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Discover the playbook modern GTM teams use to automate workflows, eliminate inefficiency, and scale pipeline
—without adding headcount.

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Inside, you’ll find:

A 41-page, workflow-driven playbook built on real-world use cases

  • 15 Sales Workflows
    Outbound automations built for speed, scale, and personalization—from Google Maps prospecting to Gong-based follow-ups.

  • 14 Marketing Workflows
    Automated demand gen and ABM plays: social ads, custom videos, landing page personalization, newsletter flows, and more.

  • 12 RevOps Workflows
    ICP targeting, CRM hygiene, TAM segmentation, investor mapping, and cross-database enrichment—fully automated.

  • Tool-Linked Templates
    See how Clay connects to Apollo, LinkedIn, Google Docs, Gong, Notion, and other tools across each workflow.

Built for teams who want more pipeline -
and less chaos.

  • GTM leaders scaling pipeline across multiple functions
  • Sales, Marketing, and RevOps teams drowning in busywork
  • Agencies or operators using Clay (or considering it)
  • Teams who want “working examples,” not just theory

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Why It Works

We built this guide based on real automations we use inside The Playbook Agency and across 30+ client GTM systems. Each workflow is real, tested, and connected to tools you're already using.

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The Playbook Agency
Clay Expert

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I build outbound & RevOps automations for the world’s most ambitious SaaS, Web3 & B2B orgs The Playbook Agency

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