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SaaS

Building Salesflow's ARR from $0 - $4,000,000

Outbound As A Service

Company Overview

Client Name:
Anish Ullaskumar
Industry:
SaaS
Location:
San Francisco, CA, USA
About the Company:

CloudScale Solutions is a fast-growing SaaS company that specializes in cloud-based project management tools for small and medium-sized businesses. Their flagship product, TaskFlow , helps teams streamline collaboration, manage workflows, and meet deadlines efficiently. Founded in 2018 by tech entrepreneurs Alex Carter and Jamie Lee, CloudScale has quickly gained traction in the productivity software market.

Maximized efficiency through retargeting and high-performing keywords.

300% Increase in Qualified Leads

40% Reduction in Churn Rate

25% Boost in MRR

2x Faster Sales Cycle

Project Overview

Salesflow is a Linkedin automation tool designed to generate leads for Linkedin users. The company was spun off a lead generation agency and is bootstrapped to this day.

Building Salesflow's ARR from $0 - $4,000,000

Challenges we Faced

Fragmented Systems

Marketing, sales, and customer success teams operated in silos, causing inefficiencies and inconsistent messaging.

Limited Data Utilization

The client lacked actionable insights from analytics tools, resulting in missed opportunities for optimization.

Poor Onboarding Experience

Users struggled to understand the product’s value during the initial stages, leading to higher drop-off rates.

High Customer Acquisition Costs (CAC)

Traditional paid ads were not delivering sufficient ROI due to increased competition in the SaaS space.

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Solutions we Implemented

Cross-Team Alignment

  • Created shared dashboards for marketing, sales, and customer success teams to ensure alignment around key metrics like CAC, LTV, and Net Promoter Score (NPS).
  • Established clear SLAs (Service Level Agreements) between departments to streamline handoffs and improve communication.

Automated Sales & Marketing Systems

  • Built automated outbound email sequences targeting high-intent prospects based on firmographic and behavioral data.
  • Developed multi-touch nurture campaigns combining content marketing, social proof, and retargeting ads to warm up cold leads.

Optimized Onboarding Process

  • Redesigned the onboarding flow to include interactive tutorials, personalized welcome emails, and milestone-based incentives.
  • Introduced live chat support and AI-driven chatbots to assist users during critical moments of confusion or frustration.

Data-Driven Strategies

  • Conducted an in-depth audit of existing systems, identifying gaps in lead generation, conversion paths, and customer retention.
  • Integrated advanced analytics tools (e.g., Mixpanel, Amplitude) to track user behavior and uncover friction points in the funnel.
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Strategies We Followed

Continuous Optimization

Regularly reviewed KPIs such as CAC, LTV, and churn rate to refine strategies and maintain momentum.

Personalization at Scale

Leveraged CRM integrations and segmentation to deliver highly relevant messaging to different audience cohorts.

Iterative Testing

A/B testing was conducted on landing pages, email copy, and ad creatives to identify top-performing variations.

Customer-Centric Approach

Every decision was guided by understanding the needs and pain points of the end-user.

Why It Worked

  • Hired 8 sellers, globally. 
  • Achieved record revenues, every quarter in 2021.
  • Created Leading Agency Programme in the Linkedin Automation space, accounting for 60% of teams revenue.
  • Opened up a second ICP for sales teams.

“Leo helped build the foundations which enabled us laser target our ICP, we were then able to support hire 8 sellers and rise to $4M in ARR”

Anish Ullaskumar

Head Of Sales - Salesflow

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