CASE STUDY 03 / 05 — End-to-end GTM infrastructure

Debtworks

Build the path from prospect discovery to a qualified pipeline.

01 / THE CHALLENGE

Manual prospecting slowed the search for businesses seeking financing and let promising opportunities slip through.

Built automated sourcing and enrichment workflows to surface companies seeking capital.
Used Claude to define the ideal customer profile and develop personalized messaging.
Built Zoho CRM end to end, including stages from first reply to funded deal, ownership, and follow-up rules.
Connected sourcing, outreach, CRM, and reporting through APIs.

How the workflow connects research, execution, and follow-up.

01 / Source & enrich →02 / ICP & messaging →03 / Outbound →04 / Zoho pipeline →05 / Live reporting

Generated across six industries in under 60 days, with a custom dashboard for lead visibility.

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