Messy CRM
Duplicates, stale records and missing fields. Reports nobody trusts.
We clean and connect your RevOps systems, build the context layer your team and agents share, and deploy agents across your GTM motion. Every build is custom, and everything lives in your accounts.
Agentic GTM is a way of running go-to-market where AI agents do the research, the CRM updates and the account monitoring behind a revenue team. DFY Automation builds agentic GTM systems for mid-market and enterprise revenue teams, in the client’s own stack. Most start with call-ready leads for SDRs: agents find the right decision makers, research every account and qualify it, so SDRs get people to call with the context attached.
How a signal becomes a brief
Leadership changejust now
New VP of Engineering at a target account. Account card and opener sent to the SDR.
ScoredIn your CRMOwner notified
AI launch4 min ago
A target account launched an AI agent. Brief with three contacts and an opener.
ScoredIn your CRMOwner notified
Expansion11 min ago
A customer opened a new office. Cross-sell flag for the account manager.
ScoredIn your CRMOwner notified
Churn risk26 min ago
A champion left a customer account. At-risk alert, and the new contact found.
ScoredIn your CRMOwner notified
Webinar signal1 hr ago
A target account registered for your webinar. Score updated, owner alerted.
ScoredIn your CRMOwner notified
CRM hygiene2 hr ago
Duplicate records merged and missing fields filled overnight.
ScoredIn your CRMOwner notified
02 / The problem
We turn that into one system your team can run.
Duplicates, stale records and missing fields. Reports nobody trusts.
ICP, positioning, call notes and wins sit in docs, decks and people's heads. Every new rep and every agent starts from zero.
Enrichment, intent, sequencing and CRM don't talk to each other. Signals get missed and reps do the research by hand.
03 / Where most teams start
The first motion most teams build. Agents find, research and qualify the people worth calling, and your SDRs pick up the phone.
Your first build
Selling to mid-market and enterprise, or a market too small for cold email
Agents watch your target accounts, find the right decision makers, research every account and qualify it against criteria we set with you. Your SDRs get people to call, with the research in hand. Once the new accounts are worked, the same system finds new buyers inside the accounts you already sell to.
Then it grows: expansion, churn risk and CRM data quality, one front at a time.
Talk it through04 / What we build
We scope the layers you need. Your first build covers the three highlighted ones, the base call-ready leads run on, since agents are only as good as the data and context under them. The other two come as the system grows.
Clean data your team and agents can trust.
One source of truth for how you sell.
Know when a top account moves.
Agents for the work between the meetings.
Every tool connected into one engine.
05 / How it works
Data flows into one context layer, agents act on it, and the results land where your team already works. The system does the research, the updates and the watching.
Your data
One context layer
Agents
Where your team works
Logos show common tools, as examples. We connect the ones your team already uses.
06 / How an engagement runs
One motion and one metric first. Agents run alongside your reps before full rollout.
We map your stack, data and sales process, and show you where data, routing and handoffs break.
YouGrant read access, one 90-minute workshop
A written plan of which layers we build, in what order, and the metric we'll move.
YouApprove it
We start with one motion and one metric, built in your accounts over 90 days. For most teams, that's call-ready leads for their SDRs.
YouA weekly 30-minute review
Agents run alongside your reps first. We tune them on real accounts before full rollout.
YouFeedback from your reps
We train your team and hand over runbooks and access, and it's yours. Or we stay on to refine and grow it every month.
YouPick what fits
07 / Ways to work together
Every engagement is scoped to your stack and your goals. After the strategy call, we send a written proposal.
A clear picture of your stack, and a plan to build on.
The foundation and your first motion, in your accounts.
We stay on, so the system keeps getting better.
08 / Guardrails
Built for revenue teams that have to answer to security and compliance. Your reps stay in charge of everything a customer sees.
Yours from day one
Whether you take the keys at handover or we stay on to refine and grow it, everything lives in your CRM and tools, and it's yours from day one.
09 / Case studies
Three client builds, anonymised: what each one watches, what it hands the team, and where it stands.
AI security company
Two agents scan the last 24 hours for AI product launches and AI-related breaches. Every morning, sales gets qualified companies, the right decision makers, the reason to reach out now, and a drafted opener.
Vertical SaaS company
One system that keeps the CRM clean, watches every customer for expansion and churn signals, and scores net new accounts from webinar, content and market signals. Scores land in the CRM. Alerts go to the account owner in real time.
Enterprise software company
An agent reads the top-scoring accounts from the CRM and watches them daily. When a key executive changes or a major event happens, the SDR team gets a full account card: company snapshot, why now, the angle, contacts and a drafted opener.
10 / Why us
Our agents go past clean data and reports. They watch accounts and turn signals into pipeline, because that's where we started.
Javeria Shah, our co-founder, won the Clay Cup 2025 World Championship. Clay is the platform GTM engineers build on.
Watch the announcement“I was especially impressed by how effectively they use agents to find and reach out to thousands of high quality leads every week.”
Aum UpadhyayFounder & CEO, Silmaril (YC P26)Ali and Javeria lead every build, from the audit to the handover.
About the founders11 / What you need
For revenue teams selling to mid-market and enterprise, with a market too small for cold email, or who'd rather not use it: a team big enough for manual work to cost real selling time, a CRM to build on, and a leader who owns pipeline.
The system behind your team
Mid-market and enterprise revenue teams
12 / Part of go-to-market, done for you
We run cold email for you, or build the system behind your revenue team. Here's the other one.
What this service doesn't include
We run outbound email end to end, in your accounts. Interested replies land in your Slack, and your team closes them.
Agentic GTM is a way of running go-to-market where AI agents do the research, the CRM updates and the account monitoring behind a revenue team, working from a shared context layer. Your reps keep selling; the system watches accounts, briefs calls and keeps records current, with a human approving anything customer-facing.
Then we build you an agentic GTM system instead, usually starting with call-ready leads for your SDRs: agents find the right decision makers, research every account and qualify it, and your SDRs get people to call with the context attached. It also fits if your market is big enough for cold email but you'd rather not use it.
For cold email, yes: your SDRs or sales team close the opportunities that land in your Slack. For an agentic GTM system, you need a revenue team to act on what it finds. If it starts with call-ready leads, that means SDRs to make the calls; the system does the research, the updates and the watching behind them.
B2B companies with a sales team. Cold email is for teams selling to SMB and mid-market companies, with a total addressable market of 30,000 or more and an ACV or customer LTV of $1,250 or more. Agentic GTM systems are for revenue teams selling to mid-market and enterprise, with 200+ employees or a revenue team of 10+, and an established CRM: teams selling to enterprise, teams whose market is too small for cold email, and teams that would rather not use it.
For cold email, it's one detailed onboarding form and one 60-minute call. Then we set up your email infrastructure, build the lists, write the copy for your approval and launch. For an agentic GTM system, it starts with a two-week audit: read access to your stack and one 90-minute workshop. Then you approve a written blueprint, and we start the build.
It depends on the service, your volume and the scope. After the strategy call, we send you a written proposal with the plan and the price.
Both founders, Ali and Javeria. They lead every engagement, from the first call to the weekly reviews.
Where your SDRs already work. We agree the handoff with you in the blueprint, usually your CRM with an alert in team chat. Every lead arrives qualified, with the account research your SDR needs before picking up the phone.
No. Outbound is where we started, and we still run cold email for teams that want it done for them. For mid-market and enterprise revenue teams, we build agentic GTM systems: a clean RevOps foundation, a shared context layer and agents, built in your stack. Most start with call-ready leads for their SDRs, then grow into expansion, churn risk and CRM data quality.
Qualified, researched leads for your SDRs to call. They're the part of an agentic GTM system most teams start with: agents watch your target accounts, find the right decision makers, research every account and qualify it before handoff, so every call starts informed. Once the list of new accounts is worked, the same system finds new buyers inside the accounts you already sell to.
One structured knowledge base of how you sell: ICP, personas, positioning, proof, account history and rules. Your agents and your reps use the same source, so outputs stay accurate and on brand.
The ones you already run. Every build is custom to your stack: your CRM, such as HubSpot, Salesforce, Zoho, GoHighLevel or Attio, plus your data sources, sales tools and team chat.
No. We give your RevOps team a clean, connected system and agents that take on the manual work.
The audit takes two weeks. A build runs 90 days, with the RevOps foundation and the context layer first.
You do. It's built in your accounts and handed over with runbooks and training. At handover we move everything to your keys and remove our access.
Agents run on your platforms. For larger builds, API and hosting costs sit on your own keys with spend limits. We delete your data when the engagement ends.
It's yours either way. You can take the keys and run it yourselves, with runbooks and training. Or we refine and grow it every month: we keep the data clean, tune the agents on what your reps act on and monitor every workflow, and we add the next front, such as expansion, churn risk or CRM data quality.
14 / Book a call
An obligation-free 30-minute strategy call with Ali and Javeria, whether you want us to run it, build it, or you're not sure yet.
Rather talk now?