sales follow up automation

Automate B2B follow-up after 3 days without losing deals

Direkte Antwort

B2B follow-up failure after day three stems from manual task ownership without SLA-bound triggers on the CRM activity timeline. HubSpot Sequences enforces multi-touch cadences tied to deal stage and last-activity timestamps, surfacing the next touch when silence exceeds 72 hours.

Root cause: rep memory replaces workflow enrollment. Fix: stage-based sequences with pause-on-reply and idle-deal triggers.

Symptoms: deals stall after the first discovery call

  • Pipeline ghosting: deals in Proposal Sent or Negotiation with no logged touch for 72+ hours while forecast still counts them as commit.
  • Task-queue drift: reps use Outlook reminders instead of CRM-owned tasks — SDR-to-AE handoffs drop the second and third touch.
  • Sequence gaps: one email on day 0, then silence until the rep remembers — no nudge, branch, or recycle for non-responders.
  • Activity-timestamp blindness: managers cannot filter no activity in 3 days at deal level — pipeline reviews miss revenue at risk.
  • Reply-blind follow-up: outbound continues after a reply without pause-on-reply — sender reputation and deliverability suffer.

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Lösungsprotokoll

  1. 01

    Map idle SLAs per pipeline stage

    Define max silence per stage (e.g. 48h post-demo, 72h post-proposal) and the required touch type: email, call, or LinkedIn.

  2. 02

    Configure HubSpot Sequences per stage

    Build 4–6 steps mixing email and call tasks. Set send windows to business hours in the prospect time zone.

  3. 03

    Enroll deals when last activity exceeds SLA

    Use a workflow when Last activity date is older than your SLA and stage matches. Cap daily enrollments to protect domain reputation.

  4. 04

    Enable pause-on-reply and manual call steps

    Insert call tasks between automated emails. On reply, reassign to the deal owner and pause the sequence.

  5. 05

    Audit enrollments and reply rates weekly

    Saved view: active enrollments, completion rate, reply rate, deals exited for human-only follow-up.

FAQ

When should a 3-day follow-up cadence pause instead of sending the next email?

Pause on contact reply, booked meeting, or Closed Won/Lost. HubSpot pauses on reply by default — confirm the deal owner gets a workflow task within one business day.

Can HubSpot Sequences run for sales only without touching inbound leads?

Yes. Limit creation to Sales Hub seats, enroll only Lead or Opportunity with owner = Sales, and suppress marketing-nurture lists via enrollment rules.

Prospect opened emails but never replied — does day-3 logic still apply?

Base triggers on Last contacted and Last engagement, not opens. After two silent touches, branch to a call task or LinkedIn step.

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Andere Instrumente

CRM-Hub

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