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.