AI for GTM leaders

Coco operates across team boundaries, running the execution work that lives in the cracks between SDR, AE, RevOps, and marketing. Cross-team follow-up gaps closed. CRM hygiene compounding fixed. Campaign-to-sales handoff cleaned up. Pipeline-wide stale-deal sweeps that no one rep owns. Team tier pools credits across the team, adds shared memory, and provides an admin audit trail for governance. A 5-person GTM team typically uses 15,000-25,000 credits a month, all from a shared pool. The result: the GTM leader gets execution capacity without adding headcount, with the trust model that comes from approval gates and a full audit trail on every action Coco takes.

Try Coco for free → · 1,000 credits free · no card · ~2-min setup

Execution gaps between teams

The work that doesn't get done in a GTM org isn't usually inside a team. It's between teams. Specific patterns a GTM leader sees every quarter:

MQL handoff gaps. Marketing surfaces 200 MQLs a week; sales picks up 160. The other 40 fall through because the routing rule has an edge case, or the assignment fires before the contact is enriched, or the rep who got the assignment was OOO that day. Nobody owns the cleanup pass.
Stale deals nobody sweeps. AEs are heads-down on the live deals. Last quarter's stalled deals sit in the pipeline without a re-engagement attempt. The forecasting carries them as pipeline that won't close.
CRM drift across teams. Marketing operates on lifecycle stage. Sales operates on deal stage. RevOps operates on the source-of-truth fields underneath. When any one of those drifts, the others quietly break. The cleanup happens during a quarterly project that lands two months too late.
Campaign coordination gaps. Marketing launches a sequence to a target list. Sales is also running outbound to half of those accounts. The prospect gets four touches in three days from "the same company" and goes silent. Nobody coordinated.
Follow-up gaps inside multi-thread deals. A big deal has six stakeholders. Three of them have been silent for two weeks. The deal owner is focused on the one stakeholder who's responsive. The other three quietly age out of the buying cycle.

Each gap is small. The aggregate is the difference between a quarter that hits plan and one that doesn't. Hiring another rep doesn't close the gaps — it adds another rep with their own admin tax.

Five workflows for GTM leaders

Specific cross-functional work, with credit anchors so the team-tier spend is predictable.

Cross-team follow-up closure. Coco watches the threads in flight across the GTM org and surfaces follow-up gaps regardless of which rep owns the deal. Drafted nudges queue for the deal owner's approval. About 3-5 credits per follow-up draft. Automate follow-ups →.

Campaign-to-sales handoff. Coco audits the MQL routing pipeline. Which MQLs got picked up, which didn't, which got dropped after assignment, which got reassigned without a touch. Surfaces the gaps with proposed corrections. About 2-4 credits per record audited. Route leads →.

Pipeline-wide stale-deal sweeps. Pipeline-level pass for deals silent past your thresholds, regardless of owner. Coco proposes re-engagement drafts for each, surfaces the reps whose stale-deal pile is growing fastest, flags deals where the silence pattern suggests they should be downgraded. About 5-7 credits per stalled-deal sweep. Reactivate stale deals →.

CRM hygiene across the team. Team-wide pass on duplicates, missing fields, lifecycle-stage drift, dead records. The admin sees the team-level hygiene posture; individual reps get their own cleanup proposals. About 1-2 credits per record. Clean CRM data →.

Marketing campaign coordination. Coco watches the marketing calendar and the sales outbound calendar in parallel. Flags overlap (same accounts touched by both within a tight window), surfaces coordination gaps (sales pursuing accounts marketing already disqualified, or the reverse), proposes scheduling adjustments. About 10-15 credits per coordination audit. Launch marketing campaigns →.

Every external action gates on approval at the start. Reading and drafting are free of approval. Send, write, post, spend — all gated. Once specific workflows prove out across the team, you can pattern-approve them per workflow inside the guardrails you set.

Team tier — governance and audit

Team tier is built for the GTM leader's job, not the individual rep's. The differences from Founder tier:

Pooled credits across the team. No per-seat tax. A 5-person GTM team typically uses 15,000-25,000 credits/month, all from a shared pool. The credit usage scales with output, not with how many people you hire.
Shared memory and context. ICP definitions, voice training, common workflow templates, suppression rules, the team's standard re-engagement cadences — configured once, available to everyone. New hires plug into the existing patterns; you don't re-train Coco per person.
Admin audit trail. Every action across every user: who ran what, when, what was approved, what was sent, what was spent. Visible to admins. Exportable for compliance review.
Per-user runtime isolation. Each user gets a dedicated container with their own session memory and tool configuration. Tenants don't read each other's sessions. The audit view shows the activity; the underlying execution is isolated.
SOC 2 / DPA on request. SOC 2 in progress; DPA available for Team tier customers. The compliance posture matches what most procurement teams need for an AI tool with action capabilities.
Per-user caps. Soft and hard caps on individual credit usage. If a rep's runs spike, the admin sees it before the team budget tilts.

See the security model → for what gets logged, how isolation works, and what the audit trail looks like.

Coco vs. consolidating onto one platform

Some GTM leaders, faced with execution gaps, reach for platform consolidation: move everything onto HubSpot, or onto Salesforce + the full Salesforce stack, or onto a single sales-engagement-plus-CRM bundle. The pitch is that one platform means fewer seams.

The honest version: platform consolidation doesn't close the execution gaps. It changes the location of the gaps. The seams between SDR and AE work, between marketing and sales handoff, between RevOps maintenance and live execution — these exist regardless of how many platforms you've consolidated onto, because they're seams in the work itself, not seams in the software.

Coco is a different bet. Keep the stack you have. Add a co-worker that operates across it. The seams between teams stop bleeding pipeline because something is actively running the cross-team work — not because everything's on one platform.

For a deeper take on the wedge, see why Coco →.

Try Coco for free → · 1,000 credits free · no card · ~2-min setup

What Coco doesn't replace

Honest section.

Strategy. Quota plans, territory carving, comp design, segmentation strategy, the bets on which channels and which segments. Your work.
Hiring. Who to hire next, when to add a rep, when to add ops support, when to add a marketing-ops lead. Coco gives you execution leverage that can defer hires; it doesn't make the hiring decision.
Culture. The team's selling culture, the operating cadence, the team's relationship with risk, the brand of how you sell. Human work.
The hard conversations. Underperformance, role changes, the call to walk from a strategic deal that isn't real. Stays with you.

Coco is execution leverage across teams. The strategic, people, and judgment surface stays with you.

Frequently asked questions

How does pooled credit usage work?

Team tier: all team members draw from a shared credit pool. The admin sees per-user usage in the audit view, and can set soft caps (alerts) or hard caps (limits) per user. The pool refreshes monthly; unused credits roll over for 30 days. À la carte top-ups available if the team spikes above the plan.

Can I limit individual usage?

Yes. Per-user soft caps (alerts when a user hits a threshold) and hard caps (limits that block further runs until the admin lifts them) are admin-configurable. The audit view shows current usage against caps in real time. Most teams set hard caps as a safety, not as a usage policy.

Audit trail — what's logged?

Every action, every approval, every credit spent. Each entry: timestamp, actor, workflow, approval state, source data referenced, action taken, outcome, credits consumed. Exportable to CSV for compliance review. The audit is the byproduct of how Coco operates, not a separate compliance feature you have to enable.

How does Coco fit our existing tools?

Coco operates alongside the stack you have. HubSpot, Salesforce, Gmail, Calendar, Apollo, LinkedIn, Clay, Outreach, Slack, Notion, Calendly, ZoomInfo — connect what you have, grant the scopes you choose, and Coco operates inside the stack. No migration. No rip-and-replace. The investment you've made in configuring your existing tools the way your team works is preserved.

What about SOC 2 / DPA for our procurement?

SOC 2 Type 1 (or equivalent) is current; Type 2 is in progress. DPA available on request for Team tier customers. Most procurement teams shopping AI tools find the posture matches what they need; the SOC 2 Type 2 timeline closes in 2026 H2. If your procurement requires Type 2 today, flag it during the Team tier conversation — we'll be honest about the timing.

Get started

Pick the gap that's bleeding the most pipeline. The MQL handoff that drops 20% of leads. The stalled-deal pile last quarter that nobody swept. The follow-up gap inside multi-thread deals. Hand Coco the workflow, approve the first run, see whether the cross-team execution earns the next job.

Try Coco for free → · 1,000 credits free · no card · ~2-min setup

Or book a walkthrough → for a Team-tier conversation. If you're sizing budget, see pricing → for what a Team-tier seat looks like vs. another headcount.

If you're the GTM leader and your RevOps lead is also evaluating, the RevOps page → covers the recurring-work angle in more depth.