SERVICES
GTM ENGINEERING
PARTNERS
Clay Advanced Artisan Partner
Partner UP is a Clay Advanced Artisan Solutions Partner, a distinction awarded to a select group of studios with proven expertise in designing, implementing, and scaling production-grade Clay systems across enrichment, signal-based outbound, and AI-powered account intelligence.
SERVICES
GTM ENGINEERING
PROCESS
Our GTM Engineering Process
We do not start building until we understand how your revenue system works today. Every engagement follows four phases.
We audit your current GTM setup: how target accounts are being identified, what data sources you have, which tools are connected, and where the pipeline is breaking down. We look at your CRM structure, outbound history, enrichment coverage, and reporting gaps. We map everything before touching anything.
What we look at:
Current ICP definition and how it was built
Existing tools: Clay, Apollo, HubSpot, sequencing platforms
Data quality: bounce rates, contact coverage, enrichment depth
Outbound performance: reply rates, meeting rates, pipeline contribution
CRM structure: pipeline stages, properties, workflow logic
We design the system before we build it. This means defining which data sources you need, how they connect, what the enrichment logic looks like for your specific ICP, and how everything flows into your CRM and outreach tools.
What the design covers:
ICP criteria and account scoring logic
Data architecture: which sources, what enrichment waterfall, what validation
Signal framework: which buying signals to monitor and how to act on them
Outbound infrastructure: domain setup, inbox architecture, sending limits
AI layer: where Claude-powered research and personalization fits in
We build the system. Clay tables, enrichment workflows, outbound infrastructure, CRM sync, n8n automations, and AI-powered research pipelines. Everything is built to spec, tested, and documented before the first campaign goes live.
What we build:
Clay workflows: table builds, enrichment waterfalls, AI columns, CRM sync
Outbound infrastructure: domains, DNS setup (SPF, DKIM, DMARC), inbox warm-up
Multichannel sequences: email and LinkedIn via Lemlist and HeyReach
Buying committee mapping: multithreading workflows across decision-maker groups
n8n automations: trigger-based pipelines connecting signals to sequences
Claude-powered AI research: account intelligence, personalization at scale
Reporting: dashboards that connect outbound activity to pipeline and revenue
We work alongside your GTM team as an extension of it. Whether we are maintaining the system, training your operators, or adding new workflows as your pipeline grows, we stay embedded in the motion.
What ongoing looks like:
Weekly performance review: deliverability, replies, meetings booked
Continuous enrichment updates as account data changes
Sequence refinement based on what is and is not converting
CRM hygiene: deduplication, property standardization, pipeline accuracy
New signal workflows added as your ICP and market evolve
What we build
Every GTM Engineering engagement includes the components your revenue motion needs to run without manual intervention.
ICP data pipelines
Target accounts identified, scored, and prioritized automatically based on your criteria.
Account enrichment
Verified contacts, org charts, tech stack, intent data, and personalization inputs across multiple sources.
Outbound infrastructure
Sending domains, DNS authentication (SPF, DKIM, DMARC), inbox warm-up, and rotation.
Email sequences
Multi-step campaigns built in Lemlist or Instantly, calibrated to ICP and buying stage.
LinkedIn automation
Outreach at scale via HeyReach, coordinated with email for a unified multichannel motion.
Buying committee coverage
All decision-makers in a target account identified and reached in a coordinated sequence.
Clay workflows
Table builds, enrichment waterfalls, AI columns, and CRM sync — built and maintained.
CRM integration
Enriched data maps cleanly to your HubSpot or Salesforce pipeline. No manual imports.
AI-powered research
Claude-powered account research, personalization at scale, and intelligence workflows.
Signal monitoring
Buying signals tracked in real time: funding, hiring, job changes, tech stack shifts.
AI research agents
Claude-powered AI agents that monitor LinkedIn and web sources for buying signals, qualify accounts against your ICP, and generate account intelligence and personalization at scale automatically.
Account-based marketing
Coordinated multi-channel coverage across email, LinkedIn, and paid targeting the same account list simultaneously.
Tools and Partners
See all partner links and discounts at partneruphq.com/partners
Data orchestration: enrichment waterfalls, lead scoring, AI-powered outreach. Active Clay partner.
Enterprise data: org charts, verified contacts, account intelligence. ZoomInfo Solutions Partner (upcoming).
Sales intelligence and contact database. 50% discount via our Partners page.
LinkedIn automation at scale. HeyReach Expert partner.
Multichannel sequences: email, LinkedIn, phone. Certified lemlist partner.
Cold email infrastructure and inbox warm-up.
Social listening and intent signal monitoring.
Workflow automation for complex multi-step data pipelines.
AI-powered account research, enrichment logic, and personalization at scale.
Who This Is For
Sales teams spending too much time on manual research and list building, with less time left for actual selling
Companies that have invested in tools like Clay or Apollo but are not getting the results they expected
Organizations that want to use AI to research accounts and personalize outreach at scale but need help building and running the system
Companies selling into enterprise accounts that need coordinated outreach across multiple decision-makers at the same time
Revenue teams where the CRM, outbound tools, and data sources are not connected and every handoff is manual
FAQ
Frequently Asked Questions
What is GTM engineering?
GTM engineering is the discipline of designing, building, and maintaining the revenue infrastructure a company uses to acquire and retain customers. It treats go-to-market strategy as a system that must be engineered, tested, and continuously improved, combining CRM architecture, outbound infrastructure, data enrichment, automation, and signal-based workflows into one connected revenue engine. At Partner UP, a GTM engineering studio, we build these systems for B2B companies selling into enterprise accounts.
What does a GTM engineering studio do?
A GTM engineering studio designs and implements the systems that connect sales strategy to revenue execution. This includes outbound infrastructure, CRM architecture, data enrichment workflows, paid media integration, and revenue operations. Partner UP is a GTM engineering studio working with B2B companies selling into enterprise accounts. Unlike advisors or consultants, we build and implement the system itself, not deliver frameworks or strategy decks.
What is signal-based outbound?
Signal-based outbound is an outbound sales approach that uses real-time events like funding rounds, job changes, new hires, technology adoption, and buying intent, to identify the right time to reach out to a prospect. Instead of volume-based cold outreach, signal-based outbound prioritizes accounts showing active buying indicators. We build signal-based outbound workflows in Clay, feeding enriched, scored leads into HubSpot and outbound tools for timely, relevant engagement.
What is Clay used for in B2B sales?
Clay is a data orchestration platform used in B2B sales to enrich prospect data, build signal-based prospecting workflows, score leads by ICP fit, and generate AI-powered personalization at scale. It pulls from 50+ data sources and feeds clean, structured data into CRMs and outbound tools. Partner UP is a Clay Advanced Artisan partner, the highest Clay partnership tier, and we build Clay workflows across every GTM engineering engagement.
How does Clay integrate with HubSpot?
Clay integrates with HubSpot through a native two-way sync that allows enriched data to flow directly into CRM records. We use Clay to pull contacts and companies from HubSpot, enrich them with data from 50+ sources, update missing fields, and push qualified leads back into HubSpot with the right lifecycle stage, owner, and enrichment fields pre-populated. As a Clay Advanced Artisan partner and HubSpot Solutions Partner, Partner UP configures this integration as part of every GTM engineering build.
GTM ENGINEERING
From the blog
Claude Code for Outbound: Signal-Based Prospecting Workflows
What is a GTM Engineering Studio? (It's Not an Agency)
Sales Automation for Startups: What to Automate, What Not To
Claude Code and Skills for GTM and RevOps: What They Actually Do
GTM Engineering for Startups: Why Sales Is Now a System
Outbound Infrastructure for Startups and Why It Matters
Apollo.io vs LinkedIn Sales Navigator: Which is The Right Tool?
How to Use Clay for Signal-Based Prospecting: A Startup's Guide