GTMOS

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SUMMARY

GTM Operating System — outbound sales, lead gen, campaigns. Brief it. Build it. Ship it. Measure it.

README.md

GTM:OS — The GTM Operating System

Turn Claude Code into a full outbound campaign engine. Brief it. Build it. Ship it. Measure it.

GTM:OS is a Claude Code plugin that runs your entire go-to-market workflow — from ICP definition to list building, copy writing, shipping sequences, handling replies, and reporting on results. It connects to your outbound stack via API, enforces quality at every step, and never ships anything that drifts from the brief.

Built for: GTM engineers, SDRs, AEs, RevOps teams, agencies, and founders running B2B outbound.


Install

Prerequisites

You need Claude Code installed:

npm install -g @anthropic-ai/claude-code

Get started

git clone https://github.com/shyftai/GTMOS.git
cd GTMOS
claude

That's it. GTM:OS boots automatically — shows the banner, scans your connected tools, and asks which workspace to load. No config files to edit, no build step.

Note: After cloning, restart Claude Code (/exit then relaunch) for slash commands to become available. Claude Code loads commands at session start, so a freshly cloned repo's commands won't appear until the next session.

Connect your tools

GTM:OS works with your existing tools. Two ways to connect:

MCP servers (recommended) — Claude can use these tools directly with full capabilities:

  • Crispy — LinkedIn automation (78 tools)
  • Exa — semantic web search and company research
  • Firecrawl — web scraping and data extraction

Add MCP servers to your Claude Code settings — GTM:OS detects them automatically on boot.

API keys — add to .env for tools that connect via API:

cp .env.example .env
# add your keys (Apollo, Instantly, Attio, etc.)

You don't need all tools to start. GTM:OS works with whatever you have and tells you what's missing.

First run

When GTM:OS boots, run:

/gtm:onboard my-company

It asks your role (SDR, GTM Engineer, Head of Sales, Founder, or Agency), walks you through setup, and creates your workspace. Then you're ready to build campaigns.


Legal & Compliance

GTM:OS is a tool — not a compliance solution. You are responsible for how you use it.

GTM:OS includes built-in compliance helpers (suppression lists, regulation detection, consent tracking, hard gates before shipping) but these do not guarantee legal compliance. Consult legal counsel for your jurisdiction.


What it looks like

When you open GTM:OS in Claude Code, this is what you see.

Boot sequence

 ██████╗ ████████╗███╗   ███╗ ██╗  ██████╗ ███████╗
██╔════╝ ╚══██╔══╝████╗ ████║ ╚═╝ ██╔═══██╗██╔════╝
██║  ███╗   ██║   ██╔████╔██║     ██║   ██║███████╗
██║   ██║   ██║   ██║╚██╔╝██║ ██╗ ██║   ██║╚════██║
╚██████╔╝   ██║   ██║ ╚═╝ ██║ ╚═╝ ╚██████╔╝███████║
 ╚═════╝    ╚═╝   ╚═╝     ╚═╝     ╚═════╝ ╚══════╝
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
  G T M : O S                             v1.5.0
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

  Brief it. Build it. Ship it. Measure it.

  ┌─ SYSTEM ──────────────────────────────────────┐
  │                                                │
  │  Workspaces:  acme-corp, startup-x             │
  │  Mode:        solo                             │
  │                                                │
  │  MCP servers:                                  │
  │  [x] Crispy (LinkedIn)    [x] Exa (search)     │
  │  [x] Firecrawl (scraping) [ ] Slack            │
  │                                                │
  │  API keys:                                     │
  │  [x] Apollo          [x] Instantly             │
  │  [x] Attio           [ ] Lemlist               │
  │                                                │
  │  3 MCP servers · 3 API keys · 2 missing        │
  │                                                │
  └────────────────────────────────────────────────┘

  ┌─────────────────────────────────────────────┐
  │  ICP ─── PERSONA ─── BRIEFING ─── TOV      │
  │                  │                          │
  │              RULES.md                       │
  │                  │                          │
  │     ┌────────────┼────────────┐             │
  │     ▼            ▼            ▼             │
  │   LISTS        COPY       SIGNALS          │
  │     │            │            │             │
  │     ▼            ▼            ▼             │
  │  VALIDATE ── APPROVE ──── SHIP             │
  │                  │            │             │
  │              SYNC DATA    ◈ SWARM          │
  │                  │        (optional)        │
  │          HEALTH CHECK                      │
  │                  │                          │
  │          REPORT + IMPROVE                  │
  │                  │                          │
  │              PIPELINE ──── CRM             │
  └─────────────────────────────────────────────┘

  ┌─ COMMANDS ────────────────────────────────────┐
  │                                                │
  │  Setup      /gtm:onboard · /gtm:research      │
  │  Build      /gtm:list-brief · /gtm:enrich     │
  │             /gtm:write · /gtm:validate-list    │
  │  Ship       /gtm:ship · /gtm:ab-test          │
  │  Manage     /gtm:replies · /gtm:signals        │
  │             /gtm:health · /gtm:sync            │
  │  Report     /gtm:report · /gtm:debrief         │
  │  More       /gtm:status for all commands       │
  │                                                │
  └────────────────────────────────────────────────┘

  >> Which workspace are we loading?

Workspace loaded

┏━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━┓
┃  WORKSPACE: Acme Corp                                      ┃
┃  CAMPAIGN:  Q1 Cold Outbound                               ┃
┃  STATUS:    active         TOOLS: Apollo, Instantly, Attio  ┃
┗━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━┛

Quality gates — every piece of copy, every list is checked

  ── FIVE CHECKS ──────────────────────────────────
  [x] ICP fit       [x] Persona fit    [x] Briefing fit
  [x] Voice fit     [x] Quality fit
  ─────────────────────────────────────────────────

Launch check before shipping

┏━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━┓
┃  LAUNCH CHECK — Q1 Cold Outbound                  ┃
┣━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━┫
┃                                                   ┃
┃  List                                             ┃
┃  [x] Validated list — 247 contacts                ┃
┃  [x] Suppression list checked — 0 matches         ┃
┃  [x] All emails verified                          ┃
┃                                                   ┃
┃  Copy                                             ┃
┃  [x] 4-touch sequence approved                    ┃
┃  [x] Five-check validation passed                 ┃
┃  [x] Unsubscribe link present                     ┃
┃                                                   ┃
┃  Infrastructure                                   ┃
┃  [x] 3 inboxes warmed and live                    ┃
┃  [x] DNS auth complete on all domains             ┃
┃  [x] Daily volume within limits                   ┃
┃                                                   ┃
┗━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━┛

Nothing ships without your approval

┏━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━┓
┃  APPROVE TO SHIP?                                 ┃
┃  247 contacts, 4-touch sequence via Instantly.     ┃
┃                                                   ┃
┃  >> approve / reject / edit                       ┃
┗━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━┛

Health monitoring

  ┌─ CAMPAIGN HEALTH ─────────────────────────────┐
  │                                                │
  │  Deliverability   [GREEN]  Bounce: 1.2%        │
  │  Engagement       [GREEN]  Reply: 6.8%         │
  │  Pipeline         [GREEN]  5 meetings booked   │
  │  Persona fit      [AMBER]  "VP" outperforms    │
  │                                                │
  │  Overall: ON TRACK                             │
  └────────────────────────────────────────────────┘

Credit tracking — every API call is logged before it runs

  ┌ CREDIT CHECK ─────────────────────────────────┐
  │ Tool:   Apollo                                 │
  │ Action: Enrich 247 contacts (email + company)  │
  │ Cost:   247 credits (~$12.35)                  │
  │ Rule:   confirm-before-every-use               │
  └────────────────────────────────────────────────┘
  >> Proceed? (y/n)

Reply handling

  ┌─ REPLY ───────────────────────────────────────┐
  │ From:     Sarah Chen, VP Sales at TechCorp     │
  │ Channel:  email                                │
  │ Type:     POSITIVE                             │
  │                                                │
  │ "This is timely — we're actually looking at    │
  │  this right now. Can you send more info?"      │
  │                                                │
  │ Drafted response:                              │
  │ "Great timing, Sarah. Here's a quick overview  │
  │  of how we've helped similar teams..."         │
  │                                                │
  │ Actions:                                       │
  │   - Attio: move to Interested                  │
  │   - Sequence: pause                            │
  └────────────────────────────────────────────────┘
  >> Approve / Edit / Skip

List validation with scoring

  ┌─ LIST VALIDATION ─────────────────────────────┐
  │ Records reviewed:  300                         │
  │                                                │
  │   Score 3 (ship):     87  ████████░░░░  29%    │
  │   Score 2 (good):    125  ██████████░░  42%    │
  │   Score 1 (review):   38  ████░░░░░░░░  13%    │
  │   Score 0 (reject):   50  █████░░░░░░░  17%    │
  │                                                │
  │ Top rejection reasons:                         │
  │   1. Wrong industry (30)                       │
  │   2. Company too small (12)                    │
  │   3. Personal email (8)                        │
  └────────────────────────────────────────────────┘

After every workflow — clear next steps

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

  Shipped. 247 contacts, 4 touches via Instantly.

  >> Next: /gtm:health acme q1-cold
     Also: /gtm:replies acme
     Also: /gtm:signals acme

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

How it works

  ┌─────────────────────────────────────────────┐
  │  ICP ─── PERSONA ─── BRIEFING ─── TOV      │
  │                  │                          │
  │              RULES.md                       │
  │                  │                          │
  │     ┌────────────┼────────────┐             │
  │     ▼            ▼            ▼             │
  │   LISTS        COPY       SIGNALS          │
  │     │            │            │             │
  │     ▼            ▼            ▼             │
  │  VALIDATE ── APPROVE ──── SHIP             │
  │                  │            │             │
  │              SYNC DATA    ◈ SWARM          │
  │                  │        (optional)        │
  │          HEALTH CHECK                      │
  │                  │                          │
  │          REPORT + IMPROVE                  │
  │                  │                          │
  │              PIPELINE ──── CRM             │
  └─────────────────────────────────────────────┘

Every task is checked against five sources of truth before anything ships:

File What it controls
ICP.md Who you target (company level)
PERSONA.md Who you target (human level)
BRIEFING.md Campaign angle, offer, CTA
TOV.md Brand voice, channel rules, banned phrases
RULES.md List quality standards, copy quality standards, lead scoring

If it drifts from the brief, it doesn't ship.


The campaign lifecycle

1. Onboard/gtm:onboard walks through your offer, ICP, persona, voice, tools, and infrastructure. Have CRM data? Start with /gtm:deep-dive to build ICP from evidence.

2. Research/gtm:research maps ICP companies, market landscape, and buying signals using Exa, Firecrawl, Ocean.io, and DiscoLike.

3. Build a list/gtm:list-brief creates a sourcing brief, /gtm:enrich fills gaps via waterfall enrichment across Apollo, Icypeas, Prospeo, and more. /gtm:validate-list cleans, scores (0-100), and validates.

4. Write copy/gtm:write drafts a sequence using cold email best practices — peer voice, observation-led openers, interest-based CTAs, angle rotation per touch. /gtm:write-multilang writes natively in 12 languages.

5. Ship/gtm:ship runs a launch check (suppression, DNS, warmup, budget, holiday calendar, compliance) and pushes to Instantly, Lemlist, or Smartlead.

6. Manage/gtm:replies classifies and drafts responses, /gtm:signals triggers timely outreach, /gtm:health monitors performance, /gtm:ab-test runs A/B tests with statistical significance tracking.

7. Report/gtm:report generates client-facing reports, /gtm:debrief feeds learnings back into the system, /gtm:attribution connects pipeline revenue to campaigns.


Campaign types

Pick a type when creating a campaign — defaults pre-fill automatically:

Type Touches Best for
Cold outbound 4 First outreach to new ICP contacts
Signal-triggered 2-3 Timely outreach on funding, hiring, or news
Competitor displacement 3-4 Targeting users of a specific competitor
Event follow-up 3 Post-conference or webinar outreach
Product launch 3 Timed to a new feature or update
ABM 3-4 per contact Multi-threaded into high-value accounts
Re-engagement 2 Reviving contacts who went cold 60+ days ago

Supported tools

GTM:OS connects to 70+ tools across the outbound stack. Use what you have — skip what you don't. Every tool is optional.

Prospecting & enrichment

Tool What it does Pricing
Apollo 275M+ contact database, email/phone enrichment, lead search Free tier (10K credits/mo), paid from $49/mo
ZoomInfo Enterprise B2B database — 260M+ contacts, intent data, org charts, tech stack Enterprise pricing
Cognism GDPR-compliant B2B data, phone-verified numbers, strong EU/UK coverage Enterprise pricing
Lusha B2B contact data, LinkedIn extension, direct dials From $37/mo/seat
Kaspr LinkedIn phone number enrichment, European coverage, GDPR-compliant From €30/mo
Hunter.io Lightweight email finder — domain search, email verification, bulk enrichment Free 25/mo, paid from $34/mo
Icypeas Email finder + verifier, domain search, bulk enrichment From $39/mo (1K credits)
Prospeo Email finder from LinkedIn URLs, email verifier, domain search From $39/mo (1K credits)
Datagma Enrichment waterfall provider — email, phone, LinkedIn, company data Credit-based
Dropcontact B2B email enrichment, GDPR-compliant, no database From $24/mo
FindyMail Email finder + verifier, Sales Navigator scraping From $49/mo
Apify Web scraping platform — LinkedIn, Google Maps, any website Free $5/mo usage, paid from $49/mo

Email verification

Tool What it does Pricing
ZeroBounce Email verification, bounce detection, abuse detection 100 free/mo, bulk from $0.004/email
MillionVerifier Bulk email verification, high accuracy From $0.001/email
Bouncer Email verification + list hygiene, EU-focused, GDPR-compliant From $0.007/email
NeverBounce Real-time email verification, bulk cleaning 1K free, from $0.003/email
Scrubby Catch-all email verification (the ones others mark "risky") ~$0.02/email

Email sequencing

Tool What it does Pricing
Instantly Unlimited email accounts, unlimited warmup, A/B testing From $30/mo
Smartlead Unlimited email accounts, sender rotation, webhooks From $39/mo
Email Bison Cold email sending with unlimited inboxes and built-in warmup Subscription-based

Multi-channel sequencing

Tool What it does Pricing
Lemlist Email + LinkedIn + calls in one sequence builder, 450M+ lead database From $32/mo/seat
La Growth Machine Email + LinkedIn + Twitter in one sequence, strong API From €60/mo/seat

LinkedIn

Tool What it does Pricing
Crispy MCP server — Claude Code controls LinkedIn directly. Connection requests, messaging, Sales Navigator search + extract. 78 tools. From EUR19/mo/seat
HeyReach LinkedIn outreach at scale — multiple accounts, agency mode, API From $79/mo
PhantomBuster LinkedIn + web scraping automation — 100+ phantoms for any task Free 2h/day, from $56/mo

CRM

Tool What it does Pricing
Attio Modern CRM with API-first design, unlimited contacts From $29/mo/seat
HubSpot Full marketing + sales platform, free CRM tier Free CRM, paid from $15/mo
Salesforce Enterprise CRM with extensive API From $25/mo/user
Pipedrive Sales-focused CRM, simple pipeline management From $14/mo/seat

Revenue intelligence

Tool What it does Pricing
Gong Conversation intelligence — records calls, scores deals, surfaces coaching insights, forecasting Enterprise pricing
Fireflies.ai Meeting recording + transcription, pull transcripts via API for deep-dives From $10/mo/seat

Signal intelligence

Tool What it does Pricing
UserGems Tracks when champions change jobs — your warmest signal for outreach Subscription-based
Keyplay AI-powered ICP account scoring — rank your entire TAM by fit Subscription-based
Signalbase Funding, hiring, job change, tech install signals Subscription-based
Commonroom Community activity, social engagement, intent signals Subscription-based
Jungler.ai LinkedIn activity monitoring, social selling signals Subscription-based
Trigify Competitor content engagement, topic-based social signals Subscription-based
Sentrion.ai Job post monitoring — hiring signals as buying triggers Subscription-based
Fantastic.jobs Job post aggregation and structured hiring data Subscription-based

Lookalike discovery

Tool What it does Pricing
Ocean.io Feed best customers → get ranked lookalike companies with firmographics Credit-based, 0.2cr/result
DiscoLike AI discovery across 60M+ domains in 45 languages, semantic website analysis $0.10/call + $2/1K records

Research & scraping

Tool What it does Pricing
Exa MCP server — semantic web search, company research, deep research agent 1K free/mo, $0.007/search
Firecrawl MCP server — web scraping, structured data extraction, website crawling 500 free credits, from $16/mo

Website visitor identification

Tool What it does Pricing
Snitcher IP-to-company identification, behavioral tracking, page intent signals, API available From $49/mo
RB2B Person-level visitor ID (US) — name, title, LinkedIn, email. Company-level globally Free plan, paid for volume
Warmly Company + person identification, AI chat/email agents, intent orchestration Enterprise — contact sales
Leadinfo Company-level visitor identification, 70+ integrations, EU-focused From EUR69/mo

Ad platforms (optional ABM audience sync)

Tool What it does Pricing
LinkedIn Ads Push company/contact lists as matched audiences for ABM ad warming API free, ad spend separate
Meta Ads Custom audiences on Facebook/Instagram from contact lists API free, ad spend separate
Google Ads Customer Match for search, display, YouTube, Gmail targeting API free, ad spend separate

Lead databases

Tool What it does Pricing
StoreLeads E-commerce store database (Shopify, WooCommerce, etc.) Subscription-based
Openmart Small business and SMB data with contact info Subscription-based

CRM enrichment

Tool What it does Pricing
Freckle Auto-enriches CRM contacts with firmographics, tech stack, funding Subscription-based
Surfe Push LinkedIn contacts directly to CRM — HubSpot, Salesforce, Pipedrive, Attio From $23/mo/seat

Automation & integration

Tool What it does Pricing
N8N Self-hosted workflow automation (free), or cloud Free self-hosted, cloud from $20/mo
Zapier Task-based automation between tools Free 100 tasks/mo, from $19.99/mo
Make Operation-based workflow automation Free 1K ops/mo, from $9/mo
Supabase Team mode backend — shared state, edge functions Free tier, Pro $25/mo

Scheduling

Tool What it does Pricing
Calendly Meeting scheduling with calendar sync Free 1 event type, from $10/mo
Cal.com Open-source scheduling, self-hosted option Free self-hosted, from $12/mo

Every tool is optional. Use what you have. GTM:OS reads tool availability from your .env and TOOLS.md, then adapts its workflows accordingly. Writes follow credit rules per workspace, and every write is logged in COSTS.md.

Any tool with an API works. The list above is the curated default set — not a hard limit. Add any tool to your TOOLS.md, drop the API key in .env, and GTM:OS will use it.


Key features

Waterfall enrichment

Cascading enrichment across multiple tools — email, phone, people, company. Cheapest sources first, skip tools you don't have, track hit rates to optimize order over time.

A/B testing

Set up, track, and resolve A/B tests on subject lines, openers, CTAs, body copy, and send times. Statistical significance rules (50+ sends with >20% diff, or 100+ with >10%). Winners auto-feed into snippet library and campaign defaults.

Deliverability copy guard

/gtm:spam-check (and an automatic pass inside /gtm:write and /gtm:validate-copy) scans every subject, body, and closeout line against a comprehensive banlist — promotional and phishing wording, em dashes, ALL CAPS, and silence-based "I'll stop if you don't reply" closeouts — and proposes a plain-language rewrite for every flag. A failed scan blocks the launch check.

List quality scorecard

/gtm:score-list grades a list A+ to F across 8 list-level dimensions — email verification coverage, duplicate emails, domain concentration, title relevance, bad-title detection, catch-all density, ICP fit, and name quality. Runs inside /gtm:validate-list and gates shipping: a list below C-grade doesn't ship. Complements the per-contact 0-100 lead score.

Positive reply scoring

/gtm:reply-score computes the metric that actually matters: positive reply rate (positive replies / total sent), not raw reply rate. Classifies every reply, reports against benchmarks (≥1% good, ≥2% great), flags hostile/unsub risk, and surfaces the positive replies that need a human response now.

Single-variable experiments

/gtm:experiment forces a clean test — one variable, locked constants, minimum sample size, and success criteria set before launch — so a result is actually attributable. Change list + copy + offer at once and you learn nothing; this is the antidote. Measured on positive reply rate at day 21.

Weekly operating rhythm

/gtm:rhythm is the operational cadence that separates hobbyists from top-1% operators: Monday deliverability audit, Wednesday positive-reply sweep, Friday retrospectives, biweekly inbox rotation, monthly spam-placement test, quarterly experiment review. Surfaces what's due now and links the command to run.

Lead source playbooks

Beyond firmographic search, /gtm:list-brief picks the right sourcing angle for the campaign: title-first, domain-first, local SMB via Google Maps, lookalike expansion, competitor-post engagers, or directory/list extraction — each with caching, cost-gating, and a path into validation.

Multi-language copy

Write sequences natively in 12 languages (French, German, Dutch, Spanish, Italian, Portuguese, Swedish, Danish, Norwegian, Finnish, Polish, and more). Per-language formality defaults, word limit adjustments, cultural norms. Not translation — native writing.

ROI attribution

Connect pipeline revenue to campaigns, channels, touches, personas, and signals. Four models: first touch, last touch, linear, time decay. Cost per reply, meeting, and deal.

ABM multi-threading

Reach 2-4 people at one company with role-appropriate messaging and coordinated timing. Buying committee mapping, staggered sends, cross-reference coordination. Optional ad warming via LinkedIn/Meta/Google Ads or HubSpot ABM.

Data hygiene

Monitor contact data freshness, re-verify emails older than 90 days, detect job changes via Apollo and Crispy, flag cold data, auto-suppress hard bounces. Data freshness score target: >80%.

Pipeline velocity

Track stage durations, detect bottlenecks (>30% stall rate), stalled deal alerts with suggested actions. Velocity formula and week-over-week trend tracking.

Website visitor identification

Identify companies (and people) visiting your website, cross-reference against ICP, and route high-intent visitors into signal-triggered campaigns. Supports Snitcher, RB2B, Warmly, and Leadinfo. Page intent scoring (pricing page = high, blog = low). Website visits sit at Tier 1 in the signal priority waterfall.

Daily briefing

/gtm:today scans everything and tells you what to do right now. Positive replies waiting? Ship a campaign? Signals to act on? Prioritized by urgency, adapted to your role.

Contact history

/gtm:contact shows every touchpoint with a person — campaigns they've been in, emails sent, replies, website visits, LinkedIn interactions, CRM deal stage. One unified timeline.

Competitor monitoring

/gtm:watch-competitors actively tracks competitor pricing pages, messaging, hiring patterns, and news using Exa and Firecrawl. Surfaces actionable signals — "Competitor X raised prices 61%" → triggers a displacement campaign suggestion.

Infrastructure provisioning

/gtm:provision stands up sending infrastructure from just your senders' LinkedIn URLs — suggests and reserves outbound domains, provisions inboxes with photos and DNS auth, attaches them to your sequencer, and starts warmup. Stage 1 produces a costed plan with no spend; you approve the domain shortlist and the spend, then walk away. Cloudflare (registrar + tracking domain), Zapmail/InboxKit (inboxes + DNS), Crispy (sender identity), Smartlead (warmup). Fresh inboxes, no pre-warmed.

Inbox health

/gtm:inbox-health monitors deliverability proactively — bounce rates per inbox, warmup status, domain reputation, DNS issues. Catches problems before they hurt campaigns.

Sequence templates

Save proven sequences as reusable templates (/gtm:save-template), browse the library (/gtm:templates), adapt them for new campaigns (/gtm:use-template), or import templates from files, URLs, or paste (/gtm:import-template). Templates carry performance data so you know what works.

Agency portfolio

/gtm:portfolio shows all workspaces at a glance — campaign status, reply rates, spend, and what needs attention across all clients. Cross-workspace learnings surface patterns that work everywhere.

Meeting prep & handoff

/gtm:prep-meeting generates a complete briefing sheet before a booked call — contact research, company intel, talking points, objection prep, discovery questions. /gtm:handoff creates a structured SDR → AE context transfer so prospects never repeat themselves.

Per-contact personalization

/gtm:personalize researches each contact individually and generates custom opening lines — LinkedIn activity, company news, job posts, website observations. Not merge fields. Real, researched insights at scale. Quality-rated per contact (★★★★★ to ★★☆☆☆).

Nurture track

/gtm:nurture manages warm leads on a timer. "Not now, maybe Q3" gets tracked with a follow-up date, trigger to watch, and warmth level. Auto-scans replies for nurture candidates. Cross-references with signal scan — when a nurtured contact's trigger fires, you know immediately.

Pipeline forecasting

/gtm:forecast predicts revenue based on weighted pipeline, active campaign conversion rates, and planned campaigns. Best/expected/worst case scenarios. Velocity-adjusted close dates. Risk flags for stalled deals and declining reply rates.

Warm intro detection

/gtm:warm-intro checks for mutual LinkedIn connections before cold outreach. Scans entire lists, categorizes contacts into warm intro / warm reference / cold tiers, and drafts intro requests. Warm intros convert 5-10x better.

Campaign cloning

Clone a successful campaign's structure, config, briefing, and A/B winners for a new segment or market. Cross-workspace cloning for agencies.

Compliance (optional)

Toggle privacy regulations on/off per workspace: CAN-SPAM, GDPR, CASL, CCPA/CPRA, PECR, LGPD, Australian Spam Act. Auto-detect from target geography or ignore entirely. All OFF by default.

Parallel processing (Swarm)

Spin up parallel agents for personalization, research, reply handling, list validation, and signal scanning at scale.


Smart defaults, full control

GTM:OS ships with sensible defaults for everything:

  • Copy: 2-4 word lowercase subjects, 75-word first touch, interest-based CTAs, banned spam words
  • Sending: 40 emails/inbox/day, 14-day warmup minimum, holiday blackouts for 20+ countries
  • Scoring: weighted 0-100 lead scoring (company fit, persona, signals, data quality, engagement)
  • Compliance: optional regulation toggles, suppression checks, unsubscribe on every email, bounce auto-removal

Every default is overridable per workspace. Add a ## Lead scoring overrides section to RULES.md, change copy rules in TOV.md, adjust sending limits in INFRASTRUCTURE.md. If you don't override, the defaults just work.


All commands

Setup

Command What it does
/gtm:onboard <name> Onboard a new workspace (full, --quick, or deep-dive)
/gtm:deep-dive <name> Build ICP from CRM data, campaigns, and transcripts
/gtm:research <name> Research ICP companies and market
/gtm:new-campaign <ws> <name> Create a campaign with type selection
/gtm:clone-campaign <ws> <src> <new> Clone a successful campaign for a new segment
/gtm:switch <name> Switch active workspace
/gtm:status Show workspace status and commands
/gtm:dashboard <ws> Smart dashboard — what needs attention now
/gtm:today <ws> Daily action briefing — what to do right now
/gtm:portfolio Multi-workspace dashboard for agencies
/gtm:compliance <ws> Configure privacy regulation toggles (optional)

Build

Command What it does
/gtm:list-brief <ws> <campaign> Create a list building brief
/gtm:enrich <ws> <type> [file] Waterfall enrichment (email, phone, people, company)
/gtm:clean-list <ws> [file] Clean and normalize a raw list
/gtm:validate-list <ws> [file] Clean + score (0-100) + validate
/gtm:write <ws> [touches] [channel] Draft an outbound sequence
/gtm:write-multilang <ws> <lang> Write sequence in a non-English language
/gtm:templates Browse saved sequence templates
/gtm:use-template <ws> <name> Create a sequence from a template
/gtm:save-template <ws> <campaign> Save a proven sequence as a reusable template
/gtm:import-template <file/URL/--paste> Import a sequence template from external source
/gtm:personalize <ws> <campaign> Generate per-contact personalization lines at scale
/gtm:warm-intro <ws> [campaign] Find mutual connections for warm introductions
/gtm:validate-copy <ws> QA check copy against all rules
/gtm:spam-check <ws> [target] Scan copy for spam-trigger / deliverability-killing wording
/gtm:score-list <ws> [file] Grade a list A+ to F across 8 quality dimensions before shipping
/gtm:spintax <ws> <campaign> Add deliverability spintax to approved copy before shipping
/gtm:ship <ws> <campaign> Push to sending tool with launch check

Live campaign

Command What it does
/gtm:replies <ws> Classify and draft responses to replies
/gtm:signals <ws> Scan for signal-triggered outreach
/gtm:sync <ws> Pull latest data from connected tools
/gtm:health <ws> <campaign> Full health check with pattern detection
/gtm:linkedin-warm <ws> Pre-outreach LinkedIn warming
/gtm:account-based <ws> Multi-thread a target account (ABM)
/gtm:audience-sync <ws> Push lists to LinkedIn/Meta/Google Ads
/gtm:ab-test <ws> <campaign> Set up, check, or resolve an A/B test
/gtm:data-hygiene <ws> Check data freshness, detect job changes
/gtm:contact <ws> <email> View full contact history across all campaigns and channels
/gtm:watch-competitors <ws> Monitor competitor pricing, messaging, hiring, and news
/gtm:nurture <ws> Manage warm leads on a timer — track "not now" replies with follow-up dates
/gtm:prep-meeting <ws> <contact> Generate meeting briefing with research and talking points
/gtm:handoff <ws> <contact> SDR → AE handoff with full context transfer
/gtm:forecast <ws> Pipeline forecast with weighted deals and campaign projections

Iterate & optimize

Command What it does
/gtm:reply-score <ws> <campaign> Compute positive reply rate — the north-star metric (not raw reply rate)
/gtm:experiment <ws> <campaign> [type] Design a single-variable experiment with success criteria set up front
/gtm:rhythm <ws> Weekly operating cadence — what to run Mon/Wed/Fri and what's due now

Infrastructure

Command What it does
/gtm:provision <ws> [linkedin-urls] Provision domains, DNS, inboxes, and warmup from sender identities (Stage 1 = costed plan, no spend)
/gtm:infra <ws> Check sending infrastructure and DNS
/gtm:warmup <ws> Check inbox warmup status
/gtm:pipeline <ws> [--velocity] CRM pipeline — funnel, conversion, revenue attribution, and velocity (stalled deals, bottlenecks)
/gtm:domain-recovery <ws> Recover a damaged sending domain
/gtm:inbox-health <ws> Monitor inbox/domain health, warmup, bounce rates

Review

Command What it does
/gtm:brief-audit <ws> Check briefing for gaps
/gtm:stress-test <ws> Challenge ICP assumptions
/gtm:debrief <ws> <campaign> End-of-campaign review with forward-feed
/gtm:report <ws> <campaign> Client-facing report (weekly/monthly/final)
/gtm:post-meeting <ws> Post-meeting follow-up workflow
/gtm:re-engage <ws> Re-engagement campaign for cold leads
/gtm:archive <ws> Archive completed campaign or workspace
/gtm:costs <ws> [--all] View spend by tool, campaign, or agency-wide
/gtm:attribution <ws> [campaign] View ROI attribution across campaigns
/gtm:auto-refine <ws> Suggest ICP/persona/copy refinements from data
/gtm:migrate <ws> Tool migration playbook
/gtm:feedback Report a bug or request a feature

Parallel processing (optional)

Command What it does
/gtm:swarm personalize <ws> Personalize outreach at scale
/gtm:swarm research <ws> Research companies in parallel
/gtm:swarm replies <ws> Process reply batches in parallel
/gtm:swarm validate <ws> Validate large lists in parallel
/gtm:swarm signals <ws> Scan signals across full list

Team mode (optional)

Command What it does
/gtm:collab setup Connect Supabase for multi-user
/gtm:collab status Check connection and active users
/gtm:collab invite Invite a team member
/gtm:collab sync Sync local files to Supabase

Workspaces

Each workspace is fully isolated — its own ICP, persona, briefing, voice, tools, costs, and pipeline. A workspace can be:

  • An agency client
  • A market segment
  • A product line
  • A geography
  • Any unit of GTM that deserves its own context

Notifications (optional)

Connect Slack to get real-time alerts:

  • Positive reply received
  • Meeting booked
  • Budget threshold crossed
  • Domain health red flag

Configure in COLLABORATION.md. Works via Slack MCP.


Team mode (optional)

By default GTM:OS runs in solo mode — all state lives in markdown, no database needed.

For teams, enable team mode with Supabase:

  1. Create a Supabase project
  2. Run supabase/migrations/001_initial_schema.sql
  3. Add keys to .env
  4. Run /gtm:collab setup

Adds: shared suppression lists, claim-based reply handling, live cost tracking, pipeline sync, approval audit trail, activity feed. Falls back to files automatically if Supabase is unreachable.


Repo structure

GTMOS/
├── CLAUDE.md                  <- Entrypoint for Claude Code
├── GTMOS.md                   <- All rules and behaviour
├── CHANGELOG.md               <- Version history
├── .env.example               <- API key template
├── _template/                 <- Workspace template (copied on onboard)
├── workspaces/                <- One folder per workspace
├── commands/                  <- Workflow reference docs
├── global/                    <- Cross-workspace standards
│   ├── RULES-GLOBAL.md        <- Global quality rules
│   ├── snippet-library.md     <- Reusable copy fragments
│   ├── swipe-file.md          <- Full sequence examples
│   └── feedback-log.md        <- Feedback tracking
├── .claude/
│   ├── commands/gtm/          <- Slash commands (/gtm:*)
│   └── gtmos/references/      <- System references
│       ├── api-reference.md   <- API endpoints for all tools
│       ├── benchmarks.md      <- Industry performance benchmarks
│       ├── campaign-types.md  <- Campaign type templates
│       ├── cold-email-skill.md <- Copy writing principles
│       ├── spam-words.md      <- Banned wording + safe rewrites
│       ├── spintax.md         <- Deliverability spintax rules
│       ├── csv-format.md      <- Standard list format
│       ├── defaults.md        <- All overridable defaults
│       ├── lead-scoring.md    <- Weighted per-contact scoring model
│       ├── list-quality-scorecard.md <- List-level quality grade
│       ├── lead-sources.md    <- Sourcing playbooks
│       ├── positive-reply-scoring.md <- North-star metric + reply schema
│       ├── experiment-design.md <- Single-variable experiment framework
│       ├── weekly-rhythm.md   <- Operating cadence
│       ├── notifications.md   <- Slack alert configuration
│       ├── report-template.md <- Client report formats
│       ├── sending-calendar.md <- Holiday blackouts (20+ countries)
│       ├── tool-links.md      <- Tool website links
│       ├── tool-pricing.md    <- Per-unit pricing for all tools
│       └── tool-setup-guides.md <- Tool configuration guides
└── supabase/                  <- Team mode schema (optional)

Feedback

Found a bug? Want a feature? Run /gtm:feedback inside Claude Code, or open an issue on this repo.


License

MIT — Built by Shyft AI

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