Free Toolkit · 90 Minutes
Fintech GTM Automation Workshop
Find where your team loses time and leads, and pick the first workflows to automate. A free board for your team.
The Agenda
- 5 min
Warm-up
Which task would you happily never do again?
- 20 min
1. Map the process
What happens between finding an account and a signed deal? Every task, who does it and roughly how long it takes.
- 15 min
2. Find the leaks
Where do time and leads get lost? Tasks that take too long, and places where leads go cold.
- 15 min
3. Effort and impact
Which fixes are worth building first? Place each workflow idea on a 2×2 of effort against time or pipeline gained.
- 10 min
4. What stays human
What should a person always see before it goes out?
- 20 min
5. Your first workflows
Which two or three workflows come first? One card each: trigger, steps, data, owner and how you’ll know it works.
- 5 min
Next steps
Run each workflow by hand first, then build one at a time.
Examples on the board use a fictional payouts API. The method behind it is in our GTM engineering guide.
How to Run It
Who to invite
Three to six people: a founder, whoever sells, whoever markets, and whoever runs the CRM or operations. Pick one facilitator who keeps time and stays neutral.
What to bring
A rough week of the sales team’s calendar, the CRM fields you actually use, and your ideal customer profile on one page.
Settle the plan first
Automation multiplies whatever it runs. If your positioning or go-to-market plan isn’t settled, run those workshops first.
Write first, talk second
Give every step a few minutes of silent stickies before anyone speaks. One idea per sticky, then dot-vote to decide.
Third in a set: run the Fintech Positioning Workshop and the Fintech Go-to-Market Workshop first if your positioning or plan isn’t settled.
Frequently Asked Questions
Is the workshop free?
Yes. The board is free to use with your own team. Duplicate it for each session.
What do we leave with?
Your go-to-market process on one board, the biggest places where time and leads get lost, a shortlist of workflows to automate first, clear rules on where a person stays in the loop, and two or three workflow cards, each with an owner and a measure.
Which tools does it recommend?
None. The board is about workflows, not software. Decide what should happen first, then build it in the tools you already use.
Why does a person check some steps?
In fintech, anything that reaches a bank or another regulated buyer should be checked by a person before it goes out. Step 4 makes that rule explicit for every workflow.
Want it built?
Fuente Digital builds the AI agents and automations that run your go-to-market, in the tools you already use.
See GTM Engineering