Bring connected billing, CRM, and campaign data into a daily briefing. Review the source data, metric definitions, and gaps before using the report to make decisions.
Ditch fragmented dashboards across 12 SaaS tabs. This workflow consolidates your entire go-to-market engine into one pristine daily executive report.
Ingests live billing webhooks. Tracks new customers added, plan upgrades, contract contractions, and involuntary churn with net-movement breakdown.
Combines ad spend, outbound tooling costs, and SDR salaries to calculate Cost Per Acquisition (CAC) estimates from supplied inputs across Inbound, Outbound, and Partner channels.
Calculates current month and quarter pacing against company ARR targets, showing whether the team is ahead, on track, or falling behind target velocity.
Claude 3.5 Sonnet analyzes anomalies, conversion spikes, and pipeline friction points, presenting 3 critical insights in plain, executive English.
Configure delivery for your chosen schedule with color-coded status badges (🟢 Ahead of Target, 🟡 Caution, 🔴 Behind Pacing).
Can store daily GTM snapshots after configuration in Snowflake, BigQuery, Supabase, or PostgreSQL for board deck preparation and annual budgeting.
Download a workflow template to configure and test, or build with us in a focused 4-hour session.
Complete n8n workflow JSON, Stripe webhook decoders, CRM pipeline rollups, and C-suite morning executive briefing prompts.
4 Hours Total across 6 Dedicated Sessions: 15m intake, 15m architecture, 30m live prototype.
Book a 60-minute GTM Architecture Audit with founder Patrick Diamitani. We map your Stripe, CRM, web analytics, and executive reports. 100% credited to your package.