Plain

How Plain automated demo scheduling and boosted GTM efficiency with Default

Modern platform powering the next generation of support experiences.

Challenge

As Plain prepared to announce its Series A, the team realized their inbound funnel wasn’t built to scale. Every prospect was sent to a generic scheduling link, with no way to follow up with leads who didn’t book, no routing logic, and no attribution data tied to form submissions.

They considered patching things with a form and scheduler, but it lacked flexibility, didn’t support enrichment, and forced them to ask for too much information upfront. The customer experience suffered.

Plain needed a better way to capture and convert inbound demand. That’s when they discovered Default - a platform that qualifies, routes, and schedules meetings from a single email field.

“We feared people were hitting the calendar page and then dropping off, and we had no way to track or identify them. Without any data capture, those leads were just gone.”
Sam TierneyFounding GTM, Plain

Solution

Use case #1: Automate inbound scheduling

Plain went from a scheduling link to a fully operational inbound growth system in a matter of hours. A contract was signed at 7 PM and by 10 PM, the Plain & Default team finished the implementation process of automating inbound scheduling, routing, enrichment, and custom Slack notifications.

Thanks to Default's workflow builder and shared Slack channel support, the implementation only took a few hours. Yet, it saved Plain hundreds of hours on follow-ups and scheduled hundreds of demos from a successful funding announcement.

Now, the new process routes demo requests into two separate queues: high-priority and low-priority. Since Plain’s GTM team is lean, showing more availability for more qualified customers significantly impacts win rates and speed-to-lead for great-fit prospects.

“One unexpected benefit of using Default was the ability to run multiple routing flows from a single email submission box. Buyers can go through two or three different journeys, all from one form.”
Sam TierneyFounding GTM, Plain

Use case #2: Grow self-serve revenue from demo requests

Thanks to Default, Plain unlocked a new revenue stream they didn't know existed. The team was able to send non-sales qualified leads to sign up for a self-serve plan and pay without talking to sales.

A month after the implementation, Plain has a solid self-serve flow running, which means their sales team can spend time nurturing larger companies through white-glove onboarding.

Today, Plain leverages Default waterfall enrichment to qualify and route demos to an appropriate go-to-market staff member or a self-serve signup flow, all from one single email field on the website.

“In just the first month, 5 to 7 customers signed up directly through the Default link. It wasn’t even a workflow we had originally planned, but it’s been a great side benefit!”
Sam TierneyFounding GTM, Plain

Results

Plain's first major win was turning a new funding round announcement into a pipeline-generating event by capturing demand and converting it into demos on the team's calendar. Thanks to Default, the process from start to finish only took 3 hours, yet it facilitated for 100s of demos scheduled following the announcement.

The second win came from unlocking a new revenue stream and product-led motion that got Plain 10 new customers, which they would have missed without Default. Plain's GTM team fully integrated their tech stack and synced all essential go-to-market data into Attio through a partnership that launched in just 3 hours—and continues to operate at high velocity today.

“Everyone’s so fast to act on our issues, which is amazingly valuable for us as this is a business-critical operation.”
Kate DonnellanFounding Marketer, Plain

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“It’s the control layer we’re using to run GTM from the same brain.”

Matt McGonegleDirector of GTM Operations, Cortex

“Default has been a really core pillar in our go-to-market tech stack - we have one tool to do it all.”

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Mack CarusoDirector of Revenue Operations, Bland AI

“It’s night and day compared to before. Thanks to Default, our revenue system just works, and the team trusts it.”

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Korey BeaverMarketing Operations, People Data Labs

“Because we moved to Default, we were able to bring more structure to how we think about go-to-market.”

Sarah Madden
Sarah MaddenHead of Revenue Operations, FERMÀT

“The experience has been awesome because when we want to change routing or assignment, we just can do it all through Default super easily.”

Austin Huges
Austin HugesCEO, Unify

“My favorite part about Default is having everything in one place. It makes building better routing easier and is 10x more intuitive.”

Liza Dukhova
Liza DukhovaRevOps Manager, Rootly

“The jump in open pipeline was so large that our team thought the number was fake. But it was real and it started right after we launched Default.”

Nick LaffertyGrowth Marketing, Profound

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