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The 7 Layers of an Agentic GTM Motion | Angelo Quiambao, Intellistack | RevGenius Podcast

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The 7 Layers of an Agentic GTM Motion | Angelo Quiambao, Intellistack | RevGenius Podcast

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847 segments

0:00

what is gonna make you stand out is telling leaders what they don't know about their

0:03

business.

0:03

You cannot automate something that one you can't do yourself.

0:07

I don't go out and make coding agents because I don't know how to code

0:10

and I don't want to step tell people how to do their job when I've never done it,

0:14

right?

0:15

All right, welcome ~ to another episode of the RevGenius Podcast.

0:19

I'm joined with Angelo Quiambao,

0:21

go to market engineer at Intellistack

0:23

Excited to chat Jared.

0:25

So one would love to understand a little bit about your background and then tell

0:29

us that to help set some contacts with the discussion.

0:33

Sure y Yeah, absolutely. I mean running as the AI go to market engineer over here

0:38

at Intelestack, what that entails essentially is,

0:41

you know, my job is to create agents,

0:43

scale them across our go to market motion and most of all help our team see success,

0:48

pipeline revenue and efficiency across sales,

0:51

marketing, rev ops and all the other underlying go to market teams.

0:55

And what is Intelestactive?

0:57

Essentially they're historically they're a document workflow automation platform

1:02

for the last twenty years known as FormStack,

1:04

but as of recently getting into the agentic AI workflows,

1:08

primarily helping, you know, healthcare industries,

1:11

insurance, higher education industries with workflow,

1:14

form fill, all those sorts of documentation that require a lot of strict

1:19

security implications like HIPAA,

1:20

SOC two, all that.

1:22

I love it, yeah, because I I remember form stack.

1:24

I I didn't catch the rebrand. ~ that's super cool.

1:26

Same company, yeah.

1:28

Now why did they decide they needed a GTM engineer?

1:31

Yeah, that's a that's a good question.

1:32

I think the world is shifting towards go to market engineers and you know,

1:36

when I approached their leadership and w we had a great conversation,

1:40

it it wasn't the conversation of can we replace our sales team with a

1:44

go to market engineer, it's how do we boost their efficiency and scale

1:49

and I think that's the way to approach it and I I like the way

1:52

they had their goals lined out and that's where a go to market engineer

1:56

I feel can help is to scale processes that work and scale high converting workflows

2:01

~ or create them, you know, if need be.

2:03

So before Telestack, ~ did you have experience in GTM engineering

2:07

or like what's your background?

2:08

Yeah, I came from a company called Qualified.

2:11

they they were recently acquired by Salesforce.

2:13

I started there as a B D R. I did sales outbound prior to that for

2:18

the last like five, six years.

2:20

I think the benefit of that is like I was able to see outbound back in the day,

2:24

you know, with your headset and your trackpad.

2:26

And then

2:27

to the motion where people are starting to use chat G P T to help with emails

2:31

and then now it's fully integrated into enterprise scale.

2:34

~ at qualified as a B D R was able to be there at an early period.

2:40

helped

2:40

them sort of frame a lot of their outbound frameworks to where we've seen

2:43

a lot of success. then we identified that on the outbound realm.

2:47

we saw a ton of success with our flagship product that qualified being

2:50

an inbound agent and then us creating outbound agents on the side.

2:54

I think we were able to see over like sixty million dollars

2:57

of agent generated pipeline there.

2:58

but yeah, it was great.

2:59

Now, the GTM engineer role is one of the fastest growing roles in go to market.

3:05

I think you mentioned 200% growth year over year.

3:08

There's so much noise around what it actually is and does.

3:13

Is it RevOps renamed? Is it outbound agencies rebranded with the use of some

3:18

~ some better products than they had years ago?

3:21

Out of

3:22

Curiosity, what what do you think the biggest myth about go

3:25

to market engineering is?

3:26

That's great question. I don't wanna hurt anyone's feelings.

3:29

But I think the biggest myth is that you can automate everything.

3:32

You can automate your go to market with one person or a number of agents.

3:36

I think that's an absolute myth that needs to be distinguished because it's also

3:41

hurting, you know, the expectations of what a go to market engineer does and

3:46

biggest part of my job currently is to set expectations with different levels

3:51

of our go-to-market and departments,

3:53

but also operate on that level.

3:55

So if you think I can automate outbound and get us unlimited revenue,

3:59

then you're gonna be very disappointed when I tell you like we need

4:02

to figure out who our ICP and map out all these and l align this,

4:08

make sure we're in compliance with security,

4:10

like all of that is the biggest myth.

4:12

So don't try and automate outbound because it shouldn't be.

4:15

There should be humans in the game.

4:16

Yeah.

4:16

And to be clear, like I was so interested in having this conversation because

4:20

you shot me some numbers, right?

4:22

Like ~ you created a solo outbound agent,

4:25

a team co-pilot ~ pilot agent,

4:28

and I'm seeing 190 meetings generated from the solo outbound agent

4:32

for like 15.4 million in pipeline source.

4:36

The team co-pilot agent 132 and 13.7 combining for Q1.

4:42

322 plus meetings and 29.2 million

4:48

in pipeline sourced. That's pretty incredible.

4:51

How long did it take to do that?

4:52

A long time. ~ it to it took about I would say it was always a work in progress.

4:57

I think that was the best iteration of it,

4:59

but it worked in tandem because we drilled in a real outbound

5:05

p ~ process done by humans that converted at a high scale.

5:09

So our our human team was really out there,

5:12

pipeline generation machine and we just scaled the highest converting workflows into

5:17

an agent and scaled that across a higher TAM.

5:19

instead of the other way around.

5:21

is

5:22

scaling across a higher TAM with unproven workflows,

5:25

right?

5:26

Yeah, and and you built quite a few workforces,

5:29

so to speak, different

5:30

Yeah.

5:31

agents or teams of agents to do different things.

5:33

Would love to be walked through like each of them,

5:37

like the end to end agentic outbound workforce,

5:40

the ICP qualification agent, and the problems you were trying to solve along

5:45

the way.

5:45

Sure, yeah, it's ~ it's I don't have access to the actual agents anymore,

5:49

obviously 'cause I'm I'm at a new company,

5:51

but I think there's

5:52

A great way that I look at look at it and I think of agent building

5:57

or an agentic layer to your go to market motion in seven different layers,

6:01

I think. In order to have any sort of agentic motion within your go to market,

6:05

you need these seven layers. And it's like layer one's the targeting,

6:09

the data, your ICP, right? Your triggers,

6:12

your signals.

6:13

Why are you reaching out to these folks?

6:15

your routing, decisioning which agent does what,

6:18

what is their decision-making capability?

6:20

Now then you need the content,

6:21

the assets. Are they just generic outreach or gong sequences or

6:26

are they hyper personalized? What are the campaigns and outbound plays they'll run?

6:30

And then the knowledge for that,

6:32

right? Agent battle cards for competitors,

6:35

for replies, for objections, value statements.

6:38

And

6:38

then I decide where does the human intervene?

6:41

Where is the decision making for approval?

6:44

And that always stays no matter what,

6:47

because if you know what you're doing,

6:49

you look at an email, you'll be like,

6:50

that sucks. If you don't know what you're doing and you see an email,

6:53

you'll be like, It made an email,

6:55

that's great, send it, right? we can also ingrain those into agents later

6:58

on as QA agents. But the biggest thing too is there needs to be

7:03

a layer for feedback. Like every week with my agents,

7:06

the reason

7:07

They

7:07

got so good so fast is because I treat them like their employees.

7:10

I'll ask them at the end of the week,

7:12

what did you do well?

7:14

What did you not do well? Where can you improve?

7:16

And how do you feel you did towards hitting your goal and your KPIs

7:20

and your metrics? And th they sometimes they'll outline everything you need

7:23

and then you can rebuild upon that.

7:25

And long term memory about all the highest converting ones,

7:29

similar to a human, like you get a good email that leads to a meeting,

7:33

let's study that. Let's replicate that.

7:35

So those are like the seven layers that I went by and how I build

7:38

all my agent workforces.

7:40

And they're all necessary.

7:42

So one cool takeaway there, and and I love I I think you have this written out,

7:46

right? Like in terms of the

7:47

Right.

7:47

framework. Can can you share your screen?

7:49

Cause we'll we'll dive into

7:50

Sure.

7:50

each layer.

7:51

Absolutely.

7:52

The part that I wouldn't be surprised if more teams aren't doing is they

7:56

is the goals you set for your agents,

7:58

similar to employees. Like can can you walk me through like the goal setting,

8:03

how you figured out what appropriate goals would be?

8:05

Did you just pick a a number out of the sky?

8:08

Did you use what the board wanted you to hit type of thing and then back channel,

8:13

which you don't want to give to any human directly because it's probably inflated.

8:17

~

8:18

How how'd you how'd you go set and level set?

8:21

And then how did you set that up?

8:23

Yeah, that's a that's a great question.

8:25

I think for any go to market engineer to establish goals you need to know,

8:30

first of all, what the goals are from the board level to the C level to

8:34

the VP level to the manager level to the B D R level,

8:37

right? Depending on what agent you're making,

8:38

because all of them have different goals aligned to the same goal.

8:42

So if our

8:44

Like I report to our chief sales and revenue officer.

8:47

Typically go to market engineers report to VP RevOps.

8:50

Like if their goal is to boost pipeline by one million for the next,

8:55

you know, two quarters, like that's their goal.

8:58

The managers that trickles into a metric goal of we need fifty more meetings

9:02

per month, something like that.

9:04

So understanding the world of every single leader and every single part of

9:08

the go to mo ~ market motion will help you sort of speak your language

9:12

and then establish

9:12

The goals for the agent. So if we have an agent that does only emailing

9:17

and the main goal

9:18

Out of curiosity, if in

9:20

your example, if you have to do 50 more meetings,

9:22

take your number, right? Like assuming 20% conversion rate,

9:27

whatever A C V.

9:28

How do you pick what the team owns and how to push humans?

9:31

And what does the agent take from that?

9:34

And is it like a sliding scale?

9:36

As the agent starts, you want the team to own more.

9:39

And then as the agent picks up,

9:41

the agent can own more.

9:42

Yeah, I think that's the the right way to think about it.

9:45

A crawl, walk, run approach, right?

9:46

For any organization. We have the agents start targeting known areas that

9:52

are lacking

9:53

like bandwidth from the team. So say maybe like pre and post event follow

9:57

up or there's a you know, a bucket that needs to be a attack but isn't

10:01

for some sort of reason, that's where we would put the agents to prove efficacy,

10:05

to prove, you know, their architecture and how they work across

10:08

the different systems. As they start to show more and more positive outcomes,

10:13

then they become more and more integrated with

10:16

all of our team. I think at my last gig we started that way and but by

10:20

the end of it, you know, it was a required KPI.

10:23

It was ingrained into the workflows of every single rep,

10:26

like you must use the agent for X amount of emails.

10:29

Now walking through this layer one targeting and data.

10:32

We know that this is an underrated challenge,

10:34

right? Like is it's not just my c ~ I'm working with companies over

10:39

a hundred employees in North America,

10:42

VP of RevOps, Tech.

10:44

go into Apollo and and and no shade on Apollo,

10:48

like go into your your tool of choice,

10:51

let's say, a single tool. Let's let's size up.

10:54

The TAM or the or the Sam, right?

10:56

Like how what what do you set up intricately to fine-tune that?

11:01

Right, I you hit the nail on the head,

11:02

right? Anyone can say we we target marketing folks,

11:05

we target IT folks, we target,

11:07

you know, cybersecurity folks in enterprise.

11:09

what does that mean? And again

11:11

For go to market engineers who come into a process where maybe they don't know

11:16

who they target or maybe there is no ICP,

11:18

you must have the knowledge to cr like sort of create that,

11:23

right? Understand the product that you're selling.

11:25

Know how that aligns with marketing.

11:27

I mean IntelliSec's been around for twenty years,

11:29

so they don't have, you know, that sort of problem,

11:32

but I can see areas where, you know

11:35

That's not clearly defined. You know,

11:37

tools like Apollo and Zoom Info have done a great job of incorporating their tools

11:40

into MCPs for you know agent use and for go to market engineers,

11:46

but they cannot decide the process nor the ICP for you.

11:50

it needs to be a mixture of RevOps,

11:52

marketing, sales, and then speaking with the BDRs themselves,

11:55

like who generates meetings? ~

11:57

Well, you s you said something interesting.

11:59

Your company's been around 20 years,

12:01

so they don't need that. I think that's a perception,

12:04

right? Like, like there might be more meat on the bone and there might

12:08

be quicker deal cycles to be had and more focus.

12:13

Did you find that? Like, like by by just like adding some a bunch of nuances there?

12:18

And again, I've only been here about six weeks,

12:20

so that is T V D.

12:21

Okay.

12:22

But I I think you hit the nail on the head.

12:23

There maybe there are other verticals that we appeal to that

12:28

we historically have not been able to reach out to,

12:30

and I think that's the beauty of the agents.

12:32

You'll learn very quickly that we may appeal to these or no that messaging does

12:37

not work, right?

12:38

What ~ what what tools are you using to create layer ones?

12:41

we use the info internally. obviously all the other AI tools like you know,

12:45

the L LMs like Claude, GPT. I'm a big fan currently of this tool called Vaughn.

12:51

They're made by ~ Rattle Rattle.

12:54

Yeah, I use them heavily. big fan of them and everything they're doing over there.

12:58

But I think that's h been helping me sort of establish this targeting layer,

13:02

so to speak.

13:03

Awesome. Walk me through layer two,

13:04

the triggered signal.

13:05

Probably one of the most but depending on the product,

13:08

one of the hardest things to identify,

13:10

right? The trigger we used to go based off intent,

13:13

right? Sixth intent, demand based,

13:15

marketing intent, MQLs, but I think with how much data is out there,

13:20

it's intent is almost dead, right?

13:22

It's more like why do we need to reach out to these people and why would they want

13:25

to take a meeting with us if we're talking about outbound?

13:28

So triggers and finding them

13:29

You can find this externally and I try with like z zoom info,

13:32

but I think it really comes from understanding the product.

13:35

I've watched over five hundred gong calls,

13:38

you know, with different industries and first ten minutes of any gong call they'll

13:41

tell you why they took the meeting.

13:42

To me that's a trigger if we see similarities there.

13:45

it's something that

13:47

Y like our internal data, every company's internal data is something that

13:50

no one else can query and what we have is a weapon.

13:53

External data is what agents and every other AI can find.

13:56

It's what makes it generic.

13:58

Yeah, so I understood. I I almost call them commoditized signals,

14:01

right? Like job change, funding announcement,

14:04

blah, blah, blah, blah.

14:05

Right.

14:06

They're a signal, but they're not necessarily signal you should act on.

14:09

the talk to me about operationalizing,

14:11

like so the first ten minutes of the call,

14:13

theoretically, you're probably able to just if if if you have the right setup,

14:19

query the call recording, the the the slew of call recordings and

14:24

say what's what's the first reason that they said or the most prominent reason.

14:30

Right. And then from there, how do you make an agent find that?

14:35

Like like what are some of the examples theoretically of of things people have said?

14:40

Yeah, and one caveat with that is you can query it and you can just ask an

14:43

AI to do that. But I like to watch them because the the translation of what

14:49

the AI thinks is the problem versus me having done outbound or having done sales

14:55

could be different, could differ,

14:57

could be the same, depending on the model you use,

14:59

but

14:59

You know, when the AE starts a disco calls,

15:01

like what prompted you to take the meeting?

15:03

You know, it's like does the A does the AI know if it's inbound,

15:07

outbound, partnership, renewal,

15:08

right? These are all different buckets.

15:10

Like if I'm in the business of net new meetings,

15:12

I need to know why they took this meeting and most commonly people have

15:16

a pain sort of like, you know,

15:18

this competitor is not working out for us or lately,

15:21

AI mandate, right? We have an AI mandate.

15:24

Or, depending on who it is, like C levels have more of a

15:27

broad

15:28

level pain, but then the tool owners,

15:30

the ones who feel the pain have direct product level pain that they need,

15:34

you know, help with. So understanding that,

15:37

then we can make our b battle cards,

15:39

value statements, intros, why,

15:41

right?

15:42

So different pains for different personas.

15:44

So you can get like real granular with with your outreach to a founder versus

15:48

a sales director.

15:49

At the enterprise level, like generic is not enough,

15:54

right? Like everyone is reaching out to that IT director or that,

15:58

you know, chief marketing officer of Netflix.

16:00

Like how many people are emailing them?

16:02

Like what is gonna make you stand out is telling leaders what they don't know about

16:06

their business. From five hundred calls we've seen,

16:08

people in your role typically feel this,

16:10

right? I mean obviously that's not the intro,

16:12

but that's how we become experts,

16:14

right?

16:15

more potent than I saw you commented on this competitors p of ours post.

16:20

You might be in the space. Although that signal shouldn't be discounted,

16:24

but it's probably not the main one.

16:25

Yeah. I mean it it's all just layers,

16:27

right? Like it's not the what we base things off of,

16:30

but the more the better.

16:31

Now layer three, routing and decisioning.

16:35

Taking that raw data and turning it into a decision.

16:37

Putting your best outputs or best decision makers brain into an agent,

16:42

right? If I'm the best outbounding rep on this company,

16:44

then I'm probably should be making the outbound agent.

16:46

If you're not and you walk into a company and they have a you know,

16:49

a bunch of BDRs doing well, like find out what the top BDR does and scale that.

16:55

where are the real inconsistencies within their own process and

16:58

Having the agent have that sorry,

17:01

go ahead.

17:02

no, go on you just stopping on the point,

17:04

did you say you should have the best outbound rep build the agent themselves?

17:07

Or work in tandem with them, right?

17:08

Like 'cause they know the ins and outs

17:09

A hundred percent.

17:10

of it, like, when you dupe check a lead in Salesforce,

17:14

this is the process, versus asking someone above that or using what you done before.

17:18

Like the every company has a different process for how CRM intake

17:22

or dashboards are made or how we generate leads.

17:26

Like those need to be ingrained for the company specifically,

17:29

not just, we can add fifty leads tomorrow and blow all through your Zoom info

17:33

or Apollo bank, right?

17:36

I love that. ~ working in tandem with the rep or the rep doing it

17:41

and and you bringing it into your ecosystem and fine-tuning it or integrating

17:46

it or both is something we don't hear enough about,

17:49

I think, right? Like it's kind

17:51

Yeah.

17:51

of like

17:52

if reps are doing something, they kind of I f I sense that they hoard

17:56

it as their secret sauce. building this culture.

17:59

Of finding the best way and letting the people involved do it.

18:02

Like I I just did that with my team.

18:04

Like we we brought on ~ somebody to to handle some GTME stuff,

18:09

but like I realized there was a disconnect between them and the team.

18:13

So I'm pushing the team to build what they need when they need

18:17

it and like communicate and like really take an ownership of that because.

18:21

Nobody who's not involved in the process is gonna know it as well as you.

18:26

They might know how to build it better than you,

18:28

but they're not gonna know what to build better than you.

18:31

One thousand percent. I think that's the best way to approach it.

18:34

And you know, companies ask me,

18:36

like, what's the first thing you'll you'll build when you get here?

18:39

I have no clue. I don't even know what the problems are,

18:42

right? Like, I'm gonna spend a lot of time understanding internally what's going on.

18:46

And areas where I'm not an expert in,

18:49

like I don't know product marketing as well as it should.

18:52

I don't know the intricacies of RevOps and building and all doing all that.

18:57

So I will lean on their expertise.

18:59

Like the agents in Go to Market are

19:01

a culmination of every single department's highest converting workflow.

19:05

So that way everyone agrees upon them.

19:07

It's not competing, it's only helping accelerate what's working.

19:11

E either highest converted or ~ i i if they don't have any or many,

19:16

biggest impactful one that you create together,

19:18

right?

19:19

Hundred percent.

19:19

Now what's the fourth step?

19:21

Content and assets. I think something that gets ~ skipped upon.

19:25

Can you scroll down a bit

19:26

the same way you train a BDR, like you give them sales enablement material,

19:29

but I think what a lot of companies have now because of AI is a lot of data,

19:34

a lot of AI enablement material,

19:36

all that good stuff, but they don't have context.

19:39

The agents need context, and that is what the AI go to market engineer would bring.

19:44

when you see a head of IT you say this.

19:46

You

19:46

when this reply comes, you say that.

19:49

If this comes, do that, right?

19:50

Like th these are the contextual knowledge that needs to be built

19:54

in from understanding of the role.

19:56

you take your sales enablement material on all your playbooks and then turn that

20:02

into agent what I call agent battle cards,

20:04

right? Like quick knowledge bases or context files that the agent

20:09

can reference when it comes across any scenario.

20:11

This will save you a lot of time in reiteration,

20:14

hallucination of the agents, misfirings,

20:17

bad emails, just a ton of like probably one of the more important parts.

20:22

Like the only thing that predicates an agent doing well is if it says

20:25

the right things.

20:26

Otherwise it's just AI slop like everything else and that is the last thing

20:31

you want and because you lose trust within the organization but then

20:35

it also hurts your your email domain,

20:38

all that good stuff.

20:38

Now, I think the word context,

20:40

you know, in the header here might be missing because sometimes content

20:44

and assets alone are based what the internal team thinks is best.

20:48

And and if you take that as is,

20:51

you'll stay on brand a hundred percent,

20:54

right? But it doesn't necessarily like like you don't know if that's

20:59

the best thing to show them.

21:00

Understood that if you're working for a bigger company going to the enterprise,

21:03

that the the best thing that's not in your queue of things might need

21:07

to get approved before before using it.

21:09

Understood. But ~ are you building in feedback loops in each one of these steps

21:15

to like say, like, okay, cool,

21:16

you gave me 50 pieces of content,

21:19

you classified it based on verticals,

21:22

personas, company size.

21:24

One like

21:24

I want to know because essentially your content and assets is your

21:30

hypothesis to tested hypothesis,

21:32

right? Like of what's

21:33

Yes.

21:34

of of what they need to see. And maybe it's work to get you here,

21:37

but you might not have a motion to get you further with with with that.

21:41

And and I'm say I'm I'm layering into layer four because sometimes the context

21:47

Isn't always used in the content because there might be new context that came

21:51

out since Claude dropped, you know,

21:54

their newest model, right? Like s like if if you're ~ if you're Canva

21:59

or something selling to the enterprise and you're having a fine time,

22:03

and then ~ Claude design drops,

22:06

and now you're hearing that time's not fine,

22:08

theoretically you could act quicker.

22:11

Than a content team, perhaps, like in real time.

22:13

You could test quicker, that's for sure.

22:15

Hundred percent. And

22:17

I lean on the expertise, like it say I were to create better content,

22:21

top of funnel content that I need for my messaging,

22:23

I'm in contact with every single leader of the go to market,

22:26

right? Like, can you approve this quickly?

22:28

Is this okay? Is this on brand?

22:30

This is my goal, this is my you know,

22:33

MO, this is what I'm trying to do,

22:35

this is what I'm trying to evoke,

22:36

and these are the results. Like every single change,

22:38

every single thing that I do needs to be aligned with every single part

22:42

of the organization. And that's from security

22:46

to marketing, to sales, to RevOps,

22:48

you know, on all different levels,

22:50

right? Like without the buy in of the leaders,

22:53

it it's n it's nothing.

22:54

basically what I mean by content and assets.

22:58

Like there's internal content and assets,

23:00

but then there's agent content and assets that you would need to create as a or,

23:05

you know, as a go to market engineer and like a value bank,

23:09

persona, buyer committees. If these aren't built yet,

23:12

you need to build them. All right.

23:14

Proof point libraries. You can probably get these for marketing.

23:17

If not, you gotta create them.

23:18

But then

23:19

even on a deeper level, you know,

23:21

outbound reps know, you know, if you're doing cold email,

23:24

exactly what hook or exactly what sort of plays to run.

23:28

GTM context, everything about your company.

23:30

Like these are our leaders. These are basically as if you're training a real BDR.

23:34

and nothing more, nothing less,

23:36

right? Enough to do its job. You don't want to give it,

23:38

you know, MCP access to every single system and then say,

23:41

just go find it.

23:42

You know, it's a waste of money,

23:43

and credits for sure. But yeah,

23:46

Are you are you having your agents add

23:46

these are sample

23:48

add suggestions to the knowledge base,

23:50

like this type of content or this came up in five different calls and

23:55

I don't see any content for it and stuff like that?

23:58

Yeah,

23:58

so like that's the the seventh layer which is like the the feedback loop.

24:02

Mm.

24:02

So if like they go about their week and they're like,

24:04

Hey, I don't know if you've noticed,

24:06

but like we we appeal a lot better,

24:08

you know, higher open, higher reply rate for these ten people,

24:11

I'm like, Okay, let's add that in and it'll add it in for you,

24:15

right?

24:15

I love that. ~ what's the fifth layer?

24:17

Yeah, let's go back to that.

24:19

And what I love the most about this,

24:20

all the best GTM teams operate like this,

24:23

but some people, when they're started,

24:25

they think that they could just take like

24:27

A tool, entered name of your favorite tool that allows you to create tables

24:33

of tons of ICP, layer in signals.

24:38

probably that everyone else is going after and just rip it and have success.

24:43

This isn't the year twenty twenty anymore.

24:45

That that actually probably worked in twenty twenty,

24:48

twenty twenty one, but like you have to be way more thoughtful.

24:51

Yeah, and maybe there is a difference between like an AI go

24:54

to market engineer versus just a GTM engineer,

24:58

right? Like are you orchestrating a system or are you operating a system?

25:02

and I think there's like maybe levels to that.

25:05

Well, we're talking about all fundamentals and

25:09

~ conversations internally that any engineer should probably be having.

25:14

And if they're not having it and and

25:16

People that use AI the most, probably will have the biggest internal conversations

25:21

before doing it. Right. And like the deepest and and spend a day like diving in,

25:27

talking tomorrow, like talking to different teams and then automating

25:30

the hell out of it. Right. Like.

25:32

Yeah, yeah.

25:32

I think that's what ~ Davida

25:33

at Clay said. He's like, you know,

25:36

I don't care about tools. Like we talk to understand

25:38

Yeah.

25:38

of of course we use clay, but if we didn't,

25:42

it would be fine. And ~ you know,

25:45

we're talking about these processes so much,

25:48

so in depth with humans. And then we're of course we're automating the heck

25:51

out of it.

25:52

That's the key thing, right? You cannot automate something that one

25:55

you can't do yourself. Like I don't go out and make coding agents because

25:59

I don't know how to code and I don't want to step tell people how to

26:02

do their job when I've never done it,

26:04

right? And I still stick to that,

26:06

right? I know how to do outbound very well,

26:07

you know, probably with the best of them.

26:09

So I'm able to automate that and I've learned about RevOps,

26:12

I've learned about marketing, I've learned about sales in general,

26:15

full cycle, right? And these are things that could be learned,

26:17

but we're not automating our AE's jobs because it takes a

26:21

long

26:21

time. Those are jobs that humans need to stay in the loop.

26:25

And I think, you know, that's a good segue like into layer five,

26:28

right? Delivery and compliance for say you're d I mean this is for email shops

26:33

or email outbound is probably easier than creating a voice agent.

26:36

But one of the more important things is delivery and compliance,

26:40

you know, with your IT department,

26:41

you know, with your company's domain and how you're sending emails through,

26:46

right?

26:47

when I see people say they've automated outbound,

26:49

they've sent ten thousand emails per day,

26:51

like the only thing I can think of is like ~ fried their domain,

26:55

right? And every y

26:56

So they have a they they have a hundred

26:58

rotating inboxes in a smart lead or something.

27:01

I

27:01

right. I mean that's great too as well,

27:03

but it's also like Google and what they're doing with Gmail

27:09

is preventing cold outreach. Like,

27:11

you know, they've never been a fan of it,

27:13

it's not a secret. Like they do a lot to protect their users in boxes from spam.

27:17

And there's a lot of it. AI slop going out at scale.

27:21

You know, and

27:22

You need to get past that by showing,

27:24

you know, familiarity with your prospects and not making it generic.

27:29

Like I used to train younger BDRs and I would tell them

27:32

Would you reply to that email or like what's different about that email?

27:35

And like the agents can do that at scale.

27:37

So when we think about delivering compliance,

27:39

it's how many inboxes are you using?

27:41

How many emails do they send per day?

27:42

Are they intelligently sending this?

27:44

Is it in compliance with your DCAM or your SPIF requirements?

27:49

What is your current domain health and then what tools are you using?

27:53

You know, outreach, gong and gange or pure Gmail,

27:57

right? Like does automation hinder open rates,

28:01

reply rates?

28:02

all that good stuff because if you're not tracking pipeline and revenue

28:06

you can't track pipeline and revenue in the first two weeks.

28:08

Maybe you can, right, depending on the organization.

28:10

But at the enterprise level, the first metrics you're gonna sort

28:14

of track are replies, opens, engagement,

28:17

sentiment of that, and overall efficacy of

28:21

the agents in architecture. You can't and if you said two thousand emails

28:26

and none of them got through, none of them got replies,

28:28

you have to know if that's you know,

28:30

a domain thing or if it's a messaging thing or if it's an agent thing

28:33

and you need to know fast. So you can fix it,

28:35

right?

28:36

Now are you also cold calling and LinkedIn in the delivery and compliance?

28:41

Because I I I I get that you might not have built an outbound agent

28:44

and and all indicators are it's not a good idea yet.

28:48

But

28:49

You are doing a lot of other things so that they cold call the right people

28:52

and maybe there's a signal for when they should pick up the phone or or

28:56

use their ~ power dialer or whatever there.

29:00

And then also there's looking at when cold calls come in spam and understanding,

29:05

you know, that's probably a function of the dialer,

29:08

I'm sure, but managing up to those people to

29:12

either get that to stop happening or or move to another solution.

29:15

And then with LinkedIn there's different nuances for deliverability

29:19

and different levels. Like are are

29:21

Yeah.

29:21

you

29:22

And it so I guess the question is like what are you doing with those networks?

29:25

And then like understand or I'm sorry,

29:27

expound on

29:28

Where the humans have to take initiative and and do something.

29:32

Yeah, that's that's a good point.

29:34

LinkedIn, very complicated channel,

29:36

but very lucrative in return. There's a lot of tools that quote unquote automate

29:42

and dodge their filters, but I am not a fan of those because LinkedIn is for what?

29:47

For connecting with professionals.

29:48

So if I'm an AE, if I'm a BDR,

29:51

like just do that yourself. Like you can't outbound it I you can outbound

29:54

at scale on LinkedIn, but you would have much better results if

29:58

you just personally message two sentences to the actual

30:02

high value contact that you want and research them,

30:04

right? Like we have agents that can identify who to reach out to.

30:08

We have agents that can surface the right phone number and the right prospect

30:12

to an AE or a BDR to call. But as of right now I don't like automating those

30:17

platforms. cold calling I don't pick up cold calls and I'm not even that high

30:21

up in the ring, right? So I can only imagine the efficacy of it depending

30:24

on the product, but

30:25

If we have an AE call, someone they're familiar with based on a trigger,

30:29

it's a highly relevant cold call and I'd rather have our AE's do twelve cold calls

30:34

to highly relevant people. You know,

30:36

like the agents follow the same principle.

30:38

They send we used to send a lot of emails per agent.

30:42

I was spent s probably sending like five hundred,

30:44

you know, back in the day, but now they send about thirty,

30:47

thirty-five. And our reply rate almost quadrupled.

30:50

And are you sending it from the core domain?

30:52

what y previously yeah.

30:53

At thirty to thirty-five, you could play with that.

30:56

Anything below fifty is probably fine,

30:58

to be honest, right?

30:58

Right. But

30:59

and I was running like twenty five different inboxes,

31:01

right? So then that's how you scale it.

31:04

Got it. And ~ and even when the AE or the SDR is required to do something,

31:09

like take an action on their own,

31:11

do you have systems set up to ensure that they hit the minimum number

31:16

of actions per day? Like essentially agents managing reps?

31:21

Not really agents managing reps.

31:23

I think everything that I make is tracked on a Salesforce dashboard somewhere,

31:28

right? Like it needs to be visible for all leadership to see.

31:31

So we like an agent dash that I create,

31:33

Salesforce fields that need to get put in there for tracking fields that

31:37

the agents are allowed to mark,

31:39

not mark,

31:40

These get marked daily basis, weekly basis and then we can track KPIs from there.

31:44

Similar to how you would with a human rep,

31:45

but never an agent being like you know,

31:48

like you have

31:48

Yeah, I know.

31:49

An agent micromanaging a human probably

31:51

Mm-hmm.

31:51

isn't good. A KPI saying you need to hit eighty percent of every human activity,

31:57

otherwise you don't get your bonus or whatever,

31:59

probably better on the macro scale,

32:02

right?

32:03

You know, you you bring up a good point,

32:04

like maybe if we have a rep who's,

32:06

you know, struggling a bit on metrics,

32:07

the agents can probably maybe identify that and,

32:10

you know, kind of supplement their their production on that end,

32:13

you know.

32:14

I think thinking through it, like I think putting a KPI to ensure that humans

32:19

do human things from an activity standpoint,

32:22

and I hate to say that if you trust your process enough,

32:25

like more activity doesn't mean more meetings,

32:28

sure. But like if you're giving them gold,

32:30

they should be hitting 80 to 90 percent.

32:34

of the gold understanding ten to twenty percent whatever and and then like

32:39

if they're not hitting their numbers and they're not hitting that,

32:41

then that's a flag. If they are hitting their numbers and they're not hitting that.

32:44

Dive in deeper to see like like what's working,

32:47

right?

32:48

Yeah, a hundred percent. And i it's interesting,

32:50

I mean, I don't think I've necessarily given the agents ever,

32:53

like, you need to hit five hundred because what I've seen with the model changes,

32:57

depending on what model you use,

32:58

like they will really try and hit that goal even if they're incapable of doing it,

33:02

like, you know, with a tool broken or something,

33:05

right?

33:05

I don't

33:05

think agents should be given that call,

33:07

but I think if you

33:08

Right.

33:08

say humans, you need to call these 20 people today because something they

33:14

did within the last 24 to 48 hours happened and it's gonna be like higher value

33:18

today. And then you tested

33:19

yeah.

33:20

it to see like, okay, let's let's test one group without this,

33:23

right? Like and and see like who's calling 72 days later,

33:27

see like the success on those.

33:29

Prime ICP layered with signals,

33:31

people based on that. And then you could like reverse engineer like what

33:35

the timeline needs to be if there needs to be a timeline.

33:38

Because maybe maybe just calling that quarter is fine.

33:41

Yeah,

33:41

yeah. I mean it it's all about timing and you know,

33:45

how fast you reach out to the person during their period of interest,

33:48

right? It's like how can how can we get you in for a meeting when you're interested

33:51

and if you're not, how do we boost that intent 'til we get there and you know,

33:55

the agents can help with both of those things.

33:57

Let's go to layer six, human in the loop.

33:59

I I I feel like I keep foreshadowing the next step here.

34:03

Yeah, y you're helping me out here,

34:04

but essentially it's it's what we've been talking about this whole time.

34:08

There in my world, in my perspective,

34:10

there will never be a point in time where my agent w will run without

34:15

me in the loop. I'm not saying I approve every single task,

34:19

you know, think of it, you know,

34:21

a company that we use or a vendor that we use relevance AI,

34:23

they have a great analogy about agents being like a Tesla car,

34:27

right? Like you start off with supervised and then

34:30

Full self-driving with supervision and then you go full autopilot,

34:33

you know, where you're not looking at the road,

34:35

hopefully not. But agents are so sort of the sim similar like pathway.

34:39

If we have a low-value task but needs a lot of mass you know activity towards it,

34:45

say like cleaning out, you know,

34:48

an Excel shoe, whatever, right?

34:49

Filing these, organizing that,

34:50

like maybe you can run that on autopilot.

34:52

But anything customer facing, anything that goes out with you know

34:57

our AE's names BDR's names.

34:58

names my name, maybe we'd have a checkpoint in there.

35:01

trust comes from, you know, the quality and the production of it.

35:05

Obviously when we were sending like thousands of emails per day,

35:08

I was unable to check a thousand of them,

35:10

but I would check, you know, each campaign,

35:12

look at a couple, and then send the rest through.

35:15

I think that's sort of like the realm that it lives in.

35:18

But then as a go to market engineer you have to know what good looks like.

35:21

is this a good email? Like when leaders are saying why is it not working,

35:24

you need to have an answer that is correct and then a solution.

35:28

Not just our domain's bad or ~ the messaging sucks.

35:32

Like you're in charge of that,

35:33

no? So always knowing what approval loops to have,

35:37

anything customer facing really,

35:38

~ I have as a supervised.

35:41

And then how do you set up the feedback loops?

35:42

As of late, I mean the the building has become so,

35:45

you know, advanced these days.

35:47

I set up all of my frameworks and all of my decision making almost like

35:52

as if I'm their manager and I put that into an agent.

35:54

and I put you know today's best building practices.

35:58

Maybe I can show you what that looks like.

36:01

we'll see if I can pull this up.

36:03

But essentially I have this agent

36:06

I

36:06

used to do it manually and I still do,

36:07

but nowadays I have this agent check all the other agents running as

36:12

a separate it's separate from you know the other builds so that it's more siloed

36:19

and then it can rank, organize,

36:21

and then judge efficacy of them.

36:23

Let's see if I can pull it up here.

36:25

And we have

36:26

Yeah, here.

36:27

Can you see this agent right here?

36:29

Yes, you meant the

36:31

Yep.

36:32

This is relevance AI, the platform we use for hosting,

36:35

but essentially this

36:36

they're a sponsor of RevGenius.

36:37

Absolutely love them. What a nice platform.

36:40

Love them, yeah. Big fans of them and essentially it's like just has

36:44

all the rules and then you'll see like knowledge bases you can input here.

36:49

when it runs though, this is what I get back either via Slack,

36:52

via email, whatever have you. I mean I'm in this platform probably daily.

36:57

I said every day give me a check on each of our agents.

37:00

What is broken? So this agent that it did here

37:03

I had a broken template, tool references were wrong,

37:06

overall health score seventy five out of a hundred.

37:08

similar to like a manager looking at their their reps.

37:11

So

37:12

We need to know what to do and then how to optimize it.

37:15

This agent also has the ability through relevance MCV to fix its agents that

37:20

it sort of optimizes. So if it checks an agent says this tool needs fixing,

37:24

it fixes it. And then we're good to go for the next day.

37:27

that's how I check now, that's the feedback loop I'm doing,

37:30

but before that, obviously it's very manual,

37:32

which is okay, and I think in the beginning it needs to be.

37:35

But yeah. Arguably the most important step is that feedback loop

37:38

and that optimization 'cause goals change,

37:40

messaging changes, everything changes so fast,

37:43

especially if you're working for like a giant startup or,

37:45

you know, a fast moving company.

37:47

How much of that feedback loop skills customized to what you're building

37:50

now and like is that shareable?

37:52

~ I mean I can give you a shareable version.

37:55

Yeah. 'Cause I'm sure there there's some nuance.

37:59

If you could point out the parts that would need to get changed or deleted

38:03

or or whatever to make

38:05

Yeah.

38:05

it more universal.

38:07

Yeah. Yeah I'm

38:07

That'd be great because that would be a good

38:09

~ that'd be a good grab for this because I think right now it's probably just like

38:13

build me a skill that looks at feedback,

38:15

looking at A, B, C, and D. And I'm sure that might have been your day

38:19

one and you've probably fine-tuned it quite a bit since.

38:23

So you probably save a lot of people some time.

38:25

Yeah. I would advise people now with the Claude recorder skill is just

38:30

try it out and then give it to an agent and then see what see what it thinks.

38:34

I haven't done that personally,

38:35

but something on my bucket list.

38:36

~ I

38:38

I have conversations and then ~ and then build a skill based on that

38:43

as a starting point. To take a skill from somebody else and bring your own.

38:48

I

38:48

believe it works if you understand where to nuance and stuff and and do all that,

38:53

but just to put it in and rip is probably dangerous.

38:56

I have a a hypothesis that shared skills probably have a high churn rate because

39:03

people aren't doing the extra work to

39:05

Make it unique to them.

39:06

Got it.

39:07

I could be way off.

39:08

Who knows, right? Who knows? We'll we'll have to see.

39:10

And

39:11

Angelo, this has been a great conversation.

39:13

Thank you for for walking me through this.

39:15

How could people get in touch with you?

39:16

Yeah, find me on LinkedIn. ~ we can share my Notion page.

39:20

~ always happy to connect with folks,

39:21

especially on the RevGenius community.

39:23

I love what you're doing here and spreading the good word and there's

39:26

a lot of builders out there I think who are doing great things and it's it's awesome

39:30

that you're highlighting that.

39:31

Let's go.

Interactive Summary

Angelo Quiambao, a Go-to-Market (GTM) Engineer at Intellistack, discusses the strategic integration of agentic AI into business workflows. He emphasizes that successful automation requires a deep understanding of core human processes rather than just replacing them. Quiambao introduces a seven-layer framework for building and scaling effective GTM agents, including targeting, signaling, content creation, and a critical human-in-the-loop feedback system. He argues that the key to standing out is delivering hyper-personalized, value-driven interactions, and he warns against common myths, specifically the idea that outbound can be fully automated without human oversight.

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