Hey there!
Here’s the #23 edition of Workflows Weekly, with a few workflows, tools, and ideas you want to rely on
Let's get into it.
1. Featured workflow
If your product has a free signup option.. you’re probably sitting on a pile of leads that nobody on the sales team is talking to.
The PLG-to-Sales HubSpot Playbook allows you to turn those signups into ACTUAL pipeline.
It runs inside HubSpot and handles scoring, lead routing, and deal management based on what the user is doing inside your product.
Here’s how it works:
Map the data model by planning every object and how they connect before touching HubSpot.
Score firmographics and product usage separately so they don’t blend into one number.
Trigger leads automatically and put the reason in the lead name so reps know why it got assigned.
Route deals into three pipelines for new business, expansion, and renewals.
Tag at-risk deals automatically for no activity in 7 days, close date overdue, or no contact attached.
The full playbook covers custom objects, syncing product data via Clay, dual scoring tiers, and how to use Ergo to auto-fill deal properties from call notes.
2. Which AI tool you should look into
If you’re still using Typeform and paying for forms, you must look at Tally.
It is a form builder that gives you unlimited forms and unlimited submissions for free.
What you get:
Build forms like a Notion doc.. by just start typing
Conditional logic, calculator, hidden fields, answer piping
Accept payments through Stripe, collect signatures, file uploads
Provides 100+ templates and 40+ languages
Native integrations with Notion, Airtable, Slack, HubSpot, etc
An MCP server so you can build, edit, and analyze forms through Claude
Pro plan is for $29/month if you want custom domains, team workspaces, and to remove Tally branding.
3. What GTM resource we found useful
The GTM tooling space has gone from messy to unrecognizable..
Every week there are 5 new tools getting launched.
We built the GTM Toolverse so you can stay updated and find the ideal tool for you in one place.
It is a directory of every GTM tool we know about, organized into 39 categories.
What you can do with it:
Find a tool for a specific job without scrolling LinkedIn for an hour
Compare what is in each category before you pick one
Save your own stack with pricing included
4. AI news of the week
Monaco just raised $50M Series B from Benchmark, with Founders Fund and Human Capital coming back in.
Total funding is now past $85M.
The Pitch: one AI-native platform that replaces the Apollo, Salesloft, Outreach and CRM stack you’re running today.
A few things that make this one worth paying attention to:
They came out of stealth in February 2026 and added seven figures of ARR per month for three straight months
Backed by the Collison brothers and Garry Tan, on top of Benchmark
Direct shot at the multi-tool GTM architecture that most teams have been duct-taping together for the last five years
That’s a wrap for this week.
What part of your content or GTM workflow feels hardest to manage right now?
Hit reply and let us know. We’ll break it down in a future issue