GROWFLEX
[THIS_STACK]

How We Designed
Our GTM Tech Stack.

What we're using and why — chosen for our objectives, modularity, cost-efficiency, and team adoption. Your stack will vary, but the principles stay the same.

[STACK_TABLE]

Layer by Layer

Each tool maps to a function in our three-layer GTM system. Monthly costs shown are typical starting points.

Data Core
Vector Database
PineconeVector storage for RAG and content generation
$0
Data Core
CDP
PostHogEvent collection, schema management, warehouse, ETL and analytics
$0
Orchestration
Workflow Automation
Zapier CanvasWorkflows for engagement and content generation
$29
Interactions
Emails & Campaigns
LoopsSimple email marketing and campaigns
$0
Interactions
Meeting Scheduling
KoalendarGoogle calendar meeting scheduler
$6
Interactions
Chat
CustomCustom knowledge based chatbot with ChatGPT and Pinecone
$30
Interactions
Content/Newsletters
CustomGhost CMS + Zapier Canvas + ChatGPT + Vercel/Next.js
$29
Interactions
Social Publishing
CustomZapier + ChatGPT
$0
[DECISIONS]

Why These Choices

Every tool earns its place. Here's the reasoning behind each layer of the stack.

Start at the End

Before looking at tools, we looked for clarity on what we wanted to accomplish. What value do we offer and to whom? How will we visualize the future and make decisions? Who is the team and how would their time be used most effectively? With a modular architecture, we could plan for our current reality, and grow into our future.

We then prioritized our initial engagement activities. Some were critical and specific, deserving more investment, others could be optimized or added later. Our interaction needs would change, guaranteed. Our top priorities:

Time with clients, not with tech
Source of truth for GTM data, visible with minimal effort
Clear tracking from activity to revenue
A few process workflows with minimal maintenance
AI driven chat that provides real benefit to our visitors
Meeting scheduling, email, newsletters and light social publishing
High quality AI content generation + collaboration
Low cost for a small consultancy
Easy stack updates, needs will change
Data Core

Single source of truth over tool sprawl

PostHog was an easy choice to provide a single source of truth, consistent schema and tracking and visualize insights into the complete revenue generation picture. It provides the warehouse, CDP, analytics and visualization we needed to be the foundation of a stable data core. Our team has no dedicated sales force, so a CRM like Hubspot or Salesforce isn't necessary, and PostHog provides a foundation for one when needed. We would start at zero cost and scale to thousands of customers and millions of visitors before we exceeded $1000/month.

For AI in engagement and content creation, scaling and accessing our existing knowledge base at an affordable cost was crucial. Pinecone vector database underpinning AI as a force multiplier gave us the guardrails to control costs and keep AI focused on our objectives and our customers.

Orchestration

Composable logic that tolerates change

Our workflow needs were simple -- a few stable inbound workflows, a content gen workflow, and a social publishing workflow. It came down to Zapier Canvas and Make for our budget, and the decider was time. Zapier Canvas allowed us to spend less time creating and updating workflows, provided the connectors and AI features we needed for interpreting signals, making it worth the step up in price from Make.

A stable data core means we can change the orchestration layer when needed. Costs will increase, needs will change, and we will eventually move to a more specialized tool like Default that can handle more complexity with even less time commitment. At that time, the decision will be easy.

Interactions

Customer touchpoints with built-in feedback loops

Our interaction needs will change more rapidly and frequently than anything else in our stack. Modularity is not an option here, and priorization, ruthless. Knowing our current needs guided us to email and chat as the top priorities.

With our data core feeding events and data, and our orchestration layer integrating tools, leveraging AI and handling most of the decision making, email tool needs got more focused. We needed high deliverability, simple automation and custom events at an affordable cost, and Loops fit the bill. Other tools with higher price tags have more features, but we don't need them now, and won't pay for them until we do.

AI chat was the largest bet we took with our time. Getting it right for our visitors had big upside in goodwill, conversion, and as a showcase of the convergence of all layers of our stack. A custom build was the best way to achieve those goals.

[Build your own stack]

Every team is different. Let us design the right architecture for yours.

Have questions about building the right stack for your team? Reach out and we'll talk through it.