B2B Catalyst

7 years of B2B consulting experience lead to B2B Catalyst. We build revenue engines that work.

CEO/Founder

SB Builders, LLC

Changed invoicing process to dramatically reduce AR and contributed in doubling revenue, passing 80k in monthly revenue

Implemented time tracking, invoicing, project management, basic CRM, contract creation, esigning system.

Developed SOP for all of the above & trained team in SOP.

Weekly checkins on project progress and invoices

Marketing and Operations

AutoVitals

-Analyzed current sales strategy, proposed changes, and implemented
-Developed and implemented channel strategies
-Managed and trained sales development team
-Developed hiring and training process
-Hired 5+ New SDRs
-Refined sales process
-Reimplemented CRM
-Managed CRM, users, and ensured CRM data quality
-Developed initiative tracking methodology to track result of sales and marketing initiatives
-Tracked sales and marketing KPIs & developed tracking tools for team use
-Set sales development team goals
-Refined team management process

Sales Strategist

Sales Development Representative

This Side Up Global

I helped develop and improve core operating processes and procedures in This Side Up Global using Scrum, JIRA, Confluence, Lastpass, and other industry standard processes and software.

I led and/or documented meetings in the company, including Sprint Planning & Review meetings, Process Retrospectives, Daily Stand-up's, and Client Meetings. I partnered with the CEO and other team members to improve operations, processes, and other business elements.

I administrated company SaaS products, adding, removing, and editing users, accounts, and other entries. I researched new software products, tested them, and if beneficial implemented them in the company. I explored existing software and found ways to use them more efficiently.

I developed, refined, and recorded company processes and procedures. I researched cutting edge business processes and concepts and worked with the CEO to implement them in the company.

I received training in content marketing, email marketing, and exposure to Facebook Ads, Google Ads, SEO, Social Marketing, and other kinds of digital marketing.

I initiated a content marketing campaign on a Facebook group, the first article of which got 25 likes, 11 comments, 1 share, and over 100 people added to a pixel.

Process Specialist

Founder | B2B GTM | Scale without headcount by mapping your playbooks into an AI revenue engine

Be honest - how many Linkedin posts have you seen this year saying that XYZ tech/playbook/widget is absolutely essential to your GTM this year?

Probably a lot

We now have thousands of sales and marketing technologies on the market

And all of them are pitching their solution as best in class

With playbooks, agencies, influencers to sell them

And yes, we have preferred tech vendors

Here's the difference

We don't throw you in canned playbook, we actually look at your Go to Market model before making recommendations

Let me tell you a funny story

I talked with an SDR team that was booking 80 meetings a month with parallel dialers and 10k emails per SDR per month

But 60% of their meetings got disqualified

Why?

They didn't qualify target accounts before doing outreach

Tech and playbooks don't save you deploy the wrong one at the wrong time

So what do we do different?

When you work with us, we start with an assessment

We look at your funnel metrics, your best customers, your messaging/copy, and get input from your team on detailed attributes that make up a great customer

That you CAN'T find in an off the shelf tool

After that we use our knowledge of best practices and tooling to identify the biggest opportunities to unlock more revenue per headcount in your team

This could look like

> Customer analysis
> Serviceable Addressable Market Mapping (because TAM is where you lose deals not win them)
> Target Account Lists
> Automated Contact Prospecting & Enrichment
> Pipeline Validation (we build out a script, test it to book meetings for you, help you take the meetings through completed discovery with next steps, then give you a completed call framework, email sequence, and discovery framework)
> Outbound Sales Team Coaching (Phone first)
> Sales Process Optimization
> Managed Cold Emails & Cold Calling
> Inbound Lead Flow Optimization
> AI Business Case Building (which we used to open a $300k+ opp at UPS)
> Implementation of Nooks, Clay, Evergrowth, and other sales tooling

Yes, we do that under one roof

Yes, it was very hard to find a team good enough to do all of this in one place

If you want to learn more, book a time here: https://calendly.com/b2bcatalyst/your-gtm-system-audit-linkedin
> Cold Email Infrastructure

Scott Martinis

So 6sense released a surprisingly great article embracing the move from intent to signals - but they missed one critical category of signal with serious consequences

Ironically, this effectively admits that their intent data didn’t actually show purchase intent... 

Buuut I won’t knock them for telling the truth even if it's late

Why this missing category matters:

Missing it...

Kills marketing / sales alignment

Makes actual intent modeling extremely hard to scale

Removes the most reliable and scalable form of signals

And is ultimately the reason why I think intent platforms failed in the first place

6sense talks about 2 paths to get signals

“Created/Received Signals come from your own digital properties and systems. Web traffic, product usage, email engagement, CRM data, and more.”

I call these first party signals because you own the data

“Acquired Signals come from outside providers. They give you visibility into activity you wouldn’t otherwise see: content syndication, review sites, publisher networks, etc.”

I call these second party signals because you can’t independently verify the data

The most important category?

Third party signals

Public signals you acquire through structured research

Job posts, news articles, new hires, social content engagement

This category is mostly driven by growth/demand teams reinventing ABM with Clay workflows

5 reasons it’s the best category

1. Anyone can verify the signals

Sales reps trust signals they can see with their own eyeballs more

2. It tends to predict behaviour better

Public content engagement shows greater commitment

News articles either force or show company action

Job posts and hiring demonstrate a willingness to spend money on a problem

3. You can personalize off public signals without being creepy

In fact, you look thoughtful when you do

4. Lack of data isn’t a problem, it’s a signal

No hire = smaller problem

5. It’s already an account-based sales best practice

Adem Manderovic was researching job posts in 2010 to identify in market companies

Christopher Curtis was helping SDR teams overattain when the rest of their company missed… 2-3 years ago

Jacob Karp uses third party signals to build account POVs that guide all of his outbound

Put simply - 3rd party signals make sales and marketing ABM alignment possible by aligning the team around visible signals you can easily act on

If I were 6sense (or Clay) I would find a way to structure 3rd party signal data to combine with 1st and 2nd party data for profile/readiness/interest signals (another great section of the article)

Build modeling against won/loss data

While also figuring out how to surface the data in a way sellers can action in prospecting and discovery calls

Get that right… you finally live up to the promise of being a GTM crystal ball

Founder | GTM Architect | We build revenue engines that work

Maximus Greenwald

Warmly,

Warmly lets your demand generation team warm up your TAM with AI Marketing Agents, and deliver hot leads for sales to close. 

For example our AI Demand Gen Agent can de-anonymize your website traffic to give you the names and emails of the ACTUAL people who visited your site but didn't yet convert. Then auto-email, auto-Linkedin DM and auto-chat them using AI until we increase your pipeline by 25%+.

Warmly.ai is a AI Marketing Startup based in San Francisco with 300+ B2B customers & 50+ global employees. We've raised $20M from VCs like Felicis, NFX, Sequoia, Y-Combinator & Techstars.

And yes, there is a comma in our name.

Warmly,
Max

Cofounder & CEO

Member

Sequoia Capital

Scout

IgniteSTEM

Founder, EdTech Nonprofit

Forbes

Forbes 30 Under 30, Enterprise Technology 2021

Y Combinator

Alumni, S20

Techstars

Alumni, Boulder

On Deck

Alumni, ODF2

Google

Product Manager

Photos, Maps, Chrome.

Most fun thing I built: Google Maps' April Fools Day Jokes - https://www.fastcompany.com/40552403/wheres-waldo-in-google-maps-and-heres-how-he-got-there

Associate Product Manager (APM)

Associate Product Manager Intern

HackPrinceton

Hackathon Organizer

ceo @ warmly.ai | revenue ops obsessed | ex-google | follow to watch me try to build a sales tech unicorn

Follow me for researched insights around Demand Gen, Sales & Marketing problems and how they can be solved with AI, grit & Purple Cow Marketing 🟣🐮.

Go-To-Market & Marketing for B2B will change forever with AI. From talking to 100s of CMOs & CROs from our customer base, we will soon see legendary, small demand-generating marketing teams who create massive pipeline with full-funnel orchestrations & automation. I'm deeply passionate about building AI Marketing & Sales Agents to aid this evolving landscape. 

Founders - Read my founder newsletter "Going CLEAR" to get the behind-the-scenes on growing our AI Marketing startup, Warmly. https://www.linkedin.com/newsletters/7174798574000439296/

GTM Teams - How to build a repeatable sales motion from 0 to 250+ paying customers:
> https://www.growthunhinged.com/p/the-path-from-0-to-100-paying-customers
> https://www.growthunhinged.com/p/a60761fe-4af2-4a29-9ca7-7b479565f31a

Personal interests: triathlons, telemark skiing, chess, rugby & freestyle rap (amateur but having fun)

Warmly,
Max

maximus greenwald

There’s a shift happening in how high-performing teams create pipeline.
It’s not about more volume.
It’s about better timing.

The teams who win now are the ones who identify the right people at the exact moment they’re ready to engage.

I’m Maximus Greenwald, CEO and co-founder of Warmly,.

What we’re seeing across hundreds of B2B teams is simple:
The biggest gains in pipeline come from intent.
Not ABM lists. Not brute-force sequences.
Actual person-level intent.

And the strongest signal of intent (that we see) is someone who has already been on your website.

They know who you are.
They’ve checked pricing.
They’ve read your content.
They didn’t convert.

Until recently, you had no idea who those people were.
You only knew the company via company-level intent providers.
Not the buyer.

Warmly changes that.

We identify the actual person on your site (name, email, and real buying signals) and then use AI agents to reach out through your reps’ own accounts.

And for our Demand-gen customers, they run now run outreach on behalf of reps, and the reps finally get to spend their time on what matters: warm conversations with the people who are actually in market.

ceo of warmly.ai, the #1 intent & signal data platform | sharing behind-the-scenes marketing insights & trends 5x a week | ex-Google & Sequoia scout

“Traditional lead scoring is a lie.” That’s how I opened our session at MOPs-Apalooza.

I walked through how most Marketing Ops teams are still running on outdated rules & attribution models while buyers move faster, across more channels, with less visibility than ever.

The response?

In our first year joining the Marketing Ops Community & launching our Marketing Ops Agent, Warmly, won the Best "No Bullshit" Demo and Most Innovative company attending!

Here’s what resonated:

Instead of tweaking MQL formulas and building retroactive dashboards, we showed how AI Agents can act in real time:

→ Spot real buying signals at the person level
→ Map out the actual buying committee
→ Launch campaigns, auto-route leads, and flag intent the moment it appears

It’s a shift from marketing measurement to marketing motion.

That’s what we’ve been building at Warmly, & it was energizing to see this new model click with so many forward-thinking MOPs leaders.

Thanks for having us Mike Rizzo & Marketing Ops Community

#NoBullshitDemos #MOpsApalooza2025 #MarketingOps #Warmly

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