Use cases
GTM AI use case map.
Practical AI workflows grouped by owner, system, review point, and metric.
Roles
Who owns the work.
RevOps
Demand gen
Sales
Map
What teams can run.
Support Conversation Deflection Scorecard
An AI support agent resolves, escalates, or drafts responses for customer conversations.
Review: Review customer-facing, CRM, routing, budget, and approval-changing outputs before they ship.
Metric: Deflection rate increases without increasing reopen rate, escalation delay, refund risk, or negative sentiment.
Lead Routing Approval Loop
AI recommends routing, ownership, priority, or scoring changes for inbound or outbound leads.
Review: Separate auto-approve cases from human-review cases.
Metric: Lead routing gets faster without increasing reassignment rate or SLA misses.
CRM Data Readiness For AI Agents
An AI agent is expected to read CRM records, recommend actions, update fields, or trigger downstream workflows.
Review: Check completeness, freshness, consistency, and ownership.
Metric: No AI agent writes to CRM records unless required fields meet readiness rules.
AI Search Page Refresh
An AI search result summarizes the category without citing or favorably describing your company.
Review: Review customer-facing, CRM, routing, budget, and approval-changing outputs before they ship.
Metric: The refreshed page answers more buyer questions without adding unsupported claims or lowering conversion quality.
AI Search Ads Readiness Audit
Google AI Mode ads, ChatGPT ads, or AI Max migration creates pressure to test AI search placements.
Review: Review customer-facing, CRM, routing, budget, and approval-changing outputs before they ship.
Metric: One approved test brief and one landing page update shipped before any material budget shift.
AI Prospecting Recommendation QA
An AI prospecting agent recommends companies or contacts for outreach.
Review: Check each account against ICP criteria.
Metric: Accepted recommendations produce better reply or meeting rates than manually selected baseline accounts.
AI Max Migration Control Plan
Dynamic Search Ads, automatically created assets, or campaign-level broad match settings are scheduled to upgrade to AI Max.
Review: Review search terms, assets, and conversion quality weekly.
Metric: No high-spend campaign migrates without exclusions, landing-page fit, and review cadence defined.
AI GTM Approval Matrix
AI starts creating CRM updates, campaign changes, support replies, outbound copy, or customer-facing recommendations.
Review: Classify tasks as auto-ship, review, or blocked.
Metric: High-impact GTM changes require approval, while low-risk AI outputs can move quickly.
AI-Built Workflow Verification Protocol
AI drafts, edits, or configures a HubSpot, Salesforce, lifecycle, routing, or enrichment workflow.
Review: Check the live system state instead of trusting the AI summary.
Metric: Every AI-built workflow passes live system-state checks before touching production records.
AI Agent ROI Ledger
An AI agent is priced per resolved conversation, recommended lead, completed task, or credit event.
Review: Set a weekly review threshold.
Metric: Agent-assisted work beats the manual baseline after review time and rejected outputs are included.
Agentic Commerce Offer Readiness
AI shopping, native checkout, Direct Offers, or agent-assisted buying becomes a meaningful discovery or conversion surface.
Review: Review customer-facing, CRM, routing, budget, and approval-changing outputs before they ship.
Metric: One product category has clear offer logic, clean feed data, and a checkout path that supports AI-assisted discovery.
Account Research To Call Plan
A target account books a call or moves into active outbound.
Review: Review unsupported claims before the call.
Metric: Call prep gets faster without increasing unsupported claims or irrelevant discovery questions.
Lanes