Understory's GTM Engineering Services
Discover our comprehensive suite of GTM engineering services designed to optimize your outbound campaigns, and find GTM Alpha.
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Our GTM Engineering Process
A complete outbound system from infrastructure to optimization.
From infrastructure setup and multi-channel audience building to hyper-personalized copy, trigger-based outreach, and ongoing optimization, we deliver a full-funnel solution designed to ensure your message reaches the right audience efficiently and effectively.
Infrastructure Setup and Intelligent Warm Up
We set up optimized sending domains or run in-depth health checks on existing ones to ensure top-tier deliverability. Using Instantly's AI-powered premium warmup system, we mimic human sending patterns to build strong sender reputations and maximize inbox placement.
Inbox Health Management and Diversified Infrastructure
We rotate inboxes monthly to maximize deliverability, build automations to optimize your ratio of cold sends to warmup emails, and set up diversified email infrastructure to ensure optimal deliverability.
ICP Identification and Messaging
We conduct a deep dive into understanding your Ideal Customer Profile (ICP) through our detailed intake process and work with you to tailor messaging that resonates specifically with your target audience.
ICP List Building
Utilizing a variety of custom databases and tools, we build targeted prospect lists and double validate every email address using waterfall enrichment to ensure we're landing in real inboxes.
Hyper-Personalized Messaging
Using Clay to create custom variables, we craft messages that speak directly to the recipient, ensuring each email and LinkedIn message is hyper-personalized and individually optimized based on relevance, not fluff.
Email Sequence Optimization
We test most emails with 2-3 variants and use AI to determine which variant performs best, optimizing future sends based on top-performing copy during the first 40% of the campaign.
Web Traffic Deanonymization
We synthesize website traffic to identify unique user personas, segment audiences based on on-site behaviors, and match personalized messaging to each user segment to boost engagement.
Trigger Based Lead Identification and Sequencing
We leverage tools to monitor social engagement signals, identifying in-market and high-intent leads, and engage high-quality leads across both email and LinkedIn.
Company Lookalikes
We identify companies matching your ICP, apply multi-dimensional filtering to prioritize companies with highest conversion potential, and enhance lead profiles with technographic, firmographic, and behavioral insights.
Lead Management
We use a unified master inbox to track replies from all sending domains and seamlessly hand off conversations to your sales team via a custom-built email sequencer.
Continuous Improvement
Our commitment to your campaign's success is ongoing. We proactively bring new ideas and tactics, offer continuous improvement through iterative performance-based feedback, and refine strategies unique to your company.
CRM Integration
We leverage tools to seamlessly sync emails and contacts to your CRM, prioritize CRM hygiene by creating custom properties, and create custom dashboards and lists to effectively monitor results.
Everything Included
Our GTM Engineering Services include everything you need to build and scale a successful outbound campaign.
Domain Infrastructure
Complete setup and management of sending domains and inboxes.
Audience Building
ICP identification and targeted prospect list building.
AI Personalization
Hyper-personalization using Clay for maximum engagement.
Professional Copywriting
All copywriting done for you and reviewed prior to launch.
A/B/C Testing
Included for each email variant to optimize performance.
Live Analytics
Client-facing reporting dashboard for real-time insights.
Dedicated Support
Bi-weekly meetings, Slack channel, and quarterly business reviews.
Automated Webhooks
Notifications for email responses via Slack or email.
CRM Integration
HubSpot/Salesforce contact record creation and email correspondence.
Website Traffic Retargeting
Lead retargeting via website de-anonymization tools.
Trigger Campaigns
Campaigns based on social intent data and keyword searches.
LinkedIn Automation
Strategic LinkedIn outreach at scale via HeyReach.
Claude Code AI Workflows
AI-native automation that reviews transcripts, extracts signals, builds audiences, and optimizes copy in real time.
Clay Implementation
Full Clay table builds, waterfall enrichment flows, and custom API integrations tailored to your ICP.
Signal Automation
Automated workflows that detect buying signals and route high-intent leads into sequences instantly.
Generate Qualified Pipeline with Hyper Targeted Outbound
Your team closes. We fill the funnel.
AI-native audience building that replaces manual research entirely
Buying signals identified and routed into sequences automatically
Every email double-validated across multiple data sources
Email + LinkedIn orchestrated as one system, not two
Every reply, meeting, and deal tracked natively in your CRM
Copy and targeting refined weekly based on real performance data
Don't believe us? Hear it from Adam Robinson, CEO of Retention.com and RB2B.
For teams building and scaling outbound
- Domain infrastructure setup and warmup
- ICP identification and targeted list building
- Hyper-personalized messaging via Clay
- Email sequence optimization with A/B/C testing
- Web traffic deanonymization
- Trigger-based lead identification
- Company lookalike targeting
- LinkedIn automation via HeyReach
- CRM integration (HubSpot/Salesforce)
- Bi-weekly meetings and Slack channel
- Client-facing reporting dashboard
Full-stack GTM engineering for complex needs
- Everything in Growth, plus:
- Multi-channel orchestration across email and LinkedIn
- Advanced CRM workflows and custom dashboards
- Dedicated go-to-market engineer
- Multiple ICP segments and campaigns
- Custom integrations and tooling
- Quarterly business reviews
- Priority support SLA
- Custom reporting and analytics
Ready to Transform Your Outbound Strategy?
Book a call with our team to discuss your specific needs and how our GTM Engineering Services can help you achieve your goals.
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