How Valley Uses Surface to Convert More Inbound, Improve Lead Quality, and Reduce Funnel Complexity

30% Increase

In Inbound Signups

In Inbound Signups

In Inbound Signups

15% Lift

In Demos Booked

In Demos Booked

In Demos Booked

150+

Inbound Demos Per Month

Inbound Demos Per Month

Inbound Demos Per Month

About Valley

Valley is building flexible tools for modern revenue and operations teams for LinkedIn outreach automation. The company has grown without relying on paid ads, influencers, or agencies and instead grown through organic and sales led strategies.

As inbound demand scaled, Valley focused on building a clean, high-quality funnel that prioritized lead qualification, enrichment, and routing. Today, inbound is a core growth channel for Valley, supported by systems designed to convert traffic efficiently without adding operational complexity.

The Challenge

Valley’s inbound demand was growing quickly, but the systems behind it weren’t keeping up.

All inbound traffic came from organic channels such as SEO or the founder’s personal brand on LinkedIn. As traffic increased, so did form submissions, but many of those leads were either unqualified or difficult to act on. Conversion rates weren’t where the team wanted them to be, and there was no centralized way to enrich, score, or route leads based on fit.

Before Surface, Valley relied on static website forms and embedded HubSpot calendars. The experience wasn’t seamless for users, and it limited the team’s ability to control how inbound leads were qualified and handled.

“Inbound was growing pretty rapidly for us, but it became annoying. We didn’t have enough control over qualification, enrichment, or routing — and conversion rates weren’t where we wanted them to be.”They needed a way to turn inbound volume into consistent, qualified meetings without adding headcount or losing control of the funnel.

Valley needed a better way to turn inbound traffic into qualified conversations - without adding complexity or overhead.

One issue the Valley team was facing was the lack of UI cleanliness, being an industry disruptor meant they needed their funnel to reflect their position in the market.

The Solution

Surface Labs gave Valley a single, unified system to manage inbound from start to finish.

Instead of relying on static forms, Valley implemented Surface Forms to create a more engaging, gamified experience that encouraged more visitors to start - and complete - the process. Abstract, intent-based questions helped qualify leads before asking for contact details, increasing engagement at the top of the funnel.

Surface also enabled Valley to capture partial form submissions, enrich leads automatically, and route them based on fit — even when a visitor didn’t fully convert.

“Surface dramatically increases the likelihood of a lead giving you their email. Even if they drop off midway, you still have interest data you can act on later.”

The result was a higher-quality inbound funnel with better data, better control, and higher conversion rates

Implementation

Valley implemented Surface Forms across their website and inbound touchpoints as their default conversion layer.

“I always prefer a Surface form over a typical input box. It looks better, feels more premium, and actually gets people to continue through the experience.”

On the backend, Surface became the central hub for inbound data:

  • Form submissions and partial responses are sent to Slack in real time

  • Leads are enriched and scored via webhooks

  • Data flows into Valley’s CRM and email workflows automatically

This setup eliminated the need for multiple disconnected tools and reduced the operational burden of maintaining a fragmented stack.

Key Results

Surface Labs became a core part of Valley’s inbound growth engine.

  • Inbound demos increased from ~120/month to 150+ consistently

  • 30% lift in inbound conversions

  • Higher lead quality through enrichment and scoring

  • Reduced tooling costs and operational overhead

“Surface is our cohesive inbound stack. Website visitors, partial submissions, enrichment, source tracking — it all lives in one place.”

During Juicebox’s Series A announcement, the team captured thousands of inbound leads without a single missed submission.

Conclusion

Today, Surface Labs sits at the center of Valley’s inbound motion.

From website visitors and partial form fills to enriched lead data and booked meetings, Surface enables Valley to treat inbound as a true growth engine — not just a passive channel.

 “If we turned off Surface tomorrow, we’d lose a lot of inbound. We’re almost entirely inbound-driven, so Surface is a critical part of how we operate.”

As Valley continues to scale, Surface provides the flexibility to experiment, qualify demand intelligently, and convert inbound interest into revenue — without adding unnecessary complexity.

  • "We feel pretty embedded in Surface, especially since we did the PLG stuff there. I would consider Surface to be like a pretty core part of what is running our website, which is a good thing."

    Maddy Fennessy

    Growth Marketing Lead

  • “If we turned off Surface tomorrow, we’d lose a lot of inbound. We’re almost entirely inbound-driven, so Surface is a critical part of how we operate.”

    Shubh Agrawal

    San Francisco

  • "We actually saw that 37% more users on average converted with the new form that they built for us"

    Alexandra Doan

    San Francisco

  • "We’re growing at the speed of light, and Surface is one of the few vendors keeping up with us. I'd pay whatever it takes to solve this problem—and Surface solved it."

    Pujun Bhatnagar

    CEO

  • “Whenever I had a feature request, the Surface team would update me throughout the process and follow up after launch to make sure everything was working correctly. It really feels like a white-glove experience.”

    Angela Kou

    Chief of Staff

  • "We used Typeform in the early days. It was great but you can tell when a company outgrows it. Surface gives us the mechanics we liked from Typeform, but with enterprise-grade control over brand, format, and functionality."

    Ian Christopher

    CEO

B2B teams running on Surface see 30% more demos within 30 days.

You can too.

Surface Labs is an applied AI lab building the future of marketing operations: the Lead Operations Center.


We believe no marketer should spend their day wiring together tools and writing rules.


Our agents handle leads from capture to conversion, so teams can focus on what they were hired to do: strategy and creativity.

Surface Labs, Inc © 2026 | All Rights Reserved.

Surface Labs is an applied AI lab building the future of marketing operations: the Lead Operations Center.


We believe no marketer should spend their day wiring together tools and writing rules.


Our agents handle leads from capture to conversion, so teams can focus on what they were hired to do: strategy and creativity.

Surface Labs, Inc © 2026 | All Rights Reserved.

Surface Labs is an applied AI lab building the future of marketing operations: the Lead Operations Center.


We believe no marketer should spend their day wiring together tools and writing rules.


Our agents handle leads from capture to conversion, so teams can focus on what they were hired to do: strategy and creativity.

Surface Labs, Inc © 2026 | All Rights Reserved.

Surface Labs is an applied AI lab building the future of marketing operations: the Lead Operations Center.


We believe no marketer should spend their day wiring together tools and writing rules.


Our agents handle leads from capture to conversion, so teams can focus on what they were hired to do: strategy and creativity.

Surface Labs, Inc © 2026 | All Rights Reserved.