The GTM stack
What one revenue leader can run alone in 2026.
This is the stack behind Seven16 Group and the specialty workers' comp revenue engine I run as CRO, organized by job. None of it is theoretical: every tool here has a workflow running on it this week. Clients own their accounts; we design the system, wire it, and hand over the keys.
Target
Named lists matched to appetite and territory. No personas, no spray.
Apollo
B2B contact and company database, enrichment, and email sequences. We build the agent and wholesaler lists here, enrich them, and send cold email from a separate sending subdomain, never the primary mailbox.
LinkedIn Sales Navigator
Account and lead search by title, firm, and geography. The source list for LinkedIn outreach and for validating who actually places the business.
DOT Intel
FMCSA carrier intelligence: which fleets have the exposure, who insures them, when they likely renew. The targeting layer for anything trucking or last-mile.
Bureau and filing data
Ex-mod and public rate-filing data to find the accounts a program is built for, state by state, with hard caps on pull volume so the sources stay healthy.
Reach
Several channels, one calendar, a human approving every reply.
Yoke (formerly CoPilot AI)
LinkedIn outbound with AI agents for strategy, targeting, and replies. We run it from the operator's own profile with approve-before-send on every message, a team inbox, and a rule that a closed conversation is never restarted.
Deeplead
AI-run cold email from its own warmed inboxes: it reads your site, picks campaigns, finds prospects, writes each email, and stops the sequence the moment someone replies. Replaced a heavier sending platform in our workflows.
Native
AI social publishing across LinkedIn, Facebook, Instagram, X, YouTube and more in the brand voice, with approve-each-post rather than autopilot. Each cornerstone asset becomes a month of posts.
VoiceDrop
Ringless voicemail and two-way SMS with an AI voice clone. Used sparingly, consent- and DNC-compliant, for warm follow-up after a submission or a conference, not for cold volume.
Sendblue
iMessage and SMS from a business line for the conversations that have already started: confirmations, documents, nudges a broker will actually read.
ProgramBusiness and trade channels
Program storefront listings and email blasts to appointed agents, measured as their own channel on the scoreboard.
Convert
One pipeline, with source, owner, stage, and partner hierarchy on every record.
Growtheon
Workspace CRM (contacts, deals, pipelines, workflows, templates, tasks, appointments, custom objects, webhooks) and the engine under Seven16's white-label agency OS. A GoHighLevel alternative we can automate against through its API.
Hercules
Seven16's integrated business CRM framework; powers Command CRM. Partner hierarchy (employer → retailer → wholesaler → program) is a first-class object.
Inbound alias routing
Every wholesaler and retail agency gets a unique underwriting email alias, so submission origin is identified automatically and never guessed.
Booking links
A single scheduling link on every surface: site, signature, LinkedIn, voicemail. The call is the conversion event; everything upstream exists to produce it.
Automate
If a human does it twice the same way, a workflow does it the third time.
n8n
Workflow automation plus agents. Runs the daily GTM scoreboard (Outlook calendar and mail via Microsoft Graph → Google Sheets), inbox triage with drafted replies by email type, and the hand-offs between every tool on this page.
Zapier
Connectors for the long tail of apps that don't have a native n8n node yet.
Claude and Claude Code
Drafting, research, analysis, and the development environment for every product we ship. Governed by an approved knowledge base so appetite is never misstated.
Retell + ElevenLabs
Voice agents that answer the program line 24/7, route to the right human, and never approve, bind, or price. Four personas: partner intake, training role-play, prospect-facing, internal assistant.
Measure
Weekly scoreboard, monthly tuning, attribution to bound premium.
Activity scoreboard
Appointments held, emails sent and received, LinkedIn touches, posts, campaign results, and submission/quote updates logged daily by channel and partner. Leadership sees updates between 6 a.m. and 6 p.m., not real-time noise.
Underwriting intelligence portal
Executive dashboards for the CEO, CUO, actuary, and claims: submissions, quotes, binds, loss-fund modeling, and growth-and-distribution activity in one place.
Google Sheets / Drive
The boring, durable system of record for logs and reports; every long-running job writes section by section so nothing is lost if a session dies.
Build
The stack every Seven16 product runs on.
Next.js · Vercel · Cloudflare
Front ends and APIs with preview deployments, edge caching, and DNS. Clean URLs, fast pages, and nothing a solo operator can't redeploy from a laptop.
Supabase
Postgres, auth, storage, and edge functions. One database per product, with secrets loaded from secret storage and never committed.
Stripe · Resend · Twilio
Billing, transactional email, and voice/SMS verification. Twilio Verify for claim-a-listing codes, A2P-registered SMS for CRM texting.
GitHub
Private repos per product; production deploys from a release branch; an AGENTS.md in each repo so AI coding sessions start with the rules.
Operating rules
The stack is easy. The rules are the product.
- Approve before send. Any AI-drafted message to a prospect gets a human read first. No auto-replies to a prospect's reply.
- One asset, many touches. A single cornerstone piece feeds LinkedIn, email, voice scripts, and sales calls for a quarter.
- Soft close, clean exit. When someone isn't interested: thank them, tell them what to think of you for, and stop. No referral asks, no re-pitching.
- Explicit do-not-contact lists. Competitors, state funds, and firms you've chosen not to prospect are coded into the targeting, not left to memory.
- Separate sending domains. Cold email never goes from the primary mailbox. Deliverability is an asset you protect.
- Log everything, daily. If it isn't on the scoreboard it didn't happen. Long jobs write results as they go.
- Secrets in secret storage. Never in chat, code, logs, screenshots, or reports. Name the field that needs filling; don't paste the value.
- Before-values on bulk changes. Any large-scale change to a system of record is documented so it can be reversed.
Next step
Want this stack running on your accounts?
The 90-day GTM build stands it up on tools you own, trains your team, and leaves a scoreboard behind. Or book a strategy session and we'll tell you which three pieces to start with.