Connect data and tools, set permissions, and test the workflow against representative cases.
GTM Engineer Playbook / Book in progress
Build AI workflows your revenue team can run.
A field guide to the data, decisions, permissions, review points, and measurements behind AI SDR, customer success, and expansion.
Join the waitlistWhat you will learn
From first use case to a workflow in production.
The book starts with one business decision, not a tool. You will map the trigger, data, owner, permitted actions, review point, and measure of success.
Then you will apply the same method to inbound, outbound, customer success, and expansion, with examples you can adapt to your company.
The system
One context layer. Four revenue workflows.
GTM context layerProduct knowledge + account context
Docs · CRM · usage · calls · tickets · policy
Outbound Research AgentInbound Qualification AgentCustomer Success AgentExpansion Agent
Human controlPolicy · permissions · review queues · evaluation · feedback
Who it is for
For the people responsible for making AI useful.
Turn routing, policy, and process decisions into workflows the team can operate.
Design around account context, frontline judgment, and customer outcomes.
Inside the book
Eight chapters, from first workflow to production.
- 01
Why go-to-market became an engineering problem
Move from disconnected tools to systems with owners, interfaces, and feedback.
- 02
Map the internal AI stack
Connect product knowledge, account context, agents, tools, permissions, and evaluation.
- 03
Choose the first workflow
Turn a broad AI idea into one business decision with a clear boundary and owner.
- 04
Build product knowledge agents can use
Create a maintained source of truth instead of sending every document to a model.
- 05
Design inbound and outbound AI SDR
Build research, qualification, routing, drafting, and review around pipeline quality.
- 06
Build customer success and expansion AI
Use account context to surface risk, next actions, and credible growth openings.
- 07
Set permissions, approvals, and escalation
Place human control where mistakes carry business or customer consequences.
- 08
Measure quality, adoption, and revenue impact
Connect output quality and workflow health to the outcome the team cares about.
Written from practice
I am writing the book I needed when I started.
I build internal AI systems at an NYSE-listed company across product knowledge, inbound, outbound, customer success, expansion, and revenue automation.
The book turns that work into diagrams, implementation choices, and complete workflow examples you can adapt to your own company. Why I am writing it.
Early reader list
Read the first chapters before launch.
Join the waitlist for early chapters, working diagrams, and the launch announcement.