Fragmented GTM workflows and tech bloat were slowing growth

When Baris Zeren, Founder and CEO at BookYourData.com, looked at his go-to-market setup, he saw a mess. The company had built a solid product in the B2B data space, but their GTM infrastructure was all over the place. Different tools didn't talk to each other. First-party data sat unused. The team was paying for expensive software they barely used.

The biggest issue? Converting free users to paid customers wasn't working as well as it should. BookYourData had traffic and signups, but too many qualified visitors were slipping through the cracks. The multi-channel outreach lacked direction. Visitor identification was basic. And the referral strategy? Practically nonexistent.

"We had fragmented GTM workflows, underutilized first-party data, and were spending excessively on tech stacks that didn't fully align with our use cases," Baris explains. "Our multi-channel outreach strategies lacked cohesion, and our visitor identification and referral strategies were basic at best."

For a data-driven company scaling in a competitive space, these inefficiencies were costing real money. Every missed conversion was lost revenue. Every redundant tool was wasted budget. And the team was spending too much time wrestling with operational problems instead of executing.

There was another pressure building too. With Google's AI mode changes looming and traffic patterns shifting, Baris knew they couldn't rely on traditional channels forever. They needed a GTM engine that could adapt fast and perform no matter what changed in the market.

"As a data-driven business scaling in a competitive space, we couldn't afford inefficiencies in our GTM," Baris notes. "Turning more free users into paid customers and capturing more value from our existing traffic were urgent priorities."

The team had tried fixing this internally. They'd brought in a few outsourced solutions. Nothing worked. What they really needed was someone who understood both the strategy and the technical execution, someone who could build a complete system, not just suggest tools.

That's when Baris found Workflows.io on LinkedIn. Their thought leadership and tactical breakdowns kept showing up in GTM discussions. Trusted voices in the space kept recommending them. The social proof and case studies made it clear: Workflows.io was the go-to expert for building modern, high-performance GTM systems.

"Workflows.io name kept surfacing in recommendations from trusted voices in the space," Baris recalls. "It became clear from the social proof that they were the go-to expert for building modern, high-performance GTM systems."

Workflows.io built a complete GTM engine from infrastructure to execution

Workflows.io didn't just suggest a few tools and walk away. They became embedded in BookYourData's GTM like a strategic partner, building complete systems that made revenue flow better.

The work started with a full assessment of what was actually needed versus what they were paying for. Workflows.io diagnosed the tech bloat quickly and got to work replacing multiple expensive tools with smart, integrated workflows that did more with less.

"Workflows.io's deep understanding of both the strategic and technical sides of GTM made a huge impression," Baris explains. "Unlike typical consultants, they don't just suggest tools. They build systems, write copy, architect workflows, and ensure every step fits the business' context."

1. Clay and First-Party Data Infrastructure

Workflows.io set up a fully customized Clay system tailored to BookYourData's specific use cases. This wasn't generic. It was built around how their business actually worked. They optimized their visitor identification stack using first-party data across tools like rb2b and Vector, capturing intent signals they'd been missing before.

The result? Anonymous traffic started turning into qualified leads at a much higher rate.

2. HubSpot CRM Enrichment and Lead Management

They built enrichment workflows in HubSpot that automatically segmented and prioritized leads based on behavior and fit. The team no longer had to manually sort through leads or guess who to focus on. The system did it for them.They also set up lead nurturing sequences and champion tracking, making sure no good lead fell through the cracks.

3. Multi-Channel Outreach Across LinkedIn and Email

Rather than scattered campaigns, Workflows.io built integrated outreach across LinkedIn and email that actually worked together. They wrote the copy themselves, designed the workflows, and made sure everything connected back to the same goals.

4. Automated Referral System

This was one of the biggest wins. They designed referral email workflows based on user behavior, tapping into first-party data to automatically encourage happy customers to refer others. This created a new revenue stream BookYourData wasn't even targeting before.

5. Tech Stack Cleanup

Workflows.io cleaned house. They cut redundant tools, consolidated workflows, and saved BookYourData thousands of dollars in SaaS spend without losing any capability. In fact, the new setup worked better than the old bloated one.

Throughout the project, Workflows.io's communication was seamless. They documented everything, thought alongside the team, and integrated like an internal team member, not a vendor.

"Their ability to diagnose tech bloat and replace multiple paid tools with a few smart workflows was impressive," Baris notes. "The referral flow they designed on top of first-party data generated revenue we weren't even targeting before. That was a game-changer."

6. AI Lifecycle Email Marketing

This was where Workflows.io really pushed things forward. Most companies do lifecycle marketing the standard way: users hit a milestone, trigger goes off, generic email gets sent. It works, but it's not personal.

They built something different for BookYourData. They used AI to create real 1:1 personalized lifecycle emails based on everything about each user. Every in-app action. Onboarding survey answers. Support chats. Research on the person and company. Content they viewed before signing up. All of it fed into emails that actually helped users based on what they needed.

This changed how BookYourData talked to users. Instead of generic lifecycle emails, every message was built around real behavior and actual needs.

A 40% conversion lift and a leaner, smarter GTM engine

Since working with Workflows.io, BookYourData has completely transformed how their GTM operates. The results speak for themselves:

Key Results:

- 40% improvement in visitor-to-lead conversion by capturing intent signals they were previously missing

- 25% increase in free-to-paid conversion rate through better lead nurturing and prioritization

- 11% increase in referral revenue from automated referral workflows (completely passive)

- Thousands of dollars saved in SaaS spend by cutting tech bloat and consolidating tools

- Leaner, more efficient operations with better utilization of first-party data

The 40% uplift in visitor-to-lead conversion completely changed how BookYourData thinks about their top-of-funnel. With Workflows team’s help, they implemented smarter workflows that identified and captured intent signals they were missing before, turning anonymous traffic into qualified leads at a much higher rate.

Internally, the team felt the difference immediately. The operational drag disappeared. Marketing and sales had confidence that the GTM machine was actually working. Customers experienced more relevant engagement and smoother onboarding.

"Internally, the team felt empowered and focused," Baris explains. "It removed operational drag and gave our marketing and sales teams confidence that the GTM machine was humming."

What really sets Workflows.io apart is how organized they are. They track every task on a daily basis with clarity and accountability, so you never feel like you have to chase progress or manage them. It's rare to find a team that combines strategic thinking with such disciplined execution.

Looking ahead, BookYourData plans to keep working with Workflows.io as they scale and adapt their GTM to changing market conditions.

If you're serious about building a GTM engine that is efficient, high-performing, and grounded in your unique use case, not generic playbooks, then Workflows.io is the partner you need. They combine the rare mix of tech, strategy, and empathy that drives real results."