🎯 Ideal for: Series A–C companies, messy stacks, or teams preparing for scale.

Overview

Your systems are only as strong as their foundation. We design the connected data and process architecture that powers your GTM engine - unifying Salesforce, HubSpot, Clay, Gong, and Data Cloud so every team operates from one reliable source of truth.

You Get

• Current-state audit: process, objects, integrations, and data health review.

• Future-state blueprint: scalable data model, user flows, and integration plan.

• System map: clear visibility of how leads, accounts, and opportunities move end-to-end.

• Reporting layer design: KPIs, attribution logic, and forecasting structure.

• Risk & debt plan: prioritisation of what to fix now vs. later.

• Execution roadmap: effort vs. impact plan for scalable rollout.

• Composable architecture design: data, CRM, agent and observability layers mapped to your stage and stack, so you're not locked into a monolith.

• MCP and integration layer: standardised, agent-ready connections (MCP, APIs, Zapier) so any tool or agent can act on your data safely.

Deliverables

• Architecture deck with visual diagrams and design decisions.

• Entity-relationship model (ERD) and naming conventions.

• Integration specifications (APIs, sync cadence, data ownership).

• Reporting specification with dashboard definitions and standards.

• Admin playbook covering governance, roles, and permissions.

• Composable architecture blueprint showing the data, CRM-as-state, agent and observability layers.

• MCP / tool-layer specification so agents can read and write to your GTM systems securely.

Business Outcomes

• One trustworthy view of pipeline and performance.

• Faster reporting and fewer manual data requests.

• Cleaner data, easier automation, and reduced operational cost.

• A stack that's ready for AI agents, not just dashboards.

🎯 Ideal for: Scaling teams with manual processes, SLA pain, or automation gaps.

Overview

Manual processes slow everything down. We embed AI and automation into your GTM flows so enrichment, routing, forecasting, and follow-up happen automatically — keeping your team focused on growth, not admin.

You Get

• Automation roadmap: prioritised use cases with ROI scoring and business impact.

• Data enrichment: firmographic, technographic, and intent data integration.

• Lead & account routing: intelligent scoring, ownership, and SLA governance.

• AI agents: summaries, follow-ups, meeting prep, and insights.

• Lifecycle orchestration: hand-offs, renewals, and churn-risk alerts.

• Operational guardrails: monitoring, logging, and fail-safes for reliability.

Deliverables

• Working automation layer built across Salesforce, Clay, Zapier and MCP-connected agents.

• Prompt library and configuration documentation for internal use.

• End-to-end automation playbook (triggers, inputs/outputs, exceptions).

• System monitoring dashboard and runbook for maintenance.

Business Outcomes

• Faster speed-to-lead and shorter sales cycles.

• Consistent follow-up and operational accountability.

• More productive reps and fewer repetitive tasks.

🎯 Ideal for: Teams with low adoption, poor data hygiene, or frustrated users.

Overview

Great systems only create value when people use them. We redesign your Salesforce and GTM experiences to be intuitive and enjoyable - with clean layouts, role-based dashboards, and lightweight training that sticks. We design the human and AI experience together, so your reps and your agents work from the same playbooks, data and definitions.

You Get

• UX & process audit: identify friction, duplication, and wasted clicks.

• Role-based redesigns: tailored experiences for Sales, CS, and Marketing.

• Dashboard library: meaningful views for pipeline, velocity, and retention.

• Micro-learning: short videos, in-app tips, and self-serve quick guides.

• Change enablement: communication plans, champions, and feedback loops.

• AI copilot enablement: guidance and guardrails so teams get value from agents and AI assistants, not just dashboards.

Deliverables

• Redesigned page layouts and optimised user flows.

• Dashboard suite with clearly defined KPIs.

• Training videos and enablement collateral for rollout.

• Adoption scorecard and engagement insights.

Business Outcomes

• Higher adoption and cleaner data.

• Fewer “how do I…?” questions and tickets.

• Improved forecasting and executive visibility.

🎯 Ideal for: Founders, CROs, and Ops leaders needing senior oversight without a full-time hire.

Overview

Most GTM systems fail because no one owns them. Voltt provides embedded RevOps and GTM Systems leadership — strategic oversight, technical direction, and process governance — without the cost or overhead of a permanent hire.

You Get

• Strategic roadmap ownership: quarterly planning, OKRs, and prioritisation.

• Program management: alignment of initiatives, communication, and delivery.

• Stakeholder governance: regular C-suite syncs and transparent reporting.

• Vendor & tool strategy: buy/build analysis and stack optimisation.

• Team enablement: coaching, hiring support, and capability building.

• Continuous improvement: experimentation, iteration, and optimisation.

• Architecture strategy: composable vs monolithic, buy vs build, and your AI/agent roadmap.

• GTM engineering capability: help you stand up or hire the GTM engineering function, not just run the tools.

Deliverables

• Strategic GTM systems roadmap and progress updates.

• Monthly executive summary with key metrics and recommendations.

• Governance model (backlog, ownership, communication cadence).

• Playbooks and documentation for sustainable scale.

Business Outcomes

• Clear ownership and faster decisions.

• Predictable delivery and controlled tech debt.

• Systems that evolve at the pace of your business.