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B2B SaaS Platform

How Dealpad Scaled Pipeline by $750K in 6 Weeks with Willow AI

$750K
Pipeline Added in 6 Weeks

About Dealpad

Dealpad.io is a B2B SaaS platform that helps revenue teams accelerate deal cycles and drive predictable growth. The platform provides sales teams with visibility into every active opportunity — bringing together mutual action plans, buyer collaboration, and deal health tracking into one unified workspace.

Dealpad empowers enterprise sellers and buyers to stay aligned, move faster, and close more business, all without the usual friction of scattered spreadsheets and emails.

The Challenge

Too Much Admin, Not Enough Selling

Slow Transcripts

Dealpad's team was using Otter.ai, but transcripts were taking 30–45 minutes to arrive after each call, creating immediate friction.

Manual Editing

Each rep spent another 20 minutes editing transcripts before sharing with buyers, plus 20 more minutes writing follow-ups and updating the CRM.

The Real Cost

In total, each sales rep was spending roughly 45 minutes of admin work after every call — eroding productivity and momentum.

Time Breakdown Per Call

Wait for transcript30-45 min
Edit transcript20 min
Write follow-up & update CRM20 min
Total Admin Time~45 min
"Transcripts from Otter were taking 30–45 minutes to arrive after each call. Then each rep spent another 20 minutes editing them before sharing with the buyer."
JT
Jonathan Thomas
VP Sales, Dealpad

The Solution

From Transcripts to Autonomous Follow-Ups

Willow was deployed across the sales team to replace manual post-call admin with full-cycle automation. Using Willow's AI agent, every call is now automatically processed within minutes:

Structured recaps
Generated instantly after calls
Personalized follow-ups
Written and sent automatically
Document sharing
Relevant materials attached
HubSpot sync
All data updated in real-time
"Willow starts where notetakers stop. Instead of just capturing information, it actually acts on it — which has been a game-changer for our sales team."
JT
Jonathan Thomas
VP Sales, Dealpad

The Results

Faster Sales Cycles and a 20× ROI

30 hrs
reclaimed per week
$750K
pipeline in 6 weeks
3 weeks
faster sales cycle
20×
return on investment

Key Outcomes

30 hours a week reclaimed across the team — equivalent to a full additional seller

$750K in new pipeline created in just 6 weeks thanks to faster follow-ups and better buyer engagement

Fully updated HubSpot notes, improving forecasting accuracy and deal reviews

3 weeks faster average sales cycle, driven by improved visibility and follow-through

A unified, AI-powered follow-up process that ensures every buyer receives a consistent, professional experience minutes after each call

"Willow has made our team more productive, resulting in 30% more calls being sat and an average of $150K additional pipeline created every month."
JT
Jonathan Thomas
VP Sales, Dealpad

ROI: Tangible and Intangible Impact

With measurable productivity gains and accelerated deal velocity, Dealpad estimates a 20× return on investment so far.

Beyond the financial metrics, the biggest impact has been cultural: reps are no longer bogged down by admin — they're spending more time selling, engaging with buyers, and moving deals forward.

"The intangible ROI is huge. The team's energy, focus, and efficiency are all up — and we're seeing the results directly in our revenue pipeline."

Summary

Time spent on post-call admin
Before
~45 min per call
After Willow
< 5 min (automated)
CRM accuracy
Before
Inconsistent
After Willow
100% synced in HubSpot
Pipeline impact
Before
Flat growth
After Willow
+ $750K in 6 weeks
Sales cycle length
Before
Baseline
After Willow
3 weeks faster
ROI
Before
—
After Willow
20×
MetricBefore WillowAfter Willow
Time spent on post-call admin
~45 min per call
< 5 min (automated)
CRM accuracy
Inconsistent
100% synced in HubSpot
Pipeline impact
Flat growth
+ $750K in 6 weeks
Sales cycle length
Baseline
3 weeks faster
ROI
—
20×

Ready to Accelerate Your Sales Velocity?

See how Willow can automate your post-call workflow

Willow

The AI-powered sales assistant that never drops the ball. Built for revenue teams who refuse to lose deals to manual follow-up.

Product

  • Platform
  • How It Works
  • Pricing

Customers

  • Churnly.ai
  • Dealpad

Comparisons

  • vs. Otter.ai
  • vs. Fathom AI
  • vs. Claap

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