How it works

From your GTM strategy to running Agents.

You bring the market knowledge and operating judgment. Your assigned GTM engineer configures the Truebase platform, gets the Agents running, and improves the system with your team.

Strategy to operation
01Your strategy
02Assigned GTM engineer
03Platform configured
04Agents running
05Review and audit in the app

The operating path

One path from problem definition through recurring operation.

Exact timing depends on workflow complexity, access, and review. The system is designed to produce useful, reviewable work quickly instead of waiting for a long infrastructure program to finish.

Phase · 01

Define the operating outcome

Your team and assigned GTM engineer define the decision, task, or workflow to improve—not a predetermined Agent or tool.

Result

A bounded workflow, owner, inputs, outputs, review path, and success criteria.

Phase · 02

Your GTM engineer configures the platform

Your assigned engineer turns the strategy into reusable instructions and configures the data, Agents, tools, integrations, and controls required to run it.

Result

A reviewable Agent system configured around your business context.

Phase · 03

Launch controlled operation

Agents begin with a controlled scope so your team can inspect the evidence, outputs, exceptions, and proposed actions.

Result

First useful work and a real feedback loop—designed to begin in days.

Phase · 04

Review, audit, and improve in the app

Your team reviews work, controls consequential decisions, audits activity, and works with your GTM engineer through the Truebase app.

Result

A visible operating record and a recurring capability that improves from feedback and outcomes.

Working cadence

What working together looks like.

01

Kickoff sprint

Define the workflow, connect the required systems, and get the first Agent running.

02

Dedicated Slack channel

Your team and GTM engineer coordinate questions, access, decisions, and blockers.

03

Weekly working reviews

Review outputs, adjust the Agent, resolve blockers, and agree on what runs next.

Slack keeps the work moving. The Truebase app remains the system of record for inputs, Agent outputs, approvals, reporting, and audit history.

Your team stays in control

Agents run the work. Your team controls what moves forward.

The Truebase app is where your team reviews evidence and outputs, approves actions, follows reporting, and audits how the system is operating.

Truebase appAwaiting review
Review queueReportingAudit trail
Target account review

Why this account matches your strategy

  • Qualification rules applied
  • Buyer context included
  • Supporting evidence attached
Proposed next actionPrepare buyer outreach
01

Review the work

Inspect the evidence, reasoning, outputs, and exceptions before they move forward.

02

Approve the next action

Accept, revise, pause, or reject consequential work.

03

Steer the Agents

Update rules, instructions, and Skills as your strategy changes.

04

Work with your GTM engineer

Use the same app, workflow state, and operating context to improve the system together.

05

Learn from outcomes

Turn feedback and observed results into better workflow behavior over time.

A shared operating model

Clear responsibilities keep the system useful.

Your team brings

Strategy, subject-matter judgment, system access, approvals, feedback, and ownership of commercial decisions.

Your assigned GTM engineer

Designs the workflow, configures and launches the system, monitors operation, and improves it with your team.

The Truebase platform

Provides the data, Agents, infrastructure, workspace, review controls, reporting, and audit trail.

Bring one GTM workflow worth operating.

We’ll map how it becomes a running Agent system and where your team stays in control.

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