Salesforce Automation & Sales Flow Expansion

Overview

During the weekly call on 2026-04-05, Karly briefed Mark on a Salesforce sales flow mapping engagement with Quora (contact: Lincoln). The project involves documenting and automating Quora's end-to-end sales process in Salesforce, with a parallel opportunity to expand into an ABM strategy using Account Engagement (Pardot). Lincoln also flagged a potential collaboration with an executive coach working on a similar initiative.

This article captures the Quora-specific discussion from that call. For the broader PaperTube ABM automation and tracking audit work discussed in the same session, see ^[1] and ^[2].

Key Developments

Sales Flow Proposal

Karly drafted a 40-page proposal mapping Quora's complete sales flow through Salesforce.
Rather than asking Lincoln to read the full document, Karly structured the engagement to work through it section by section during recurring meetings.
The first section was reviewed and approved by Lincoln in the 2026-04-05 call.
The proposal covers the full funnel: from lead entry through sales handoff, with automation opportunities identified throughout.

ABM Strategy Opportunity

Lincoln noted that Quora is not fully utilizing Account Engagement (Pardot) and expressed interest in doing more.
Karly has an ABM strategy prepared for Quora that had not yet been presented (Lincoln missed the prior marketing meeting).
The ABM strategy is slated to be covered in the upcoming Monday marketing call.

Executive Coach Collaboration

Lincoln is working with an external executive coach on an initiative that overlaps with what Asymmetric is building for Quora in Salesforce.
Lincoln wants to discuss potential collaboration or coordination with Mark at their upcoming lunch meeting.
This represents an expansion opportunity — either bringing the coach's work into Asymmetric's scope, or aligning approaches to avoid duplication.

Strategic Context

Karly noted that Quora currently pays a meaningful retainer but Asymmetric's visible output has felt limited. The combination of:

The Salesforce sales flow automation project
An activated ABM strategy in Account Engagement

...is expected to significantly increase perceived and actual value delivered to the account.

Action Items

[ ] Karly to present ABM strategy to Lincoln on Monday marketing call
[ ] Mark to discuss executive coach collaboration with Lincoln at upcoming lunch

^[1] — parallel ABM automation work for PaperTube using Salesforce API, discussed in the same call
^[2] — monthly tracking audit system demoed in this call