Sales strategy / Fractional CRO
Define how the team should sell, then make that the operating cadence.
- Stage definitions and exit criteria
- Pipeline review cadence
- Forecast process
- Outbound vs. inbound motion
- Hiring and ramp: person vs. system
The offer
The fractional CRO who also builds the GTM system
Most Seed and Series A companies do not fail for lack of a CRM. They fail because a founding AE is selling and also trying to automate the job in tabs, stages mean different things to different people, and nobody owns both the sales process and the build. Lumify is one engagement: we define how the team should sell, then ship the systems that enforce it—in Salesforce, Apollo, LinkedIn, and Slack. Not another platform.
Why they sit together
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: technology does not solve the problem if nobody decided the motion and no one is leading it.
We decide what “qualified,” “next step,” and “commit” mean. Then we connect CRM, inbox, Slack, and sequences so those definitions are the default in the tools the team already opens.
One offer, two capabilities
GTM automation and agents
Build the workflows that enforce those decisions in the existing stack.
- External signals—funding, leadership, news—with a next step
- Living account plans and buying committee
- Personalized outbound with CRM writeback
- Meeting prep, follow-through, and a daily brief
- Forecast and stage hygiene
What this looks like in production
Three implementations for an AI infrastructure company. Full write-ups on the use cases page.
External signal monitoring
Funding, leadership, and news. Salesforce account-owner lookup. Slack alert with a next-step hypothesis. The AE who owns the relationship hears the event first.
Living account plans
Deep web research, LinkedIn, Apollo enrichment and sequencing, Salesforce notes. The plan still matches the market a week later.
Forecast and stage hygiene
Exit criteria in Salesforce. Stage and forecast status stay current. Exceptions surface before the weekly review.
The other jobs a founding AE already knows they need
These are the same sales jobs larger platforms productized for enterprise. Seed and Series A teams need them in the stack they already pay for. Typical first builds—not additional anonymized client stories. We start with one.
Typical build
Buying committee
People still in the seat, with a reason they are on the list, before anyone is sequenced.
Typical build
Personalized outbound
Drafts from the current plan into Apollo. Activity writes back. Review before send.
Typical build
Meeting follow-through
A brief before the call. A recap, next step, and CRM update after.
Typical build
Daily priority brief
Signals, stale deals, and drafts waiting on a human—one morning list.
How we use AI
Agents on live APIs—not a chatbot overlay. 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. Enrichment and sequencing through Apollo. Write-back to Salesforce. A person only when judgment is required.
Who this is for
Founder / founding AE / GTM operator
Seed or Series A. Hiring the first seller—or already wearing that hat—and trying to automate sales without the sophistication to build it. You need the motion defined and one workflow that runs.
Head of Sales / CRO
The motion exists. Stages are mush and follow-up falls through. 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.
This is not a Zapier-only shop and it is not an enterprise GTM platform. The fit is a company that needs someone who has run a revenue organization and can still connect the systems and leave the team with something that runs on Tuesday morning.
How you buy
Three named motions. The diagnostic can conclude “don’t build this.”
1. GTM Diagnostic
Free 30-minute review. Optional assessment that maps process, systems, and priority—and can stop there.
2. Motion Build
One workflow that enforces a process decision—external signals (funding, leadership, news), a living 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
Pipeline review, stage discipline, and ownership of the system as the motion changes.
Keep the software your team already knows.
Salesforce, Slack, Apollo, email, and billing stay. We automate the work between them.
Your data stays under your control.
Scoped access. No employee passwords. Lumify-managed or your cloud. Read how access works.
Common questions
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.
Is this a replacement for hiring a full-time CRO?
No. Fractional CRO is for teams that need sales process and GTM systems now. A full-time CRO or Head of Sales is often the next step once the motion is running.
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 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.
Can you work remotely?
Yes. Engagements are remote. The stack is what matters, not the zip code.