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1-Week Free Audit · Fractional GTM Systems Support · Limited Slots
Fábio Magalhães · Go-to-Market Systems Architect · London

I rebuild the operating system behind scale-up growth.

Systems-of-record architecture, Bowtie diagnostics, AI-assisted automation, and GTM systems designed to make forecast, pipeline, churn, and execution visible in one operating layer.

Systems of Record Salesforce / HubSpot Gong Revenue Intelligence Clay Prospecting Bowtie Lifecycle Model Claude Workspace Pipeline Forecasting
GTM System Health
A control-room view of where growth is leaking.
Forecast Confidence
CR4 · board number risk
Fix
Pipeline Conversion
CR2–3 · qualification quality
Watch
System-of-Record Hygiene
stage gates · data ownership
Fix
AI Automation Layer
alerts · scoring · next actions
Live
Audit Services Use Cases AI Layer Architecture Outcomes Offer

8+
Years Systems Experience
£120M
Commercial Systems Managed
40%
Avg Forecast Accuracy Gain
3x
Pipeline Velocity Improvement

Core Capabilities

Where I operate

End-to-end systems thinking across the full GTM stack — from architecture decisions to automation execution.

GTM Architecture

  • Bowtie model design & implementation
  • GTM motion design (PLG, SLG, hybrid)
  • System-of-record design, data modelling & governance
  • Opportunity, lifecycle, and commercial workflow design
  • Cross-functional alignment frameworks

AI & Automation

  • LLM-powered deal intelligence agents
  • Clay-powered prospecting & enrichment
  • Quote & approval workflow automation
  • AI-assisted call analysis via Gong
  • Agent orchestration (Claude Workspace, n8n, Agentforce, MuleSoft)

Forecasting & Pipeline

  • Bowtie-aligned forecast modelling
  • Pipeline coverage & velocity analysis
  • Risk-weighted opportunity scoring
  • Commit / best-case / upside tiering
  • Real-time executive dashboards

Integrations & Data

  • System of record ↔ Gong ↔ Clay ↔ warehouse
  • BigQuery / Snowflake data pipelines
  • MuleSoft & Zuora integration architecture
  • Marketing attribution modelling
  • API-first integration design

Fractional Services

How I can plug in

Flexible support for founders, CROs, GTM leaders, and scale-up teams that need senior systems-of-record leadership without hiring a full-time operator.

Diagnostic Sprint

Systems-of-Record Audit

A focused diagnostic to find where pipeline, forecast, system-of-record hygiene, handoffs, or customer lifecycle motion are breaking.

  • Bowtie stage audit across CR1–CR8
  • System-of-record, data quality, and workflow review
  • Automation opportunity map
  • Executive-ready findings and fix roadmap
Build & Automate

AI + GTM Systems Build

Design and implementation of practical automations that reduce manual work, improve data quality, and surface revenue risk earlier.

  • Forecast, hygiene, churn, and deal-risk agents
  • Salesforce, HubSpot, Gong, Clay, Claude Workspace, n8n, MuleSoft, and warehouse integrations
  • Dashboards that support real operating decisions
  • Documentation and handover for internal ownership

Applied AI & Automation

What I've built and shipped

Real automation workflows across GTM operations, Finance, Compliance, and CS. Tool-specific, outcome-driven, production-ready.

01
Lead Management
Inbound Lead Qualification & SDR Routing
n8nOpenAI APIHubSpotCRM
AI scores inbound by ICP fit, urgency, and source — routes to SDR with full context attached. Improved qualification accuracy and eliminated manual triage.
02
Finance Ops
Purchase Order Extraction & Auto-Sync
MuleSoftIDPSystem of RecordFinance Systems
IDP extracts PO data from inbound email — MuleSoft syncs to the system of record and Finance automatically. 70% faster processing, near-zero manual entry.
03
Compliance
Automated Sanctions Screening
RPAScreening APIsCRM
Customer records checked against sanction lists automatically. Matches trigger a case and alert; non-matches cleared instantly. Full compliance at scale.
04
Sales Ops
AI Agent-Driven Quote Generation
AgentforceCPQ
Agentforce gathers account context, product config, and pricing rules — auto-generates draft quote routed for approval. Faster turnaround, fewer errors.
05
Pipeline Ops
Email-to-Opportunity Auto-Creation
n8nOpenAICRMSlack
Inbound emails parsed by GPT for intent and value. When criteria met, an Opportunity is created automatically and the AE notified. Zero missed inbound pipeline.
06
Deal Governance
Multi-Step Deal Approval Automation
n8nSlackCRM
Opportunity criteria trigger a Slack-based approval chain. Every decision is logged back to the system of record with a full audit trail. No lost threads.

AI Operating Layer

Intelligence embedded inside the operating layer

AI is treated as infrastructure, not theatre: system-of-record context, workflow triggers, deal intelligence, and Claude Workspace playbooks routed through the tools teams already use.

System of Record
CRM · Warehouse · Finance · CS
Claude Workspace
Playbooks · Reasoning · Execution
⚙ Technical Agents 6 agents
Architect
Data model · System design
Manager
Sprint · Coordination
Dev
Workflow · APIs · Automation
QA
Test plans · Coverage
Admin
Config · Access · Governance
UAT
User testing · Sign-off
◈ Business Agents 4 agents
Deal at Risk
Stall detection · Alerts · Next step
Deal Review
Pipeline review · Coaching
Buying Group
Stakeholder mapping · Gaps
Deal Administrator
System hygiene · Docs · Close plan
Claude Workspace CRM / System Triggers Multi-Agent Orchestration Real-time System Context MCP Protocol Tool Use + Function Calling

Operating Architecture

The Bowtie model

Revenue doesn't stop at closed-won. The Bowtie maps the full customer lifecycle — acquisition on the left, retention and expansion on the right.

Bowtie Operating Model — Full Customer Lifecycle
Winning by Design Model
Awareness
10K
Prospects reached
Clay ICP signals
Intent data
Education
2.4K
CR1 · 24%
Outreach sequences
Content nurture
Selection
480
CR2 · 20%
MEDDPIC scoring
Gong call intel
Prioritise
144
CR3 · 30%
Deal risk agent
Champion tracking
Closed Won
32
22% CR4
ARR
£1.2M
Onboard
28
CR5 · 88%
CS handoff
TTFV tracking
Adopt
24
CR6 · 86%
Gainsight health
Adoption scores
Expand
18
CR7 · 75%
Upsell triggers
Churn risk agent
Advocate
11
CR8 · 61%
NPS tracking
Referral engine
Acquisition (Marketing + Sales)
CR1–CR4 · Lead to Closed
Retention & Expansion (CS)
CR5–CR8 · Customer Lifecycle
AI agents at every stage
GTM Systems Troubleshooting — Where the Bowtie Breaks
Diagnostic Map

Each broken Bowtie stage has a pattern. This maps the failure mode, symptoms, the right tool, and the AI fix.

01
ICP & Awareness Misalignment
Wrong accounts entering the Bowtie. High volume, low CR1. Clay signals ignored. ICP criteria undefined in CRM.
ClayICP scoringSegment design
TOP
02
Education → Selection Drop (CR2)
MQLs failing to convert to SQLs. No MEDDPIC framework. Marketing-to-Sales handoff undefined.
Lead scoringMEDDPICHandoff SLA
L1
03
Pipeline Hygiene & Forecast Failure (CR3–4)
Stale deals inflating pipeline. Core fields empty. Forecast built on dirty data. Board numbers miss every quarter.
System of recordHygiene agentForecast model
L2
04
Knot Failure — Onboarding Drop (CR5)
CS handoff from sales undefined. No TTFV tracking. Right side of the Bowtie starts broken before it begins.
CS handoffTTFVGainsight
L3
05
Adoption Stall & Churn Risk (CR6–7)
Gainsight health scores not connected to CRM. Churn invisible until renewal. Expansion plays undefined.
GainsightChurn agentNRR model
L4
AI Agent Fix — Deployed at Every Bowtie Stage
Clay enrichment fixes CR1. MEDDPIC scoring agent fixes CR2–3. Forecast agent fixes CR4. CS handoff agent fixes CR5. Churn risk agent fixes CR6–7.
Claude GPT-4o Agentforce
AI ✦

Case Studies

Selected outcomes

Real systems, real constraints, measurable results. Each engagement started with a broken Bowtie stage and ended with a scalable system.

Context
Problem → Action
Systems Built
Result
Organisation
FinTech Scale-up
Series B · SaaS · London
Problem → Action
Forecast missing by 40%+ (CR4 broken). No single source of truth. Rebuilt the system-of-record data model, stage-gate logic, and AI forecast agent layered on rep input.
Systems Built
CPQ · AI Forecast Agent · Gong integration · Board dashboard
Outcome
+40%
Forecast accuracy in 90 days
Organisation
Enterprise SaaS
Series C · B2B · £80M ARR
Problem → Action
Pipeline coverage 1.8x (CR2–3 broken). Reps sandbagging, poor qualification. Designed MEDDPIC CRM scoring, automated hygiene alerts, Clay ICP enrichment.
Systems Built
MEDDPIC agent · Gong scorecards · Clay ICP · Hygiene automation
Outcome
3.4x
Pipeline coverage in 60 days
Organisation
Growth Co.
Scale-up · PLG + SLG · 120 reps
Problem → Action
CS and Sales in silos, churn invisible (CR6–7 broken). Built unified data layer, connected Gainsight to the CRM and warehouse. Deployed churn risk agent.
Systems Built
Gainsight health agent · Churn risk model · CS-to-Sales handoff · BigQuery
Outcome
-28%
Gross revenue churn
Organisation
SaaS Scale-up
Series B · Finance & Billing ops
Problem → Action
High manual effort recovering failed payments with no visibility across Finance, CS, and Sales. Integrated billing with the CRM via MuleSoft to surface failed payments and trigger automated dunning workflows.
Systems Built
Billing ↔ CRM · MuleSoft middleware · CS recovery dashboard
Outcome
↓ 65%
Manual dunning workload
Organisation
Commercial Team
Scale-up · PO automation
Problem → Action
PO processing was manual, error-prone, and slow. Deployed IDP to extract and validate purchase order data from email; synced to the CRM and Finance via MuleSoft.
Systems Built
MuleSoft · IDP extraction · CRM auto-sync · Finance integration
Outcome
70%
Faster PO processing
Organisation
Enterprise SaaS
Multi-system GTM stack
Problem → Action
Conflicting data across CRM, billing, marketing, and finance. Defined a source-of-truth model for core entities with clear ownership, sync rules, and governance.
Systems Built
Data ownership model · CRM governance · Single source of truth
Outcome
1 SoT
Trusted across exec & board

What People Say

From the teams I've worked with

Feedback from sales leaders, CROs, and CS teams on the systems we built together.

VP
Fábio completely transformed how we think about pipeline. Within 60 days our forecast accuracy went from guesswork to something we could actually present to the board. The Bowtie model gave Sales, CS, and the exec team a shared language for the first time.
VP Sales
Series B FinTech · London
CRO
What set Fábio apart was combining technical depth with genuine commercial understanding. He didn't just build a system — he made sure the team actually used it. Our CRM went from a data graveyard to the operational nerve centre of the business.
Chief Revenue Officer
Enterprise SaaS · £80M ARR
CS
The churn risk model Fábio built with Gainsight changed how our CS team operates. We went from reactive to predictive — we caught three high-risk accounts that would have churned without the automated early-warning system.
Head of Customer Success
Growth SaaS · PLG + SLG

* Representative of feedback received. Full attribution and LinkedIn references available on request.


Tool Stack

How I build

Opinionated on tooling. I pick systems operators can maintain — not just engineers.

Systems of Record
Salesforce HubSpot CPQ Workflow Automation
GTM Process
Gong Outreach Salesloft Clari
Martech
Clay Apollo ZoomInfo LinkedIn Sales Nav
Data & BI
BigQuery Snowflake Tableau Looker dbt
Automation
n8n MuleSoft Make.com IDP / RPA REST APIs
AI
Claude Workspace GPT-4o Agentforce Cursor
CS Tech
Gainsight ChurnZero Intercom Totango

How I Work

The method

Four phases. No wasted motion. Every engagement starts with diagnosis and ends with something the team can actually run.

01
Diagnose
Map the Bowtie. Find the broken CR. Audit system data, process gaps, system misalignment. No assumptions.
02
Simplify
Remove bloat. Eliminate fields nobody uses. Rebuild process logic to match how people actually sell and retain.
03
Automate
Deploy AI agents at each broken Bowtie stage. Replace manual work with intelligent, measurable workflows.
04
Operationalise
Document, train, embed. Build systems the team owns. Dashboards that drive decisions. Processes that outlast the project.

How to Work Together

Two ways to start

Start free to understand where your GTM system is breaking. Then choose the right engagement model to fix it.

Free · No Obligation · No Pitch
Free
1-week · audit · roadmap

GTM Systems Audit

Not sure where your GTM operating system is breaking? I map your Bowtie, identify the biggest conversion gaps, and hand you a prioritised roadmap — at no cost.

Bowtie stage audit (CR1–CR8)
System-of-record & data quality review
AI automation opportunity map
Stack overlap & cost analysis
Prioritised fix roadmap
Executive-ready summary
Ongoing · Retainer · Embedded
Fractional
monthly · part-time · embedded

GTM Systems Support

Embedded fractional GTM systems architect — I design, build, and operate your revenue operating system on an ongoing basis. No full-time hire required.

CRM architecture & ongoing governance
AI agent builds & automation rollouts
Bowtie model implementation & tuning
Pipeline & forecast system ownership
GTM stack integration & ops
Weekly exec reporting & diagnostics

Let's build something

For fractional GTM systems support, systems audits, or AI/GTM systems builds, send a short note with the problem you are trying to solve and the systems currently in place.