The exact beta process
What you provide, what GTM Connect does, and where you stay in control.
We make the inputs and decision points explicit so a report is repeatable, auditable, and useful to more than one person on the team.
Create and verify a work-email account.
A personal workspace is created before a report. Work-email verification is required before GTM Connect can start report compute.
- Terms and privacy acceptance at signup
- One private workspace per account
- Saved progress follows the workspace
Provide a real, public company.
Start with a public HTTP or HTTPS website. GTM Connect reads that context and combines it with the information you add.
- Company name and LinkedIn URL are editable
- Description, headquarters, and market are optional context
- Local and private-network addresses are blocked
Define the opportunity you want to find.
Choose whether you are looking for customers, partners, investors, hiring targets, or another outcome, then set the market boundaries.
- Target geography and company size are required
- Industries, revenue, and technologies refine the brief
- Exclusions keep existing customers and bad fits out
Review and approve the editable ICP.
GTM Connect drafts a targeting hypothesis from the company context. You can change the summary, buyer titles, pains, triggers, disqualifiers, examples, and competitors.
- The approved ICP is saved with the report
- Buyer-title terms guide matching
- An unchecked ICP cannot be submitted
Choose the data that may strengthen the result.
Relationship sources are optional. A LinkedIn Connections CSV can be used to rank first-degree paths; other connector options are presented but may be unavailable until their beta integration is configured.
- Read-only relationship context, never send access
- Skip sources you do not want to connect
- Personal email is excluded from GTM records and exports
Review once, then create a single saved run.
The final review shows the company, objective, ICP, exclusions, and connected data. GTM Connect snapshots those inputs and creates a durable report record before queuing work.
- Idempotency prevents accidental duplicate runs
- You may close the browser and return later
- Retry is available only for retryable failures