Getting started with the GTM Engineer

Most businesses are not short of effort. They are short of knowing who is already looking for what they sell, and reaching those people while it still matters.

The GTM Engineer is the specialist that does that part. It finds the people showing they are in the market, works out why now, drafts the outreach, and brings the whole thing to you to approve before a single message leaves.

It is not a list you buy. It is not a bot that blasts strangers. Every message that goes out is one you saw first.

How to open it

Open your Noli dashboard and click the GTM Engineer card. It is part of every Noli plan and the Launch Pad. If you do not see the card, the GTM Engineer has not been switched on for your account yet.

Find your way around

The screen has three parts: a menu on the left, your chat with the Strategist in the middle, and a workspace pane on the right where screens open as tabs.

The left menu:

• Start here. Your home: plays worth running, the results waiting on your decision, and your latest research run.
• New chat and All chats. Talk to the Strategist, or reopen an earlier conversation.

Pipeline

• Plays. Every audience play, each with Research this and Preview.
• Opportunities. The people, companies and places research found, with fit and evidence, for you to accept or pass.
• Campaigns. Draft, review, approve and launch outreach.
• Inbox. Replies to your outreach.

Workspace

• Senders. The mailboxes you connected, their health, and the campaigns that use them.
• Analytics. What the email provider accepted, what was confirmed delivered, and what a person actually did, kept separate.
• Settings. Three sections: Knowledge (your ideal customer and your voice), Setup (your business mailing address and optional connected sources) and Usage (what each research run was quoted in tokens and what it settled to).

The Get started card at the bottom of the menu tracks five steps: add a play, research a play, accept a lead, connect a mailbox, and build a campaign. Click it to open the next one.

The + button at the top of the workspace pane opens any screen as a tab, including the Play creator.

How work actually moves

1. Start from a play. A play is a specific audience plus the reason they are worth contacting right now. Your workspace is created with your first play.
2. Research it. Click Research this on a play, or ask the Strategist in the chat. You see the most it can cost in tokens first, and nothing runs until you click Confirm and run.
3. Review the results. Every result carries its fit and the evidence behind it. Accept the ones worth pursuing.
4. Get verified emails. Only accepted people with a verified email can go into a campaign. Use Find work emails on the Opportunities screen for anyone who does not have one yet.
5. Build a campaign. Click Build campaign on a run's results, or New campaign on Campaigns. Every recipient, every step and every message is laid out for you to read, and you can redraft any person's messages with AI in your voice.
6. Approve and launch. Approve & launch freezes the exact batch you read, then starts sending. Nothing goes out before you click it.
7. Replies come back to the Inbox, classified, for you to answer and approve.

Where your first play comes from

You do not need a lead-magnet report to start.

• Build my plays. If you gave your website or described your business during setup, Start here offers Build my plays. It reads your site and your setup answers and adds a set of plays in about a minute.
• The play creator. Click Open the play creator on Start here, or New plays from a website on the Plays screen. Enter your website or describe what you sell and to whom, then click Find my audience plays. It uses a small amount of your AI allowance.
• The free Audience Plays report. If you ran the Audience Plays report on noliai.com and it shows Run this play under a play, click it. That signs you in, brings the report's plays into your workspace, and puts the play you picked first on Start here. Each report imports once.

Two things to set up before anything can send

Research works immediately. Sending does not, and that is on purpose.

• A business mailing address. Save it in Settings, under Setup, or on a campaign's Settings step. This is a physical postal address for the person or company sending the outreach, not an email address. Noli adds it to the footer of every outreach email, and approval stays blocked until it is saved. Use the sender's own address, not Noli's.
• A connected mailbox. Messages send from a real mailbox you own. You connect it in your Noli Command Center under Connections, then choose it on each campaign's Settings step. See Connect a sending mailbox.

You can do all your research and drafting before either of these is in place. You just cannot approve a campaign.

Sending is also switched on in stages. Until it is on for your workspace, you can approve and launch, but nothing goes out.

Setup also has Connected sources, where you can link your own Threads account so research can include public Threads posts. It is optional. If it shows Not available yet, Threads search has not been switched on for Noli, and the connect button stays disabled.

What to do first

1. Get your first plays: Build my plays, the play creator, or an Audience Plays report.
2. Fill in your ideal customer and lock your voice in Settings, under Knowledge, so AI drafts sound like you.
3. Save your business mailing address and connect a mailbox in your Command Center.
4. Research a play and review the people it found before you look at any message.
5. Read the campaign draft properly, then click Approve & launch.

Related: Create plays and run research and Review and approve a campaign.