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Articles by Mihir
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How Elucify used Siftery to get exposed to early adopters/users
How Elucify used Siftery to get exposed to early adopters/users
Elucify is a free and crowdsourced database of business contact information. Once signed up, sales reps can get access…
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3 Comments -
3 reasons why being a former SDR helps you crush it at starting your own startupFeb 1, 2017
3 reasons why being a former SDR helps you crush it at starting your own startup
Most salespeople who started out as Sales Development Representatives (SDRs) look back on their time with a love-hate…
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15 Comments -
How Elucify Got Into YCombinatorSep 13, 2016
How Elucify Got Into YCombinator
Elucify is a free leads database that provides high quality leads to startups and professionals. Our product is…
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3 Comments -
Thinking about starting a startup but don’t know how to code? Here are the answers to the most common questions.Jun 21, 2016
Thinking about starting a startup but don’t know how to code? Here are the answers to the most common questions.
I’m the co-founder of a startup called Elucify with two of my good friends. We were most recently part of the Y…
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What we're building: ElucifyFeb 19, 2016
What we're building: Elucify
It’s been a wild ride these past few months, so I thought I’d write a post about what I’ve been working on. I left my…
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Want your business to survive? Meet me in the cloud.Jun 23, 2015
Want your business to survive? Meet me in the cloud.
It’s no secret that millennials are going to be the key to the long-term success of businesses. As baby-boomers retire,…
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5 Comments
Activity
11K followers
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Mihir Deo shared thisHotelPORT®’s CEO, Fred Bean, was sitting on $250K in 2+ year-old invoices. Here’s how we fixed it (and gave him his time back)👇 HotelPORT keeps online hotel listing content accurate across multiple channels to drive bookings and revenue. Notoriously, the hospitality industry runs on outdated systems and broken internal workflows. Which makes collecting payments… painful. Their founder & CEO, Fred Bean: • Had unpaid invoices sitting for 2+ years • Used debt to cover daily expenses • Chased 30+ invoices every month • Lost hours to manual follow-ups Hiring an AR team felt like the only solution. Why? In hospitality, relationships are everything. He needed someone to collect cash… without hurting relationships or violating hotel policies. AI didn’t seem like the right fit. Yet in our opinion, Invoice Butler’s AI + Human In the Loop system was exactly what he needed. So we walked Fred through it and offered a trial. He was skeptical but accepted. We designed a simple plan: > Stay persistent, but always respectful > Align every message with contract terms > Manage the AR inbox with timely, thoughtful replies Within weeks, $250K+ stuck revenue was retrieved with 0 new hires. His words now: “I’m able to actually focus on generating more revenue now. That makes Invoice Butler a strength to us.” Finally, he spends time actually running the business. PS: We’re on a mission to automate B2B cash collections end-to-end. If unpaid invoices are draining your time, we can help. Full case study link in the comments👇
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Mihir Deo shared thisWe recently crossed $1B in invoice collections for our users! That called for a team dinner... and this appreciation post 🍻 Since day one, Invoice Butler’s goal has been to take the burden of AR off finance leaders. So they can spend more time on strategic work and decision-making. Last week, we got a small (but meaningful) step closer to that. The main reason behind this milestone is our office culture. And no, not the “free snacks and team lunches” kind (though those don’t hurt). I’m talking about ownership. The kind where: - Problems get solved before they’re escalated - People step in, even when it’s not “their job” - Nothing gets left halfway Everything we do comes back to one thing: Serving our users better. That mindset is what helped us cross $1B+ in collections. And we’re just getting started. We want to work with more people who take outcomes personally ...and trust them enough to run with it. Feeling incredibly grateful to this team 🙌
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Mihir Deo shared thisSteve Sidhu (Controller at Clay) pitched my own startup back to me better than I ever could... I met Steve for coffee, expecting to get some advice on Invoice Butler. To my sheer surprise, instead of me pitching him, he turned the tables and started pitching Invoice Butler to me before. And honestly, he did a better job pitching it than myself as CEO. His mind can process quickly and he's highly plugged into the industry. Because he’s lived the alternative: - Hard to find people to do cash collections - Even harder to find good ones - Endless time spent managing, training, replacing ...and as the company grows, you keep adding headcount. In his words: “The alternative to Invoice Butler is hiring AR people. And honestly? No one in America wants that job anymore.” Then he asked a question that changed how I think: “You should ask finance leaders: How are you building your org? What does your finance org look like three years from now? Do you really want a team full of AR specialists chasing collections?” The guy is insanely sharp. We spoke for a bit, took a quick photo (as you can see with the image blur), laughed, and went our separate ways. One of the best parts of building is the people you meet along the way. That’s why I love building Invoice Butler. You get to grow and learn with sharp, thoughtful operators. P.S. Working on turning him into a customer soon ;)
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Mihir Deo reposted thisYou can't ball out in Vegas on imaginary money. Get paid first, so you can afford Diplo. And the bottles. And maybe the dancers too. Chasing invoices is one of the worst uses of your team’s time. Endless follow-ups. Supplier portals. Chasing people who won’t respond. Meanwhile, your cash stays locked up in the system. We built Invoice Butler to fix that. Here’s how it works: 1️⃣ You get paid 15 to 30 days faster. No spreadsheets. No pipeline babysitting. Just clean, automated (and smart!) follow-ups that work. 2️⃣ We handle supplier portals. Coupa, Ariba, Tipalti →all of them. Your team stops clicking around, and we upload everything for you. 3️⃣ We escalate to the right person. No more chasing generic email IDs or interns. We go straight to the person who can actually pay. 4️⃣ You see everything in one place. What’s owed, what’s overdue, what’s coming: all visible in real-time. 5️⃣ It plugs into what you already use. QuickBooks, NetSuite, Stripe, you name it. Setup takes about an hour, and no engineers are needed. 6️⃣ AI handles the repetitive work (sending W-9s, back and forth etc), and humans handle the exceptions. Our team jumps in when things need real judgment. We escalate to you when we can't handle the situation. 7️⃣ It’s cheaper than hiring a full-time AR person. And faster too. We built this because we’ve seen good companies miss payroll or delay growth... just because money gets stuck in the system. Late payments kill companies. But most importantly? It kills the banger Vegas after-parties. Invoice Butler is here so that the good times don’t stop. Book demo from the link in the comments 👇
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Mihir Deo shared thisMeet our newest hire, Layne Tisdel Martin! Two months ago, we decided to hire our first Customer Operations Lead. Invoice Butler was scaling fast and needed stronger ops. I shared that we were looking for someone who: → Focuses on outcomes, not tasks → Obsesses over correctness and reliability → Has built scalable workflows from zero Despite searching for weeks, we were struggling to find the right person. Then I found Layne through our Y Combinator network. Her experience stood out: - Ran human in the loop teams at Index Solutions (YC) and Sourceress - Scaled them to 60+ members, doing this exact work Instantly, I knew she was our person. What really impressed me was how she stepped into a complex role and figured things out fast. I’m grateful she’s betting on us. She's building a killer human-in-the-loop team behind the Invoice Butler AI. Now, back to work, automating B2B cash collection. Can’t wait to see what we build together. Welcome aboard, Layne 🙌
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Mihir Deo shared thisCompanies blindly chasing AI-only systems in finance will fail. Here's why: Early in our Invoice Butler journey, we realized AI is creating a once-in-a-lifetime opportunity for finance startups....but there was one big problem. Lack of ownership. An AI-first system can send invoices, upload them to portals, and execute every step correctly, and still not get you paid. And this happens more often than founders expect. It can track invoices. It can send reminders. It keeps operations moving. But collections don’t stop there when: > Invoices sitting in portals are waiting for approval > Customer says they’ll pay next week and goes silent > A remittance is shared, but it doesn’t match anything Now what? Follow up again? Reach out to a different contact? Escalate? There isn’t one playbook, and this is exactly where AI becomes unreliable. Up to this point, the system does exactly what it’s designed to do with: → 40–50% fewer manual follow-ups → 30–40% faster payment cycles → ~90% automated cash application Everything looks efficient because AI is great at handling operations. But payment happens after that. Disputes, delays, and internal loops slow everything down. → 3–15% of invoices fall into this layer → Some take up to 45 days to resolve And these situations need ownership. Someone has to step in, decide the next moves, and push it through. This is exactly why we never had fully autonomous AI agents handle everything without human intervention. AI handles execution. We have humans in the loop to help step in where cases need follow-through, escalation, and resolution. Over time, this can be removed, but in the meanwhile, until AI can truly make that judgement call, humans have to be involved. If humans don’t understand the work, they cannot make the right calls when things break. That’s why it looks complete on the surface, but breaks when they try to run everything end-to-end. P.S. If you're a finance leader tired of chasing invoices, reach out. Let's talk about how Invoice Butler can fix this for you. Link to book a demo in the comments.
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Mihir Deo reposted thisMihir Deo reposted thisAt my last two companies, one thing surprised me when I joined. They weren’t even trying to collect on past due invoices. And both had AR balances equal to months of revenue. This is all too common in the startup space. Collections are brutal. You’re chasing the wrong person, uncovering issues after invoices are already late, dealing with clunky vendor portals, and navigating bureaucratic onboarding processes. There’s only so much you can automate when you’re dealing with archaic procurement teams. I had one government org require a notarized document with wet signatures to get set up. Another required phone verification from a time zone with no overlap, so I got on the phone at 11 PM. Initially, I dismissed Mihir Deo and Kristina Chodorow. It was early for Invoice Butler, and I didn’t think they’d be able to support a company at our scale. Fast forward a few months, and it became unsustainable. I was spending hours chasing payments, retraining my team, and untangling endless follow-ups. Working with Invoice Butler was a huge unlock. They took over collections end-to-end and gave me my time back to focus on higher-value parts of the business. If you’re sitting on a large AR balance and just accepting it, give them a chat.
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Mihir Deo shared thisStaying silent as a founder is bullsh*t advice. When we started, the goal was to build a product that solved real problems, not just vanity dashboards. So we focused on our product on pure execution: - Managing customer AR inboxes - Improving services - Handling real collection issues - Being on Slack with customers We were as work-oriented as possible so people wouldn’t say that we weren’t doing anything for their cash collections. We kept our heads down and stayed “humble.” But that came back to bite us. When new finance heads joined the teams we had annual contracts with, they assumed things had always ran smoothly, not realizing we’d replaced manual cash collection... Because we never brag about what we do, they started asking, “Hey, what are you guys even doing for us?” That hurt... but it was on us. Users can’t value what they can’t see. Now we’re fixing it: - Building attribution into our dashboards - Talking about our work in public - Meeting finance leaders directly and presenting our value Basically, taking credit for our hard work and showing them what we've done. If there's one thing I've learnt from this experience, it's this: No one will advocate for your work. If you don’t talk about your value, it doesn’t exist. Being humble is expensive. ----- And now some shameless promotion. P.S. If you’re a Finance or Ops leader struggling to get paid, do yourself a favor and try Invoice Butler (link to book a demo in the comments👇).
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Mihir Deo shared thisAs FERMÀT scaled, their VP, Evelyn, was buried in invoices. We helped her collect $500K+ without adding headcount. Here's how👇 FERMÀT is an AI-native commerce platform with hundreds of subscriptions and a lean finance team. When Evelyn stepped in, she became responsible for everything. ↳ Revenue, business ops, finance, accounting, and back office. Among these, collections sat lower on the priority list. But, after eight quarters, the numbers made it clear: collection is a real business problem. Evelyn was left in a dilemma, should she: - Outsource the whole process - Hire someone full-time to manage collections - Manage it herself by trading time away for strategic work AI didn’t seem like a good option; models couldn’t meet the discipline required. She thought: “For accounting, wrong numbers are fatal. I can’t blame the model in a board meeting.” But AR/cash collections is NOT accounting: • It’s repetitive • High-volume • Emotionally draining This makes it exactly the kind of work humans avoid, and AI thrives at. AR is the first place where AI wasn’t risky. Thus, Invoice Butler came in. We connected to FERMÀT’s systems in 1-2 weeks with zero manual setup. In two weeks, customers started responding. The results: → No Hiring Needed → Collected $500K in the first month → 2–3× faster collections conversations → Humans Only Step In for Real Judgment Calls Evelyn wanted someone capable of collecting without getting tired, forgetting to follow up, and losing context. Invoice Butler delivered exactly that. Her words now: “Just try it. You have nothing to lose. If you hate it, walk away. If you love it… and we did….you get your time back and your cash back.” Finally, Evelyn spends time on strategic work, not worrying about collections. PS: We’re on a mission to automate B2B cash collections forever. If overdue invoices are crushing your cash flow, we might be able to help :) Read the full case study in the comments below.
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Mihir Deo liked thisMihir Deo liked thisPre speaker jitters at #fintech meetup Hitting the stage soon with Phil Goldfeder Leighanne Costello Sibongile Ngako Kalyani Ramadurgam
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Mihir Deo liked thisMihir Deo liked thisGreat running into stephen hedlund at my hometown. Next time, he will have to bring his family over along with Nicolas Kopp’s for some cookies and milk. Hope to be at Thursday’s Rillet’s vibe coding session!
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Mihir Deo liked thisMihir Deo liked thisNihal and I met early in the journey of Traversal, and bonded instantly over a shared understanding of the immigrant experience, building a world-class tech company in NYC, and family. So when he asked me to come on his podcast, I jumped at the opportunity. We discussed all of the topics above, and also some hot topics in tech like developer productivity (and how individual gains are often offset by bottlenecks that show up in production — something Traversal is solving for). I consider Nihal a friend and very much appreciate the pride he takes in building up the NY tech scene. I’m excited to help drive that mission forward. Other topics discussed in this episode include: - The difference between hype-driven AI and durable infrastructure - The mindset required to stay ahead of compounding innovation - What separates breakout companies from fast followers Link to the full podcast in the comments. #HumanUnicornPod
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Mihir Deo liked thisMihir Deo liked thisWe're hiring. And I want to give you a real picture of what you're walking into. Thoughtly is growing faster than I expected. New verticals opening up. A product that's genuinely working in the market. Last quarter we went head to head with larger, better-funded competitors in a pilot at a Global 100 company— and won. The kind of growth where you look up and realize the map changed while you were heads-down building. That creates real opportunities for the people who join now. → AEs who want to close deals, not just run playbooks → Marketers who want to own something, not support a function → Engineers who want to build something that didn't exist six months ago But the thing I'm most proud of isn't the growth. It's the team. We do Thoughtly Thursdays — paintball, paint nights, Korean pochas. We just got back from conferences in Austin and Orlando — not because we had a budget line for "culture," but because people actually wanted to go. That's not forced fun. That's what happens when you hire people who genuinely like each other. If you're tired of slow and want to find out what you're capable of somewhere that moves — drop a comment or DM me. Roles linked in the comments ↓
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Mihir Deo liked thisMihir Deo liked thisThrilled to be part of the Coder team as we close our Series C! The best is truly yet to come 🚀Coder Secures $90M Series C Led by KKR to Advance Secure Enterprise AI Development - Blog - CoderCoder Secures $90M Series C Led by KKR to Advance Secure Enterprise AI Development - Blog - Coder
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UGBA103
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Martin Roth
Martin Roth • 13K followers
Too many vertical SaaS founders are burning down their markets before they even realize it. You hit $2M-$3M in revenue and think the next move is to scale like a horizontal company. Cold email programs. Spray and pray demand gen. All the tactics that worked for companies you read about on LinkedIn. It works for a quarter or two, then it stops. And by the time you realize it, you've burned through 2/3 of the companies in your vertical. I've worked with dozens of vertical SaaS and AI companies over the last couple years. The same mistakes keep showing up. Vertical markets have their own physics. Three laws in particular: Law 1: Brand velocity compounds fast Early at Levelset, we got into a public legal dispute with a competitor who ran the industry association for one of our core buyer personas. They banned us from their events. Made their position on Levelset very clear. We lost deals we didn't even know existed. Buyers disqualified us before we had a chance to earn their business. We spent 8 years working to overcome negative brand velocity with that segment. Your brand in a vertical is never neutral. It's either building momentum or losing it. And it compounds faster than you think. Law 2: Everyone on your team has to be an expert The founder knows the problem cold. But when you start hiring sales reps, marketers, and CS people, they don't have that foundation. At Levelset, we spent weeks onboarding new hires on how construction payments worked. The lien laws. The payment challenges. The GC and sub dynamics. Without that knowledge, they couldn't have real conversations or build trust. Your customers expect you to understand their world better than they do. Law 3: Vertical markets are local markets We struggled for years to build a repeatable mid-market sales motion at Levelset. Right ICP. Strong product. But we couldn't close consistently. Then we realized our best customers came through local referrals. A contractor in Dallas didn't care who we worked with in New York. They cared about the competitor across town using our software to gain an advantage. Everyone knows everyone in their city. They see each other at association meetings, industry events, job sites. They talk to each other often. You want your company to be part of those conversations. Show up to the conferences. Get active in the communities. Even better if you can own the community. Most industry associations haven't evolved in decades. Shift the center of gravity over to your brand. _______ The tactics change every year. The laws of nature don't. Build a great product. Know your customer. Educate the market. Show up in their world. When the vertical adopts your brand as the one they identify with, you'll have more demand than you can imagine.
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Martin Roth
Martin Roth • 13K followers
Executives won't open cold emails, but they will open a package. This is my best advice for breaking into Tier 1 accounts... When we were trying to break into big enterprise accounts at Levelset, there was one approach that consistently worked. We sent our top prospects a gift in the mail. Most teams never try this. They send another cold email, another LinkedIn message, or another voicemail. Then they sit around wondering why nothing converts. When you’re going after companies that can change your trajectory, you have to operate differently. Start with the person you are trying to connect with. Before you buy anything, spend time learning about the prospect. Look at what they post. Notice what they care about. Listen for the problems they’re trying to solve. You’d be surprised how often people leave clues out in the open. AI is really helpful at pulling this together for you. It's important to understand what would actually matter to them. Pick a gift that shows you pay attention. It takes more effort to pick something thoughtful than it does to spray a thousand people with the same sequence. But you’re not going after a thousand people. You’re going after the handful who can meaningfully move your business forward. It doesn’t need to be expensive. It needs to be personal. Somewhere in the $25–75 range is enough to show you cared without feeling transactional. Include a handwritten card. Keep it simple. Three or four sentences. Tell them why you chose the gift. Tell them what it made you think about in their business. Then make a clear, easy ask. When everything else in their stack is automated, a handwritten note stands out. Send it in a bubble mailer. Nothing fancy. USPS works fine. A bubble mailer gets opened. People are curious. Just make sure the address is right. We double checked every single one. Full up after it arrives. Don’t assume they saw it. Don’t assume they connected the dots. Send a short email. “Just shipped you something. Should arrive this week.” Then follow up again after it lands. The follow up is where the meetings get booked. Did this work? At Levelset, this was our most reliable way to break into large accounts. The response rates were dramatically higher than anything we did through email or phone alone. And it wasn’t because we were clever. It was because we were willing to put in more effort than everyone else. Most reps won’t spend thirty minutes researching a prospect or writing a card. That’s fine. The ones who do will win the meetings with the best prospects. The Reality This work doesn’t scale. It’s not supposed to. You don’t run this play for your entire TAM. You run it for the hundred companies that would meaningfully impact your business if you earned their trust. For those accounts, a thoughtful gift is a small investment compared to the upside. And if you’re willing to do the work, you’ll end up in conversations your competitors never even get close to.
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Dillon Zhang Forrest
Midnight Email Consulting • 1K followers
outbound tip: identify specific, observable problems your prospect faces right now. not theoretical pain points from a buyer persona doc. actual problems you can see from the outside. property managers in october need gutter work. SaaS companies hiring 10+ salespeople need pipeline infrastructure. companies with broken DMARC settings can't reach inboxes. these aren't assumptions. they're facts you can verify before sending a single email. when you can point to something real and urgent, your outreach stops feeling like spam and starts feeling like help.
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Andrew Bolis
AB Digital - Andrew Bolis • 233K followers
Your inbox is leaking revenue. The average SMB loses $200K+ annually in deals that get buried in email. Leads are missed. Follow-ups are delayed. Opportunities slip through unnoticed. It’s difficult to stay on top of your inbox. And manual tracking isn’t sustainable. Every unanswered thread is a potential deal that might have been closed. This problem builds up slowly. But over time, it turns into real revenue loss. That’s where EVE comes in. ↳ It’s an AI Operator that connects directly to your inbox. → Finds potential leads hidden in your emails → Flags missed deals automatically → Helps you follow up at the right time with the right message EVE helps you turn forgotten conversations into active revenue. ↳ Most businesses recover $50K to $500K+ in their first 90 days. ↳ Without hiring more people or changing how they work. ⚡ Here’s what makes EVE stand out: 24/7 Lead Tracking → Constantly scans your inbox for new or stalled deals Smart Opportunity Detection → Spots signals like “Need demo,” “Budget approved,” or “Send pricing” Revenue-Based Prioritization → Scores each lead by potential value so you know where to focus AI Response Drafts → Prepares personalized replies based on your writing tone Unified Team View → Connects multiple inboxes for a clear company-wide picture 🎯 Here’s how to get started with EVE: Step 1: Schedule a demo at joineve .ai Step 2: Connect your Gmail or Outlook account in minutes Step 3: EVE scans your inbox and identifies hidden opportunities Step 4: Review and respond with one click If your inbox is full but your pipeline isn’t, it’s time to fix that. 📩 Try EVE today → joineve.ai 🔄 Repost to help others find deals in their inbox — #AI #Email #Inbox #Sales #EVEPartnership #SponsoredByEVE
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Gerald Duran
CanaGlobal • 39K followers
RevOps isn’t a tool. It’s a commitment to reality. Most teams buy software to avoid discipline. Then nothing changes. If you want revenue to scale, install RevOps like an operator: 1// Define pipeline stages Clear entry/exit criteria. No vibes. 2// Assign next actions Every deal has a next step or it’s dead. 3// Track conversion rates Lead → call → proposal → close. 4// Run a weekly revenue meeting Scoreboard, pipeline, offer friction, commitments. 5// Clean the CRM every week If your data is fake, your decisions are fake. You don’t need another tool. You need a system that tells the truth. Follow Gerald Duran — in-the-trenches mentor to founders who are done guessing. Founders who want mentorship through CanaGlobal: start at 𝗖𝗮𝗻𝗮𝗚𝗹𝗼𝗯𝗮𝗹.𝗼𝗿𝗴 (click Start Here).
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Tha Magni
Tha Magni | Sales Growth… • 4K followers
You ran the heatmaps and session recordings, and BOOM: Zero clicks on “Talk to Sales.” Instead, they hovered over your product screenshots—looking for something you didn’t have. Health tech buyers aren’t waiting around for your SDR. They’re scanning your homepage, looking for a way to use your platform. If they don’t find it in 8 seconds… they’re gone. Decision-makers don’t want promises. They want proof. And they want it now, not after filling a form. That’s why interactive product experiences aren’t just “nice to have” anymore. They’re the filter buyers use to decide if you’re worth their time. Here’s how you can fix it: Interactive tools are the new first impression. Why it works: • Buyers want to self-qualify before speaking to sales. • They want control, not a guided tour. • They trust their hands more than your words. You can swap out a video demo for a self-guided product tour — and see your bounce rate drop by 30%. No one wants to feel “sold to.” Why it works: • Interactive demos remove pressure. • They feel like discovery, not a pitch. • Buyers stay longer, click deeper, and return more often. It reframes the product from pitch deck to playground. Time-to-value matters before the sale. Why it works: • Buyers are scoring your ease-of-use within seconds. • If they can't get it, they think their team won’t either. • Clarity wins over complexity, every time. Your homepage should show usability, not talk about it. Demo pages are triage zones. Why it works: • Buyers scan for proof that you “get it.” • They check if there’s a free trial, a playground, or a hands-on tool. • If they don’t see one, they assume the worst. If there’s no interactive element, you’re losing deals before discovery calls. Product-led isn’t just for PLG. Why it works: • Even demo-driven sales benefit from interactive layers. • It increases demo show-up rates and shortens deal cycles. • It turns curiosity into commitment. Product-first trust builds pipeline. Big takeaway: Buyers don’t need more convincing. They need more control. And if they don’t get it on your homepage, they’ll find it on someone else’s.
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Dini M.
Peak XV Partners • 20K followers
Two of my fav questions I like to ask ask founders of VC backed companies to determine values alignment? 1️⃣ What was the biggest commission check you signed last quarter? 2️⃣ How many reps got to 90% of quota? *What* and *how* they answer typically give me all the information I need around their understanding and respect for sales 🔑 Things I don’t want to hear: “well last quarter was unique in why not a big % of reps hit quota…” 👎 “we are spending too much on commissions and need to raise goals” 👎 “It’s odd that a rep that went to a state school will make more than a PHD data scientist from Stanford” 👎 Even if some of these may be valid things if they are the first and only things you share with me, I know we are not going to see the world through the same lens 🤷🏽♀️ Best b2b founders that manage ent sales teams celebrate big commissions and respect sales just as much as they do engineering 🔑 #founders #sales #cro #revenue #commissions #startup #technicalfounder
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Danny Mason
Adobe • 6K followers
Remember generic SaaS demos? Those days are DEAD. 👀 Your B2B buyer doesn't want a feature walkthrough. They want PROOF more than just features - they need to know that your solution fits their specific business reality. The harsh truth about today's B2B buying landscape: - Multiple stakeholders now involved in every decision - Generic demos fail to create conviction - Internal champions need self-serve environments they can share - Decision-makers want to see THEIR data, THEIR workflows, THEIR brand This creates a massive revenue bottleneck for most SaaS companies. What we've learned: The faster prospects can envision themselves using your product, the shorter your sales cycle. But maintaining custom demo environments is a silent profitability drain that most companies overlook. The Strategic Shift Winners Are Making: ✅ SaaS companies are moving from feature pitches to proof-based demonstrations ✅ They're building standardized-yet-customizable demo experiences letting buyers explore at their own pace ✅ Transforming demos from technical exhibitions to strategic weapons Here's the bottom line: Your demo strategy isn't just about showcasing product capabilities - it's about helping buyers see themselves in your solution's story. What's your approach to making demos more buyer-centric? Share below. 🚀
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Daniel Saks
Landbase • 11K followers
In the SDR army era, more dials = more deals. But volume doesn’t equal velocity. Turnover kills your momentum. And every new hire is trial-and-error. That’s where the GTM Engineer comes in. They’re able to scale results with automation and tools. But GTM engineers are expensive hires that need to understand: Orchestration, automation, data enrichment, sequence logic, deliverability, lead scoring, attribution modeling, webhook management, API rate limits, troubleshooting 15+ tool integrations, and all the complexity involved. You shouldn’t need a PhD just to grow your business. A GTM lead equipped with GTM-1 Omni solves this complexity. AI handles all the orchestration, automation, tools, etc. And the human focuses on: - Nurturing relationships - Talking to prospects - Building trust That’s how I see the next era of GTM. A world where relationships and trust come first. Powered by machines that handle the repetitive work.
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Alice de Courcy
deC Growth Advisory • 30K followers
A CMO’s weekly/monthly insights cadence part 2. Next up: Pipeline Progression Call: Weekly. This is a Sales X Marketing X Ops call. Each pipeline generating team: marketing, partner, outbound SDR, outbound BDR, fills out a memo style overview of pipeline week on week progress as well as highlighting any challenges. Initially it felt like a weekly call to track pipeline may not yield much because it would be a little too frequent to uncover impact from initiatives the week prior, but actually this intense discipline and focus on weekly pipeline generation by team has been a big unlock. Cross functional issues get surfaced much earlier and get unblocked much faster. Ownership and accountability has improved tenfold. It got everyone focused on discussing the same data vs relying on different views on separate dashboards that made threading the needle of the problem more difficult to diagnose. Importantly this is not a call for marketing to defend their pipeline position and lay blame on coverage gaps with other teams. I see this call as the time to work out how Sales, Marketing & Operations can pick the next best set of actions that will improve our chances of hitting that weeks budget pipeline target & close any gaps that may have built up. Pipeline Monthly Review: Monthly. The set-up for this call is similar to the weekly cadence, but the focus is on looking and uncovering monthly trends that require correction in order to remain on track for that quarters budget number. Are we generating in month pipeline at the same rate as we previously were? Is there a pipeline generation team that has built up a gap? If so what’s the gap, what are the 1-2 biggest causes of that gap and importantly what is our plan for correcting it? For issues identified in the previous monthly pipeline review are we seeing corrective trends in the data as a result of the actions we prioritised in month? Budget Committee: Monthly. This is a marketing leadership call where we build our monthly budget deployment plan. We'll reconcile the previous months spend and performance and use this alongside trending historical data and required deeper investigations to provide the detailed rationale for how we allocate spend for the month ahead. I like these calls to be lively debated. I want my leaders to bring forward strong business cases for how the $ are best allocated in order to hit our goals and how the data shows this is the best approach. It should take us a few iterations before we land on a plan that everyone is aligned on and happy to proceed with. If there is no discussion or debate then I question if my leaders are challenging the data and the approach enough. LinkedIn limits mean I can't fit a review of our final meeting cadence, which is: Quarterly full business review. This call is a deep dive into all of our create and capture demand activities by region and segment. More on that another time. #demandgeneration #b2bmarketing
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Daniel Remedios
Revenue Labs • 9K followers
This CS Agent just replaced a $200,000 SaaS tool 🤯 And it’s a sign of what’s coming. GTM was built in the image of SaaS. →One tool for every function. → Dashboards everywhere. → Disconnected workflows patched together by process. But the SaaS-Native GTM model is breaking: → Too many tools. → Too many gaps. → Too much headcount. → Too many teams stuck reacting - instead of moving with intelligence. And now AI is exposing the real issue. Because it can understand, reason, act and learn. But SaaS-Native GTM misses the context, intelligence and memory. Recently, we worked with a $250M ARR SaaS business - where Customer Success was struggling to scale: → NRR was falling → Retention weak → CSAT in decline → Just 20% of customers actively engaged → No visibility into product usage → Sales handovers were non-existent → No insights flowing to Product or Marketing → Playbooks untouched since 2023 → Support inbox chaos → CSMs firefighting and burning out They were preparing to hire 8 more CSMs. And they were already spending $200,000 on a well-known CS platform. But that platform couldn’t help. → It was disconnected. → Outdated. → Siloed from CRM, product, support, and the rest of GTM. So we replaced it. Not with another tool. With GTM Intelligence Infrastructure and an AI-native CS Agent. Here’s what changed: ✅ Context was unified - CRM, usage, support, and calls all connected ✅ Signals were identified - risk and expansion surfaced in real-time ✅ Agents orchestrated action - plans, workflows, follow-ups ✅ Memory was built - learning from every customer touchpoint ✅ Slack became the interface - insights and recommendations delivered where work happens The CS Agent didn’t just alert. It acted: → Detected risk or opportunity → Explained context and surfaced reasoning → Set objectives based on account maturity and goals → Referenced ICP, persona, and past plays → Generated a dynamic plan → Guided the CSM with meeting prep, follow-up, and next best action → Reported and escalated when needed → Monitored resolution and learned continuously → Shared insights with Product, Marketing, and Sales - automatically This is what a system that thinks looks like. And the results? → 45% increase in CSM capacity (more active customer conversations, zero added headcount) → 250% increase in expansion pipeline → $200K platform fully replaced → CS team re-energised, focused, and aligned with GTM And this is just the beginning. GTM teams don’t want another disconnected tool. They need infrastructure that adapts. Agents that guide. Systems that learn. We’re now replacing legacy platforms across sequencing, forecasting, ABM, and CS - with one GTM system powered by context, intelligence and memory. If you build the infrastructure now - You gain compounding insight, action, and advantage. 📩 Tired of legacy SaaS tools in GTM? DM me. ✉️ Building GTM with AI? Get in touch. 🔔 Follow for more insights as we we build AI-native GTM.
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Amit Kumar
Pegasci Capital • 9K followers
The exit was always the point. Until now. Software was expensive. So you raised VC. VCs have LPs. LPs want returns in 10 years. So from day one, your company had an expiration date. You weren't building a business. You were building something to sell. AI broke that chain. What cost millions now costs thousands. What took a team of ten now takes two. Suddenly you don't need the money. And when you don't need the money, you don't inherit the timeline. For the first time in decades, founders can build to keep. I think we're about to see generational tech companies again. Not lifestyle businesses. Not lack of ambition. Just a different question: What if I built this to last? Made a quick video on it—curious if others are thinking about this too.
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Aaron Reeves
Outbound OS • 65K followers
As an SDR I went from SMB to MM to ENT in 11 months, averaging 137% across all 3. Each segment was like a completely new role. Want to progress as an SDR? Here’s exactly how I won at each level. 1. SMB It is all about relevancy at scale. Your TAM is huge. You often have thousands of accounts so you don't have the time to personalise for each account. Instead, you should think how can I hit as many accounts with good messaging as possible? This is the process I'd follow. - Define your true ICP which companies to sell to - Define your personas, who to reach out to - Define the trigger, why to reach out - Define messaging, why now This sounds super simple but it works, in theory it would be like: Sales ATL + SaaS companies + Closed Lost. SMB is mostly high-volume sequences with you ripping dials, it’s quite simple. 2. Mid Market Now more of a strategic approach comes into play. Naturally, your time gets smaller because the companies you're going to be going after are bigger. Therefore, tiering accounts is much more important at this stage. A tier 1 account should represent about 5% to 10% of your total book with the rest falling into tier 2 and tier 3. And those tier 1 accounts are the ones where I would give them personalised relevant messages. Things like CEO mentions, key initiatives from the organisation, anything that could only be tied to that company, and that's what you should be referencing in your messaging 3. Enterprise This is where the real fun begins of true personalised prospecting. You could have a book of business from anywhere from 10 to 200 accounts you want to break into, so each account needs deep research. This is where you have to make it specific about the company but more importantly you have to craft a perspective to show how what you solve directly ties into a key business initiative. Enterprise is mostly timing. There's so many things they could be fixing. You have to show why this one issue you solve is the one they should be focusing on. Why this fire out of all the ones they could put out? 4. Processes & SOPs Rep, you should really be building out your processes for each stage because how you approach SMB vs. mid-market vs. enterprise will be completely different. I used to do all of this in Notion. It took me hours but tools like Tango can now make this 10x easier for you to just document what to do so you can do it at scale. Do your outbound as you would normally and let it record everything you're doing. You have a detailed breakdown of your system. The easier it is for you to focus on outbound, the more meetings you’re going to book. I think there's a lot of advice saying that you have to be personal but the truth is that only applies to the segment you're selling into. If you do an SMB focus on trying to be relevant at scale to the bulk of your accounts. If you do an enterprise, make it personal, make it one-to-one. Advice isn't one size fits all.
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Yuji Higashi
Better Career • 42K followers
I’ve helped dozens of AEs and SDRs transition into SE/SC roles. There’s no doubt that you can earn a lot as an AE. AEs can make $1,000,000+ in a good year - a very lucrative career path. But the reality is most AEs don’t get there. It takes exceptional skill, timing, and a bit of luck to perform at that tier consistently. (I personally would be a terrible AE 😅) That’s why many folks choose to pivot into Sales Engineering - where the earning potential is still strong, but far more consistent. That’s what the data in the image shows: AEs: 36% SEs: 74% (Same company, similar OTEs) As an SE, you don’t always have the extreme upside that your AE counterpart will, but your income is more stable. (*there are some companies that pay SEs similar to AEs, with SEs able to clear $1M+ in a great year, though this is more of the exception than the rule) As an SE, there’s also less pressure to hit quota, quarter after quarter. The roles are different, with different responsibilities and varying degrees of risk (and upside). Both paths can provide tremendous opportunities, depending on your strengths and the type of work you enjoy. Hope this provides some perspective for those who are considering SE or AE career paths.
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Johnnie Walker
Primary Venture Partners • 3K followers
Been awesome getting to know the SpendHound team and their excellent platform. Excited to have this partnership bring all that value to our client base! Watch this space: We'll be developing key thought leadership content around trends in spending and platform utilization, well timed for the market shift given AI and how that is changing with way finance people work.
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Kyle Poyar
Growth Unhinged • 106K followers
In the last 8 years I've surveyed 4,000+ private SaaS companies to figure out what's going on in the industry. Never have I seen benchmarks go out of date so quickly. Back in 2022 the typical <$1M ARR startup had 13 people. "T2D3" was the name of the game. Hiring a big team was a flex & the highest quartile of <$1M ARR SaaS companies had 38 (!) people. As of last year that figure had dropped to 7 people on average. Expectations around ARR per employee are through the roof. AI agent workflows have become the 'thirst trap' of LinkedIn. The new flex is reaching the top of the Lean AI startup leaderboard. Let's separate hype from reality & find out what's *really* going on. Take the 9th annual SaaS benchmarks survey here: https://lnkd.in/ga9H2NZ2 This report is super special to me. I'm so excited to continue the journey with my friends at High Alpha (👋 Scott Dorsey, Kristian Andersen, Blake Koriath & Mollie Kuramoto). The full report will drop in the Fall & all participants will get early access to the data 👀 THANK YOU for your support 🙏 - Kyle #saas #benchmarks #finance
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Maurice G.
RainmakerOS • 10K followers
Playbook: Ship a quick win for SMB founders Focus: 14‑Day challenge: quick ROI & momentum **5 steps** 1) Identify where signal is lost (inbox, missed calls, DMs). 2) Map the job-to-be-done (who, trigger, next step). 3) Automate the 80% (triage → personalized nudge → next action). 4) Add guardrails (opt-outs, throttles, low-confidence escalation). 5) Track outcomes (time-to-first-touch, meetings booked, cycle time). Download the AI Sales Playbook Comment **PLAYBOOK** and I’ll share the checklist + acceptance criteria page. #SMB #SmallBusiness #AIinBusiness #AIAgents #Operations #GoToMarket #RevenueSage #RainmakerOS
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