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 platform for marketing, sales, and customer service. Centralise contacts, automate workflows, and track every customer interaction in one place.
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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.
How do you help your sales team close more deals with less friction?
Increase the average value of your initial contracts through better packaging, value framing, anchoring, and negotiation.
The full journey from first meeting to signed contract. How to improve conversion at every stage of your sales pipeline so more opportunities become revenue.
Build and automate sales follow-up sequences that keep deals moving through your pipeline without manual chasing.
Define your ideal customer profile, craft positioning that differentiates, and choose the channels that reach buyers when they are ready to act.
Build a scoring and qualification framework that separates genuine buying intent from casual interest, so sales invests time where it counts.
The operational wrapper for every consulting engagement. Covers kickoff, communication rhythms, progress reviews, and handover so nothing falls through the cracks.