Hey there!
Here’s the #34 edition of Workflows Weekly, with a few workflows, tools, and ideas to scale your go-to-market systems.
Let's get into it.
1. Featured workflow
Your HubSpot instance has years of technical debt: duplicate companies, empty custom fields, and legacy migration properties nobody remembers creating.
The fix: a systematic cleanup that clears out the mess without breaking the systems that are still running on top of it.
Here's how it works:
Audit custom fields across Company, Contact, and Deal, and segment by fill rate.
Protect active systems: flag every property tied to sequencing, signals, or attribution.
Delete empty fields in bulk.
Review medium-fill fields (5-49%) one by one for active workflows.
Merge exact domain duplicates in bulk, primary record by deal count and create date.
Review same-name duplicates manually to keep branches linked through Parent Company.
Document every change and set a quarterly audit.
2. Which AI tool you should look into
Workflows.io is a fully remote team, and async video is how we share updates without sitting on GMeet for another hour.
Loom lets you record a quick video and drop the link in Slack.
Also it lets you:
Record your screen, voice, and camera together in up to 4K
Auto-generate video titles, chapters, summaries, and action items with Loom AI
Remove filler words and silent gaps automatically for cleaner recordings
Track who watched, how long they watched, and what parts they replayed
Turn a video into a text doc, bug report, or step-by-step guide in one click
→ Try Loom
3. What GTM resource we found useful
I just released a full YouTube video on the B2B lead gen funnel we use at Workflows.io, based on going from 0 to $3M ARR in 12 months and running the same system for 250+ companies.
You'll see:
The full 6-stage funnel with every channel and sub-channel mapped out
What we're actually doing across LinkedIn content, outbound, ads, and partnerships
The exact lead capture, nurture, and conversion setup we use on our own site
The qualification flow that filters bookings before they hit the sales team
The expansion and retention motion that adds another $20K/month on top of recurring services
4. AI news of the week
OpenAI just updated GPT-5.6 Sol to be more focused, accurate, and consistent across instant and thinking modes.
The bigger news is for free users: GPT-5.6 Luna is now the default free model, with unlimited text chats and a new Think button for harder questions.
A few things to know:
New reasoning slider on Plus and Pro lets you set how much thought ChatGPT puts into each response
Free tier now runs GPT-5.6 Luna with unlimited chats plus a Think button (subject to abuse guardrails)
1 billion people use ChatGPT weekly, which is now the biggest driver of AI-native buyer research
That's a wrap for this week.
What part of your GTM feels hardest to manage right now?
Hit reply and let us know. We'll break it down in a future newsletter.