We bootstrapped Workflows to $3M ARR in 12 months.
Every client we’ve signed came through the funnel I break down in my new YouTube video.
It’s also the same system I’ve implemented parts of for 250+ B2B companies.
Here’s the breakdown:
1. Traffic generation
The four channels that drive every eyeball to your brand:
Content: LinkedIn (80% of our focus), X, YouTube, SEO
Outbound: email campaigns, LinkedIn DMs, cold calls
Ads: LinkedIn ads structured across five stages of awareness
Partnerships: PR, referral programs, co-marketing, guest articles
2. Lead capture
Six ways to de-anonymize the traffic you're already generating:
Lead magnets with a Tally form gate
Newsletter (2 emails per week)
Webinars
Social engagement scraping
Community (coming soon: Workflows Academy)
Booked meetings from the site
3. Lead nurture
How we turn awareness into trust before someone ever books a call:
Welcome flow into the newsletter
Pre-call flow (5-6 emails between booking and the meeting)
Post-sales flow
Retargeting ads for the most aware prospects
Consistent content across LinkedIn
4. Conversion
Five elements every website needs to convert:
Case studies
Testimonials
Free tools
Resources
Video demo of what you do
5. Qualification
Every application runs through an automated qualification flow before we take the call:
Applications captured via Tally
Enriched and qualified in Clay
Reviewed in Slack (approve or disqualify)
Approved leads get the pre-call flow and lead summary in HubSpot
Disqualified leads get a polite decline
6. Retention and expansion
The extra revenue streams most companies never build:
Sprint projects
Monthly recurring services
Courses
Affiliates and referrals
Watch the full breakdown
The video walks through every stage with the tools we use at each step, real examples from our own funnel, and the specific numbers behind what's working.
