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What ‘Just Enough Process’ Looks Like in Early GTM
Skip the CRM, keep the clarity—just enough workflow to move fast
Let’s set the scene:
You’ve started sending outbound.
Leads are trickling in. A few calls booked. A few deals in motion.
Then… chaos.
You forget to follow up with someone who was interested.
You realize you’ve sent the same email twice to the same lead.
You lose track of which version of your pitch actually got replies.
That’s when the panic hits:
“Do we need Salesforce?”
“Should I be using a CRM?”
“Is it time for a RevOps hire?”
Not yet.
In early GTM, what you need isn’t “process” in the corporate sense.
It’s just enough structure to avoid dropped balls—without slowing you down.
Let’s talk about what that actually looks like.
🚫 The Problem with Overbuilding Too Soon
Founders often overcorrect when things get messy.
They go from Notion and Gmail to a full-on HubSpot + Zapier + Gong + Salesforce stack.
But here’s the thing:
You don’t have a team yet
You’re not selling to 1,000 accounts
You don’t need dashboards—you need insight
Process should amplify what’s already working.
Not become a second job.
✅ The Right Amount of Process for Early GTM
Here’s what "just enough" looks like when you’re still proving things out:
1. A place to track your leads
Use Notion, Airtable, or even a Google Sheet.
Track:
Company
Contact name + title
Status (Not Contacted / Contacted / Replied / Booked / Closed)
Notes (what you said, what they said)
Last touch date
That’s 80% of what you’d use a CRM for—without the bloat.
2. A clean way to handle replies
Route everything to one inbox (Gmail is fine).
Star or label replies you need to act on.
Set up a “Needs Reply” label + a weekly time block to clean it out.
3. A repeatable outbound workflow
Use a tool like Skyp to:
Write outbound emails that actually sound human
Sequence 3–4 natural follow-ups
Track replies + learn what's landing
Skyp.ai gives you just enough structure to stay consistent—without pulling you into a mess of tools you don't need yet.
No exporting. No overcomplicating. Just send, learn, and adjust.
4. A simple weekly GTM review
Block 30 minutes every Friday. Ask:
Which emails got replies? Why?
Which leads showed interest? What was different?
Any new objections or patterns showing up?
What will I test next week?
You’re not managing a pipeline—you’re managing a learning loop.
If you want outbound that stays fast, founder-driven, and low-maintenance (without drowning in software bloat), Skyp.ai is perfect for this stage.
Real conversations, clean tracking, no RevOps degree required.