AskElephant

If you are a revenue leader, or on a revenue team (especially at a startup) Every single thing you do, Every 5 minutes of your day, Must be focused on revenue. If you can't clearly articulate how what you're doing right now will grow revenue in the next 3-6 months, stop. Insist on being intentional with your time. Intentionality and self awareness are the first step to driving revenue.

We don't have a marketing team. Well, we do - but it's some salespeople and Andrew Brown in a trench coat. So, we've decided to hire you. 𝗖𝗼𝗻𝗴𝗿𝗮𝘁𝘂𝗹𝗮𝘁𝗶𝗼𝗻𝘀! 🐘 🐘 🐘 It is an unpaid role—but incredibly rewarding! You'll be our favorite team member! All you have to do is vote in this poll. 𝗪𝗵𝗶𝗰𝗵 𝗼𝗳 𝘁𝗵𝗲𝘀𝗲 𝘀𝗹𝗼𝗴𝗮𝗻𝘀 𝗿𝗲𝘀𝗼𝗻𝗮𝘁𝗲𝘀 𝘄𝗶𝘁𝗵 𝘆𝗼𝘂 𝘁𝗵𝗲 𝗺𝗼𝘀𝘁? A - "Real relationships. Real revenue. Join the herd." B - "Join the herd. Give your team an unfair advantage." C - "Ready to dominate the market? Join the herd." D - I have a better idea! (Overachiever!) Comment it. And if you want even more brownie points (𝘣𝘦 𝘵𝘩𝘦 𝘧𝘢𝘷𝘰𝘳𝘪𝘵𝘦 𝘰𝘧 𝘵𝘩𝘦 𝘧𝘢𝘷𝘰𝘳𝘪𝘵𝘦𝘴) tell us why you chose the option you went with in the comments.

Here's a rundown of how we're using and thinking about AI at Nimbl. For now, we're exploring how to use AI everywhere we can think of except our core financial operations workflows. We haven’t found a tool that reliably and cost-effectively enhances QBO’s bank feed processes. We're hoping Intuit advances quickly in this area, but we're open to layering on a third-party tool if we find a good one. Comment if you know of any we should look at! That said, AI is making a huge impact on how we work. Here’s what’s working for us: 🚀 AI as a First Draft & Thought Partner *Before brainstorming with a colleague, refine your ideas with AI first. *If you're unsure about a client question, ask AI to verify your understanding and draft a response before checking with a team member. *Load financials + client context into AI to generate a first-pass commentary for month-end reports. 🛠 Making Complex Projects More Efficient * We're in the process of revamping our service library to be more productized. Brainstorming with AI to define the product and integrate with end-to-end marketing, sales, onboarding, and client service has saved hours of work. * We're building a custom internal application with a low-code tool. Our IT leader has only spent a few hours on it so far and estimates that AI has saved him over 40 hours of work. * I spent less than two hours preparing a presentation that I had budgeted 10-20 hours for. Now I can spend more time on personalizing the content with stories and less on the mechanics of outlining and wordsmithing. 📊 AI in Meetings & Sales *We rolled out AskElephant across our team for note-taking and analysis. AI helps ensure sales calls cover key points and integrates directly into HubSpot. *We use it for one-on-ones, team meetings, and client meetings, linking threads to extract summaries, action items, and even trends over time. *For leadership, we can analyze themes across multiple meetings—getting a pulse on what’s happening across teams without sitting in every conversation. 🔮 The Big Dream? AI-Powered Client Context Our ideal setup would integrate insights from calls, emails, CRM data, and more—giving a full picture of a client’s journey from lead to long-term relationship. Right now, I'm not aware of a solution for this, but I've been in touch with startups looking to solve it (including an accounting-specific one that I'm optimistic about). For now, we’re in exploration mode—figuring out what works before fully standardizing processes. But one thing is clear: AI isn’t replacing our expertise—it’s amplifying it. How are you using AI in your business? Any tools you’ve found that are truly game-changing? Drop them in the comments! ⬇️ #AI #AccountingTech #Automation #techniciantobusinessleader

Today at AskElephant we're rolling out a major experience overhaul ↓↓↓ This new exp. combined with massive reworkings of our data models represents our first step in how we envision the future of revenue intelligence by putting AI more at forefront, while drifting away from outdated and manual "notetaker" legacy traits. This was one of the first areas I was excited to tackle when I first started a couple months ago and I really am excited for those who've been with us for a while to see the updates! I'll post a before and after in the comments

Have SDRs? BDRs? Full Cycle AEs? I've got stuff for you. We've built out a 𝗾𝘂𝗼𝘁𝗮 𝗯𝘂𝗶𝗹𝗱𝗲𝗿 and 𝗰𝗼𝗺𝗺𝗶𝘀𝘀𝗶𝗼𝗻 𝗰𝗮𝗹𝗰𝘂𝗹𝗮𝘁𝗼𝗿 (weighted 50% towards closed won and 50% towards qualified meetings.) We've built a 𝗞𝗣𝗜 𝗰𝗮𝗹𝗰𝘂𝗹𝗮𝘁𝗼𝗿 to measure exactly how much outreach your rep (or team) needs to do to hit goal. We've built out an 𝗼𝘂𝘁𝗿𝗲𝗮𝗰𝗵 𝗽𝗹𝗮𝘆𝗯𝗼𝗼𝗸 so your reps can identify who to target, and how to target them. Want any of these? Want all of them? Just Comment.

AI: Revolutionizing Sales & Revenue in 2024 Explore the future of AI and its impact on revenue. We discuss AI's evolution, its effects on organizations, and the enduring importance of human interaction in sales. Discover how AI is transforming revenue models and the skills needed to thrive. #AI #ArtificialIntelligence #Revenue #Sales #FutureofWork #Technology #Business #Innovation #Podcast #HumanInteraction

AskElephant is growing fast and we are hiring! I'm looking for a Technical Implementation Consultant. The ideal candidate would be excited to face the following challenges: 🤝 Immediately start onboarding some of our largest clients to provide an incredible first experience with AskElephant. ⚒️ Help build a world-class onboarding process that fits current needs and scales into our vision of AI Agents for Revenue teams. 🧠 Provide amazing client interactions while also diving into technical expertise of prompt and workflow engineering. 🚀 Drive the culture of the Post-Sales motion as we continue to grow. This position is fully in-office (Lehi, UT). AskElephant is a high-growth seed startup where you'll get the full startup experience and work alongside some of the biggest AI Experts and top-notch Revenue Leaders in the area. Reach out to me if you're interested or tag someone you know who I should chat with.

Ok so I screwed up. Now what? Coaching is useless if it is not immediately actionable. Yesterday, I ran a training call for a BDR team and I got this message afterward. AskElephant noticed a gap in my discovery. These are the options I have planned for when I get feedback like this: - Text the prospect, "Hey I was thinking over our call and realized that I never asked about XYZ." - Include a discovery question to cover the gap when I send the follow-up email (great way to keep the conversation going.) - If next steps are set, I use the gap in discovery to justify a spontaneous call while waiting for the scheduled next steps. What are the other options for filling in discovery gaps? How would you act on this sort of feedback? (PS, this wasn't on a sales call, so it wasn't that big of a deal to have a gap in discovery. 😉 - If you want to see real examples of my failures on actual sales calls, lmk and I'll message you. )

ATTN: Sales Leaders: Just started using AskElephant and I must say… I am thoroughly impressed. A less clunky Gong meets ChatGPT and more… Highly recommend! 🚀 #sales #salesleaders #revops

Yes, I post a lot but this one is an important PSA for anyone that records calls on Zoom/GoogleMeets/Teams, ect. AskElephant is a freaking life saver. Not only does it save me a solid 30 to 45 minutes per meeting on prep, recap emails and reviewing the call for mistakes, their team is also FAST AF to fix things. Today I was having trouble with my email recap templates and boom, the team fixed my mistake speedy fast. Thanks Woody Klemetson and team for building something special. Excited to work together. PS, if your an agency owner or sales manager we have something special coming out near the EOM 🤤