Jul 11, 20218:53 PM - edited Aug 12, 202110:43 AM
HubSpot Employee
Connecting with leads can be hard. Even when people are interested in your product, they're often busy or have competing priorities. How do you get to that first conversation with a lead? Share your tips and tricks in the comments below!
When I receive a new lead, I research about the new lead before send a personlized message to them. I try to learn about them from their linkedin profile in my case, look at their previous experiences, the role in the current organization, common connections etc and then would send either a personilized message on their social media page or an email where the response would be short and precise. This message/email would just be something to trigger their requirment if they are lloking for one or just get them curious on how I would be able the help them.
To make the first contact some of the tricks I would use are the following:
- Make the outreach as personalised as possible, taking into consideration factors like demographics, personality, behaviors, goals
- keep the outreach short: a short introduction of myself, a reason why I'm reaching out and a useful piece of content. If possible arrange a meeting to have a deeper discussion.
- Short voicemails and short emails
- always orient the outreach into a helpful way, letting the leads know I'm here to help with anything they need
I tend to ask a new lead, for a 'short time' slot to speak. I give them value and I stick to that time-frame. This often makes it easier to book a follow-up. They know that 15 mins will be 15 minutes.
Seeing again an active buyer e.g. on social media I'd prefer to contact this person by phone. However reaching him out by email or other social media would be also an option for me.
Connecting with leads in HubSpot CRM is about using its tools to personalize and streamline communication. Leads are organized by lifecycle stages, like MQLs or SQLs, which helps tailor outreach. Each contact record shows their interactions, such as opened emails or visited pages, providing insights into their interests. Tools like email templates, sequences, and real-time tracking make it easier to engage leads effectively and at the right moment. This ensures outreach is strategic and builds meaningful connections.
To connect with leads, use personalized communication across multiple channels like email, social media, and phone calls. Provide value through relevant content and leverage existing customer relationships for referrals.
Hi, I am Lynnrie from China. I am an account manager for a destination management company. I am a deputy of B2B. As I know, most Chinese salespeople would like to use WeChat to connect their leads. During the chat, get to know the leads' needs they want or consideration points they may hesitate to make a contract.
But, sometimes, I don't know if it's an effective way to chat with leads because if there are too many characters in a chatbox it would be less patient to read. But if there are too less characters, it's impossible to get effective information salespeople would want to know.
From my perspective, I would like to adjust my sales tactics, which means paying more attention to providing targeted and useful information to my leads. Besides, I want to try some social media, like Redbook to publish some articles to my potential leads.
Lastly, I think Hubspot is an extremely useful platform for us to learn modern selling models or tactics rather than traditional cold-call or cold-emails.
If you want to share your ops and give me some advice, Please reply to me. Thanks~
The approach to connecting with leads can vary greatly depending on the region. In India, for instance, people often prefer WhatsApp over emails due to its ease of use and quick response capabilities. Here's how we connect with our leads effectively:
Email & WhatsApp: When a lead comes in, we first send them an email introducing our company and briefly explaining how we can help. In the same email, we ask for their preferred time for a call or meeting. Simultaneously, we reach out via WhatsApp with a concise and engaging message to ensure better visibility and quicker responses.
Follow-Up for Non-Responsive Leads: If a lead doesn’t respond, we don’t give up. Instead, we add them to our sequences—a structured follow-up strategy. During this time, we share personalized content based on their background and likely needs, keeping them engaged without being intrusive.
Offer a Trial: Offering a free trial is one of our most effective strategies. Everyone loves the opportunity to test a service before committing. Once they start the trial, they often need to connect with us to understand how to use the platform effectively. This opens the door for meaningful conversations where we can identify and address their pain points.
Engage When the Trial Nears Expiration: As the trial period approaches its end, we proactively reach out to discuss their experience. We offer guidance on how our solution can address their specific challenges and highlight the value it brings. During this phase, we also send regular, tailored messages based on their trial activities to keep them engaged and informed.
By combining these approaches, we create multiple touchpoints that make it easier for leads to connect with us while ensuring they see the value in our solution.
In case of in-bound lead, try to be human towards their primary goals, one can make a personalized email or message for them that this is your pain points and we can help you with that, ask a question in the end so in that way you can get to know whether they are interested or not through the reply they sent. don't forget to take a follow-up.
Common connections and referral programs have worked well in my position. I learned the trigger event will be part of the good resources that I will use in my next step
Go to events where you will see the prospect and engage in informal conversation with them. Set up a coffee to ask for advice about a certain matter. When people give advice, they feel good that they are helping. Transition the conversation to how you can help them in return.
This is a perfect opportunity to probe and ask questions when connecting with a potential lead. This enables you to get to know them and what they are trying to achieve. Once you are able to find solutions to their problems, that enables them to make an easy decision.
Once you get the chance, start with warm greeting and then gradually understand their goal or challenge like a helpful person not to make them to buy just understand them and try to figure out the problem and show them you can help them. This opens the opportunity for the explore phase.
