Following up manually doesn't scale. Automated sequences with the right cadence and messaging keep deals warm without requiring you to remember every prospect.
Most deals don't die because of price or competition. They die because someone stopped following up.
The data is brutal: 48% of sales reps never make a single follow-up attempt. Meanwhile, 80% of deals require five or more touches before closing. The gap between those two numbers is where revenue goes to disappear.
Sequences solve this. They're automated follow-up cadences that send emails, create tasks, and keep deals moving - without relying on your memory or your to-do list.
This playbook covers the seven moments in your sales pipeline where sequences make the difference: from first LinkedIn connection through to customer handover. Each chapter includes the thinking behind the sequence, example templates, and the exact setup in HubSpot.
Turn accepted LinkedIn requests into engaged prospects without coming across as pushy or salesy.
Convert people who reached out to you into qualified conversations while their interest is still warm.
Revive your existing LinkedIn network and surface opportunities hidden in connections you've ignored.
Move content subscribers from passive readers to active prospects ready to talk.
Start conversations with cold leads by leading with value instead of a meeting request.
Bring cold leads back to life when they've stopped responding to your messages.
Get qualified leads to book a meeting when they've shown interest but haven't taken the next step.
Recover missed meetings without burning the relationship or sounding frustrated.
Keep deals moving forward when prospects need time to think or consult their team.
Close deals faster by staying top of mind while your proposal sits in their inbox.
Create a smooth transition from sales to customer success that builds trust from day one.
All in one CRM with marketing, sales and service, strong when you want one system that teams adopt.
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From
€
45
per month
David Hoffeld
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Research backed techniques for discovery, framing and closing that marketers can support with better assets.
Your sales pipeline works exactly like a marketing funnel, you just need to know how to optimise it. Build the assets that help your team close: proposals that win, workflows that keep deals moving, and materials that answer objections before they kill opportunities.
Pipeline doesn't fill itself. These tools help you identify who to target, reach them at scale, and create content that earns attention in crowded markets.
The wrong tools create friction. The right ones multiply your output without adding complexity. These are the tools I recommend for growth teams that move fast.
Deals slip through cracks when your sales stack doesn't work together. These tools keep your pipeline visible, your follow-ups timely, and your process tight.
Acquiring customers is expensive. These tools help you keep them longer and grow their accounts so your acquisition costs actually pay off over time.
Traffic means nothing if it doesn't convert. These tools help you capture leads, nurture them automatically, and understand what's actually working in your funnel.
HubSpot is powerful when configured properly and a mess when it's not. Set up your instance correctly from the start so your data stays clean and your team trusts the system.