QFlow.ai

☁️ Cliff Simon sent me a photo of his notes before going on stage at HubSpot Inbound earlier today. Cliff was one of our first users back in 2022 when we launched a product with the vision of enabling sales leaders to see around the corner, aligning growth teams with the rest of the organization (including Finance), and driving efficient growth. At the time, he was on the small side for our ICP. Zoom into the photo for the rest of the story. Honored that we played a role in this story. **** Cliff's notes copy/pasted: - Qflow example: 430% growth in 2022 - to stay ahead, I used Qflow (Al tool) to hire [forecast demand for] hands on work of implementation for HubSpot or Salesforce against a sales cycle that was half the time it took to hire those people. -Qflow looked at the historical data out of CRM to model the opportunities quarter over quarter and month by month, and the likelihood of those opportunities closing based on opportunities that did not exist yet. In the forecast, I landed within $3,000 MRR in H1 where we went from 8 people to 48 employees and went from $1M to $6M in that 6 month period. -We knew the outcome was to get sold. We had the metrics, we knew what we were looking for and we drove it forward.

Warmly, grew from 100 to 250+ paying customers in 2024 (3.4x ARR). More importantly (for the hyper-critical founder inside me), we moved from an MVP sales process to a V1 omni-channel repeatable sales motion. Here’s how we (tried) to build it: Overview  ↳Q1: Scaling omni-channel outbound  ↳Q2: Building an SDR Hub  ↳Q3: Layering Sales Managers & Revenue Ops  ↳Q4: Adding Partnerships Q1: Scaling Omni-channel Outbound  ↳👨👩👧👦 Customers: 100-130  ↳⚡️GTM: Centralize Linkedin (social posting intent + outbound DMs), Email sequencing, & Live calling/chatting prospects on the website. Pipe data into Warmly + automate the reach outs  ↳❓Key questions: (1) Should we triple down on one channel?(no) (2) Can AEs hit $60k quotas?(not yet) (3) Can we get the same conversion rates for automated warm outbound?(yes)  ↳🛠️ Tools: Sendspark (video-personalization) Salesflow.io (Auto-LinkedIn sequences), Warmly, (Full cross-tool autonomous sales orchestration),  ↳🤠 Who: Keegan, 3 AEs, 4 SDRs. Q2: Building an SDR Hub  ↳👨👩👧👦 Customers: 130-170  ↳⚡️GTM:  In daily live sessions have SDRs blitz call hundreds of cold prospects on their head-set in Orum while simultaneously warm calling (asking live website visitors to chat with you) until someone responds  ↳❓Key questions: (1) Is Eastern Europe right for our SDR hub?(yes) (2) Can we scale LinkedIn social selling to SDRs?(not yet) (3) Does hiring in-house referrals work?(yes)  ↳🛠️ Tools: Default (inbound form deal router), Orum 🥇 (dialer), Spekit 🐙 (Sales Process).  ↳🤠 Who: Keegan, 3 AEs, 7 SDRs. Q3: Layering Sales + RevOps Manager  ↳👨👩👧👦 Customers: 170-210  ↳⚡️GTM: Specialize sales reps to focus on a method of closing (inbound/freemium for new role Inbound Sales Rep (ISR), self-source/sdr for AEs) while properly routing deals  ↳❓Key questions: (1) Does inbound-only junior closing improve efficiency? (yes) (2) Does SMB/Mid-Market specialization work?(not really)  ↳🛠️ Tools: Capchase (upfront payments), QFlow.ai (rep activity summaries),  ↳🤠 Who: Keegan, RevOps Mgr, SDR Mgr, 3 AEs, 4 ISRs, 7 SDRs Q4: Adding Partnerships  ↳👨👩👧👦 Customers: 210-250+  ↳⚡️GTM: Partner rep drives agency deals w/ affiliate incentives  ↳❓Key questions: (1) Can nuanced commission structures improve metrics?(likely) (2) Can Big Deal Reviews boost close/win rates?(unclear)  ↳🛠️ Tools: Crossbeam (partnership CRM), FirstPromoter (affiliate tracking) Loyee.ai (nuanced ICP builder), QuotaPath (gamified commission planning), Postal (gifting)  ↳🤠 Who: Keegan, RevOps Manager, SDR Manager, 3 AEs, 2 ISRs, 10 SDRs, 1 Partnerships ♻️ Repost or tag founders/GTM leaders this might help! Oh & one more thought in the comments... Ps. Curious how we went from 0 to 100+ paying customers in 2023 (founder-led to seller-led sales) & created a repeatable sales motion? Read my post from last year here: https://lnkd.in/eDkq_FMa

Now that the annual plan is built – how long until that 12-month revenue forecast tab becomes obsolete? The answer, for most RevOps and Finance teams, is a matter of days. Why? GTM teams need to be selling and marketing. RevOps is juggling 18 different priorities. And the data is constantly changing. You have a choice. You can choose to pull someone away from revenue-producing work and poke around the GTM tech stack for insights. Or, you can choose a finance-grade framework that keeps everyone aligned. Growth scenarios on QFlow are that finance-grade framework. They gracefully handle evolving definitions. They turn operational data into always-updated predictions. They keep revenue waterfall assumptions monitored against actuals. Most importantly, they help Finance and GTM forge a stronger partnership. Starting today, you can give a gift to the person who owns your financial model: Scenario Sync brings scenario results and change tracking directly into your financial model. It sets up in minutes. The results for FP&A are clear: More accurate cash forecasting Better A/R management Higher-fidelity decision support The best gifts (IMO) benefit more than just the recipient. When you turn on Scenario Sync for Finance — you're giving your GTM leaders and RevOps teams the real-time intelligence they need to be unstoppable.

"The data speaks for itself," said every exec who's lost the room in a board meeting. Truth is, data never speaks for itself. I learned this the hard way, watching a killer insight about growth trajectory get buried under charts and competing metrics. The board left uncertain, the team left frustrated. That's why I'm excited to announce new Data Storytelling features on QFlow.ai. Taking a storytelling approach means that RevOps teams can: * Control exactly which metrics tell your story (and which don't) * Add context right where it matters * Keep everything consistently branded * Enable real collaboration on insights One customer just transformed their board deck from "here are 47 charts" to a crisp narrative about their expansion strategy. Another used it to align their entire GTM team on a more accurate way of measuring cohorts. It's all integrated with QFlow's guarantee to deliver alignment. No more Sunday nights lost formatting charts or Monday mornings explaining why different teams have different numbers. https://lnkd.in/gGBVznTQ