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Which firms will build a GTM system and hand it over to your team?

Seven firms compared on six checkable handover criteria, from documentation and pricing that ends to who owns the accounts and what happens after, with public prices and the date each page was read. WarmUp is one of them.

9 min readBy WarmUpComparisons

Updated

Key takeaways

  • On six handover criteria a buyer can check in public, Go Nimbly and WarmUp score five each, ahead of Frontal, H2 and RevPartners on four and a half. Ties are listed alphabetically, so WarmUp is second.
  • Only two firms name a client that runs the system itself after the handover, Frontal (Playbook) and WarmUp (Cloud Accountant Staffing). Ask everyone else for one.
  • Only RevPartners prices the build as a fixed project, $25,000 over 90 days. Everyone else bills by the month, so ask what ends the bill.
  • Ask what month thirteen looks like. Go Nimbly states 30 days of support after launch and H2 sells a $2,000 a month advisory plan; most firms here say little.

For a team that wants a GTM system built and handed over: Go Nimbly suits a larger RevOps team, WarmUp a team that wants it run first and owned from day one, Frontal proof of a client running alone, H2 a small team with an advisory plan after, RevPartners a fixed build price, Growth Today a 90-day pilot, and Understory a long managed retainer.

WarmUp is one of the firms in this list. We have described every entry, including our own, from public sources and say where each one is the better choice.

How did we choose?

We picked the buyer first: a B2B company that wants an outside firm to build its outbound, Clay tables and CRM workflows, then hand the system to its own team rather than run it forever. Then we picked six criteria that anyone can check on a public page.

  • The handover is the default end of the engagement, stated in public. A handover offered as an option scores half.
  • Documentation and training are named deliverables: runbooks, recorded walkthroughs, live sessions.
  • Pricing that ends: a fixed price for the build scores in full, a monthly fee with a stated first term or exit scores half.
  • You own the accounts and tooling: Clay, the CRM work and the sending domains in your name, stated in public.
  • It says what happens after the handover: support, advisory or a clean exit.
  • It names a client that runs the system itself after a handover, on its own site.

A criterion met in full scores one point and a half-met one scores half. Ties are listed alphabetically. We also read Growth Engine X and The Kiln and left them out, because neither states a handover as its model.

Which firms are on the list?

Here is each firm in ranked order, with its score out of six, what it suits and its public pricing.

  • 1. Go Nimbly (5 of 6): best for a mid-market RevOps team that wants Clay built into its stack; $10k and up a month per Clay's directory.
  • 2. WarmUp (5 of 6): best for a team that wants it run first and owned from day one; GTM engineering $12,000 a month.
  • 3. Frontal (4.5 of 6): best for published proof of a client running it alone; $5k and up a month per Clay's directory.
  • 4. H2 (4.5 of 6): best for a small team that wants a runbook and an advisory plan after; ranges from $2,000 a month.
  • 5. RevPartners (4.5 of 6): best for a fixed price on the build; $25,000 one time.
  • 6. Growth Today (4 of 6): best for owning every account from day one on a 90-day pilot; $5k and up a month per Clay's directory.
  • 7. Understory (1.5 of 6): best for a team that wants the work run for it on a long retainer; GTM engineering $12,000 a month.

What does each firm do well, and where does it fall short?

Each entry is written from the firm's own public pages and, where noted, its Clay directory profile. Every entry carries the date its pages were read.

1. Go Nimbly: best for a mid-market RevOps team that wants Clay built into its stack

Go Nimbly is a RevOps consultancy for mid-market and enterprise B2B software companies, and treats Clay as one layer of a wider revenue operations design. Its Clay packages run about three months for the first, four to six for the second and six or more for the largest. Its process ends in a structured handoff with documentation, recorded walkthroughs and live enablement.

  • Strengths: It says you retain full ownership of all Clay tables and workflows. It states 30 days of support after launch, and its Clay profile lists an ongoing training tier. Named customer stories include Superhuman, Intercom and Watershed.
  • Limits: Its stories do not say a client now runs the system alone, so ask for one. It is built for mid-market and enterprise teams and does not run outbound campaigns for you.
  • Pricing: Not published on its own site. Clay's directory lists $10k and up a month with a three-month minimum.

Sources: Clay services, Intercom story, Clay directory profile. Verified on 2026-10-28.

2. WarmUp: best for a team that wants it run first and owned from day one

WarmUp builds GTM engineering, paid media, LinkedIn content and RevOps in your own accounts, runs the system with your team until the numbers hold, then moves the tables, plays, documents and numbers to a person you name, with training. Our method page and how we hand a system over set out each step. For Cloud Accountant Staffing we built the GTM system, operated it, then transferred it to a GTM engineer we trained.

  • Strengths: The handover is the plan from the first week, not an option. Clay, the ad accounts, the sending domains and the reports are in your name from day one. A named client runs the system after a completed handover.
  • Limits: We bill monthly and hand over when the numbers hold, not on a date, so you cannot fix the end in advance. After the handover we state only that we stay reachable and can keep running it if you prefer, with no defined support plan like Go Nimbly's or H2's.
  • Pricing: Published on our pricing page. GTM engineering is $12,000 a month. RevOps starts at $6,000 a month, and a CRM rebuild or migration is a fixed-price project quoted on the call. No minimum term is stated.

Sources: our method, GTM engineering and pricing pages. Verified on 2026-10-28.

3. Frontal: best for published proof of a client running it alone

Frontal, formerly ColdIQ, sells outbound, account-based marketing, paid media, content and RevOps. Its home page says it usually runs the work, and that a team which would rather run it itself can have it built alongside them with the handoff documented. Work starts with a three-month statement of work.

  • Strengths: The clearest handover proof we found: its Playbook case study says Playbook's own team runs the system today. It says everything it builds lives in your accounts, and that every list, table and workflow is documented.
  • Limits: The handover is the alternative path, not the default. It names no support plan after the handover.
  • Pricing: Not published; its site says price is set on the call. Clay's directory lists $5k and up a month with a three-month minimum.

Sources: Frontal, GTM engineering, Playbook case study, Clay directory profile. Verified on 2026-10-28.

4. H2: best for a small team that wants a runbook and an advisory plan after

H2 is a small UK firm and Clay partner run by two brothers who were software engineers. It sells managed outbound, custom system builds and private Clay workshops, and its pricing page sorts tiers by how much your team will own. Its system builds end with a step to prove the system and hand it over.

  • Strengths: On its in-house tiers the system is built in your accounts and your team keeps it, with a runbook and training. A standing advisory plan covers the months after.
  • Limits: None of its case studies describes a handover; its headline result, for Ravn, came from managed outbound. Builds are quoted to scope and the monthly tiers state no end.
  • Pricing: Published as guide ranges: consultation $2,000 a month, managed outbound $5,000 to $8,000, an in-house partnership $7,000 to $12,000, and a full partnership $25,000 to $50,000. Builds are quoted to scope.

Sources: Clay directory profile, and H2's own pricing and system-build pages, reached from that profile. Verified on 2026-10-28.

5. RevPartners: best for a fixed price on the build

RevPartners sells RevOps, HubSpot onboarding and migrations, and GTM engineering, and holds top-tier partner status with HubSpot and Clay. Its Clay implementation is a done-for-you build wired into HubSpot, with up to five playbooks, live training and documentation, at a fixed scope over 90 days.

  • Strengths: The only fixed price for a build that ends with your team trained. Deep HubSpot experience.
  • Limits: No page says the Clay workspace or sending domains are in your name. After the build, the stated next step is its managed service, and its named results are HubSpot and RevOps projects rather than Clay handovers.
  • Pricing: The Clay implementation is $25,000 one time over 90 days. Ongoing GTM engineering is $12,900 to $24,000 a month.

Sources: GTM engineering services, pricing, our work. Verified on 2026-10-28.

6. Growth Today: best for owning every account from day one on a 90-day pilot

Growth Today builds outbound, LinkedIn content and account-based ads for B2B teams with $1M or more in revenue. It starts with a 90-day pilot and a review on day 90, and its GTM engineering page has a section on ownership, documentation and handover.

  • Strengths: The strongest ownership wording we read: you own the accounts, licences, data, workflows and documentation from day one, and pay for your own tools. Handover is included at the end of an engagement. Named results such as 111 demos in 120 days for Cavalry.
  • Limits: The default is a managed service, and none of its case studies says a client now runs the system itself. It names no support plan after the handover.
  • Pricing: Not published on its own site. Clay's directory lists $5k and up a month with a three-month minimum.

Sources: GTM engineering, Growth Today, Clay directory profile. Verified on 2026-10-28.

7. Understory: best for a team that wants the work run for it on a long retainer

Understory sells GTM engineering, paid media, LinkedIn content and RevOps on monthly retainers. Its GTM engineering FAQ says you do not need your own Clay licence because it runs the work on its own table. The same page offers to train your team and hand the system over if you later want outbound in-house.

  • Strengths: A published price and named results, for example FullPAC. A handover is offered for teams that change their minds later.
  • Limits: The handover is one line, with no word on documentation or on how the Clay tables move to you. Clay's directory lists a six-month minimum, the longest here.
  • Pricing: GTM engineering is $12,000 a month on its services page, with enterprise scopes custom.

Sources: GTM engineering, services and pricing, Clay directory profile. Verified on 2026-10-28.

Which one fits your situation?

The right firm depends on who runs the system on day one, how much you want fixed before you start, and what support you want after.

  • You have a RevOps team and want Clay built into a wider design, with support after launch: Go Nimbly.
  • You want a fixed price and a 90-day end date for the build: RevPartners.
  • You want proof that a client runs the result alone, and are happy for the firm to run it first: Frontal.
  • You are small and want a runbook plus a monthly advisory plan after: H2.
  • You want to start with a pilot and own every account and licence from day one: Growth Today.
  • You want the system run for you and have no plan to take it in-house: Understory.
  • You want it built in your accounts, run with your team until the numbers hold, then handed to a person you name: WarmUp. Read the GTM engineering page.

So which should you choose?

On the six handover criteria, Go Nimbly and WarmUp lead with five each. WarmUp's five come from a handover that is the default, documentation and training, accounts in your name, and a named client running the system after a completed handover. We do not win pricing that ends, where RevPartners' fixed $25,000 build is clearer, or what happens after, where Go Nimbly and H2 state more. We fit a team that wants the system proven in its own accounts before it changes hands, and we do not fit a team that needs a fixed end date on day one.

Whichever you choose, ask three questions: whose name is on every account, what the documentation contains, and which client runs the system alone today.

Corrections: if a firm on this list finds an error, tell us and we will fix it and note the change here with the date.

Questions, answered.

What does it mean to build and hand over a GTM system?

A firm builds your outbound, data and CRM workflows in your own accounts, often runs them for a while so the numbers settle, then moves the system, the documentation and the know-how to someone on your team. It is sometimes called build, operate, transfer. The opposite is a firm that runs the work for as long as you pay.

How long should a build take before the handover?

The firms here state ranges from a 60 to 90 day fixed build at RevPartners to three to six months or more at Go Nimbly. A firm that runs the system first, as WarmUp does, hands over when the numbers hold rather than on a date. Ask which of the two you are buying.

What should change hands at the end?

The Clay tables and workflows, the CRM fields and rules, the sending domains and inboxes, the ad accounts, the documentation and a change log, plus training for the person taking it on. If any of those sit in the firm's own accounts, moving them is a project of its own.

Where does WarmUp rank, and why?

Second of seven, tied on five with Go Nimbly and listed after it alphabetically. We meet the handover, documentation, ownership and named-client criteria in full. We score half on pricing that ends, because we bill monthly with no fixed end date, and half on what happens after, where Go Nimbly and H2 state more than we do.

What happens in month thirteen if we hand the system back to our team?

Each firm says something different. Go Nimbly states 30 days of support after launch and an ongoing training tier, H2 an advisory plan, RevPartners an upgrade to its managed service, and WarmUp that the system keeps running, we stay reachable, and we can keep running it if you prefer.

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