · 12 tools

11LinkedIn Organic PipelineTurn LinkedIn profile views, post engagement, and website clicks into qualified pipeline. Pod operates your profile positioning, content production system, signal capture layer, enrichment logic, and retargeting sequences end-to-end.Operational · 3 to 5 weeks · 16 tools

12LinkedIn Funnel PlaybookA full-funnel LinkedIn workflow that turns profile activity, content, and engagement into qualified pipeline. Audience building, warming, staged content, signal capture, and conversion in one system.Operational · 4 to 6 weeks · 5 tools

13LinkedIn Engagement ActivationThis workflow captures everyone who views your team's LinkedIn profiles or engages with posts, enriches and scores them in Clay, then routes qualified leads into the right outbound channel based on fit and intent.Operational · 3 to 4 weeks · 8 tools

14LinkedIn Content Operating SystemA repeatable system for planning, publishing, and measuring LinkedIn content across three funnel stages. Runs on a weekly cadence with built-in performance feedback loops.Operational · 4 to 6 weeks · 3 tools

15LinkedIn Content CalendarA Notion database that turns LinkedIn content from scattered drafts into a pipeline. Strategy fields, kanban stages, and a calendar view keep every post on track from idea to publish.Foundational · 1 to 2 weeks · 5 tools

16LinkedIn Audience EngineA GTM pod operates your entire LinkedIn content system: profile setup, audience targeting, content research and production, publishing automation, and inbound conversion tracking.Operational · 3 to 4 weeks · 11 tools

17Keyword Engagement OutboundTrack conversations around chosen keywords on LinkedIn, pull everyone who engages, enrich them, score by fit, and route qualified contacts into call tasks or automated sequences.Operational · 3 to 4 weeks · 6 tools

18Intent Signal Capture and ActivationThis workflow ingests intent signals from product usage, partner overlaps, tech stack changes, funding events, and social activity, then scores accounts and triggers automated GTM motions.Advanced · 4 to 6 weeks · 16 tools

19Influencer Audience CaptureThis workflow monitors engagement and connections around industry influencers, enriches and qualifies the audience, then routes high-fit accounts into tiered outbound motion.Operational · 3 to 4 weeks · 7 tools

20Inbound Signup ExpansionWhen someone signs up on your site, this workflow scores them, finds additional contacts at high-fit companies, and routes them into manual or automated sequences based on tier.Operational · 2 to 3 weeks · 8 tools

21Inbound Meeting RoutingWhen a meeting form lands, this workflow enriches the lead, checks CRM for dupes, qualifies company and contact fit, creates records if needed, and routes to the right rep.Operational · 1 to 2 weeks · 6 tools

22Inbound Capture to BookingThis workflow captures inbound submissions, qualifies them in real time, enriches contact and company data, routes meetings to reps, and generates prep files before the call. Every lead is tracked, triaged, and prepped without manual handoffs.Operational · 3 to 4 weeks · 12 tools

23ICP Model Build and BacktestInterview your best AEs and CSMs, enrich 12+ months of closed deals with firmographic and technographic data, then build and backtest a tiering model that correlates to win rate and contract size.Advanced · 4 to 6 weeks · 5 tools

24Human-Led Content ProductionA content operating system where AI handles research and formatting, while human writers, designers, and editors produce finished assets. Publish across LinkedIn, newsletters, blogs, and video with centralized planning and performance feedback loops.Operational · 3 to 4 weeks · 13 tools

Point one of these at your number.

Phi pods plug these workflows into your existing stack as Revenue Infrastructure, then operate them.

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