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Rafi

@halim__rafi

co-founder @octolane (YC W24) – Self-Driving AI CRM

San Francisco, CA 가입일 Temmuz 2023
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Rafi
Rafi@halim__rafi·
1,000+ companies onboarded. Migrated customers from legacy CRMs. Built a database from scratch where each AI agent talks to each other. You just ask for what you need. like talking to a co-founder, and @octolane figures it out and does the work end to end. Proud to be building it with @coffeewithone and the fabulous team! Give it a shot today. Text me directly if you need a walkthrough and if you hit any issues, we're right here. Built in San Francisco 🌉 thanks to Y Combinator
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Coffee with One 🇺🇸@coffeewithone

Octolane started by watching my mom. Single mom. Four sons. Seven days a week. No CRM. But she remembered every customer and every promise. I was Mintlify's first intern working in SF. One day I looked at the Salesforce tower and thought: my mom didn't need a CRM. What if no one did? Dropped out of Duke. Started Octolane with my best friend @halim__rafi and a team of 5, engineers twice our age who left real jobs to bet on us. Working from coffee shop to coffee shop, 7 days a week, spending as little as possible. Today, after onboarding 1,000+ companies manually, @octolane - The Self-driving AI CRM is generally available. You talk to Octolane like a co-founder. It figures things out and does the work end to end. Because the best CRM is no CRM. → 10,000+ action types - the largest action library in any CRM → 200+ integrations + MCP server (works inside Claude, Cursor, ChatGPT) → Multi-agent system: agents talk to each other to run your pipeline → Self-improving sales playbook that compounds with every deal Give it a shot today. Break the product. Let us know. My number: 628-285-1600. Text me for a launch-day coupon. First 20 calls, I'll onboard you myself. 🌉 Built in San Francisco | Thanks to @ycombinator

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Vlad Shapovalov
Vlad Shapovalov@shapovalim·
@halim__rafi reconstructing context is the important part. drafting the follow up is easy after the system actually knows what happened.
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Rafi@halim__rafi·
"Connect Salesforce, Octolane does the rest" is four steps that used to be four contractors. Read the existing pipeline. Detect which deals are real and which went quiet. Reconstruct context from the thread history. Draft the follow-up in the rep's voice. We built it as one pipeline so the customer sees output the morning they connect, not the quarter they connect.
Coffee with One 🇺🇸@coffeewithone

A Salesforce customer just signed to switch to @octolane this morning. They just connected their Salesforce to Octolane, and Octolane did the rest: 1. Found where revenue was leaking 2. Identified 300+ missed follow-ups and drafted every single one 3. Built all the automations they needed 4. Enriched their entire dataset 5. Created a sales brain inside Octolane Now I have 5 more sales call to go today, and the research is already done by Octolane. Attached photo: new customer case study dropping soon!

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Rafi
Rafi@halim__rafi·
@vitorviesi @coffeewithone @octolane @nucleoicons the hard part of meeting prep isn't the button. it's that the CRM already read every thread and past meeting with that account before you clicked. vitor made the hard part look obvious ✨
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Coffee with One 🇺🇸
Coffee with One 🇺🇸@coffeewithone·
📈 zero outbound and zero ads. Just a product people can't go back from. The best CRM is no CRM. The market just caught up
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Coffee with One 🇺🇸@coffeewithone·
fastest way to use @octolane is just talking to it. it's incredible seeing unbelievable uses cases customers use Octolane for: A customer asked Octolane to audit their existing CRM and clean up the pipeline. It flagged stale deals, duplicate contacts, opportunities sitting in the wrong stage and then fixed them. Then he generated a full pipeline report by pulling from 4 different data sources at once: deals, email activity, meeting notes, and enrichment data stitched into one narrative. zero csv back and forth. Then he started generating meeting prep in bulk with every call on the calendar that month. Dream scenario that we keep perfecting day after day is that I'll just describe the outcome and it will take care of the rest, and it's working. The best CRM is no CRM
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Rafi@halim__rafi·
@coffeewithone @octolane The switch is the part everyone underestimates. Most CRM migrations are a quarter of CSV exports and field mapping before anyone sees value. Connecting Salesforce and surfacing 300 missed follow-ups the same morning is a different category of onboarding entirely 💪
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Coffee with One 🇺🇸
Coffee with One 🇺🇸@coffeewithone·
A Salesforce customer just signed to switch to @octolane this morning. They just connected their Salesforce to Octolane, and Octolane did the rest: 1. Found where revenue was leaking 2. Identified 300+ missed follow-ups and drafted every single one 3. Built all the automations they needed 4. Enriched their entire dataset 5. Created a sales brain inside Octolane Now I have 5 more sales call to go today, and the research is already done by Octolane. Attached photo: new customer case study dropping soon!
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Coffee with One 🇺🇸@coffeewithone

That’s more than my co-founder’s salary and mine combined. Great campaign but can’t afford the plane. Here’s what we did instead to get our first 100 customers, and 1,300 more since, on $0 of outbound: 1. I knocked on every door at StartupHQ at 156 2nd st. during YC. Then Wework, then 20+ different coffee shops in SF. Annoyed half of them. Then bought the other half coffee and pastries. Cleaned their CRMs by hand. My co-founder couldn’t be in the US (visa compelexity), so I ran the city office to office by day and coded with him at night. 2. We became the #1 CRM in our YC batch. Then those companies scaled, hired a sales lead, and told us “I’m just gonna use HubSpot.” Painful but we kept shipping. 3. I won’t pretend it was a clean line up. Finding PMF was brutal. We knew people liked the idea but the hard part was getting them to the moment the product actually clicked. Activation took us months to crack. Retention took longer. We rewrote the sidebar more times than I can count, changed the onboarding, the copy, the animations: anything to get someone to that “oh, it just does this for me” moment one day sooner. It compounds. The friction we saw on Monday didn’t exist by Friday. 4. Then it turned. The day we pushed on revenue, it started doubling. We’re on track to double again in June, while migrating companies off HubSpot, Pipedrive, Salesforce, and Attio at the same time. People show up already paying for a CRM, walk us through everything they hate about it, and switch. They were promised a lot with other AI CRMs. They didn’t get it. We ship the same day, whether you pay $20/mo or $3,000/mo. Numbers nobody asked for: → 1,400 customers → $0 spent on ads, ever → Revenue doubling, again, this month → Companies that raised hundreds of millions called me. I told them the product wasn’t ready, come back later. They did and now they are switching. 3 core promises: 1. Never miss a follow up. 2. Never update a field by hand again. 3. Talk to your CRM like a co-founder We didn’t do any stunts or banner. Just grit and a line I’ve said a thousand times: “Don’t buy anything. Just tell me what’s broken and what you’d pay to fix it.” Someone once told me it’s easier to change a person’s religion than migrate them off Salesforce. We do four denominations now: HubSpot, Pipedrive, Salesforce, Attio. Hundreds of people said this would never work. And if you’re reading this doubting yourself: I promise you, just keep showing up. Companies with hundreds of millions in funding or 10x employees are no match for a couple of delusional folks with a chip on their shoulder who refuse to stop showing up, day after day. Like Steve Jobs said, take care of the top and the bottom takes care of itself. Build a great product, worthy of the AI era. The rest compounds. You don’t need the plane. You just need to keep showing up while everyone else watches it fly. @octolane - Self-driving AI CRM

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Rafi@halim__rafi·
a banner is rented attention. it lands, the sky empties, you're back to zero. the product compounds the other way. every correction from every brutal month is still in there, still running while we sleep. one knocked on the doors. i shipped at night. you don't outspend the plane. you out-last it.
Coffee with One 🇺🇸@coffeewithone

That’s more than my co-founder’s salary and mine combined. Great campaign but can’t afford the plane. Here’s what we did instead to get our first 100 customers, and 1,300 more since, on $0 of outbound: 1. I knocked on every door at StartupHQ at 156 2nd st. during YC. Then Wework, then 20+ different coffee shops in SF. Annoyed half of them. Then bought the other half coffee and pastries. Cleaned their CRMs by hand. My co-founder couldn’t be in the US (visa compelexity), so I ran the city office to office by day and coded with him at night. 2. We became the #1 CRM in our YC batch. Then those companies scaled, hired a sales lead, and told us “I’m just gonna use HubSpot.” Painful but we kept shipping. 3. I won’t pretend it was a clean line up. Finding PMF was brutal. We knew people liked the idea but the hard part was getting them to the moment the product actually clicked. Activation took us months to crack. Retention took longer. We rewrote the sidebar more times than I can count, changed the onboarding, the copy, the animations: anything to get someone to that “oh, it just does this for me” moment one day sooner. It compounds. The friction we saw on Monday didn’t exist by Friday. 4. Then it turned. The day we pushed on revenue, it started doubling. We’re on track to double again in June, while migrating companies off HubSpot, Pipedrive, Salesforce, and Attio at the same time. People show up already paying for a CRM, walk us through everything they hate about it, and switch. They were promised a lot with other AI CRMs. They didn’t get it. We ship the same day, whether you pay $20/mo or $3,000/mo. Numbers nobody asked for: → 1,400 customers → $0 spent on ads, ever → Revenue doubling, again, this month → Companies that raised hundreds of millions called me. I told them the product wasn’t ready, come back later. They did and now they are switching. 3 core promises: 1. Never miss a follow up. 2. Never update a field by hand again. 3. Talk to your CRM like a co-founder We didn’t do any stunts or banner. Just grit and a line I’ve said a thousand times: “Don’t buy anything. Just tell me what’s broken and what you’d pay to fix it.” Someone once told me it’s easier to change a person’s religion than migrate them off Salesforce. We do four denominations now: HubSpot, Pipedrive, Salesforce, Attio. Hundreds of people said this would never work. And if you’re reading this doubting yourself: I promise you, just keep showing up. Companies with hundreds of millions in funding or 10x employees are no match for a couple of delusional folks with a chip on their shoulder who refuse to stop showing up, day after day. Like Steve Jobs said, take care of the top and the bottom takes care of itself. Build a great product, worthy of the AI era. The rest compounds. You don’t need the plane. You just need to keep showing up while everyone else watches it fly. @octolane - Self-driving AI CRM

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Rafi
Rafi@halim__rafi·
@coffeewithone buried in here is the one line that's actually true: "coded with him at night." visa kept me out of the country for the first 100 customers. you ran sf door to door by day, i shipped from the other side of the world at night. nothing about that has changed
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Coffee with One 🇺🇸
Coffee with One 🇺🇸@coffeewithone·
That’s more than my co-founder’s salary and mine combined. Great campaign but can’t afford the plane. Here’s what we did instead to get our first 100 customers, and 1,300 more since, on $0 of outbound: 1. I knocked on every door at StartupHQ at 156 2nd st. during YC. Then Wework, then 20+ different coffee shops in SF. Annoyed half of them. Then bought the other half coffee and pastries. Cleaned their CRMs by hand. My co-founder couldn’t be in the US (visa compelexity), so I ran the city office to office by day and coded with him at night. 2. We became the #1 CRM in our YC batch. Then those companies scaled, hired a sales lead, and told us “I’m just gonna use HubSpot.” Painful but we kept shipping. 3. I won’t pretend it was a clean line up. Finding PMF was brutal. We knew people liked the idea but the hard part was getting them to the moment the product actually clicked. Activation took us months to crack. Retention took longer. We rewrote the sidebar more times than I can count, changed the onboarding, the copy, the animations: anything to get someone to that “oh, it just does this for me” moment one day sooner. It compounds. The friction we saw on Monday didn’t exist by Friday. 4. Then it turned. The day we pushed on revenue, it started doubling. We’re on track to double again in June, while migrating companies off HubSpot, Pipedrive, Salesforce, and Attio at the same time. People show up already paying for a CRM, walk us through everything they hate about it, and switch. They were promised a lot with other AI CRMs. They didn’t get it. We ship the same day, whether you pay $20/mo or $3,000/mo. Numbers nobody asked for: → 1,400 customers → $0 spent on ads, ever → Revenue doubling, again, this month → Companies that raised hundreds of millions called me. I told them the product wasn’t ready, come back later. They did and now they are switching. 3 core promises: 1. Never miss a follow up. 2. Never update a field by hand again. 3. Talk to your CRM like a co-founder We didn’t do any stunts or banner. Just grit and a line I’ve said a thousand times: “Don’t buy anything. Just tell me what’s broken and what you’d pay to fix it.” Someone once told me it’s easier to change a person’s religion than migrate them off Salesforce. We do four denominations now: HubSpot, Pipedrive, Salesforce, Attio. Hundreds of people said this would never work. And if you’re reading this doubting yourself: I promise you, just keep showing up. Companies with hundreds of millions in funding or 10x employees are no match for a couple of delusional folks with a chip on their shoulder who refuse to stop showing up, day after day. Like Steve Jobs said, take care of the top and the bottom takes care of itself. Build a great product, worthy of the AI era. The rest compounds. You don’t need the plane. You just need to keep showing up while everyone else watches it fly. @octolane - Self-driving AI CRM
Sam Blond@samdblond

The Monaco Plane: Economics and Impact. If you've been in SF over the last 10 days, you've likely seen the Monaco Plane flying around. I'm receiving countless messages asking about how expensive it is and if it's working. So here are those answers:

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Coffee with One 🇺🇸
Coffee with One 🇺🇸@coffeewithone·
Here' me talking to our ai crm @octolane to generate report, find icp and then draft emails in your voice at scale. Hours of work, done in 5m!
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Coffee with One 🇺🇸
Coffee with One 🇺🇸@coffeewithone·
6 demo calls today. Here's what worked and what didn't. Plus what we're shipping because of it. 6am call. Login was breaking on a specific browser. Engineer jumped in and fixed shipped while I was still talking. Found a few more edge cases, and we were patched before noon. Then @octolane migrated 100K+ records from their legacy CRM in one shot. Octolane's agent needed more context than the prospect gave upfront. Grateful to have customers who push us. This how the product gets better every single day. Next call already scheduled in a whatsapp group before we hung up. Second call. No show. Follow-up was drafted by Octolane so all handled. Third call was person. Specific use case I hadn't seen before. Onboarding works, but we need to do better at teaching users how to actually get value out of AI chat. Which prompts to use, what to ask, when. We need a prompt library specifically for ai crm. Shipping this tomorrow. Then right after the call Octolane generated the faq from the meeting itself. Fourth call. It could be 6 figures. Bigger deals need a different posture. Sophisticated AI can overwhelm a buyer who's trying to evaluate. The move here is FDE to do the work for them. Plus need to walk them through the meaning. Shared meeting minutes with the Octolane recording included. Team is taking it back internally. Follow up draft already in Octolane if we don't hear back. Fifth call. Founder evaluating four AI CRMs at once where already happy with his current setup. But the conversation taught me something specific: there's an ICP that wants 10x the result from an AI CRM vs. what the market offers today and they need a different flow to get there. The agentic pipeline builder + agent manager is hidden in Octolane. Shipping V2 in 2 weeks. Then I looked up and it's 7:30pm. Missed breakfast and dinner. Now I'm ordering ramen on Doordash. Mission bay balcony and spotify playlist my friend from college gave me. We're consistently booking sales calls from inbound without chasing anything. Goal is to double it next week, still inbound only. I know which levers to pull so now working with the team to figure out the fun details. One day at a time... (Also, thank you @finta for the frame. Love the gift!!!)
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Coffee with One 🇺🇸
Coffee with One 🇺🇸@coffeewithone·
the pace at @octolane right now is unreal thanks to @vitorviesi who gave Octolane a soul and the engineering working non stop to make this reality. Sign up to your first real deal in under 1 min. AI native onboarding built for both agents and human. This is already live! what we ship in the next 30 days is going to make every other CRM look like a database. clarity, focus, a team locked in. What more do you need?
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Vitor@vitorviesi

A better way to start ⚒️ Onboarding improvements for @octolane From setup to first value. With @coffeewithone @halim__rafi

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Coffee with One 🇺🇸
Coffee with One 🇺🇸@coffeewithone·
Meeting prep by @octolane Self-driving AI CRM. Not only Octolane identified that I should create a deal on top of coaching me on what to say in a call, but also it correctly identified the Stage and what Pipeline the deal should go proactively. Then it went ahead asking me if I wanna draft an email as well.
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Coffee with One 🇺🇸
Coffee with One 🇺🇸@coffeewithone·
A lot of folks texted me asking about the team behind this @octolane launch. The video was directed and recorded by @osmo_studio - incredibly professional and collaborative! We wanted a launch video and they created a film that we can look back to even after 10 years later. Thank you @willyhopps and the amazing video crews!!! ❤️ Silicon Valley needs more storytellers
Coffee with One 🇺🇸@coffeewithone

Octolane started by watching my mom. Single mom. Four sons. Seven days a week. No CRM. But she remembered every customer and every promise. I was Mintlify's first intern working in SF. One day I looked at the Salesforce tower and thought: my mom didn't need a CRM. What if no one did? Dropped out of Duke. Started Octolane with my best friend @halim__rafi and a team of 5, engineers twice our age who left real jobs to bet on us. Working from coffee shop to coffee shop, 7 days a week, spending as little as possible. Today, after onboarding 1,000+ companies manually, @octolane - The Self-driving AI CRM is generally available. You talk to Octolane like a co-founder. It figures things out and does the work end to end. Because the best CRM is no CRM. → 10,000+ action types - the largest action library in any CRM → 200+ integrations + MCP server (works inside Claude, Cursor, ChatGPT) → Multi-agent system: agents talk to each other to run your pipeline → Self-improving sales playbook that compounds with every deal Give it a shot today. Break the product. Let us know. My number: 628-285-1600. Text me for a launch-day coupon. First 20 calls, I'll onboard you myself. 🌉 Built in San Francisco | Thanks to @ycombinator

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Coffee with One 🇺🇸
Coffee with One 🇺🇸@coffeewithone·
Han's analogy is exactly right! Linear ships the most beautiful work on the internet while staying small. Pinduoduo was 996 and built a $100B company. 37signals printed money for 2 decades while being small. Midjourney built billion dollar startup with 40 people and zero VC funding. Byte Dance has thousands of employees and still moves faster than most startups we see. GitLab is fully remote. Stripe insists on in person work culture. Cursor is lean while Anthropic is thousands. All of them work. None of them would survive running someone else's playbook At @octolane almost every choice we made is "wrong" by popular advice: 5 engineers building a full AI CRM to replace Salesforce. Built from scratch as a native system of record for agents, not an overlay. Founder led sales, support, product, hiring, everything. Smallest round, youngest team and my strongest enterprise software credential was being Mintlify's first engineering intern who shipped the first version of the ai chat for documentation. It works for us because of who we specifically are. Our team, our pain tolerance, our willingness to look stupid for a while. The same exact setup would break most teams and someone else's "obviously correct" setup would break us and of you look closely, there's actually no right way to eat. To be actually strong you need to understand your own body before you start copying anyone else's diet.
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Han Wang@handotdev

this "right way to run a company" debate is two people in great shape arguing about whose diet and workout routine everyone else should do

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Coffee with One 🇺🇸
Coffee with One 🇺🇸@coffeewithone·
I went to sleep at 2am last night then woke up at 5:40 to join a 6am customer call where one of our customers is migrating from Pipedrive to Octolane, hundreds of thousands of records. Linear's co-founder Karri Saarinen wrote a thoughtful post arguing that the "more hours = more output" model is a fallacy. He's right and of course Linear is one of the best examples of that thesis. But his framing assumes a prerequisite that most early stage young founders don't have yet: "CLARITY". When we started @octolane, I had no idea what the 20% was that would move 80% of the needle and nobody handed it to me. The only way I knew how to find it was by taking a lot of shots, working inhuman hours and grinding it out for months. Slowly but surely the right things came into focus and it wasn't becuase I was crazy smart, it was because we just kept showing up day after day. We've onboarded 1,000+ companies manually and the only reason that was possible is that I worked 7 days a week. If you take that away then we'd have onboarded maybe a third of that in three times the time. Because the insight #50 about your customer is only available to us because we found insights #1 through #49 along the way by going through hundreds of cycles of onboarding, learning, iterating, and onboarding again with no shortcut available at any point. Where each one was a small unlock that didn't exist anywhere except inside the hard work itself. Now that I actually have clarity, the irony is I want to work even harder and not less. With clarity and focus, things are accelerating. Wouldn't I be foolish to I stop now? I agree with Karri that grinding doesn't work well for creative problem solving. It does work well for executing on a known playbook. Unfortunately most early stage startups are still in the creative problem solving phase, and the only way I personally got out of it was lots of reps. I'm not gonna glorify this and I'll be honest about the cost. @octolane did become my sole identity. I have practically zero life outside of work, no relationship and I live alone. I have tons of friends and I barely talk to them. I work, and I work, and the startup and I have become inseparable. I'm not going to pretend here that's healthy. I never pushed our team to live this way and ask everyone to leave by 5pm, but no does. Most of our employees are married and have kids. My co-founder @halim__rafi has a 1+ year old son and hasn't taken a day off. I won't glorify it but I also won't pretend it's not part of what built Octolane what it is today. The honest version i believe is that there are definitely seasons. Linear has earned theirs and we haven't earned ours yet. When we do, I do hope I have the discipline to switch modes Until then, my whole strategy is: 1. Keep showing up, 2. Don't die, 3. Repeat. If you've got something more sophisticated, text me.
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Karri Saarinen@karrisaarinen

The fallacy of this is that more creates more. More hours, more hiring, more something. And it is true in a sense. If you put in more work, more work will happen. But I think for most startups, the leverage is really in how differently you approach the problem, how well you cultivate your team, and the strategy. Any large company can outspend you on hours. They have thousands or tens of thousands more people, spending more hours. If hours worked were the metric, every large company and government organization would always win and do the best work. More hours, better output. This thinking is often representative of younger founders, where the startup becomes their identity and life. They have a hard time doing anything else, and cannot understand that your work is not the person that is you. But activities outside of work can grow you as a person too and make you do better work. I’ve never worked this way. As a designer, I always saw the need to take a step back, to take a break. At times, I might work 12 hours or 16 hours, or whatever amount was needed, but it wasn’t the norm. You just can't grind design, you need inspiration. But taking that step away from the work, would give me more perspective, inspiration and I could approach the problem differently or I could just see the solution. Grinding is never good for any creative problem, and startups or creating new products are often mostly about creative problem solving. Grinding works ok for email jobs, or where you just executing on very clear playbook. With Linear, we’ve never worked this way. We work reasonable hours, 5 days a week. All of us founders have families. Many of our employees have families. I personally stop every evening, spend time with the family, cook dinner for the family, eat dinner together, and focus on things outside of work. Sometimes I work in the late evenings or weekends, but to me the pride is that I don’t need to. Company should be succesful without it. My goal is to build a company that is sustainable in the long term, and doesn’t require heroics or personal sacrifices every single day. There are times when our team is heroic. Launches, incidents, some other work that just needs to be done. They will work late into the night because they know it is the right thing. But we don’t require that every day or every week, and the more this happens, the more I think it is a failure of our company and leadership. The team and the leaders should always keep a reserve to use when something is needed. Our thinking was also that quality, which we value, doesn’t emerge from working more or stressing people more. It emerges when you create the conditions for it to emerge. Often it is the appreciation, space, time, and how the person feels. A person who is rested will do better work. I wouldn’t attribute much of our success to working a lot. The success came from having clear thinking, ideas, and focus to do the right things. I sometimes wish we could move the culture more toward a Zen master. Real mastery is not exerting the most effort. It is achieving the outcome with the least necessary effort.

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Rafi@halim__rafi·
before: staring at a dashboard that says everyone's active and nobody's converting. after: one event, one threshold, churned and retained finally split into two clean lines. nothing changed about the users in between. we just learned to measure the right thing. that took longer than building the feature did at @octolane
Coffee with One 🇺🇸@coffeewithone

Watched a customer spend 6 hrs straight in @octolane today. Years of building AI CRM taught us one thing worth saving: 1. There's a specific number that unlocks activation 2. There's a specific feature set + specific numbers that unlocks retention When you find both of them, there's no going back. But how did we find ours? 🚀 Activation: Look at every user who converted to paid. What's that one behavior they all did in week 1 that churned users didn't? That's gonna be your activation event. Now your job to find the smallest number of repetitions that predicts conversion. 🔄 Retention: Research your month 2 retained users. What combination of features did they use in weeks 2 to 4 that churned users skipped? That's your retention game will surface. Sounds obvious but I promise you It's not gonna be when you're in it. We cracked activation first. Then retention. Both took painful iteration, shipping, breaking, rebuilding, shipping again. It was an excruciating process for us where we were not sure if we're getting closer or just running in circles. Until suddenly you are, and you can't unsee it. Teams are now migrating from HubSpot, Pipedrive, and Attio to Octolane. We did zero outbound and all word of mouth. Because the agent-first economy lets us solve the edges incumbents can't. Founders, what number unlocked activation for you?

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Coffee with One 🇺🇸
Coffee with One 🇺🇸@coffeewithone·
I just talked to my CRM. That's it. Said "create a deal" on a call. @octolane AI CRM did the rest, picked the right stage, added the primary contact, pulled in the extra stakeholder, swept in a year of history, ran the calcs, and built out full activity signals + enriched data The CRM that fills itself out 🚗
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