Automated Dreams

GoNoodleLogo Registered Reverse Automated Dreams

Sales Cycle Automation

How We Reduced GoNoodle’s Average Time to Conversion

Client Overview


The GoNoodle team reached out to discuss the SuperNoodle product launch, expected for the 2023-2024 school year. Since the new product would be available for license by any elementary school, it was necessary to implement new landing pages and automations to simplify the process for the sales team.

Initially, they engaged us to help configure their CRM and set up their sales pipeline. After some initial work and discussion, we proffered a more complex solution that would include Business Process Management (BPM), new funnels and automation opportunities, and a better way to see all their processes at a glance. We reached an agreement and swung into action.

Our Approach

We conducted strategy sessions to understand the pain points and goals of the client. During these strategy sessions, we created diagrams to outline the new product’s sales funnel and the new automation for their business process.

We also evaluated GoNoodle’s current technologies to ensure that we could keep best practices and a high level of expertise in the implementation process. We subsequently advised that they migrate from Freshsales to Ontraport, implement PandaDoc software to create, send, and sign proposals, and automate the invoice creation process and tracking on Sage Intacct (their accounting system).

Another improvement to their initial needs was building and launching different pipelines after sending proposals and closing sales. This would help to make the entire process easier to read and understand and to track each proposal or sale at a glance.

Solution Implemented
We helped GoNoodle build a streamlined sales funnel for its new product to achieve process efficiency. We also selected, configured, and set up a new CRM system, and defined custom objects and inbound information needed in the sales pipeline. For seamless change management, we created different manuals and SOPs that the team can refer to when working with these tools. We helped to streamline the organization’s workflows by automating repetitive tasks that the sales team would have had to handle, owing to the increasing number of elementary schools that are interested in the new product. Specifically, we implemented different automations that allowed GoNoodle to:
  • Create contact and deal records, and move them through the sales stages of the funnel.
  • Create proposals on the PandaDoc software and monitor their status.
  • Assign tasks to the sales team, check process status, and send timely reminders.
  • Create and track invoices on their accounting system.
  • Log payments smoothly on an accounting system.
After implementation, testing, and quality control, we wanted to make sure to meet the requirements of the GoNoodle team. We created manuals, SOPs, and training videos to ease the process of transitioning to the newly implemented system and conducted delivery calls to explain and train the team.
Gonoodle forms Automated Dreams

We completed and tested all the automations and new business processes in three months. As a result, GoNoodle was able to launch its go-to-market plans in less than 3 months.

Through our proprietary process management methodology, we streamlined GoNoodle’s sales cycle and supported a direct sales process to shorten their Average Time to Conversion (ATC). The average time to conversion from a Qualified Lead to a decision maker is 22 days.

With the new system in place, we helped to cut out human errors in their proposal process to less than 5%.

Finally, their conversion rate from a qualified lead to a client became 2% higher than other companies in the SEL industry.

From the Horse’s Mouth

GoNoodleLogo Registered Reverse Automated Dreams
Quote Automated Dreams
Automated Dreams is a true dream team. They are an excellent partner in providing recommendations, and best practices, as well as the behind-the-scenes work of building an automated sales support process. Not only are they a delight to work with (some of us on our team may or may not have talked about wanting to put them in our pocket and carry them around with us), but their care makes them feel like a true part of our company’s team.

Nancy Lew

Sales Manager at GoNoodle

In a Nutshell…

With the need to launch and scale its newly launched product, GoNoodle urgently needed to streamline its sales process and automate tasks, reminders, proposals, and invoicing processes.

Our business process experts helped to identify and streamline vital workflows. We dived deep into the organization’s operations, analyzed and mapped each process to propose best practices and uncover areas of improvement. We evaluated their current technology stack and systems to ensure compatibility and suggested valuable replacements where necessary.

Thereafter, we collaborated with stakeholders to identify opportunities for automation and designed tailor-made solutions that perfectly aligned with the organization’s goals and objectives and impacted performance. We implemented several workflow automations to save operational time, reduce errors, and improve overall efficiency.

Finally, our training and support process ensured that their team was fully equipped with the knowledge and skills needed to master the new tools and processes before the launch.

We redefined GoNoodle’s sales processes and empowered its sales team through our proprietary process management approach. The result? Faster conversions and a more efficient team.

If you’re looking to streamline your sales process and increase your conversion rates, it’s time to check that goal off your list. Reach out to us today!