The GTM Loop

In this episode, we get tactical. We walk through the tools we rely on every day to run our GTM motion, from CRMs to automation hacks. We talk about why spreadsheets are not a sales process, how to pick the right CRM for your team size, and the integrations that actually make your life easier.   We share the platforms we use for automation, AI, and content creation, and how they fit together to save time and money. From HubSpot and Streak to Zapier, Clay, and Canva, we cover the tech stack that helps us work smarter. We also talk about the underrated tools like Plaud Note for transcription, CalendarBridge for juggling multiple calendars, and even Rent the Runway for event prep. This one is packed with practical tips, a few laughs, and serious time savers.   Core Platforms HubSpot: All-in-one CRM for sales and marketing alignment Streak: Lightweight CRM inside Gmail for consultants and small teams Salesforce: Best for enterprise but often too heavy for startups Zoho CRM and Adio: Affordable options for small teams   Automation and Integration Zapier: Automate repeat tasks and connect data between tools Clay: Build lists, identify lookalikes, and enrich data for outreach Vector and Ocean.io: Power lookalike audience building and ICP validation   Content and AI ChatGPT, Claude, Copilot: Writing, brainstorming, and automation Canva with CSV integration: Auto-generate branded social posts from transcripts Plaud Note: Hardware and software combo for recording, transcribing, and summarizing ideas   Productivity and Operations CalendarBridge: Sync and share multiple calendars across clients Calendly: Simplify scheduling and embed availability in emails Google Workspace: Use built-in tools securely with FI-friendly settings   Expect straight talk, practical advice, and the occasional hair flip. If you're building, selling, or scaling in fintech and beyond, this is the GTM podcast you'll actually want to listen to.   Sell it. Keep it. Grow it.

Angi and Holly get real about early pipeline. We cover how to define an ICP, why you need at least three buyer personas, and what it takes to reach a cold contact. Hint: plan for 8 to 12 touchpoints. We unpack channel preferences, why text can beat cold calls, and how to warm specific accounts with domain-targeted LinkedIn ads. Most of all, we show how sales and marketing share signals so messaging evolves, campaigns have time to work, and progress is measured by engagement and learning, not just demos.   We explain how to define your ICP and core personas, plan meaningful touchpoints, and mix text, email, events, and targeted ads to reach the right audience. You'll hear why consistency wins, which metrics matter most, and how stories outperform feature lists in every sales conversation.   Listen if you are building your first repeatable lead gen motion or are tired of "pitch slap" outreach and want a human approach that actually moves deals forward.   Expect straight talk, practical advice, and the occasional hair flip. If you're building, selling, or scaling in fintech and beyond, this is the GTM podcast you'll actually want to listen to.   Sell it. Keep it. Grow it.

Welcome to The GTM Loop Podcast with Angi Milano and Holly Glowaty.   We talk about go-to-market strategies that actually work. Real stories, honest lessons, and tactical conversations on how to sell it, keep it, and grow it.   From why growth is a loop (not a funnel), to navigating bank sales cycles without losing your mind, to turning compliance into a sales accelerator, we share what we've learned in the trenches with fintechs, founders, and financial institutions.   Expect straight talk, practical advice, and the occasional hair flip. If you're building, selling, or scaling in fintech and beyond, this is the GTM podcast you'll actually want to listen to.   Sell it. Keep it. Grow it.