Quick Start Guide

You’ve connected HubSpot and finished the onboarding wizard. Now what?

This guide walks you through your first actions in Rizer Recycling — the things you should do in your first 30 minutes to make sure everything is working and to start getting value from the system. By the end, you’ll have recycled your first deal, reviewed your settings, and understand where everything lives.

Your Dashboard

After onboarding, you land on the Rizer dashboard. This is your home base — a snapshot of your recycling pipeline and what needs attention.

[Screenshot: Dashboard with Getting Started checklist expanded]

The Getting Started Checklist

At the top of the dashboard, you’ll see a Getting Started checklist. This tracks the key setup tasks that help you get the most out of Rizer.

Connect

• Configure HubSpot panels (add the Rizer card to your HubSpot sidebar)

Recycle

• Recycle your first deal
• Review callback duration defaults
• Export a deal from Rizer

Engage

• Set up a nurturing domain
• Create a nurturing workflow

Track

• Add a competitor product
• Add a missing feature

You don’t have to complete everything right away. The checklist is there to guide you and track your progress. But working through the “Connect” and “Recycle” sections in your first session sets you up well.

What Else Is on the Dashboard

Below the checklist, the dashboard shows:

Pipeline Expansion Highlights — Key numbers at a glance: deals in recycling, deals ready for callback, and revenue won back through recycling.

Recycling Status — A visual breakdown of where your deals are in the recycling lifecycle.

Won Back — Recent wins from recycled deals, showing the value you’re recovering.

Nurturing Workflows — Status of your active email flows (once you set those up).

The dashboard updates automatically as deals move through the system. It’s worth checking daily to see what needs attention.

Setting Up the Rizer Card in HubSpot

The Rizer card is how your team interacts with recycling without leaving HubSpot. It shows up on deal records and lets you recycle deals, check status, and re-engage — all from within HubSpot.

If the card isn’t already visible on your deal records, here’s how to add it:

1. Open any deal record in HubSpot.
2. In the right sidebar, click Customize record.
3. You’ll see a list of available cards and sections.
4. Find the Rizer card and drag it to your preferred position in the sidebar.
5. Click Save.

[Screenshot: HubSpot customize record screen with Rizer card being positioned]

The card now appears on all deal records. Your team can see recycling status and take action without switching applications.

If you use lead recycling, repeat this process for lead records.

Recycling Your First Deal

Let’s recycle a deal to see how the process works. You can do this from HubSpot or from Rizer — we’ll cover both.

Option A: Recycle from HubSpot

This is how most day-to-day recycling happens since your team is already in HubSpot.

1. Open a closed-lost deal in HubSpot.
2. Find the Rizer card in the sidebar.
3. Click Recycle in Rizer.
4. A form opens with AI suggestions for recycle reason and callback date.
5. Review the suggestions. If they look right, leave them. If not, select different values from the dropdowns.
6. If you know which competitor won the deal, add that information.
7. If the deal was lost due to a missing feature, link it to the feature.
8. Click Save.

[Screenshot: Rizer card in HubSpot showing the recycle form with AI suggestions filled in]

That’s it. The deal is now in Rizer’s In recycling list, being tracked until the callback date arrives.

Option B: Recycle from Rizer

If you’re working through a batch of deals or prefer to work in Rizer directly:

1. Go to Deals > Not in recycling in Rizer.
2. You’ll see a list of closed-lost deals from HubSpot that haven’t been recycled yet.
3. Click on a deal row to expand it.
4. Click Recycle.
5. Select a recycle reason for each product in the deal (if the deal has multiple products).
6. Set the callback date.
7. Add competitor or missing feature information if relevant.
8. Click Save.

[Screenshot: Not in recycling list with a deal expanded showing the recycle button]

The deal moves to the In recycling tab.

What If You Don’t See Any Deals?

If the Not in recycling list is empty, it might mean:

• Auto-recycle is enabled — Deals are being automatically imported to In recycling instead. Check that tab.
• No lost deals exist — Your selected pipelines don’t have any closed-lost deals yet.
• Wrong pipeline selected — Check Settings > Integrations > HubSpot > Settings to make sure you selected the right pipelines.
• Sync hasn’t completed — If you just finished onboarding, give it 15-20 minutes for deals to import.

Understanding the Recycle Form

When you recycle a deal, the form asks for a few pieces of information. Here’s what each field does.

Recycle Reason

Why was the deal lost? Select from the standard reasons:

• Missing feature
• Too expensive
• Not the right time
• No available budget
• Better price by competitor
• And several others

The AI suggests a reason based on deal notes, but you can change it. Pick the reason that best captures why this specific deal didn’t close.

If the deal has multiple products, you’ll set a reason for each product. They can be different — maybe one product was too expensive while another was missing a feature.

Callback Date

When should you follow up? The form suggests a date based on the recycle reason’s default timing. For example:

• “No available budget” might suggest 6 months out
• “Not the right time” might suggest 3 months
• “Missing feature” might suggest when the feature is expected to ship

You can accept the suggestion or pick any date you want. Think about when circumstances might realistically change for this prospect.

Competitor Information (Optional)

If you lost to a competitor, record it:

• Switched to — Competitor, in-house solution, no solution, or unknown
• Competitor name — Which competitor won
• Competitor product — Their specific product if you know it

This data feeds into competitive reporting and helps you time re-engagement around contract renewals.

Missing Feature (Optional)

If the deal was lost because you’re missing a feature:

• Select the feature from your tracked list
• Rate how important this feature was to the deal (1-5 scale)

When that feature ships, deals linked to it automatically become ready for callback.

Reviewing Callback Defaults

Rizer sets default callback periods for each recycle reason. These defaults determine the suggested callback date when you recycle a deal.

It’s worth reviewing these to make sure they match your sales cycle.

1. Go to Settings > Recycling > Callback defaults.
2. You’ll see a list of recycle reasons with their default callback periods.

[Screenshot: Callback defaults settings page showing reasons and time periods]

Typical Defaults

Here’s what the defaults might look like:

Recycle Reason	Default Callback
Missing feature	When feature ships
Not the right time	3 months
No available budget	6 months
Too expensive	6 months
Better price by competitor	12 months
Buyer stopped responding	3 months

Adjusting Defaults

If these don’t match your reality, change them:

1. Click the menu icon next to a reason.
2. Click Edit.
3. Set the new time period (days, weeks, or months).
4. Click Save.

For example, if your customers typically review budgets quarterly rather than annually, you might change “No available budget” from 6 months to 3 months.

Changes apply to future recycled deals. Deals already in recycling keep their original callback dates.

Re-engaging Your First Deal

Let’s complete the cycle by re-engaging a deal. This creates a new opportunity in HubSpot.

If you don’t have any deals in Ready for callback yet (because their callback dates haven’t arrived), you can either:

• Wait for a callback date to arrive naturally
• Manually mark a deal as ready for testing purposes
• Recycle a deal with today’s date as the callback date

Finding Ready Deals

1. Go to Deals > Ready for callback.
2. You’ll see deals that have reached their callback date or triggered early.

[Screenshot: Ready for callback tab showing deals ready for re-engagement]

Each deal shows:

• Company and contact information
• Why it was recycled
• When it became ready
• The original deal value
• AI suggestions for re-engagement

Re-engaging a Deal

1. Click on a deal to expand its details.
2. Review the information — remind yourself why it was lost and what might have changed.
3. Click Re-engage prospect.
4. Choose whether to create a Lead or Deal in HubSpot.
5. Select which owner should be assigned the new opportunity.
6. Click Create.

[Screenshot: Re-engage modal showing lead/deal selection and owner dropdown]

Rizer creates a new record in HubSpot immediately. The original recycled deal moves through the system — if the new deal eventually closes as won, it’ll be tracked as Won after recycling.

Re-engaging Multiple Deals

If you have several deals ready:

1. In the Ready for callback list, check the box next to each deal you want to re-engage.
2. Click Re-engage prospect (the bulk action button at the top).
3. Choose Lead or Deal (applies to all selected).
4. Assign owners — either the same owner for all, or individually.
5. Click Create.

All the new records get created in HubSpot at once.

Exploring the Deals Section

Now that you’ve recycled and re-engaged a deal, let’s look at where everything lives.

The Status Tabs

The Deals section has tabs for each status:

Not in recycling — Lost deals from HubSpot that haven’t been imported into Rizer. If auto-recycle is on, this will usually be empty.

In recycling — Deals being actively tracked. They’re waiting for their callback date.

Ready for callback — Deals ready for re-engagement. This is your action list.

Recycling completed — Deals you reviewed and decided not to pursue.

Won after recycling — Success stories. Deals that were re-engaged and closed won.

Click each tab to see what’s there.

Filtering and Searching

Each tab lets you filter and search:

• Product filter — Show only deals for specific products
• Time filter — Filter by year or month when the deal was lost
• Search — Find specific companies or contacts by name

Use these to narrow down when you have a lot of deals to work through.

Deal Details

Click any deal row to expand it and see full details:

• Contact and company information
• Deal value and products
• Recycle reason and callback date
• Competitor information (if recorded)
• Missing feature links (if any)
• AI suggestions and sales execution issues
• Timeline of what’s happened with this deal

You can edit the recycling details, mark the deal as ready, or mark it as completed from this expanded view.

Checking Your HubSpot Integration

Let’s make sure everything is connected properly.

1. Go to Settings > Integrations > HubSpot.

You should see:

• Status: Connected — A green badge confirming the connection is active
• Hub ID — Your HubSpot portal ID
• Last import — A recent timestamp showing data is syncing

[Screenshot: HubSpot integration page showing connected status]

If the last import is more than an hour old or the status shows disconnected, see the HubSpot Connection Troubleshooting article.

Reviewing Import/Export Settings

Click Settings on the integration page to review your configuration:

Deal Import tab

• Which pipelines are you importing from?
• Is auto-recycle on or off?

Deal Export tab

• Where do new deals get created when you re-engage?
• What’s your auto-creation strategy?

Lead Import and Export tabs (if you use leads)

• Same settings for leads

If anything looks wrong, update it here. Changes take effect immediately for future imports and exports.

Adding a Competitor

If you skipped competitor setup during onboarding, or if you want to add a new competitor:

1. Go to Reports > Competitors.
2. Click + Competitor.
3. Enter the competitor’s name.
4. Optionally add their product name.
5. Select which of your products they compete with.
6. Click Save.

[Screenshot: Add competitor modal]

Now when you recycle deals, this competitor appears in the dropdown. Their win/loss data shows up in the Competitors report.

Adding a Missing Feature

Similarly, to add a missing feature:

1. Go to Reports > Missing Features.
2. Click + Feature.
3. Select which of your products this feature relates to.
4. Enter the feature name.
5. Set the status (Unplanned, Planned, In Progress, or Completed).
6. If it’s planned or in progress, set an expected completion date.
7. Click Save.

[Screenshot: Add feature modal]

Now you can link recycled deals to this feature. When you mark it as Completed, all linked deals automatically become ready for callback.

Setting Up Email Nurturing (Optional)

Email nurturing lets you stay in touch with recycled contacts through automated email sequences. This is optional but powerful — it keeps your brand top of mind until prospects are ready to re-engage.

Setting up nurturing requires a few steps:

Step 1: Add Your Domain

You need your own sending domain (like mail.yourcompany.com) to send nurturing emails.

1. Go to Settings > Nurturing > Domains.
2. Click + Domain.
3. Enter your sending subdomain.
4. Click Save.

Rizer gives you DNS records to add to your domain. You’ll need access to your DNS provider (like Cloudflare, GoDaddy, or AWS Route 53) to add these records.

Step 2: Add DNS Records

Add the three records Rizer provides:

• SPF record — Authorizes Rizer to send from your domain
• DKIM record — Adds a signature for authenticity
• CNAME record — Points to Rizer’s sending infrastructure

The exact steps depend on your DNS provider. After adding the records, return to Rizer and click Verify.

DNS changes can take anywhere from 15 minutes to 48 hours to propagate. Most verify within an hour.

Step 3: Create a Sender

Once your domain is verified:

1. Go to Settings > Nurturing > Senders.
2. Click + Sender.
3. Select your verified domain.
4. Enter a name (like “Sarah from Acme”).
5. Enter the email address.
6. Click Save.

Step 4: Create a Flow

Now you can create your first nurturing flow:

1. Go to Nurturing > Flows.
2. Click + Flow.
3. Give it a name that describes the audience (like “Budget Constraints Nurture”).
4. Select your default sender.
5. Define the audience — which recycled contacts should enter this flow.
6. Add email steps with timing delays between them.
7. Activate the flow.

For detailed guidance on nurturing, see the Creating and Managing Flows article.

Inviting Your Team

If other people need access to Rizer:

1. Go to Settings > Users.
2. Click + User.
3. Enter their name and email.
4. Select their role:
   • Admin — Full access to everything, including settings
   • User — Can view and work with deals assigned to them
5. Click Add.

They’ll receive an email invitation to set up their account.

[Screenshot: Add user modal]

Daily Workflow

Once you’re set up, here’s what a typical day with Rizer looks like:

Morning Check-In

1. Check the dashboard — See how many deals are ready for callback.
2. Review Ready for callback — Go through the list and decide which deals to re-engage today.
3. Re-engage or dismiss — Create new opportunities for promising deals, mark others as completed if they’re not worth pursuing.

During the Day

4. Recycle lost deals — When a deal gets marked closed-lost in HubSpot, recycle it from the Rizer card.
5. Update recycling details — If you learn new information about a recycled deal, update the reason, callback date, or competitor info.

Weekly Review

6. Check reports — Look at the Competitors report and Missing Features report to spot patterns.
7. Review nurturing — If you’re using flows, check performance metrics and make adjustments.

Where to Find Things

Here’s a quick reference for where everything lives in Rizer:

What You Need	Where to Find It
Your recycled deals	Deals > [status tabs]
Ready-to-act deals	Deals > Ready for callback
Competitor data	Reports > Competitors
Missing feature data	Reports > Missing Features
HubSpot connection	Settings > Integrations > HubSpot
Import/export settings	Settings > Integrations > HubSpot > Settings
Callback defaults	Settings > Recycling > Callback defaults
Email domains	Settings > Nurturing > Domains
Email senders	Settings > Nurturing > Senders
Nurturing flows	Nurturing > Flows
Team members	Settings > Users
Organization details	Settings > Organization

Quick Wins

Here are some things you can do right now to get immediate value:

Recycle your 10 most recent lost deals — Even if auto-recycle is on, go back and make sure the recycle reasons and callback dates are accurate for your most recent losses. The AI suggestions are good, but you know more context.

Set one callback for next week — Recycle a deal with a callback date a week from now. This gives you something concrete coming up soon so you can see the full cycle in action.

Add your top 3 competitors — If you didn’t fully set up competitors during onboarding, add the ones you lose to most often. This enables better tracking going forward.

Tell your team about the Rizer card — Make sure everyone knows they can recycle deals directly from HubSpot. The easier it is, the more consistently it’ll happen.

What’s Next

You’ve got the basics down. From here, you can explore:

• How Recycling Works — Deeper dive into the recycling lifecycle and when to use different statuses
• AI Suggestions — How to get the most from AI-powered recommendations
• Callbacks and Re-engagement — Detailed guide to managing your callback queue
• Reports Overview — Understanding your recycling analytics
• Creating and Managing Flows — Building email nurturing sequences for recycled contacts

The most important thing is to start recycling consistently. The system gets more valuable as you use it — patterns emerge, AI suggestions improve, and your win-back rate tells you what’s working.