GO-TO-MARKET · ELANA ROLE

A GTM engineer who finds the next move—and builds it.

Elana uses company documents, market research, customer records, call transcripts, and product data to decide who to sell to, what to say, and what to do next. She produces prospect lists, deal plans, growth experiments, and KPI readouts for the team in Slack.

See the work ↓
# your-teamGTM Engineer

JamieElana, where are enterprise trials stalling—and what should we do?

Elana APP12 of 17 stalled at security review. I found the affected accounts, drafted the proof kit, and built the win-back queue. Healthcare is split out for procurement.

Ready for team review
SETUP

Ten minutes for an admin.
A new capability for the team.

Connect approved research, CRM, call, product analytics, and company-knowledge sources. Everyone else meets the same agent in Slack, with no separate AI setup or training session.

WHAT SHE CAN DO

Give her the role.
Put her to work.

01

Find new prospects

Find and rank companies and people, then check customer records so the list is actually new.

02

Increase sales

Use deal records and customer calls to find stalled opportunities, prepare follow-up, and recommend the next step.

03

Run growth experiments

Choose a useful opportunity, build the assets and measurement plan, and keep the result visible to the team.

04

Analyze growth KPIs

Explain what is growing, what is slowing down, why it may be happening, and what to do next.

CONNECTED CONTEXT

The role starts with what you approve.

Connect only the tools and knowledge this role needs. Manage access centrally instead of asking every teammate to configure another private assistant.

Clay & ApolloHubSpot, Twenty & AffinityGranola & AttentionPostHog & SupabaseNotion
HOW IT WORKS

One setup.
A shared teammate.

  1. 1

    Connect the GTM evidence

    Choose the research, CRM, call, analytics, and company sources Elana can use.

  2. 2

    Give her an outcome

    Ask for prospects, a deal diagnosis, a growth experiment, or an explanation of what changed.

  3. 3

    Turn the answer into team action

    Sales, marketing, product, and founders shape the same artifact in Slack before consequential action.

THE HUMAN BOUNDARY

Fast on the work.
Careful with the consequences.

Elana can research customers, analyze pipeline and product signals, and prepare internal GTM work. Sending outreach, publishing, changing customer records or production systems, and spending money require a separate approval path.

See data, permission, and approval boundaries →
MORE ROLES

Build the teammate your company needs.

FINANCE OPERATIONSControllerCOMPANY OPERATIONSChief of Staff

Put a gtm engineer in Slack.

Configure the role, connect the right context, and invite the team.