Content Marketing Media / Josh & Jacob Whitfield
GTM engineering, end to end.A Clay agency for complex GTM systems and managed outbound.
CMM builds and runs Clay workflows for account research, lead qualification, CRM enrichment, and outbound. Led by Josh and Jacob Whitfield. Featured in an official Clay customer story.
- +179%More meetings bookedCMM's own outbound, built in Clay
- 500KCRM records processedSalesforce enrichment for a client
- 75%Less build timeCMM's move to Clay Workflows
Figures from Clay’s published customer story about CMM.
Partners & awards
- PartnerClayCertified
- PartnerInstantlyCertified
- PartnerMaildosoCertified
- PartnerOctaveCertified
- PartnerLushaCertified
- AwardTop 2 Clay BuilderU.S. 2026 · Sculpt speaker
- AwardInstantly Top ExpertAward Winner
- AwardOpenAIMilestone Award Winner
Trusted by innovative teams
Featured case study · Clay
179% more meetings booked with workflows built in Clay
Clay documented how CMM turns product signals, account research and CRM data into sales action across client environments, from agent-led prospecting to trial qualification and a 500,000-record Salesforce enrichment.
“Clay gives me the flexibility to build any GTM workflow at scale, the visibility to understand how it runs, and the feedback needed to build a self-improving revenue engine.” — Josh Whitfield
+179%
Meetings booked
75%
Less build time
500K
CRM records enriched
12M
Emails a month
01 / 04 · Signal-based outbound
+179% meetings bookedResearch, copywriting and review agents decide if there's a real reason to reach out before anything is sequenced. Read the full write-up →
Figures and diagrams from Clay's published customer story about CMM.
Featured case study · Instantly
$49,882,371 in pipeline from 17,000+ mailboxes
Instantly documented how CMM keeps 17,000+ mailboxes healthy across client workspaces — automated warmup, one centralized view, and swapping damaged mailboxes for pre-warmed ones so outreach never stops.
“Managing more than 17k mailboxes across multiple client accounts requires a platform that's reliable and easy to scale, and Instantly has delivered exactly that.” — Josh Whitfield
$49.9M
Pipeline, 12 months
7.35M
Emails sent
4.76%
Reply rate
22K
Opportunities
01 / 11 · Cover
AI GTM Engineers
Outbound that wins.
Built on Clay and Octave.
We build robust GTM systems in Clay, power them with an Octave context engine, and launch campaigns that sound like you actually know the buyer.
Josh and Jacob Whitfield and the team build the same system CMM runs on every day. Clay finds the right people at the right moment. Octave holds your positioning, personas and proof, so every message is specific. Instantly sends, and every reply makes the next campaign sharper.
- Robust Clay systems: signals, enrichment and verification
- An Octave context engine for your personas, pains and proof
- Campaigns about the buyer's moment, not your pitch
- Interested replies booked the same day
- Scored on booked calls, not opens
Built in your Clay workspace. Connected to approved tools. Your team approves external sends and replies.
How we build outbound that wins
Clay is the system. Octave is the context.
Together they win campaigns.
The system
Robust GTM systems, built in Clay.
Data, enrichment, buying signals, qualification and verification, wired into workflows that run every day.
- Live signals: funding, hiring, news, intent
- ICP rules and per-company caps
- Every email verified before it sends
Octave
The context
A context engine, built in Octave.
Your positioning, personas, use cases and proof points in one place, so every message knows who it is talking to.
- Personas and pains per segment
- Use cases and proof matched to the buyer
- On-brand, specific, never generic
The campaign
Outbound campaigns that win.
Clay picks the right person at the right moment. Octave gives the right thing to say. Instantly sends it.
- One clear ask per campaign
- Interested replies booked the same day
- Scored on booked calls, not opens
Every reply teaches the system who to target and what to say next.
Why context changes everything
Same buyer.
Two very different emails.
Without context, AI writes about you. With a Clay signal and Octave context, the email is about the buyer's moment, so it earns a reply.
Subject: Quick question
Hi Sarah, I hope this finds you well. We're a leading platform that helps companies like yours grow revenue with AI. Would you be open to a 30-minute call next week?
Subject: 3 new AE reqs
Hi Sarah, saw you're hiring three AEs in Austin. Teams adding reps that fast usually feel pipeline pressure before the new hires ramp. We help RevOps leads keep the calendar full in that gap. Worth a look?
Illustrative example written for this page. Not a real prospect or client message.
Why it matters
An asset you own,
not another campaign you rent.
Generic AI gets ignored.
Context-driven messages read like someone did the homework, because the system did.
You don't start from zero.
Your Clay system and Octave context stay with you and get sharper with every campaign.
Booked calls, not vanity metrics.
We measure what makes revenue: interested replies turned into meetings.
Packaged for your team
Built in your workspace.
Handed over with a playbook.
The team builds your Clay system and Octave context engine, connects your Instantly sending, and trains your team. You get documented rules and a system that keeps improving after we hand it over.
Plugins, MCPs & tailored workflows
Your GTM stack.
A team that connects the dots.
Bring account data, research, campaign context, and team updates into one working system. CMM scopes the connections around the tools you use—not a new stack you have to learn.
Engine architecture: audiences, enrichments & workflows
Sender · replies flow back into Clay
Octave
ICP research & messaging
Smartlead
Email campaigns & sending infrastructure
HubSpot
CRM context & pipeline visibility
Salesforce
Account & opportunity records
HeyReach
LinkedIn workflow context
Notion
Briefs, docs & team knowledge
Slack & Microsoft Teams
Bring progress, blockers, and drafts into your team’s conversations through supported channels.
These are implementation options, not a claim that every tool has a native plugin. Native plugins, MCP connections, and custom workflows depend on supported access, permissions, and your agreed scope. External actions remain approval-gated.
Already have a GTM team?
Grow capacity. Keep your team.
Equip your GTM engineer, RevOps lead, marketers, and sellers with repeatable workflows. They direct the engine. CMM builds and supports the Clay system behind it.
Hiring a GTM engineer?
Start now. Hire when it’s right.
Hiring internally makes sense when you need long-term ownership and steady capacity. When execution can’t wait, start with a documented AI-assisted foundation, then hand it to your team or your next hire.
Complex systems. Simple access.
We build it. You direct it.
The experience behind PE Qualification, Signal-to-Revenue, and Governed TAM becomes a system tailored to your operation. CMM connects the approved tools, sets up recurring checks, and trains your team.
Explore our complex systemsAlways-on engine. Human decisions.
The engine runs in Clay on a schedule and posts run receipts, holds and decisions into your connected Slack or Teams. Your team reviews the work and approves external sends and replies.
"Always-on" describes ongoing scheduled runs, not guaranteed uptime. Scope depends on your tools, permissions and workflow owner.
The team behind the build
10×
Josh and Jacob Whitfield and the team accelerate GTM development with daily Clay experience, reusable architectures, and agent-assisted workflows.
The acceleration case is not a guaranteed delivery time or revenue outcome. Your milestones are scoped to your workflow.
Industry expert, thought leader
Public sessions on Instantly, GTM Engineer School, and The GTM World — the judgment is on record before you hire.
Partners with the biggest names
Certified across Clay, Instantly, Maildoso, Octave, HeyReach, and Lusha, with direct lines to the teams that build those tools.
Builds in Clay every day
Client systems are designed, wired, and operated in Clay as routine production work — not a quarterly side project.
Agents accelerate the build
Claude Code and MCP-driven workflows compress development, QA, and documentation on every engagement.
Recognized as one of the most technical Clay architects in the world. Named one of the Top 2 Clay builders in the US in 2026 and a speaker at Clay's Sculpt conference, with an official Signaliz integration inside Clay. Prior client work demonstrates CMM’s GTM engineering experience, not results from this new AI service.
Bring one workflow, its owner, and the tools involved.
Build my outbound engineLive infrastructure gallery
Three systems, built and operated.
Public build views of production GTM architecture. Evidence → normalize → decide → activate → learn, with fail-closed gates at every promotion.
Public build view / Clay table + PE Motion workflow
Private-Equity Outbound Qualification Engine
Clay-orchestrated account research, persona qualification, verified email, and evidence-led drafting. Built on a Clay table + PE Motion workflow. The system ends at human approval — no send is included.
Outcome: evidence-led outbound drafts that never leave the system without human approval.
Stage inspector
What it does
Defines and prioritizes the firms the engine is allowed to work, then initializes each firm in Clay.
Inputs
- HubSpot companies + deals
- PE firm name + domain
- Tier and exclusion rules
Outputs
- Initialized firm records in the Clay table
Safeguards
- Workspace binding
- Explicit exclusions
Approval gate
An account outside the bound workspace can never enter the queue.
Live outbound performance
The work is live. The results are measurable.
A rolling 30-day view of campaigns operated by CMM—aggregate output from our own Instantly workspace, with no client or campaign names exposed.
Total sent
—
Emails delivered from CMM-operated infrastructure.
Reply rate
—
Combined unique human and automatic replies against new leads contacted.
Opportunities
—
Qualified conversations marked as opportunity.
Daily sent volume
Opportunity pulses
Latest activity
- Aug 566,011 sent77 opp
- Aug 465,424 sent44 opp
- Aug 366,010 sent28 opp
- Aug 20 sent2 opp
- Aug 10 sent5 opp
- Jul 3165,822 sent34 opp
Aggregated CMM workspace data · Source: Instantly · Verified through the CMM Instantly CLI.
Infrastructure creates volume. Integrated systems turn it into replies. Operators turn replies into opportunities.
Build my outbound engineCase studies & build sessions
Real systems. Documented outcomes.
Partner spotlights, published case studies and on-camera builds — the work, shown in public.
WatchMaildoso · Live stream
Connect. Automate. Scale.
Josh Whitfield joins Maildoso for a live stream on connecting your stack, automating outbound, and scaling it without losing control.
Watch the live stream
WatchSculpt · Clay 2026 Conference
How to build a 3-agent outbound team in Clay.
Josh Whitfield takes the stage at Sculpt, the Clay 2026 Conference, to show how a GTM engineer can build an outbound team of AI agents in Clay.
Watch the talk
WatchInstantly Show · #12
How to send 12,000,000 cold emails a month
CMM joins the Instantly Show on sending at scale without killing deliverability — signal-based targeting, why we built Signaliz after paying for bad data, and building GTM workflows with Codex and Claude Code.
12M
Emails a month
70 min
Full episode
WatchLive session · Instantly AI
Building outbound pipelines with AI, data & automation
CMM joins Instantly AI for a live session on how today's best outbound campaigns are built — integrated pipelines powered by AI, APIs, and strategy.
AI + APIs
Integrated stack
Qualified
Leads at scale
WatchPodcast · Are We Rolling? S1 EP2
Candid conversation with CMM
CMM joins the “Are We Rolling?” podcast to talk about building CMM, outbound GTM systems, and operator-led growth.
CMM
Featured guest
S1 EP2
Podcast
ReadPartner spotlight · OutboundSync
The agency that built Signaliz
OutboundSync profiles how CMM builds the missing pieces of its own stack — a GTM signal engine with a seven-vendor verification waterfall — while running full outbound for clients.
15 yrs
Automation engineering
Certified
OutboundSync partner
ReadClay Marketplace
CMM on the Clay Marketplace
CMM's official Clay Marketplace profile — the place Clay sends teams looking for a vetted expert to architect and build their Clay workflows.
Clay
Certified partner
Top 2
U.S. Clay builder
ReadCase study · Sendspark
Scaling video outreach with Clay & Sendspark
Sendspark's Clay integration used to personalize video at scale — replacing generic cold email with high-converting outreach for tech clients.
50%
More meetings booked
10-15%
Higher engagement
WatchAIMS · Guest session
Agentic AI for outbound campaigning with Josh Whitfield.
Watch the build session
WatchInstantly masterclass
How AI will redefine cold email.
Watch on Instantly
WatchGTM Engineer School · Matteo Tittarelli
Why GTM engineers need business sense and creativity.
Watch the interview
WatchInstantly · Live masterclass
Using AI to book more meetings.
Josh Whitfield joins Instantly for a live masterclass on using AI to book more meetings.
Watch the masterclassStart here
Two conversations. Pick the one that fits.
Every engagement is run by Josh and Jacob Whitfield and CMM. One call with the right person gets you a straight answer about what to build, or what to hand over.
Talk to Josh
GTM Builds and Architecture
Josh Whitfield · Founder
For teams who need the system itself: data sourcing, qualification logic, integrations, and the governance that keeps it auditable.
- Where your pipeline is leaking today
- Which Clay workflows and systems to build first
- Scope, sequence, and what a build actually takes
Talk to Jacob
Managed Outbound
Jacob Whitfield · Chief Operating Officer
For teams who want outbound run end to end: volume, deliverability, inboxes, copy, and the daily decisions that keep it earning.
- Current deliverability and inbox health
- Volume, targeting, and offer positioning
- What managed outbound looks like week to week
Who you hire
Josh and Jacob Whitfield build and run the work.
CMM is a certified Clay, Instantly, Maildoso, Octave, and Lusha partner. Josh Whitfield was named one of the Top 2 Clay builders in the US in 2026 and spoke at Clay's Sculpt conference. Josh and Jacob Whitfield co-lead CMM, and both are in the work day to day.
- Sculpt Speaker · Clay's GTM conference
- Top 2 U.S. Clay Builder · 2026
What clients say
“I've been a happy client for 10+ months now and we've doubled our replies and business.”
Co-Founder, Email Outreach Company
“This stuff really works - took a massive amount of clay and n8n engineering to map the pain signals in our ICP not to mention lots of help from our good friends at CMM to nail the distribution.”
Co-founder and Chief Strategy Officer, Studeo
“Josh Whitfield, best in the game.”
VP Marketing, Airbyte
Better Business Bureau
A+ Rating
Accredited Business · Phoenix, ArizonaAccredited · Phoenix, AZ
Intelligence layer
SignalizSignaliz is CMM’s source-backed intelligence layer. It supplies the research and company signal our builds rely on — it is not the engagement itself.
Explore Signaliz- 01Prompt-based company signal enrichment
- 02Custom AI enrichment with web search
- 03Available via REST API, MCP, or no-code
Work with Jacob & Josh
Hire the builder, not the handoff.
Managed GTM builds and managed cold email, architected and operated by Jacob and Josh Whitfield.