Notes from the Helix team

Field notes.

Practical notes on AI GTM operations, audits, signals, and content systems. We run Helix on Helix first - what works ends up here.

LatestJun 23, 20265 min readMatt Merrill

Agentic Workflows in Marketing Ops: A 2-Week Pilot Plan

Stop testing AI on copywriting. Test it on moving work between your CRM, MAP, and spreadsheets. Here's a two-week pilot plan that actually ships.

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Jun 23, 20264 min readJustin Henriksen

AI Lead Generation ROI: What to Actually Expect

Stop expecting AI to magically spit out ready-to-buy leads. Here is what the ROI actually looks like when you embed AI SDR agents into your site content.

Jun 23, 20265 min readMatt Merrill

Agentic Workflows Marketer Guide: Constraints Over Capabilities

How to decide what AI agents control in your GTM stack and put constraints in place, based on Braze's new guide.

Jun 22, 20264 min readAda Mendez

AI Marketing Workflow Transformation: From Copy to Cash

SMB marketing teams are replacing manual campaign steps with AI agents that automate, optimize, and refine execution. Here is how to adapt your GTM stack.

Jun 19, 20264 min readMatt Merrill

Set Up AI Growth Agents for Marketing Workflows: A Practical Guide

Step-by-step implementation for SMBs ready to automate growth marketing with AI agents. No theory, just the actual setup we use for revenue-share clients.

Jun 19, 20264 min readJenna Maroney

Enterprise AI Content Marketing Strategy: What Actually Works for SMBs

AI workflows and agentic solutions can streamline your content operation, but only if you build them around real business outcomes, not vanity metrics.

Jun 19, 20263 min readMatt Merrill

Agentic Marketing Platforms: A Practical Guide for SMB Operators

AI agents don't just automate tasks. They plan, execute, and learn from your marketing outcomes. Here's what that means for your GTM stack.

Jun 17, 20263 min readJustin Henriksen

IBM Watsonx Orchestrate Makes Omnichannel Lead Gen Real for SMBs

IBM's Watsonx Orchestrate uses AI agents to deliver contextually relevant shopping experiences, giving SMBs operational leverage without massive RevOps budgets.

Jun 17, 20264 min readMatt Merrill

Klaviyo Says 2026 Brings Self-Optimizing Campaigns. Your Scheduled Workflows Are Already Behind.

Klaviyo's trend report says marketing automation shifts from scheduled workflows to self-optimizing systems in 2026. Here's what that means for your pipeline today.

Jun 15, 20264 min readJustin Henriksen

$5 AI CRM: Saleoid's Play for Startups

Saleoid just dropped a $5 AI CRM for startups. Here is what that pricing means for your GTM stack and your margins.

Jun 15, 20264 min readJustin Henriksen

Useful AI Agent for Lead Generation: Beyond VC Funded Scrapers

Reddit wants AI agents that actually generate leads. Here is why VC backing does not matter and what SMBs should actually look for in a GTM automation tool.

Jun 14, 20264 min readJustin Henriksen

What Is an AI Lead Generation Agency (And What to Demand From Yours)

A Reddit thread exposed the confusion around AI lead gen agencies. Here's what SMB operators should actually look for, and what to run from.

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