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Introducing Shortn

by Simon Gould Founder and CEO of Sydney Digital Marketing (est 2014)

Shortn. Your Day.
Your Way.
AI Operations Brain
Unifying all your business data, emails, marketing, sales and service conversations into one intelligent Ai dashboard.
Profit-Focused
Delivering measurable ROI through data integration and hours saved on finding and doing.
Growth Enabler
Helping service firms achieve their 25% YoY targets
GTM Headlines (Pick-and-Run)
"Ask Slack, 'Where's my margin leaking?'—Shortn answers before your coffee cools."
"Plug CRM, Ads & Xero into one AI brain—Shortn adds profit, not log-ins."
"Your data already knows how to grow 25%—Shortn just lets you ask it."
Executive Snapshot
What
AI "operations brain" that unifies CRM, Ads, Xero, Email, Projects & Calls into one chat-driven interface.
Who
15 – 100-staff service firms chasing 25% YoY growth but drowning in siloed data.
Why it wins
+4 pts profit margin in 90 days (6× ROI). Based on saving 33 hrs a week at $55 an hour.
Market
57k AU service SMBs ➜ Shortn has a $5m ARR target = 167 logos. Less than .25% odf AU SMB market.
Edge
Built inside a real agency (SDM) where infinite hours are lost everyday making sense of data and deliverables.
🧠 Shortn Turns Business Questions into Business Clarity — Instantly
📍Your Business Today (25-Person Service Firm)
CRM barely used
Your powerful CRM sits underutilized
Sales calls aren't searchable
Valuable conversation data lost forever
No campaign attribution
Campaigns running blind with no ROI visibility
Trapped data everywhere
Outlook, Teams, Xero, OneDrive - all disconnected
Marketing flies blind
No real insights to guide decisions
Founder stuck at $7M ARR
No real-time levers to pull for growth
🚀 What Shortn Adds: The Prompt Layer for Growth
Ask a question. Get a clear, data-backed answer.
"What did Dave say on the sales call to Acme in March?"
Shortn transcribes & searches call logs, highlights concerns raised, and surfaces objections, tone, and deal blockers.
"How did that delayed payment affect cash flow?"
Connects Xero and sales data, calculates cashflow impact, and projects downstream effects on team bonuses.
"Why is HubSpot showing zero ROI for our last campaign?"
Maps source → contact → deal → revenue, identifies broken steps (e.g. form → SDR handoff), and flags drop-offs in the journey.
🧠 Behind the Scenes
Shortn securely plugs into your essential business systems, building a unified data layer:
🧩 HubSpot/Salesforce
All your customer relationship data, seamlessly connected
🧾 Xero
Financial data integrated for complete business context
📞 Sales Calls
Via Gong/Zoom/Teams, capturing every valuable conversation
📤 Outlook & Calendar
Communications and scheduling seamlessly incorporated
🧠 Internal Documents
OneDrive/G-Drive, SharePoint knowledge at your fingertips
🙋‍♀️ Just ask.
No Dashboards, no spreadsheets. No analysts. Get the answer. Act Quickly.
The Character
Time-Poor
Constantly racing against deadlines with no time for deep analysis
Tool Overload
Juggling multiple disconnected platforms and applications
Profit Concerns
Watching margins stall despite increasing effort and investment
Missing Insights
Sensing critical data connections are being overlooked
The Problem Landscape
The Philosophical Problem
Work hours belong to customers, not spreadsheets.
The Internal Problem
"Am I missing something critical that's killing margin?"
The External Problem
8+ disconnected apps → 33 hrs/week lost hunting numbers.
Meet the Guide – SDM + Shortn
Roll Out
5 legacy clients ➜ open beta ➜ channel partnerships.
Prove Inside SDM
90-day benchmark; publish case study.
Build & Embed
Low/no-code connectors wire data into one vector DB.
Empathy: We lived the chaos inside our own 12-person agency.
Authority: 11 yrs HubSpot Platinum, AI build partners with Replit & Gumloop.
Call to Action
6
Weeks
Comprehensive onboarding process
A$7k
Setup Fee
Initial investment to get started
0
Risk
Cancel any time post-MVP
Pilot Shortn – 6-week onboarding, A$7k setup, cancel any time post-MVP.
Avoiding Failure
Slow Decisions
Data trapped in silos delays critical business choices
Over-Hire Analysts
Adding headcount to manage disconnected systems
3
Margins Erode
Profits shrink as inefficiencies compound
Without Shortn → slow decisions, over-hire analysts, margins erode.
How Shortn Unlocks Growth for a Stalled 25-Person Service Business
Before: Data Chaos
Teams trapped in silos with HubSpot underused and campaigns untracked. Revenue plateau at $7M for 3+ years with no clear path forward.
During: AI Integration
Shortn connects HubSpot, XERO, Teams and Outlook. Delivers intelligent daily dashboards, attribution tracking, and profit-focused decision models.
After: Breakthrough Growth
Revenue jumps from $5M to $7M+. Team alignment around shared metrics with 15-25% increased profit per client.
Achieving Success
Revenue Growth
+5% revenue increase
Time Savings
–1,700 staff-hours/yr
Profit Boost
Margin +4 pts
Continuous Improvement
Data-driven optimization
With Shortn → +5% revenue, –1,700 staff-hours/yr, profit margin +4 pts.
PROOF & NUMBERS
ROI for a $5m Service Firm
Pricing Tiers
ARR Goal: $5m = 167 Growth-tier clients.
Voice-Agent Proof (Greg Isenberg / Tony Ge)
Lowballer 9000
800 calls / 24h, sub-7s latency.
100-dealer sequel
12.4% average discount for A$31 telco cost.
Shortn adoption
Same stack (Vapi, GPT-4o) + pushes outcomes into HubSpot.
Comment-Section Wishlist → Roadmap
<7s latency SLA
Ensuring rapid response times for all voice interactions
Country-specific caller IDs
Supporting local presence in multiple markets
GDPR/HIPAA vault
Maintaining highest standards of data security and compliance
Sentiment scoring & CRM sync
Automatically capturing emotional context in customer interactions
Objection-Handling Hot Sheet (Top 5)
"We already have BI."
Shortn feeds it smarter data.
"Sounds pricey."
4× ROI in first year; 90-day opt-out.
"Data privacy?"
AUS-hosted, encrypted, on-prem option.
"Staff will resist another tool."
They stay in Slack/Teams.
"Zapier can do this."
Zapier moves rows; Shortn reasons over them.
Sound-Bite Bank (5 of 30)
Staff Member Analogy
"Shortn is the staff member who never asks for a pay rise—or Friday beers off."
Spreadsheet Liberation
"Stop interrogating spreadsheets. Interrogate profits instead."
Time Reclamation
"AI that trades swivel-chair time for surf-ski time."
Communication Efficiency
"One chat, all facts, zero yak-yak."
Growth Enablement
"Got growth targets? Shortn hands you the cheat codes."
(full list in appendix)
Tech Stack Overview
Ingestion
Gumloop flows / Replit micro-services.
Store
Supabase Postgres + pgvector.
LLM
OpenAI GPT-4o (region-based).
Voice
Vapi.ai (local DIDs).
Dashboards
Shortn UI or push to Looker/Power BI.
18-Month Roadmap
Call to Action
Green-light the SDM pilot today.
"Cut the fluff. Shortn the work. Unlock profit in 90 days."
APPENDIX
  • Full 30 sound bites
  • 20-item objection table
  • Comment-insights matrix
  • Time-audit worksheet
  • Voice-agent tech diagram
Appendix — Reference Pack for the Shortn Deck
Copy-and-paste friendly: headings = slide titles; bullets = speaker notes or call-outs.
A1. Full Sound-Bite Bank (30 lines)
  1. Shortn is the staff member who never asks for a pay rise—or Friday beers off.
  1. Your SaaS stack's a pub crawl; Shortn drives everyone home in one Uber.
  1. Why hire another analyst when you can just ask, "Hey Shortn, where's my cash hiding?"
  1. Dashboards tell stories—Shortn writes the happy ending.
  1. Stop interrogating spreadsheets. Interrogate profits instead.
  1. If data is the new oil, Shortn's the refinery—and the tanker, and the bowser.
  1. Ops chaos? Shortn it—before your coffee gets cold.
  1. AI that trades swivel-chair time for surf-ski time.
  1. Shortn means never starting a sentence with, "Where did we save that file?"
  1. BI tells you what happened; Shortn tells you what to do next.
  1. Every tool you pay for is a voice—Shortn turns the racket into a choir.
  1. Meet the only intern who scales your margin, not your payroll.
  1. Revenue leaks like a busted hose—Shortn's the quick-fit clamp.
  1. Less Ctrl-F, more Ctrl-Future.
  1. Shortn compresses "month-end" into "morning tea."
  1. You chase growth; Shortn chases the duplicates messing with your CRM.
  1. Profit is hiding in plain sight—ask Shortn for its GPS pin.
  1. Budget meetings without Shortn are like cricket without a scoreboard.
  1. Shortn: where marketing, money, and sanity meet for coffee.
  1. Half your tech stack is busy gossiping—Shortn makes it talk business.
  1. Turn "gut feel" into "got facts."
  1. Shortn trims the fat so your margin hits the gym.
  1. Imagine Xero, HubSpot, and Ads all agreeing on something. Shortn makes that happen.
  1. Stop exporting CSVs; start exporting wins.
  1. Shortn squeezes a week of ops into a Zoom-length answer.
  1. One chat, all facts, zero yak-yak.
  1. Your data's been freeloading; Shortn puts it to work.
  1. More high-fives, fewer V-lookups.
  1. Shortn is the difference between running a business and chasing one.
  1. Got growth targets? Shortn hands you the cheat codes.
A2. Objection-Handling Hot Sheet (20 lines)
A3. Comment-Insight Matrix (Voice-Agent Videos)
Theme (from comments)
  • Sub-7s latency non-negotiable
  • Local caller IDs
  • GDPR-grade storage
  • CRM auto-push
  • Sentiment scoring requested
Shortn Action
  • Host LLM in-region; cache first turn.
  • Provide AU, NZ, UK, US DIDs at enrolment.
  • Encrypted S3 (AUS) + pgvector hashes.
  • Native HubSpot & Salesforce connectors.
  • Embedding pipeline adds "Hot / Neutral / Cold" flag.
Theme (from comments)
  • Hand-off to human after 3 stalls
  • Multi-language demand
  • No-code script editor
  • Collections use-case hype
  • DNC compliance
Shortn Action
  • Rule built into agent template, rings deal-owner.
  • Prompt param for Spanish, Mandarin, etc.
  • Gumloop drag canvas inside Shortn UI.
  • Q1-26: A/R call agent pulling Xero aged receivables.
  • Built-in Do-Not-Call API + logging.
A4. Time-Audit Worksheet (copy to Excel/Sheets)
(Adjust rates / hours, then show "Cost saved" cell auto-calculating.)
A5. Voice-Agent Tech Diagram (quick narration)
Caller ID (Vapi DID)
│
Vapi.ai
│
<6s round-trip
GPT-4o (Replit Deploy, AU region)
│
┌─────Supabase─────┐
│ Postgres │ ← raw call log
│ pgvector │ ← embeddings+sentiment
└──────────────────┘
│
HubSpot API ──> Deal note / follow-up task
│
Shortn Dashboard ← realtime KPIs (+ Slack alerts)
Speaker note: everything encrypted at rest; swap Vapi for Retell if we need on-prem telephony later.
A6. Platform Cheat-Sheet (high-level summaries)
*Indicative AUD street prices May 2025.
A7. Rolling Roadmap Snapshot (detail view)
1
Q3 25
Product: SDM instance live; core 6 connectors
GTM: Founder LinkedIn teaser + waitlist
Metrics: 1 case study, 200 sign-ups
2
Q4 25
Product: Voice-agent beta (outbound)
GTM: Webinar "800 calls, 0 spreadsheets"
Metrics: 5 pilot clients, $12k MRR
3
Q1 26
Product: Inbound Concierge + sentiment scoring
GTM: First channel partner (HubSpot agency)
Metrics: 25 logos, $62k MRR
4
Q2 26
Product: Collections agent, multi-language
GTM: Paid ads + referral program
Metrics: $100k MRR
5
Q4 27
Product: SOC-2, on-prem option
GTM: Mid-market & enterprise push
Metrics: $5m ARR