Keep deals moving forward with automated outreach cadences, task reminders, and nurture sequences that prevent qualified leads from going cold or slipping through the cracks.
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.
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From
€
45
per month
All in one CRM with marketing, sales and service, strong when you want one system that teams adopt.
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.
This playbook is for sales and marketing managers who need to monitor team performance, set goals, track progress, and forecast revenue. Learn how to use HubSpot's reporting and dashboard capabilities to understand what your team is doing, whether they're hitting targets, and where coaching is needed. By the end of this playbook, you'll have executive-level visibility into your team's performance without micromanaging individual activities.
This playbook is for HubSpot administrators and account owners who are setting up a new HubSpot account or migrating from another platform.
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Identify repetitive tasks draining time and build workflows that run without you. Use HubSpot and Zapier to automate lead routing, follow-ups, notifications, and data entry.
Set up and run the weekly 12-metric review across all four growth engines. Structure the meeting, assign ownership, use traffic lights, and escalate issues that need attention.
