Design your GTM system.
Let us engineer it for you.
Search the tools you run, or tap them in the U. Pick your stack and we draw how work should move through it, with the approval line we build in.
33 playbooks · 15 runbooks · 4 templates · 17 tools live in ASTRA, more coming
Rather talk it through first? Bring your stack to a free 30-minute GTM Engineering Review. We sketch it with you and tell you straight whether it is worth building now.
Book your free reviewThe roadmap
From day one to your customer.
Every tool in the index, in the order a business meets them. Scroll the line to the customer, and tap any logo to add it to your stack.
281 tools 17 live in ASTRA, more comingopen source
- 01
Set up
Day one: a site, a workspace, a way to get paid and a place to talk.
16 tools
- 02
Attract
Get found: search, ads, content, and knowing who came.
34 tools
- 03
Find
Pick the accounts worth your time, from signals and lists.
44 tools
- 04
Enrich
Know exactly who to talk to, and what to say to them.
19 tools
- 05
Reach
Start the conversation: email, LinkedIn, the phone.
50 tools
- 06
Meet
The call, booked and captured, so every promise is on record.
14 tools
- 07
ASTRA
Every follow-up from the call drafted, held for your yes, written with a receipt.
The station we buildThe call ends. ASTRA drafts the CRM update, the ticket and the recap, your team approves them in Slack or email, and each write leaves a receipt you can reverse. This is the station we build.
Live today: HubSpot · Salesforce · Clay · Apollo · n8n · Zapier · Make · OpenAI · Claude · Slack · Gmail · Google Calendar · PostHog · Jira · Zoom · Gong · Amplitude
See ASTRA - 08
Close
One record, the proposal and the signature.
22 tools
- 09
Deliver and grow
Onboard, support and renew the customer you just won.
32 tools
- ✓
Your customer.
Someone who got everything they were promised on the call, on time, with nobody chasing it. Every tool above exists to get you here.
Under every step
50 toolsAutomation, AI, data and hosting that carry the work between stages.
Templates, free
The systems, as files.
The prompts, packs and sheets our systems run on. Use them by hand this week, or have us engineer them into your stack.
- MarkdownPost-callFree
Post-call commitment prompt pack
Transcript to typed commitments, then drafts of the CRM update, the ticket and the recap, with the approval step most teams skip.
Unlocks with your details - MarkdownHandoffsFree
AE to CSM handoff pack
Eight sections, every line marked Confirmed, Unclear or Not discussed with a source, plus the process around it.
Unlocks with your details - CSVRenewalsFree
Renewal risk scoring sheet
Utilisation, ticket trend, sponsor change and usage in one score and tier, with editable weights and the formulas.
Unlocks with your details - CSVGovernanceFree
AI agent approval policy matrix
Twelve common agent actions, which run on their own, which wait for a yes, which are blocked, and how each is undone.
Unlocks with your details
The library
Every system, written down.
- PlaybookHandoffs and onboarding
The sales to CS handoff, run as a playbook
Who does what, and when, from commit stage to day 30. Includes the CRM stage gate that makes the handoff impossible to skip, and the day-30 audit that tells you whether…
- PlaybookRenewals and retention
Why did they really leave? A churn post-mortem
Most churn reviews stop at the reason the customer gave on the way out. This one rebuilds every promise made to the account, finds the first moment it could still have…
- PlaybookRenewals and retention
QBR prep in an hour, not a day
The prep time goes on reconstructing the quarter from memory and six different tools. Keep a running log through the quarter instead, and building the QBR turns into…
- PlaybookRenewals and retention
The 90-day pre-renewal review
When an account goes quiet before renewal, the reason is often already on file: a promise missed, a sponsor gone, value never shown. This review looks for it with 90 days…
- PlaybookHandoffs and onboarding
When a new customer goes quiet during onboarding
The deal closed, the kickoff went well, and then the customer stopped doing their part. How to run onboarding so a stall is visible within days, and what to do once one…
- PlaybookRenewals and retention
A customer health score that predicts renewal
A green score followed by a lost renewal means the weights came from opinion, not evidence. Build the score from last year's churn, test it against accounts you already…
- RunbookPost-call execution
Post-Call Execution
Post-call execution is the work a customer conversation creates: the CRM update, the ticket, the follow-up, the handoff. Here is what it means and the exact steps…
- RunbookPost-call execution
Post-Call CRM Updates, With Approval
Automating post-call CRM updates means turning a transcript into drafted field and stage changes that a human approves before they write. Here is exactly how Mindlyft…
- RunbookPost-call execution
The Commitment Taxonomy
A commitment is any obligation a call creates. Mindlyft classifies commitments into a fixed taxonomy so each one maps to a concrete, executable action. Here are the types…
- RunbookPost-call execution
Follow-Up Emails After a Sales Call
The follow-up email after a sales call is one of the four things Mindlyft executes post-call. Here is what a good one contains, when it should go out, and how Mindlyft…
- PlaybookPost-call execution · 9 min read
How to Automate Post-Call CRM Updates
Reps forget, pipelines rot, and managers chase updates in DMs. Here is how to turn every sales and CS call into finished CRM fields, tasks, tickets, follow-up emails, and…
- PlaybookPost-call execution · 10 min read
AI CRM Updates
AI CRM updates are record changes an AI drafts or writes from calls and emails instead of a person typing them. Here is how the write pipeline actually works, where…
- PlaybookPost-call execution · 12 min read
Everything ASTRA Does
ASTRA is one operator surface for post-call execution, it captures every commitment a rep makes, drafts the cross-tool follow-through, and runs it under human approval…
- RunbookCRM and integrations
CRM Hygiene Automation
CRM hygiene automation keeps records clean without a rep doing data entry: deduplication, field enforcement, and activity capture, run continuously with a human approving…
- RunbookCRM and integrations
Integrations: Tools and How Writes Work
Mindlyft executes inside your own stack through scoped integrations: Salesforce, HubSpot, Jira, Gmail, and Slack, coordinated over MCP. Here is what connects, which…
- PlaybookCRM and integrations · 8 min read
How to Integrate Jira with Salesforce
Yes, Jira and Salesforce integrate both ways. How the Appfire connector, Exalate, Zapier and the REST API compare, and which one fits your workflow.
- PlaybookCRM and integrations · 9 min read
Gong Salesforce Integration: Setup Guide
What the Gong Salesforce integration actually syncs, how to install the Gong for Salesforce connector from AppExchange, which permissions it needs, how to troubleshoot…
- PlaybookCRM and integrations · 9 min read
Apollo Salesforce Integration
How the Apollo.io Salesforce integration actually works: what pulls and pushes in each direction, how enrichment auto-fill and overwrite rules touch your fields, where…
- PlaybookCRM and integrations · 8 min read
Salesloft Salesforce Integration
What the Salesloft Salesforce integration syncs in each direction, why the connection goes down and how to fix it, and what the August 2025 Drift OAuth incident taught…
- PlaybookCRM and integrations · 11 min read
Agentic AI in CRM: How to Do It Safely
Agentic AI can enrich, route, update, and dedupe records in your CRM on its own. The risk is a wrong write, a duplicate, or an off-brand send corrupting the pipeline your…
- PlaybookCRM and integrations · 9 min read
Why Your Reps Leave the CRM for Claude
When a rep asks for export access to build a report in Claude, that is not a discipline problem, it is a signal that your CRM is a system of record and your reps need a…
- RunbookHandoffs and onboarding
Sales-to-CS Handoff Automation
The sales-to-CS handoff is where context and promises get lost. Here is how Mindlyft carries the commitments made during the sale across the close, so customer success…
- RunbookHandoffs and onboarding
Customer Onboarding Automation
Customer onboarding automation runs the steps between a signed deal and an adopted account, tasks, follow-ups, and internal coordination, with a human approving anything…
- PlaybookHandoffs and onboarding · 9 min read
AE to CSM Handoff
Deals leak in the first 90 days because the context that closed them never reaches the CSM. This is the handoff package, the process, and how to assemble it automatically…
- PlaybookHandoffs and onboarding · 8 min read
GTM Engineering Isn’t Just Outbound
The GTM engineering category grew up around enrichment and cold outreach. The same discipline applied after the sale, post-call execution, handoffs, renewals, is wide…
- PlaybookHandoffs and onboarding · 7 min read
The Customer Evidence That Survives a QBR
When you have to prove a CSM contributed to a renewal, usage charts and NPS don't hold up. The evidence that survives is a dated line in the customer's own words,…
- RunbookRenewals and retention
Renewal Risk Flagging
Renewal risk flagging surfaces the accounts likely to churn while there is still time to act. Here is how Mindlyft turns signals from calls and product usage into an…
- PlaybookRenewals and retention · 8 min read
The Six Questions RevOps Exists to Answer
Should we hire more AEs. Is pipeline actually healthy. Can we trust the forecast. None of the questions RevOps is really asked get answered by another report. They get…
- PlaybookOutbound and pipeline · 10 min read
AI SDR Tools
AI SDR tools split into autonomous agents that run the whole outbound motion and augmentation platforms that keep a human in the loop. The right choice hinges less on the…
- PlaybookOutbound and pipeline · 9 min read
GTM Engineering Workflows
The 12 workflows GTM engineers actually build, cataloged across pipeline, hygiene, post-call, and retention, each mapped as trigger, data join, transformation, write, and…
- PlaybookOutbound and pipeline · 9 min read
What Does a GTM Engineer Do All Day?
A concrete answer to what GTM engineers actually build: twelve real workflows, the tools each one touches, and which of them software can now run on its own.
- RunbookAI agent governance
The Approval Layer: How Approval Works
The approval layer is the gate between an AI agent's draft and a real write to your CRM, email, or customer. Here is how Mindlyft's ASTRA decides what needs a human, and…
- RunbookAI agent governance
Which ASTRA Actions Need Approval
Not every action ASTRA drafts waits for a human. Reversible, internal writes run on their own and get logged; anything that touches a customer or a system of record waits…
- RunbookAI agent governance
Approve, Edit, or Reject a Drafted Action
Every consequential action ASTRA drafts lands in a review queue as a diff: the current value, the proposed value, and the line of evidence behind it. Here is exactly what…
- RunbookAI agent governance
AI Agent Audit Trail
An AI agent audit trail is the record of every action an agent took, who approved it, and how to undo it. Here is how Mindlyft logs each write in a tamper-evident trail…
- RunbookAI agent governance
Scoped Agent Identity
ASTRA never runs as a shared service account or a borrowed human login. Each agent gets its own scoped identity with only the permissions its job needs, so every write is…
- RunbookAI agent governance
Human in the Loop, On the Loop, In Command
Three oversight models get used interchangeably and mean different things. In the loop approves each action, on the loop supervises and can intervene, in command decides…
- PlaybookAI agent governance · 9 min read
How to Stop AI Agents Going Rogue: 6 Controls
AI agents have deleted production databases, been tricked into leaking credentials, and taken unintended actions at 80 percent of companies using them. Here are the six…
- PlaybookAI agent governance · 10 min read
AI Agent Guardrails
AI agent guardrails are the automated checks that constrain what an agent can read, generate, and do, so a manipulated or hallucinated output cannot become a damaging…
- PlaybookAI agent governance · 9 min read
Approval and Permissions for AI Agents
AI agents need their own identity, tightly scoped permissions, and an approval gate on high-consequence writes. Here is how to set that up in practice, from non-human…
- PlaybookAI agent governance · 9 min read
AI Agent Audit Trails: What to Log, How to Build
An AI agent audit trail records who acted, why, what changed, and who approved it, keyed to the agent's own identity and built to survive the incident. Here is what every…
- PlaybookAI agent governance · 9 min read
How to Evaluate AI Agents
A practical guide to evaluating AI agents: task success rate, trajectory and tool-call correctness, LLM-as-judge, stress testing, voice-agent metrics, and why unproven…
- PlaybookAI agent governance · 11 min read
AI Agent Governance
AI agent governance is not a policy PDF. It is the permissions an agent holds, the approvals it waits for before it writes, and the audit trail it leaves. Here is the…
- ToolHire, agency or subscription
GTM Cost Calculator
What post-call manual work costs a year, against a hire and against a subscription.
- ToolHire, agency or subscription
GTM Leak Diagnostic
Thirty seconds to see where post-call time and follow-through leak.
- PlaybookHire, agency or subscription · 10 min read
Cost to Hire a GTM Engineer: Salary and Ramp
The salary band is only the down payment. Here is the full year-one cost of a GTM engineer hire, benefits burden, recruiting fees, ramp time, tooling, mis-hire risk, and…
- PlaybookHire, agency or subscription · 10 min read
Fractional GTM Engineer vs Full-Time vs Agency
A full-time GTM engineer runs $220K+ fully loaded. Fractional runs $2K-16K a month. Agencies sit in between. Here is the honest four-way math, including when each option…
- PlaybookHire, agency or subscription · 9 min read
GTM Engineering Agency Pricing in 2026
GTM engineering agency pricing in 2026, with real benchmark ranges for agencies, fractional engineers, and full-time hires, plus an honest comparison of hourly, project,…
- PlaybookHire, agency or subscription · 7 min read
AI GTM Engineer vs. Hiring One
GTM engineers earn $99K–$310K and most revenue teams never get the headcount. Here is an honest comparison of hiring one, buying tools for one, and getting the engineer…
- PlaybookHire, agency or subscription · 9 min read
Fractional RevOps vs GTM Engineering: Which Fits
RevOps owns process, systems of record, and forecasting. GTM engineering builds the automation that executes the motion. Most teams conflate the two, and hire the wrong…