# Full Stack GTM

> Full Stack GTM is a revenue data consulting firm. We clean up CRMs, connect
> revenue stacks (CRM + billing + accounting), and build attribution systems —
> and we ship an open-source CRM audit engine (the `fullstackgtm` CLI + MCP
> server) where every fix is a dry-run patch plan a human approves before it
> touches the CRM.

## Services

- [CRM Cleanup Services](https://fullstackgtm.com/services/crm-cleanup/): done-for-you cleanup for HubSpot and Salesforce — rule-based audits with evidence, dedupe with integration provenance, fixes approved before applied
- [Revenue Data Diagnostic](https://fullstackgtm.com/diagnostic): free 5-minute GTM data maturity score

## Toolkit (for AI agents)

- [Toolkit overview](https://fullstackgtm.com/product/): the open-source fullstackgtm engine — plan/apply for your GTM stack. Agents read everything; every write is approval-gated.
- Agent install guide: https://fullstackgtm.com/INSTALL_FOR_AGENTS.md (mirrored from https://github.com/fullstackgtm/core/blob/main/INSTALL_FOR_AGENTS.md)
- Agent skill: https://fullstackgtm.com/.well-known/agent-skills/fullstackgtm/SKILL.md (canonical; mirrored at `/skill.md`, `/skills.md`, and `/skills/fullstackgtm/SKILL.md`)
- Package documentation map: https://github.com/fullstackgtm/core/blob/main/llms.txt
- npm: https://www.npmjs.com/package/fullstackgtm
- Quick start (no credentials): `npx fullstackgtm audit --demo --json`

## Benchmark

- [CRM Agent Benchmark (CRM-Ops Bench)](https://fullstackgtm.com/product/evals/): 612 runs, 3 models, 3 tool surfaces — agents writing through the audit→approve→apply gate beat the same agents on raw CRM tools, on completion-under-policy AND safety, for every model tested. Open-source harness, deterministic grading, CuP + pass^k metrics.

## Tools

- [Live Market Map Generator](https://fullstackgtm.com/market-map): free tool — enter a category and competitor URLs, get a live competitive market map (claim × vendor messaging-intensity matrix with front states), grounded in each vendor's own pages with verbatim-quoted evidence. Built on the open-source market-map engine.

## Use Cases: Agent-safe GTM workflows

- [AI agent CRM write access](https://fullstackgtm.com/use-cases/ai-agent-crm-write-access/): let agents inspect CRM and propose typed patch plans without unsupervised writes
- [HubSpot AI agent approval gate](https://fullstackgtm.com/use-cases/hubspot-ai-agent-approval-gate/): audit, suggest, approve, and apply HubSpot changes through a human gate
- [Salesforce CRM patch plans](https://fullstackgtm.com/use-cases/salesforce-crm-patch-plan/): generate Salesforce-safe patch plans before anything writes
- [Call transcript to CRM next step](https://fullstackgtm.com/use-cases/call-transcript-to-crm-next-step/): parse, classify, score, link, and plan next-step updates from sales calls
- [Prevent duplicate CRM records](https://fullstackgtm.com/use-cases/prevent-duplicate-crm-records/): use `resolve` as a create gate before agents or integrations create records
- [Agent-safe enrichment](https://fullstackgtm.com/use-cases/agent-safe-enrichment/): enrich CRM records through dry-run diffs instead of fire-and-forget writeback

## Guides: CRM Cleanup

- [How to Clean Up Your CRM](https://fullstackgtm.com/guides/how-to-clean-up-your-crm/): step-by-step CRM cleanup process — snapshot, rule-based audit, reviewed fixes, root causes, continuous re-audit
- [CRM Audit Checklist](https://fullstackgtm.com/guides/crm-audit-checklist/): 27 checks across duplicates, ownership, pipeline integrity, completeness, conformance, integration drift
- [Sales Pipeline Hygiene](https://fullstackgtm.com/guides/sales-pipeline-hygiene/): keeping pipeline honest with evidence instead of nagging
- [CRM Data Hygiene Best Practices](https://fullstackgtm.com/guides/crm-data-hygiene-best-practices/): the ongoing practices that keep a clean CRM clean
- [How to Find and Merge Duplicate CRM Records](https://fullstackgtm.com/guides/deduplicate-crm-records/): identity keys, safe merging, and prevention via create-gates
- [How to Clean Up HubSpot](https://fullstackgtm.com/guides/hubspot-crm-cleanup/): HubSpot-specific cleanup — views, native dedupe limits, provenance, billing impact
- [Salesforce Data Cleanup](https://fullstackgtm.com/guides/salesforce-data-cleanup/): Salesforce-specific playbook — reports, duplicate rules, ownership, mass updates
- [CRM Data Quality Metrics](https://fullstackgtm.com/guides/crm-data-quality-metrics/): what to measure, starting thresholds, and why trends beat health scores
- [Why Sales Reps Don't Update the CRM](https://fullstackgtm.com/guides/why-sales-reps-dont-update-the-crm/): the economics of CRM adoption and what actually fixes it
- [CRM Cleanup Tools](https://fullstackgtm.com/guides/crm-cleanup-tools/): an honest map of the category — capture vs correction, governance contracts
- [Can AI Clean Up Your CRM?](https://fullstackgtm.com/guides/ai-crm-cleanup/): where AI belongs in CRM cleanup (reading), where it doesn't (unsupervised writing), and the buyer's checklist for write access
- [How to Evaluate AI Agents Before CRM Write Access](https://fullstackgtm.com/guides/evaluate-ai-agents-crm/): state-based grading, completion-under-policy, pass^k reliability, and the API hazards that break naive agents

## Guides: By Industry

- [CRM Cleanup for Fintech](https://fullstackgtm.com/guides/crm-cleanup-fintech/): the seven CRM data problems specific to financial services — ledger-to-CRM revenue reconciliation, ungoverned KYC/PII data, enrichment-driven duplicates, multi-entity ARR, partner hierarchies, compliance audit trails, regulated onboarding funnels
- [CRM Cleanup for Healthcare & Health Tech](https://fullstackgtm.com/guides/crm-cleanup-healthcare/): seven data problems for healthcare sales — long-cycle staleness tuning, collapsed hospital-system hierarchies, unmodeled referral networks, PHI leakage, NPI as a dedupe key, credentialing vs deal stages, buying-committee roles
- [CRM Cleanup for Insurance](https://fullstackgtm.com/guides/crm-cleanup-insurance/): seven data problems for carriers, brokers, and agencies — policies modeled as one-shot deals, flat producer hierarchies, stale licensing/appointment data, book-of-business duplication, lapsing renewals, premium reconciliation, multi-role data models

## Guides: Marketing Spend & ROI

- [How to Track Marketing Spend Without a Warehouse](https://fullstackgtm.com/guides/track-marketing-spend-without-warehouse/): the exports-plus-ledger method — platform CSVs, a vendor ledger for the long tail, channels as explicit taxonomy, restatements tracked
- [How to Calculate CAC by Channel](https://fullstackgtm.com/guides/calculate-cac-by-channel/): the formula is trivial, the inputs are where it dies — complete spend, trustworthy CRM sources, explicit attribution windows
- [UTM Tracking Best Practices](https://fullstackgtm.com/guides/utm-tracking-best-practices/): a naming convention that survives contact with your team, plus the monthly drift audit

## Resources

- [Example AI Workflows](https://fullstackgtm.com/resources/example-ai-workflows): agent deployment patterns for GTM teams
- [BI Tool Ratings](https://fullstackgtm.com/resources/bi-tool-ratings): independent ratings of business intelligence tools

## Company

- [About](https://fullstackgtm.com/about): team and background
- Open-source CRM audit engine: https://github.com/fullstackgtm/core