OnePgr GTM Playbook•Onboarding

Choose Your Onboarding Path

Select the right approach for your business size and needs. Quick setup for small businesses or comprehensive control for enterprise teams.

⚡

Quick & Simple

Perfect for small businesses and startups

✓2-minute setup with just your website URL
✓AI automatically finds your customers
✓Built-in compliance and deliverability
✓No data imports or complex setup
Start with Kampaign.ai
🎯

Full Control

For mid-market and enterprise teams

✓Complete data control and CRM integration
✓Advanced analytics and reporting
✓Team collaboration and workflows
✓Custom micro-campaigns and sequences
Start with OnePgr
OnePgrGPTCardsKampaign.aiDatabank (CDP)SalesforceHubSpotPipedrive
Step 1

Import & Align Your Existing Data

Bring CRM, spreadsheets, email history, product usage, billing and support records into the Databank. We normalize, dedupe, and map identities so your GTM is grounded in truth.

Sources

  • CRM (Salesforce / HubSpot / Pipedrive)
  • Spreadsheets & CSVs
  • LinkedIn & Sales Navigator exports
  • Product analytics (Mixpanel / Segment)
  • Billing & support systems

Data Hygiene

  • Normalization & deduplication
  • PII redaction & policy checks
  • Identity resolution (company/contact)
  • Vectorization for retrieval (RAG)

Outcomes

  • Accounts & Org Graphs
  • Contacts & Roles
  • Historical Touchpoints
  • Usage, Tickets, Invoices
Single source of truth ready for research & campaigns.
Step 2

Define Micro-Campaigns & Build Contact Lists

Scope tight ICPs, enrich contacts, and construct buyer committees. Each micro-campaign has a clear objective, signals, and a measurable hypothesis.

Scope & Objective

  • ICP filters (industry, size, geo, stack)
  • Objective (meetings, expansion, reactivation)
  • Personas & roles
  • Hypothesis & success metric

Contact & Org Build

  • Enrichment from Databank
  • Find Contacts & org charts
  • Influencer map & intro paths

Signals

  • Job postings & hiring bursts
  • Funding & SEC filings
  • Stack changes & integrations
  • Product usage anomalies
Explainable reasons to prioritize timing.
Step 3

Launch Multi-Channel Sequences

Use Kampaign.ai to orchestrate email, LinkedIn, calls, and video with deliverability guardrails and personalization via GPTCards.

Sequencing

  • Channel mix & cadences
  • Warmup domains & send budgets
  • Opt-out & regional compliance

Personalization (RAG)

  • Databank-grounded snippets
  • Persona-specific value props
  • Claim verification & tone checks

Experimentation

  • A/B variants & subject lines
  • Send-time & channel tests
  • Hypothesis registry
Every send is tagged for learning.
Step 4

Capture Reporting & Learn

Track deliverability, opens, replies, meetings, objections, and revenue impact. Feed outcomes back into Databank and your CRM.

Funnel Metrics

  • Deliverability → Open → Reply
  • Positive reply & meeting-set
  • Stage velocity & win-rate

Attribution & Causality

  • Channel & step contribution
  • Uplift modeling vs baselines
  • Variant & persona insights

Compliance & Quality

  • PII & regional rules
  • Factuality & tone audits
  • Spam flags & unsubscribes
Protect reputation and brand consistency.
Step 5

AI Recommendations: Next Best Actions

GPTCards analyze performance to suggest list improvements, signal integrations, campaign tweaks, channels, and messaging updates.

What to Improve

  • List quality & persona coverage
  • Signal gaps (add Mixpanel / FullStory)
  • Subject-line & CTA strength
  • Sequence timing & channel order

What to Try Next

  • New vertical or geo test
  • Introduce video step for execs
  • Spin up second sending domain
  • Run expansion play on active users
Close the loop and iterate faster each cycle.
Step 6

Rinse & Repeat

Each loop enriches your Databank, strengthens GPTCards, and compounds your team's performance.

Databank (CDP)

Unified facts, identities, history, and vectors. The foundation for grounded personalization and analytics.

GPTCards

Atomic agents that research, score, write, recommend, and orchestrate—with guardrails and versioned prompts.

Market CRMs

Integrate with Salesforce, HubSpot, or Pipedrive as your system of record. Our platform syncs outcomes and enriches these CRMs automatically.