Tips, Tricks & Best Practices

Amartaprao
Membre

Lead Management Techniques for Lost Deals

Résolue

Hi, 

 

I'm looking for some best practice advice on organizing leads that are in my pipeline that is ultimately lost, for now, however, they are good fit companies that haven't gone with another solution. 

 

Some may be waiting for features, some budget, some just aren't making a decision right now. 


Do I just move them to lost and forget about them, should I create another deal stage for Non-decisions, Should I just create a rule in the business we re-engage with good-fit, lost deals after 3 or 6 months? 

1 Solution acceptée
Phil_Vallender
Solution
Membre irremplaçable | Partenaire solutions Diamond
Membre irremplaçable | Partenaire solutions Diamond

Lead Management Techniques for Lost Deals

Résolue

Hi @Amartaprao 

 

I recommend that you move the deals to closed lost but:

 

  • Switch 'closed lost reason' to a dropdown select so you can segment lost deals
  • Create a 'closed lost follow up' checkbox property and use that property to enrol contacts into follow up workflows - these could email the contact directly, or create a task for you to contact them, in 6 months for example. 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency

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3 Réponses
gelflex-cc
Conseiller clé

Lead Management Techniques for Lost Deals

Résolue

@Amartaprao I wholeheartedly agree with the sentiment from @Phil_Vallender and @Krystina.  My "not interested" right now has a custom lead status for "not interested; then I have a custom filter to not include contact/compies who have the lead status not interested. I use this as there is not a real deal to be "closed lost".

 

Once upon a time, I used to delete those contacts who were not interested, now I never delete a contact, they get a different persona and lead status. 

 

0 Votes
Krystina
Conseiller clé | Partenaire solutions Diamond
Conseiller clé | Partenaire solutions Diamond

Lead Management Techniques for Lost Deals

Résolue

Hi @Amartaprao ,

 

I agree with Phil's comment. 

 

You should indeed move them to a close/lost column. You want your pipeline to only account for "real" revenue forecasting purposes. Once they are moved to close/lost you can have automation update their lifecycle stage to "nurturing" and send them to a workflow as Phil mentioned. 

 

Cheers,

 

 

 

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Krystina Gillenwater
A B2B Revenue Operations (RevOps) Firm.
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Phil_Vallender
Solution
Membre irremplaçable | Partenaire solutions Diamond
Membre irremplaçable | Partenaire solutions Diamond

Lead Management Techniques for Lost Deals

Résolue

Hi @Amartaprao 

 

I recommend that you move the deals to closed lost but:

 

  • Switch 'closed lost reason' to a dropdown select so you can segment lost deals
  • Create a 'closed lost follow up' checkbox property and use that property to enrol contacts into follow up workflows - these could email the contact directly, or create a task for you to contact them, in 6 months for example. 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency