Founder-Led Sales Workflow

The complete daily workflow — from finding prospects in your Growth Inbox to creating a deal in HubSpot.

Sales

The Big Picture

Stage	Where It Lives
Daily outreach & prospecting	Growth Inbox
Tracking top/mid-funnel activity	Prospects
Post-demo pipeline management	HubSpot CRM

Step 1: Work Your Growth Inbox Daily

Gia surfaces ~10 people to reach out to each day. For each person you'll see why they're a good fit and a pre-drafted email.

Two options: Use the AI draft as-is, or swap in a saved template you know converts.

Step 2: Create High-Converting Email Templates

Go to Manage Templates → Add:

• Keep the subject casual — it should feel like an internal email
• Lead with value — offer something useful before asking
• Use the permission ask — "I put this together for you — want me to send it over?"
• Use personalization tokens — {{first_name}} and reference their company

Step 3: Send Outreach

Email Path

1. Select a contact from Growth Inbox
2. Choose your template (or edit the AI draft)
3. If email isn't on file, click Fetch Email
4. Hit Send — Gia adds them to Prospects automatically

LinkedIn Path

1. Click the LinkedIn icon on the contact
2. Send a connection request without a note (30–40% higher acceptance)
3. Once accepted, use Gia to draft a personalized LinkedIn message
4. Come back and log the activity

Step 4: Tag and Track in Prospects

Tag	Meaning
Lead	Haven't spoken yet
Demo	Agreed to a meeting
Offer	Demo done, sent proposal

Step 5: Push to CRM After the First Meeting

1. Go to Signals → sort by recent activity to find the contact
2. Click Add to CRM — Gia pre-populates and pushes to HubSpot
3. In HubSpot, go to Deals → Create Deal
4. Name the deal (e.g. "Van - Annual Contract"), set the stage, associate the contact
5. Click Create

Daily Routine Summary

When	Action
Every morning	Open Growth Inbox, work through ~10 daily prospects
During outreach	Send emails or LinkedIn requests, tag as needed
After a demo/call	Push contact to CRM, create a deal in HubSpot
Weekly	Review Prospects for follow-ups, update tags