Talewind

Industry

Proposal Software / Sales Enablement

Location

U.S.

Focus Areas

RevOps, CRM Automation, Lead Scoring, Lifecycle Mapping, GTM strategy ownership

Client Overview

Talewind is a proposal orchestration platform helping mid-market B2B companies streamline complex sales cycles—from discovery to RFPs. Unlike typical SaaS tools, Talewind combines robust document automation with hands-on service, guiding clients through the full proposal lifecycle.

Their ideal customers are firms in IT, consulting, and legal that need to accelerate turnaround, systematize proposal content, and close more deals. Internally, Talewind was ready to bring the same level of operational rigor to their own GTM motion.

The Challenge

As Talewind scaled, gaps in their RevOps infrastructure created friction across the funnel:

They needed a RevOps partner to structure the funnel, align CRM with buyer behavior, and activate a scalable GTM engine.

What We Did

CRM & Lifecycle Redesign

Built pipelines for sales, post-POC, and customer success (including renewal tracking)
Defined lifecycle stages and lead statuses tied to real buyer signals
Centralized lead sources, forms, and demo datain HubSpot

Scoring, Nurturing & Automation

Created a Typeform “readiness test” with logic-based scoring
Built HubSpot workflows to auto-route leads, create deals, and trigger tailored sequences
Integrated Clay & Pipl for enrichment; implemented SDR task routing and alerts

GTM Strategy & Execution

Mapped Talewind’s ICP, buyer pain points, and messaging by vertical
Developed outbound strategy and partnered with 3rd-party vendors
Delivered scripts, objections handling, and a performance feedback loop
Provide ongoing GTM management with weekly RevOps syncs, strategy iteration, and dashboard insights

Demo Optimization

Reframed the demo narrative around business impact
Created follow-up frameworks tied to objections and buying signals
Integrated demo insights into lead scoring and CRM workflows

The Results

Strategic Outcomes

Full-funnel clarity with defined lifecycle stages and GTM alignment
Repeatable outbound engine with personalized messaging and tracked conversion
Unified dashboards from sales team execution to board-level visibility

Operational Wins

Auto-enriched, scored, and routed leads with zero manual input
Demo follow-up standardized across the funnel
Campaign performance tracked in real time with ReportGorilla

Product Narrative Impact

Demos shifted from feature-first to impact-first
Created scalable follow-up frameworks improving conversion predictability

“Kuki helped us operationalize our go-to-market motion. Their RevOps structure gave us the backbone we needed to scale—and made our messaging sharper along the way.”

— Talewind Team