Autobooks Case Study: What Happens if Product, Sales & Marketing Work Together?

A case study like no other.

In this series of sessions at BoS Conference USA 2023 deep dived into how Autobooks retooled their business and ask the question, “What Happens if Product, Sales & Marketing Work Together?

By focusing everything they did on the needs of their customers and helping them grow, they also grew faster, made their lives easier and changed the way they think about collaboration across the company.

Autobooks: The Background

Back in 2018, Autobooks was an 18 month old startup with a team of 35 running as fast as they could in many directions. They were starting to get obvious traction, primarily in the banking community where they could deliver on the challenge of servicing SMBs efficiently and effectively. Autobooks’s co-founders had built and exited a previous business successfully but their new startup needed to move faster.

The Autobooks Team

Chris Spiek (Product), Derik Sutton (Marketing) and Kyle Bazzy (Sales) joined the company at a time when they knew they had to build scalable processes in order to grow rapidly and sustainably. They came from different companies with different ways of working and often felt sales, product and marketing were on at least three different pages. They had similar mindsets and philosophies about Go To Market and wanted to build the system that they all wanted other companies to be.

This is the story of how they decided that by working together, they would have more purpose, work more effectively, but most importantly, they would deliver big for the entity that matters most – the end user. That’s where the magic lies…

The Autobooks Sessions

In these sessions we talked about product engineering, demand side sales, Jobs to be Done (JTBD), the sales and marketing interface in the company as it adopted a radical and new approach to the way the business operated.

We looked at how their software was built and sold before they adopted Shape Up and JTBD thinking across the entire business. We looked at the challenges each part of the organisation faced as they adopted new ideas and strove to work more collaboratively. Don’t expect it all to be a bed of roses. There were plenty of challenges along the way.

Part One | Part Two | Q&A



Next up

Register now

BoS OS is how founders harness AI to run their company, not as a chatbot, but as a system. See how it works →

Not sure which workshop is for you? Start with the stage that matches where you’re at.

Start here

New to this? Start here
Try It
Not sure AI can do anything real for your business yet? See it work on your own company, low-risk, over two sessions.
2 sessions · $500 · 12 seats
Register now

Ready to build your foundation?

Foundation
Getting Started: What Does AI Know About You?
You’ve got an idea for how AI could help your business. Leave with it actually understanding your company well enough to help.
2 sessions · $500
Register now
Foundation
How to Show AI How to Help You
You’ve got a system running but it’s not really being used. Sharpen it so it actually helps you make decisions.
2 sessions · $500
Register now

Have your basics running? Get going with confidence

Stage 1
Get Going With Confidence
Turn a real task into something you can actually measure, then practise a safe, low-stakes build before you do it for real.
2 sessions · $500
Register now
Stage 1
Your First Mission
Pick something in your business that actually matters, get pushback from other founders in the room, then make it real.
2 sessions · $500
Register now

Already running your OS? Put it to work

Advanced · Flagship
Build Your AI Company Operating System
Four weeks from now, two things you asked AI to handle are actually running in your business, not sitting in a document.
4 weekly sessions · $2,000
Register now
Advanced · Find better prospects
Build Your ICP and Prospecting System
Stop guessing who your best customers are. Leave with a system that finds them for you, running.
4 sessions · $2,000
Register now
Advanced · Learn from customers
Build Your Customer Signal System
Turn scattered customer conversations into one system that tells you what actually matters, before the workshop ends.
4 sessions · $2,000
Register now
Advanced · Know your competitors
Build Your Competitive Intelligence System
A running system that tells you when a competitor’s move matters, and stays quiet the rest of the time.
4 sessions · $2,000
Register now

Further ahead

April 2027
BoS Europe 2027
Get notified

Want more of these insightful talks?

At BoS we run events and publish highly-valued content for anyone building, running, or scaling a SaaS or software business.

Sign up for a weekly dose of latest actionable and useful content.

Unsubscribe any time. We will never sell your email address. It is yours.