Use Cases

Your GTM Problems.
Solved by GTM Workflow, Powered by Tapistro

Real Plays. Real Pipeline. Delivered by Tapistro.

Tapistro's Agentic GTM platform helps sales, marketing, and RevOps teams unify signals, enrich data, and orchestrate personalized outreach all in one place. See how teams like yours use it.

Sales Leaders

These are wins we delivered for sales teams who were done waiting on lists and ready to run pipeline on autopilot.

SaaS
Mid-Market
Automated Outbound

Fully Automated Outbound at Scale

A mid market SDR team was spending most of their week researching leads that never converted. They needed pipeline volume, not prep work.

How Tapistro Delivered:
1

The team built lists of accounts from deanonymized web traffic and data sources within Tapistro, matching their ICP filters

2

Tap AI Agents enriched each account with contacts, tech stack, hiring signals, and funding activity

3

Accounts were micro-segmented into ICP tiers (such as Tier 1, 2, 3) by Classification AI Agent

4

Personalized email sequences auto-launched directly from the team's mailboxes 1:1, not bulk

5

One time setup without any duct taping. Team could see leads status via step reporting.

10x outbound volume. Zero new hires.
SDRs stopped burning time on list research and started running personalized multi-channel sequences at 10x the volume. Pipeline grew without growing headcount.
SaaS
Mid-Market
Real time Buying Signals

Act on Job Change & Hiring Signals Instantly

A sales team kept losing deals because champion changes and new VP hires at target accounts went unnoticed for weeks. By the time they found out, a competitor had already moved in.

How Tapistro Delivered:
1

Tracked job changes for target personas across various sources in real time

2

Lead scores were assigned automatically using Tapistro's AI Agents built to compute scores based on actions

3

When a score threshold was met, leads were classified into branches and a personalized outreach sequence triggered automatically

4

SDRs received Slack/Teams alerts only for high-priority accounts that needed a human touch

First in the inbox. Every time.
The team focused entirely on conversations, not surveillance. Not a single signal was missed.
Saas / IT Services
Mid-Market
AI Research

Deep Account Research at Scale Before Every Call

A sales team could manually research 20 accounts per week. Their TAM had thousands of targets. Sellers were going into calls underprepared, intel quality was inconsistent, and the research backlog was blocking the entire pipeline.

How Tapistro Delivered:
1

Tap Al Agents went deep on each account across multiple research layers: analysed the company's tech stack to identify cost, redundancy, and simplification opportunities relevant to the product pitch; reviewed open roles to infer hiring intent and likely operating model changes; and parsed investor decks to surtace the pressure points most
relevant to the solution.

2

Fine tuned Tap AI Agents summarised research into rep-ready briefs

3

A unified account view merged CRM history with real-time intel in one place

4

Personalized email and call scripts were generated per account and person using all the information in Tap Content Generation AI Agents

2,000+ accounts researched per week.
The team scaled from 20 accounts researched per week to 2,000+ without adding a single analyst. Every seller entered every call with standardised, accurate intel.
B2b Saas cOnsulting
Mid-Market
Warm Introductions

Find the Warm Path In Before You Reach Out

A mid market sales team was targeting senior engineering leaders at a shortlist of high-priority accounts. All were in-market and worth a personalized approach. The challenge was that the team had no existing relationships and no obvious way in. Cold outreach to these accounts was getting ignored.

How Tapistro Delivered:
1

Relationship Mapper was added as a step inside the team's Tapistro Journey

2

It mapped hidden connections between team members and target contacts across every account in the workflow

3

Each mapped contact surfaced the connector's name, shared company history, connection strength, and how long the relationship overlapped

4

High strength connections were flagged and prioritised for warm introduction requests

5

The team reached out to connectors directly with context, skipping the cold email entirely

One hidden connection. From cold to warm outreach.
A colleague who had gone to university with the VP of Product at one of the top target accounts. The team asked for the intro, got the meeting, and what would have been a cold email became a warm hello. High-priority accounts are now approached through the network first, cold outreach second.

MARKETING TEAMS

These are wins we delivered for marketing teams who needed every campaign, event, and website visit to convert into real pipeline.

Saas
Startup
Capture Website Visitors

Convert Anonymous Website Visitors into Pipeline

A SaaS company was investing heavily in SEM and organic but had no way to identify or act on high value visitors in time. Paid retargeting was their only lever and it was expensive with diminishing returns.

How Tapistro solves it
1

Person level de-anonymisation identified who was on the site via integrations with RB2B, Factors.ai, and Squid

2

A CRM filter automatically removed existing customers, competitors, and open deals from the pool

3

Accounts were enriched with job posting data, hiring status, geo, and industry signals

4

Over 20 micro-segments were created, each receiving a unique multi-channel sequence

5

Fully automated email, LinkedIn Ads, and calling cadences ran 24/7 without any manual intervention

30% increase in meeting bookings for the same SEM ad spend.
The entire motion ran fully automated, 24x7.
Manufacturing
Mid-Market
Events and Webinars Outreach

Event Attendee Follow-Up with Precise Targeting

A manufacturing company walked away from a major event with 40,000+ attendee names but the data was fuzzy no domains, no job titles. They had two weeks before recall faded and manual processing was not an option.

How Tapistro solves it
1

The raw attendee list was uploaded and Tap AI Agents enriched every record with company, title, email, and phone

2

Custom industry classification was applied by Tap AI Agents to niche verticals such as Mortgage Brokers

3

Records were micro-segmented by ICP match, geo, and persona type

4

Industry specific email campaigns launched within days, not weeks

5

High value ICP accounts were immediately routed to calling cadences

300+ ICP accounts identified and actively targeted within days of the event.
No leads went cold and outreach was real-time.
FinTech
Startup
Monitor Social Signals

Turn LinkedIn Ads Engagement Into Pipeline Instantly

A FinTech startup had a consistent strategy to build and ship LinkedIn ads but had no system to act on the engagement data and use those insights.

How Tapistro solves it
1

Tapistro pulled LinkedIn ad engagement data such as Impressions and Clicks in real time for target accounts

2

This engagement data was profiled: ICP match, existing customer, competitor, or new prospect

3

New ICPs were enriched with email, phone, and role and made ready for outreach

4

An automated sequence triggered based on engagement type and ICP score

100+ new ICP accounts were surfaced from LinkedIn ads engagement alone.
50+ leads were enriched and enrolled in personalized sequences within 24 hours.

OPERATIONS (RevOps, MOps, Sales Ops)

These are wins we delivered for RevOps teams who were done firefighting bad data and broken handoffs.

Pharma
Enterprise
Data FOUNDATION

CRM Enrichment & Data Foundation That Actually Works

Outdated records, missing fields, and high email bounce rates were destroying a team's automation ROI and sending SDRs after non-prospects. Every campaign required a manual data sprint before launch.

How Tapistro solves it
1

Account Enrichment ran continuous enrichment cycles on the CRM automatically

2

Waterfall enrichment pulled from Apollo, NeverBounce, Wiza, and Tap AI Agents

3

Tapistro's cutting edge Person-search-Tap Al Agent could even discover new contacts filling gaps. These are specially helpful for small business where the databases typically fail.

4

Missing fields were populated: job title, phone, LinkedIn, company size, and industry

5

Email validation eliminated bounce risk before any campaign fired

6

Lead scores were updated dynamically as new behavioural signals flowed in

Eliminated manual research. Strategic shift in GTM motion
No more data sprints before campaigns. The CRM stayed live, clean, and scored every single day.
Dev Saas
Mid-Market
Orchestration

Multi-Channel GTM Orchestration Without the Stack Tax

A RevOps team was managing 6 different tools for email, LinkedIn, calling, ads, and CRM with zero coordination between them. Every handoff was manual and error prone. Campaigns launched late. Signals got lost.

How Tapistro solves it
1

A single drag-and-drop workflow builder unified all channels in one place

2

Branching logic reacted to clicks, opens, and pipeline stage changes in real time

3

Email, calling, Slack alerts, and paid media were all orchestrated from one canvas

4

Pre-built connectors to CRM and other outbound channels teams used such as Smartlead were activated

5

One time setup without any duct taping. Team could see leads status via step reporting.

Zero error GTM handoffs achieved
Every signal, sequence, and channel was coordinated from one place. Marketing and Sales finally worked from the same playbook, in real time.
Services
Mid-Market
ICP Segmentation

Dynamic ICP Segmentation That Stays Current

A GTM team's ICP was defined 12 months earlier. Market dynamics had shifted. Their scoring model was static and their segmentation no longer reflected who was actually buying. They were chasing the wrong accounts.

How Tapistro solves it
1

ICP profiles were defined, tested, and iterated using attribute and behavioural segmentation

2

A unified account view merged intent data, third-party sources, CRM history, and engagement data

3

Real-time signals including hiring, funding, and tech changes, automatically updated ICP scores

4

Micro-segments by geo, industry, hiring status, and tech stack were created without manual lift

5

Accounts were automatically routed to the correct campaign or sales sequence

Living segmentation delivered. ICPs updated with the market.
The team engaged prospects exactly when readiness peaked, not three months later.
Saas
Mid-Market
Precision Targeting

Build Exact-Fit Prospect Lists Using Keyword Based Person Search

A B2B SaaS company needed to reach prospects with hands-on experience using a specific PSA platform. The challenge was that this detail lived buried in LinkedIn profile summaries and headers, not in standardised job titles. Title-based searches returned thousands of irrelevant contacts and the SDR team was spending hours manually scrubbing lists before any outreach could begin.

How Tapistro solves it
1

Keyword-Based Person Search was used to search across LinkedIn profile summaries, headers, and skill sections

2

Search terms targeted specific tools, technologies, and experience rather than job titles alone

3

A precise contact list was built in minutes using terms relevant to the product pitch

4

Contacts were enriched with email, phone, and firmographic data automatically

5

The clean, qualified list was pushed directly into the outbound workflow for immediate activation

3x increase in qualified leads per list than traditional methods.
The SDR team spent zero time on manual list scrubbing and focused entirely on outreach. Reply rates were 40% higher because every message was relevant to what prospects had actually worked with.

Founders, CxOs & Growth Leaders

These are wins we delivered for leadership teams who needed AI-powered GTM execution that scaled without headcount.

Saas
Growth-Stage
Growth

Grab Market Share When a Competitor Exits

A Dev Tools SaaS company learned a major competitor was leaving the market with a hard deadline. They needed to reach 1,000+ ICPs fast with multi-channel outreach. Their team could not move fast enough manually.

How Tapistro solves it
1

Real-time signal collection identified all accounts using the exiting competitor

2

Waterfall enrichment found the right contacts at each account instantly

3

Multiple ICP tiers were segmented: hot accounts received calls, warm accounts received email and LinkedIn outreach

4

CTAs were tailored to audience readiness - webinar invites for awareness-stage prospects and 1:1 meeting requests for high-intent accounts

5

The entire motion was launched in days, not weeks

Reply rates increased by 40%.
Webinar attendance was significantly higher than baseline. A large pipeline was built in weeks and first-mover advantage was captured at scale.
SaaS
Mid-Market
Growth

Lower CAC by Making Every Ad Dollar Work Harder

A SaaS company's SEM and organic traffic was growing but their only retargeting lever was more paid ads, creating a cycle of increasing spend with diminishing returns. High-value visitors were leaving without any follow-up.

How Tapistro solves it
1

High value visitors were identified at the person level, not just the company level

2

Customers, competitors, and open deals were automatically filtered out via CRM sync

3

Each visitor was enriched and scored, then routed to email sequences, LinkedIn automation, or an SDR call

4

Multi-channel nurture ran automatically with no additional headcount required

30% more meetings booked with zero increase in ad spend.
The motion ran fully automated, 24x7.

The Core Capabilities

THE #1 AGENTIC GTM PLATFORM

Lead Generation

Discover new companies and contacts with AI driven precision. Expand your pipeline by identifying high-quality prospects matching your ICP from web, Apollo, and proprietary sources.

Signal Monitoring

Stay ahead of every buying signal. Track job changes, company events, LinkedIn activity, and market movements as they happen and act immediately.

Lead Activation

 Engage leads at the perfect moment with AI-powered outreach across email, LinkedIn, calling, and paid media, all personalized 1:1.

Data Foundation

Replace manual data cleanup forever. AI-powered automation keeps your CRM clean, unified, and actionable, ensuring data quality and consistency across your entire GTM ecosystem.

See Your GTM Playbook in 30 Minutes.

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