Meet Your New AI GTM Analyst
Behind every demand engine is a story. Lative’s Agentic AI tells it, distilling thousands of rows of GTM data into clear, contextual executive narratives that explain performance, surface risks, and recommend next steps.
Example prompts
Lative’s AI agent pulls from live marketing and sales data to tell you what’s happening, why, and what to do next.
Funnel Performance
Summarize Q1 GTM performance with key insights and next steps.
Key finding:
Early-stage volume hit 96% of goal, but SQLs lagged at 70% and just 10% for Target Accounts. Mid-funnel strength showed with SALs at 171% and a 133.7% MQL-to-SAL conversion rate
Recommended next steps
- Increase SDR follow-up velocity on Target Account MQLs
- Double down on white paper content for mid-funnel conversion
- Review ICP criteria for SQL qualification gaps
Revenue risk
What are the top pipeline risks this quarter and how should we respond?
Key Finding:
34% of mid-market pipeline has stalled beyond 21 days with no engagement signal. Three enterprise deals show champion risk economic buyers have gone dark since last QBR cycle
Recommended next steps
- Re-engage stalled deals with executive sponsor outreach this week
- Flag 3 enterprise opportunities for CRO review before EOM
- Pull at-risk deals into accelerated close plan with discount authority
Marketing ROI
Which marketing investments are driving the highest revenue impact right now?
Key Finding
Content-led motions (white papers, case studies, demo requests) account for 63% of sourced pipeline at a 4.7× ROI, outperforming paid demand gen by 2.3× on a per-dollar basis across your ICP segments.
Recommended next steps
- Reallocate 20% of paid budget to high-ROI content programs
- Expand white paper series targeting CFO and RevOps personas
- Present channel ROI breakdown in next board marketing update
Find the patterns that matter most
Surface critical insights, your ideal customer profile, top personas, best-performing channels, and most influential campaigns, plus what to do next.
Board-Ready Insights
Agentic AI distils thousands of rows of GTM data into clear, contextual narratives that explain performance, trends, and impact
Timely, Actionable Narratives
Stay ahead with AI-generated executive briefings that surface what matters, when it matters, perfect for internal updates, board decks, or investor conversations
From Data to Meaning
Make sense of massive volumes of GTM data translated into crisp, actionable takeaways in plain English
Tailored for Leadership
Strategic summaries crafted for CMOs, CROs, and boards, no need to decode dashboards or spreadsheets. The narrative comes to you.
AI that speaks GTM
Walk into your QBR with a complete, AI-generated narrative of what drove performance, by channel, segment, persona, and campaign, without spending days pulling the story together manually.
Campaign Post-Mortems
Understand exactly what drove or didn’t drive, a campaign’s pipeline impact. The AI surfaces the signal, so your team can act on it faster.
Weekly GTM Standup
Start every week with an AI briefing on where the funnel stands, what’s shifted since last week, and where the team should focus
Target Account Reviews
Get an instant read on how your priority accounts are progressing through the funnel, engagement trends, conversion gaps, and recommended next actions, so nothing falls through the cracks
Consolidate your data across 150+ diverse data sources to provide a single source of truth in real-time.
- Merge all sales and team data.
- Eliminate manual data handling and reduce redundancies.
- Integrate historical data to enhance accuracy in trend analysis.
- Merge all sales and team data.
- Eliminate manual data handling and reduce redundancies.
- Integrate historical data to enhance accuracy in trend analysis
How Agentic AI Works
How is this different from asking Generative AI about our marketing data?
Lative’s Agentic AI is connected directly to your live GTM data and trained on revenue marketing contexts. It doesn’t need you to paste in data or describe your situation, it already knows it, and it speaks the language of pipeline, attribution, and funnel performance
How long does it take to get set up?
Most teams are generating their first AI narratives within 30 days of connecting their data stack. No custom development or data science resource required
Who is the primary user marketing, sales, or leadership?
All three. CMOs use it for board prep and campaign reviews. Revenue Operations use it for weekly GTM standups and funnel monitoring. CROs use it to understand marketing’s contribution to pipeline without asking marketing to build a report
Does it integrate with the rest of the Lative platform?
Yes, Agentic AI is fully integrated with Lative’s Marketing Intelligence, Planning, and Execution modules. Narratives can reference sales capacity data, pipeline health, and execution gaps alongside marketing performance