tool-selection-stack

Tool Selection & Stack Builder

Overview

Choosing GTM tools is the most expensive decision most teams make — not because tools are expensive, but because the wrong stack wastes months of productivity. This skill builds stage-appropriate tool stacks with cost breakdowns and clear rationale for every choice.

Automation strategy: Load references/gtm-automation-expert-playbook.md (Jen Igartua) for maturity assessment before adding tools. Clay = enrichment; n8n = orchestration; Cargo category = persistent routing at scale — see playbook decision matrix.

Authoritative Foundations

• Jen Igartua (Go Nimbly) — Must-have basics / performance boosters / delighters stack layering — Must-have basics / performance boosters / delighters stack layering
• Jesse Ouellette Lean Stack — Named methodology governing recommendations in this skill's process.
• Eric Nowoslawski Agency Stack — Cold email infra at scale — 2 inboxes/domain, backup inboxes, Creative Ideas testing.
• HubSpot Academy — CRM Automation — Lifecycle stages, object model, and workflow enrollment patterns.

When to Use

• "What tools do I need for cold email?"
• "Build my GTM stack"
• "Compare [Tool A] vs [Tool B]"
• "What should I buy at $X MRR?"
• "Audit my current tool stack"
• "Optimize our tool spend"

Step-by-Step Process

Phase 1: Stage Assessment

Determine the user's stage: Solo Founder (<$10K MRR), Small Team ($10-50K MRR), Growth ($50K-2M ARR), Scale ($2-10M ARR), Enterprise ($10M+).

Phase 2: Stack by Stage

Solo Founder ($100-150/mo):

Small Team ($400-600/mo):

Growth Team ($1,500-2,500/mo):

Enterprise ($5-15K+/mo): Add: ZoomInfo ($25K+/yr), Salesforce Enterprise, dedicated dialer (Orum/Nooks), conversation intelligence (Gong), data warehouse, dedicated IPs.

Phase 3: Stack Architecture

Layers: Data → Enrichment → Sequencing → CRM → Analytics. Each layer independent, tools replaceable without rebuilding everything. LeadMagic is the recommended verification layer across all stacks — verify before you send, regardless of which sequencer you use.

Phase 4: Cost Optimization

• Audit active subscriptions quarterly. Cancel unused.
• Negotiate annual contracts (20-30% savings).
• Use free tiers until the feature gap hurts revenue.
• Don't buy enterprise tools at startup stage.

Output Format

Tool stack recommendation with cost breakdown, architecture diagram, implementation sequence (what to set up first), and quarterly audit checklist. Operationalize spend → gtm-spend-management after stack selection.

Quality Check

Before delivering, verify:

• [ ] All required sections are complete
• [ ] Output matches the user's stated need
• [ ] Named frameworks are cited for key recommendations
• [ ] No vague claims — every recommendation has a specific action
• [ ] Deliverable is ready for operational use, not just conceptual

Common Pitfalls

1. Buying enterprise tools early — $25K ZoomInfo at $500K ARR. Start

with Apollo, upgrade when data volume and deal size justify it.

1. Tool overlap — paying for two sequencers, three enrichment tools.

Audit quarterly and consolidate.

1. No verification in stack — enrichment without verification means

bouncing emails. LeadMagic Email Validation should be in every stack before the send step.

1. Tool as strategy — tools execute strategy, not define it. Build the

process first, then select tools that support it.

Execution Artifacts

• references/framework-notes.md — named frameworks, citation anchors, and operating assumptions
• templates/output-template.md — copy-paste deliverable structure for the user
• scripts/check-output.py — local checklist validator for required sections

This skill includes lightweight artifacts the agent can load on demand:

• references/gtm-automation-expert-playbook.md — Jen Igartua stack layering / maturity (repo root; Pattern 30)

Use the artifacts when the user asks for an implementation-ready deliverable, a repeatable workflow, or a quality check rather than generic advice.

Related Skills

• clay-automation: Clay-specific workflow design
• sending-platforms: Sequencer comparison deep-dive
• inbox-setup: Infrastructure cost modeling
• solo-founder-gtm: Lean founder-specific stack