Field Notes
May 5, 20265 min read

The First Three Things to Hand to AI GTM Agents

Stop trying to automate your entire GTM motion at once. Here are the three tasks agents actually handle well from day one.

Justin Henriksen
Justin Henriksen

Co-Founder, GetLatest AI

Ruben Dominguez at The AI Corner just laid out something most founders miss when they think about AI in their go-to-market stack. He points out that you can encode an operator's rules into agents that run the motion for you: source, enrich, sequence, forecast, expand. Your people keep the part that closes deals, the judgment and the room. Read his full piece here: Your GTM, run by agents.

That line about judgment and the room matters more than the rest of the article lets on. Most SMBs that try to roll out AI GTM agents attempt too much too fast. They want forecasting, expansion plays, full-cycle automation. What they get is a mess of half-baked workflows and reps who do not trust the output.

Start smaller. Hand agents three specific tasks: sourcing, enrichment, and sequencing. Nothing else until those three run clean.

Why These Three First

Sourcing, enrichment, and sequencing share one trait that matters for automation: they follow rules that do not change much from one campaign to the next.

Sourcing means finding companies that fit your ICP. The criteria are stable. Industry, size, tech stack, recent funding events, hiring signals. An agent can apply those filters faster than a human and never gets tired after page seven of search results.

Enrichment means filling gaps in your data. Job titles, email addresses, recent news, company metrics. This is pure retrieval work. The rules are simple: find the missing piece, verify it, add it to the record.

Sequencing means building the outreach cadence. How many touches, what channels, what spacing between messages. The logic is straightforward. Day one email, day three LinkedIn connection, day five follow-up email with new context.

All three tasks have clear inputs, clear outputs, and limited edge cases. That makes them ideal for agents.

Forecasting and expansion do not share this trait. They require judgment calls about deal quality, timing, and account health. Agents struggle there. Your best reps do not.

Sourcing: Let Agents Hunt

Most founders I talk to still have their SDRs manually building lists in LinkedIn Sales Navigator or Apollo. That burns hours every week on work that an agent can do in minutes.

Set up your ICP rules once. Industry vertical, employee count range, revenue band, geographic focus, tech stack signals. Feed those into an agent that runs weekly searches and deposits fresh accounts into your CRM.

The agent does not need to be perfect. It needs to be consistent. A 70% match rate on automated sourcing beats zero new accounts because your SDR got pulled into a demo call.

The human role shifts from finding accounts to reviewing them. Your SDR spends thirty minutes scanning the agent output, marking the false positives, and approving the rest. That is a better use of their time than copy-pasting company names from a browser tab.

Enrichment: Let Agents Fill the Gaps

Dirty data kills outbound campaigns. You send to bounced emails. You reference outdated job titles. You pitch products to companies that just closed down.

Enrichment agents solve this by running each record through multiple data sources before it hits your sequences. Clearbit, Apollo, LinkedIn, company websites, press releases. The agent cross-references, flags conflicts, and fills in what is missing.

Again, this is not work that requires judgment. It requires patience and scale. Agents have both.

The output is a cleaner list that your reps can trust. When they open a record, they see a real person with a real title and a real email. That confidence changes how they approach the outreach.

Sequencing: Let Agents Build the Cadence

This is where most teams get nervous. They worry that agents will write terrible emails and embarrass the company.

Fair concern. But sequencing is not the same as writing.

Sequencing means the structure of the outreach. Day one, channel one, message type one. Day three, channel two, message type two. The agent builds the skeleton. Your reps add the meat.

A good sequencing agent takes your ICP, your value proposition, and your historical win data. Then it proposes a cadence. Five touches over three weeks. Two emails, two LinkedIn touches, one video message. Each touch has a clear purpose and timing.

Your team reviews the cadence, adjusts what needs adjusting, and approves it. Then the agent executes. It queues the emails, schedules the LinkedIn tasks, and reminds your reps when they need to record a custom video.

The agent handles the logistics. Your reps handle the personalization.

What to Keep for Humans

Ruben's framing holds up. Your people keep the judgment and the room.

Judgment means deciding whether a response signals real interest or polite deflection. It means knowing when to push and when to pull back. It means reading between the lines of a prospect's objection.

The room means the actual sales call. The demo, the discovery session, the negotiation. That work requires empathy, timing, and the ability to think on your feet. Agents cannot do it. Your best reps can.

The mistake is trying to hand everything to agents at once. You end up with forecasting models that miss the mark, expansion plays that annoy clients, and a team that has lost faith in the automation.

Start with sourcing, enrichment, and sequencing. Get those three running smooth. Then ask what else might be worth automating.

How We Run This at Helix

We practice what I am describing here. Our revenue-share clients get agent-powered sourcing and enrichment from day one. We plug into their CRM, run weekly account searches based on their ICP, and enrich every record before it reaches their outbound sequences.

Our team reviews the output. Their team reviews the output. The agents do the grunt work.

This approach lets us scale pipeline for SMBs without adding headcount. It also keeps the human judgment where it belongs: in the sales calls that actually close deals.

If you are running GTM for an SMB and feeling pulled in too many directions, try this. Pick one motion, hand it to agents, and see what happens. Start with sourcing. Then enrichment. Then sequencing.

Three tasks. Nothing more until those three work.

Landbase has a useful piece on how agentic AI powers B2B GTM that covers similar ground from a broader perspective. Worth a read if you want more context on where this space is heading.

The point is not to automate everything. The point is to automate the right things first.

Justin Henriksen
Justin Henriksen

Co-Founder, GetLatest AI

Justin is the co-founder of GetLatest AI and Helix. Ran Microsoft's U.S. AI partner ecosystem; writes about AI agent architecture, GTM systems, and what actually works for SMBs.

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