Remote Team Ops

Outbound AI uses Trelliswork to improve cross-team collaboration

Outbound ai icon
February 1, 2024
growth header image
Conversation AI built for healthcare
Seattle, WA
Health Tech

Navigating Startup Growth at Outbound AI

After completing its seed funding in June 2023, Outbound AI was poised for rapid growth, which Co-Founder and Chief Technology Officer, Jonathan Wiggs, knew would require more sophisticated tools and processes across the engineering and product teams. “We were planning to increase our headcount quite significantly and we had very aggressive goals, which meant our productivity and efficiency had to be optimized,” said Wiggs. As is typical of an early-stage tech startup, Outbound AI needed to meet the expectations of many different stakeholders, including investors, Board members, customers and partners. They turned to Trelliswork as a means for elevating collaboration, establishing clear accountabilities and tracking performance.

Before Trelliswork: The Challenge of Scaling

Before Trelliswork, the onus fell on Outbound AI’s team leaders to remember everything that needed attention, which in a fast-paced startup environment meant some items inevitably fell through the cracks. Alyse Luedke, Director of Product Management, could see the writing on the wall in terms of scalability. “Meetings can quickly overwhelm a work day, and seeing invitations land on your calendar with no information other than a non-descript title can be distressing,” said Luedke. The difficulties associated with multiple meetings was compounded when objectives weren’t clear on the front end and action items weren’t well established on the back end.

Creating a Foundation for Team Operations with Trelliswork

The first phase of implementing Trelliswork at Outbound AI involved one-on-one sessions between team leaders and their direct reports. “The one-on-ones were very well received and quite frictionless,” said Mitch Rawlins, Director of Engineering. Trelliswork brought an elevated level of structure and created a space where team leaders and their direct reports could add topics, review previous meetings and assign action items at any time. Team members arrived prepared and in sync and left feeling like their voices were heard and their needs addressed. “In startup mode, finding time to learn a new tool can be difficult, but Trelliswork easily fit into our operations,” said Rawlins.

"Trelliswork lets us set our priorities for cross team meetings in a way our other tools can’t"

Mitch Rawlins

Director of Engineering

Building a Culture of Engagement and Collaboration

Trelliswork changed the dynamics of running meetings for Outbound AI’s engineering and product organizations, making them not only about business, but also about building connections. “The icebreaker and roundtable tools are fan favorites,” said Luedke. “They have definitely enhanced engagement and helped foster a culture of collaboration.” Trelliswork has provided Outbound AI the ability to effectively plan for team meetings as well as document commitments and priorities with agility and ease. No more dropped tasks, no more rehashing past decisions, and no more misaligned expectations. “Trelliswork anchors our team meetings and keeps everyone on track,” said Luedke.

Expanding the Impact Across Teams

After experiencing the positive impact Trelliswork had within the engineering and product organizations, Outbound AI opted to expand its use for cross-team coordination. “When a single meeting has five leaders at the director level from both engineering and product, wasting time becomes a very expensive proposition,” said Rawlins. “When we started using Trelliswork to manage the overlap between engineering and product, its value to the company became even greater,” said Luedke.

A Home for Cross-Team Accountability

Trelliswork has successfully established a centralized hub and point of reference for Outbound AI’s engineering and product organizations. “It gives us a comprehensive view of what we've done over time and what lies ahead, which is fundamental to accountability,” said Rawlins. “It’s also very rewarding for team members to be able to see their accomplishments,” said Leudke. As Outbound AI continues to grow, evolve and onboard new team members, Trelliswork will make it possible for everyone to remain aligned and productive.

Discover the
Trelliswork Advantage

Experience seamless team collaboration
with Trelliswork's all-in-one solution.

woman happy on trelliswork