If your B2B team is growing, you already know the fun (and pain) of go-to-market chaos: too many tools, too many email threads, and way too much “just checking in.” This guide is for folks who want to spend less time untangling process knots and more time closing deals or rolling out new products.
Let’s get into how Flowla claims to make this all a lot less painful—and what actually holds up in the real world.
Why B2B Go-To-Market Is Such a Mess (and Why It Matters)
First, a bit of tough love: most B2B go-to-market (GTM) “processes” aren’t processes at all. They’re a patchwork of spreadsheets, Slack messages, and good intentions. When teams are small, you can get away with this. But as you bring on more reps, more products, and more customers, things fall apart fast.
Common symptoms:
- No one knows where deals stand
- Prospects get lost or ghost you mid-cycle
- Onboarding is a mess, and handoffs drop the ball
- Marketing, sales, and customer success aren’t on the same page
You can try to fix this with new tools (hello, “sales enablement” apps), but honestly, most just add another layer of complexity. What you really need is a way for everyone—your team and your buyers—to see what’s going on, what’s next, and what’s needed.
That’s where Flowla says it comes in. But does it actually help?
What Flowla Actually Does (Skip the Buzzwords)
At its core, Flowla is a workspace for managing B2B sales and go-to-market processes. Think of it as a way to create structured “journeys” for your prospects and customers, so everyone knows what’s next, what needs to be done, and what’s missing—without sending five follow-up emails.
Here’s what stands out:
- Customizable templates: You can build out step-by-step guides or playbooks for any GTM process—sales deals, onboarding, renewals, you name it.
- Interactive portals: Share a single link with your prospect or customer, and they have one place for all docs, action items, and next steps.
- Automated nudges: Instead of “just checking in,” Flowla gives your buyers reminders or next steps automatically.
- Visual progress tracking: Everyone (team and client) sees where things stand, so you don’t have to ask.
- Integrates (sort of) with your stack: There are some CRM and calendar connections, but don’t expect miracles.
You’re basically creating a shared process, visible to everyone, so deals (or projects) don’t get lost in the shuffle.
How to Actually Use Flowla for Your B2B Go To Market Process
Let’s break down how a growing team can use Flowla to keep things moving, and what to skip if you don’t want to waste time.
Step 1: Map Your Real Process (Not the Ideal One)
Before you touch any software, get your actual process down. Not the pretty flowchart in the slide deck—the way deals really move from first call to closed/won (or lost).
- Jot down each step: handoffs, approvals, docs needed, who’s involved.
- Look for where things get stuck or lost.
- Ignore “best practices” for now; focus on what actually happens.
Pro tip: Talk to your newest sales rep or CSM. They’ll remember where the process is confusing or broken.
Step 2: Create a Template in Flowla
Now, in Flowla, set up a new template for your process. Don’t get fancy—start with the basics:
- Each stage of your process as a step
- Attach the docs, contracts, or resources needed for each step
- Add tasks or checklists for your team and the customer
You can set deadlines, owners, or dependencies if you want, but keep it simple at first.
What works: Use templates for anything repeatable—sales cycles, onboarding, renewals, customer training.
What to skip: Don’t try to map every possible scenario. Start with your most common process, and improve as you go.
Step 3: Invite Team Members and Test Internally
Before you roll this out to customers, run a few deals or projects internally. Have your team use the Flowla portal, update steps, and see where people get confused or frustrated.
- Where do people get stuck?
- What’s unclear or missing?
- Are there steps that nobody actually uses?
Pro tip: If your team ignores the portal and keeps using Slack or email, something’s off. Ask why—maybe Flowla feels redundant, or maybe you didn’t map the real process.
Step 4: Roll Out to Customers or Prospects
Once your team’s on board, start using Flowla with real customers or prospects. Here’s where you see if it actually streamlines things:
- Share the Flowla journey link after your kickoff or discovery call
- Walk your prospect through the steps—show them what’s next, what’s needed, and when
- Use Flowla’s reminders to keep things moving (so you’re not pestering them)
What works: Prospects appreciate having a single place for all action items and docs—no more lost attachments or “what’s next?” emails.
What doesn’t: If your buyers aren’t tech-savvy, or if their process is rigid, they may not use the portal. Don’t force it—use Flowla where it adds clarity, not friction.
Step 5: Automate the Annoying Stuff (But Don’t Overdo It)
Flowla can send reminders, update statuses, and nudge people along. This is nice, but don’t set up so many automations that you lose the personal touch.
- Use reminders for truly critical steps (contract signed, info needed)
- Avoid spamming clients with updates they don’t care about
- Check that automations actually help, not just create more noise
Pro tip: Ask your customers what’s helpful and what’s annoying. Most people will tell you.
What Flowla Handles Well (and Where It Falls Short)
The Good:
- Keeps everyone on the same page: No more “where are we?” emails.
- Cuts down on back-and-forth: Fewer reminder emails and doc requests.
- Repeatable templates: Saves time, especially for onboarding or renewals.
- Visibility: Managers can see deal progress without bugging reps.
The Not-So-Good:
- Not a full CRM: You’ll still need Salesforce, HubSpot, or whatever else for real tracking/reporting.
- Integrations are basic: Don’t expect deep, two-way sync with your existing tools.
- Change management: Some team members (and clients) resist new portals. Adoption can be uneven.
- Not a silver bullet: If your process is broken, Flowla just makes that visible—it won’t fix it for you.
Pro Tips: Getting the Most Out of Flowla
- Start small: Roll out Flowla for a single process or team first. Don’t try to “transform” the whole company at once.
- Iterate on templates: Update steps and docs as you learn what works (and what doesn’t).
- Train your team: Show them how Flowla saves time, not just how to use it. People buy into outcomes, not features.
- Talk to your customers: Ask if the shared portal actually helps them. Don’t assume.
- Don’t ditch email entirely: Some clients will always prefer the old way. That’s fine.
The Bottom Line: Keep It Simple, Fix What Matters
Flowla is a solid tool for teams who want to cut through chaos and make their go-to-market process visible and repeatable. If you’re scaling up and tired of deals falling through the cracks, it’s worth a look. Just remember: no tool will fix a process you haven’t mapped or a culture that resists change.
Start small, keep things simple, and don’t be afraid to tweak as you go. That’s how you actually get more deals across the finish line, without drowning in busywork.