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:

1. The Salesforce sales flow automation project
2. 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

Related

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