Slack
The thread where the real next step was said.
Fractional CRO + GTM automation
The sales process and the system that enforces it
One engagement. We define how the team should sell—then wire Salesforce, inbox, Slack, and sequences so Tuesday morning matches the model.
The operating cadence and the agents that enforce it, in the stack you already have.
- No CRM replacement
- No internal engineering team required
- Strategy plus the build
One engagement
You came for consulting, or you came for automation. You need both.
Teams looking for a fractional CRO or GTM advisor get a recommendation the team cannot implement. Teams looking for GTM automation get workflows with no motion behind them. Strategy without a system does not run. A system without strategy does not either. Lumify is the same seat: we decide how the team should sell, then build it in Salesforce, Slack, Apollo, and email.
Consulting
Sales strategy / Fractional CRO — define how the team should sell, then make that the default in the tools they already open.
Stage definitions and exit criteria
Pipeline review and forecast
Codify opportunity knowledge
Automation
GTM agents — build the workflows that enforce those decisions in Salesforce, Slack, Apollo, and email.
Signals, living plans, buying committee
Outbound, follow-through, daily brief
Fully prepared account team
The problem
The founding AE is selling—and trying to automate the job by hand.
Seed and Series A teams already know the workflows they need. They do not have RevOps, a GTM engineer, or a reason to buy an enterprise sales platform. Research lives in ChatGPT tabs. Sequences fire without writing back. Nobody owns both the definition and the build.
- A first AE stitching research, lists, and sequences on Sunday night
- Account plans that die the week after the QBR
- Funding, leadership, and news that land in a newsletter instead of the owner’s Slack
- CRM records that nobody updates
- Forecasts built beside Salesforce, not in it
- Sequences that fire without writing back
The content
Enterprise GTM knowledge already lives in silos. Small teams have the same fragments—and no RevOps to stitch them.
The call is in Gong. The plan is a Google Doc. The objection landed in Slack. The stage sits in Salesforce. The follow-up is still in email. A large team staffs people to pull that together. A Seed or Series A team has a founding AE opening five tabs. Lumify is the GTM system that unifies that content—process plus the build—so a small team can run the same motion.
Google Docs
The account plan that went stale after the QBR.
Gong
The recording that never wrote back to the CRM.
Salesforce
The system of record the team does not trust.
The follow-up that lives only in someone’s inbox.
One motion. The files stay where they are. The next step does not.
The jobs
The automations early GTM teams already know they need
These are the same sales jobs larger platforms productized for enterprise. Seed and Series A teams need them in Salesforce, Apollo, LinkedIn, and Slack—not another system to learn. Three of them are in production. The rest are typical first builds. We start with one.
External signal monitoring
In production
Funding, leadership, and news reach the Salesforce owner in Slack—with a next step attached.
Living account plans
In production
Market, competitors, people, and CRM notes stay current after the QBR slide is stale.
Buying committee
Typical build
People still in the seat, with a reason they are on the list, before anyone is sequenced.
Personalized outbound
Typical build
Drafts from the current plan into Apollo. Activity writes back to Salesforce. Review before send.
Meeting follow-through
Typical build
A brief before the call. A recap, next step, and CRM update after—without a second admin pass.
Daily priority brief
Typical build
Signals, stale deals, and drafts waiting on a human—one morning list, not six tabs.
Forecast hygiene
In production
Exit criteria in Salesforce. Exceptions surface before the weekly review.
How we use AI
Agents on live APIs—not a chatbot overlay
AI sits last, inside a defined workflow. Classify the work, decide whether a person should be interrupted, then write the result back to the system of record. That is the attention layer: research and routing, not another inbox.
- Public-web monitoring for funding, leadership, and news that should trigger a next step
- Classification and routing: interrupt an AE, or handle it without them
- People research, enrichment, and sequencing through LinkedIn and Apollo
- Write-back to Salesforce: notes, activity, stage, and forecast
- Human interrupt when judgment is required
Who this is for
Seed and Series A teams hiring the first AE—not buying an enterprise platform
Founder / founding AE / GTM operator
Seed or Series A. You are hiring the first seller or already wearing that hat. You are trying to automate sales in Salesforce, Apollo, and Slack, and do not have the sophistication to build it. You need the motion defined and one workflow that actually runs.
Head of Sales / CRO
The motion exists. Stages are mush, follow-up falls through, and the forecast does not match Salesforce. Process and the build still belong in the same seat.
Not a fit
A chatbot overlay, ripping out Salesforce, a full-time CRO replacement, or one monolithic platform to replace the stack. Those are different buys.
How you buy
Three named motions. You always know which one you are in.
The diagnostic can conclude “don’t build this.” That is the point. You do not need a 90-day ROI claim. You need an honest next step.
1. GTM Diagnostic
A free 30-minute review of how you sell and the stack you already have. If the work is worth scoping, an assessment maps process, systems, and priority—and can stop there if the number is not there.
2. Motion Build
One workflow that enforces a process decision: external signals (funding, leadership, news), a living account plan, buying committee, outbound, meeting follow-through, a daily brief, or forecast hygiene. Fixed scope, connected to the systems you already use.
3. Fractional operating cadence
Ongoing sales-operating support: pipeline review, stage discipline, and ownership of the system as the motion changes. Advisory and the build stay together.
The stack
Fluent in the tools GTM teams already run
Salesforce, Slack, Apollo, LinkedIn, and email stay. We connect them. Names below are examples of systems we can reach—not partnerships.
- Salesforce
- HubSpot
- Slack
- Apollo
- Google Workspace
- Gong
- Microsoft 365
- n8n
- Zapier
- Stripe
Access
OAuth, APIs, webhooks, and scoped credentials. No employee passwords. Lumify-managed hosting or your cloud.
FAQ
The questions teams ask before they sign
How is this different from hiring RevOps?
A RevOps hire usually needs the process already decided. We start with how the team should sell, then build the CRM workflows and integrations. Some clients later hire RevOps to own what we stood up.
How is this different from a CRO or sales leader who does not implement?
Sales executives, CROs, and other leaders own the strategy. They often cannot implement the recommendation themselves, so execution is what is missing. The inverse is also true: tools do not fix GTM without that strategy and leadership behind them. We define stages, routing, and forecast—and ship the systems that enforce those definitions in the tools the team already opens.
Is this the same as buying Clay, Apollo, or another sales tool?
No. Those tools stay. We define the motion they are supposed to support and connect them so activity writes back to the CRM. Buying another sequencer without stage definitions just creates more noise.
How is this different from an n8n or Zapier shop?
An automation shop will connect anything you specify. They usually will not decide what qualified, next step, or commit means. We start with the sales process, then write the workflow. n8n and Zapier can be part of the build when they fit.
Is this a replacement for hiring a full-time CRO?
No. Fractional CRO is for teams that need sales process, pipeline cadence, and GTM systems now—not a full-time executive hire yet. When the motion is defined and the stack is running, a full-time CRO or Head of Sales is often the next step.
Do I need to replace Salesforce or HubSpot?
Usually no. We connect the CRM, email, Slack, sequences, and other tools you already use rather than moving you onto a new platform.
Is this a replacement for a single GTM platform?
No. Some enterprises buy one platform to run every revenue workflow. Lumify is for Seed and Series A teams that need those same jobs—signals, living account plans, outbound, meeting follow-through—built into Salesforce, Apollo, LinkedIn, and Slack.
Do drafts go out or stages change without a person?
No. Outputs are reviewed before they hit a sequence or change a stage. The system watches, drafts, and flags. The AE or founder decides.
GTM Diagnostic
Book a 30-minute review
Thirty minutes on how you sell today, the stack you already have, and whether process or automation would close the gap. Specific ideas—not a generic AI presentation.
If the work is not worth building, we will say so.
Thanks — we received your note
We’ll review what you sent and reply shortly with next steps.
Next step
Start with one bottleneck—and the process decision behind it
You don’t need a full RevOps rebuild. Start with one handoff, one stale account plan, or one forecast that nobody trusts.
Book a 30-Minute GTM Diagnostic