Start using Rizer

In this guide, we’ll cover the primary processes to help you get started with Rizer: recycling a leads or a deal, managing feature requests and competitor insights, re-engaging leads and deals back in HubSpot, and tracking recycled leads and deals on your dashboard.

Recycle a lead in HubSpot

Leads are recycled in Rizer automatically when they’re disqualified in HubSpot. Unlike deals, your sales reps don’t need to fill out extra forms or provide additional details.

In Rizer, leads and deals are recycled the same way — both get a reason, a callback date, and can be nurtured. The only difference is in HubSpot: deals move back into deal pipelines, while leads return to lead pipelines.

Instead, Rizer analyzes the lead’s activity history, engagement patterns, and available data to guess the most likely recycle reason. This makes recycling fast and effortless for your team, while still giving you valuable insights into why leads were lost.

You can always review and update recycle reasons later in Rizer to improve accuracy.

Recycle a deal in HubSpot

Recycling a deal in Rizer starts right inside HubSpot. You can recycle a deal manually or let Rizer do it automatically when a deal is marked as lost.

To recycle a deal manually:

1. Log into HubSpot and go to the Deals page.
2. Open the deal you want to recycle.
3. In the deal’s details, look for the Rizer tab. If the deal is ready, you’ll see a Ready to Recycle indicator.
4. Click Recycle in Rizer.

Alternative: If you move a deal to the Closed Lost stage, Rizer will automatically trigger recycling.

Next, complete the recycling form:

• Recycle reason – Pick the reason the deal was lost (e.g., Too expensive, No budget, Lost to competitor, Missing feature).
• Callback date – Choose when the deal should be re-engaged.
  • If the reason is Missing feature, you can also set the deal to recycle automatically when that feature is implemented (unless you opt out).
• Extra details – If you selected Missing feature or Lost to competitor, you’ll have the option to link the deal to a specific feature request or competitor profile.

Once confirmed, the deal will be added to Rizer with the recycling details you selected.

See the recycled lead or deal

Once a lead or deal has been recycled, Rizer creates a clear summary so your team can quickly see why it was lost, what happened next, and when it will be ready for follow-up.

In Rizer (company page)
On the company page inside Rizer, you’ll see a dedicated recycling card at the top. This includes:

• The recycle reason (e.g., Better price by competitor: 10%).
• The callback date (if one has been set).
• The deal value and subscription details.
• Any competitor or missing feature linked to the recycle reason.

Below the card, the Recycling timeline records every action, such as when the lead was imported, when it was marked as lost, and when it was added to recycling. This timeline gives full context and ensures the history of the deal is never lost.

In HubSpot
Inside HubSpot, recycled leads and deals also display a Rizer section within the record. Here, you’ll find the same recycle reason, callback date, and linked details. Recycled items are marked with a special recycling indicator so they’re easy to spot in your pipeline.

Tracking competitors when recycling

When recycling a deal, you’ll first select whether the buyer switched to a new solution or did not switch. This step is about the outcome of the deal, not about the competitor itself.

• Switched solution – The buyer replaced your product with another solution.
• Did not switch solution – The buyer decided not to adopt any alternative at this time.

New solution options

If you select Switched solution, you’ll then specify the type of solution they chose:

• Competitor – The buyer went with another vendor. Here you can pick from your existing competitor list or click + Competitor to create a new one. You can also log competitor product details, satisfaction, and contract info.
• In-house – The buyer built their own internal solution instead of purchasing from a vendor.
• Unknown – You know they switched but don’t know what solution they chose.

Adding a competitor

• Use the Competitor dropdown to select from your existing competitor list.
• If the competitor isn’t listed yet, click + Competitor and enter the new competitor’s name and product. This will save it to your competitor database for future use.

Recycling a deal with a missing feature

If a deal was lost because the customer needed a feature your product doesn’t have, you can log it as a Missing feature. This not only captures why the deal was lost but also helps prioritize product improvements and schedule follow-ups.

How to log a missing feature:

1. Set the Primary reason to Missing feature.
2. In Select/Add feature, choose from the list of existing feature requests.
3. If the feature isn’t listed, type a New feature name to create it. This will be saved to your feature request database for future use.
4. Set the Importance rating (1–5 stars) to indicate how critical this feature is to the buyer.

Lead and deal progression in Rizer

In Rizer, both leads and deals move through a series of statuses that help you track where they are in the recycling process. These stages are shown as separate tabs in the Leads and Deals sections, so you always know what needs attention next.

Leads:

• In recycling – Leads that have been disqualified in HubSpot and automatically imported into Rizer with an assigned recycle reason.
• Ready for callback – Leads that have reached their callback date or have become eligible for re-engagement.
• Recycling completed – Leads that have been processed and are no longer in active recycling.

Deals:

• Not in recycling – Lost deals in HubSpot that haven’t yet been imported or added to recycling.
• In recycling – Deals currently being tracked in Rizer, with a recycle reason and callback date assigned.
• Ready for callback – Deals that have reached their callback date or are marked as ready because of a change (e.g., a missing feature was implemented).
• Recycling completed – Deals that have gone through their cycle but weren’t revived.
• Won after recycling – Deals that were successfully revived and closed as wins after recycling.

This progression makes it easy to manage priorities. Start with the Ready for callback tab, where you’ll find the leads and deals that require immediate sales follow-up.

Re-engaging prospects in HubSpot

Once a deal is ready for follow-up, Rizer automatically creates a new deal in HubSpot so your sales team can re-engage at the right time.

How it works:

• Automatic deal creation – When the callback date arrives or a missing feature is marked as implemented, Rizer re-engages the deal and pushes it back into HubSpot.
• Ownership and stage – The new deal is assigned to the same sales rep as the original and placed in the pipeline stage you set during onboarding.
• AI assistance – Rizer’s AI helps identify which prospects are ready for re-engagement based on past history, lost reasons, and callback triggers.

Manual re-engagement

Need to bring a deal back sooner? You can manually re-engage any deal by adjusting its callback date to today. This instantly creates the new deal in HubSpot.

Here’s how to do it:

1. Open the deal card in Rizer.
2. Click the dropdown menu next to the In recycling status.
3. Select Mark as ready…
4. Once confirmed, the deal will move into the Ready for callback tab and Rizer will immediately push it back into HubSpot as a new deal.

This option is useful when market conditions change, a competitor’s contract is ending, or you simply want to follow up sooner than originally planned.

Recycle reasons and categories

When recycling a deal or lead, it’s important to capture the right reason for why it was lost. Rizer organizes recycle reasons into clear categories, making it easier to analyze patterns, spot weaknesses, and prioritize improvements. Here’s a breakdown of all available reasons:

Product-related

• Missing feature – The customer needed a capability your product doesn’t have.
• Implementation too complex – The buyer considered your solution too difficult to roll out.

Pricing-related

• Too expensive – The customer found your offer unaffordable compared to their budget.
• Unclear value / ROI – The return on investment wasn’t clear enough to justify the cost.
• Better price by competitor – A rival offered a lower price for a comparable solution.
• Buyer requested a discount – The deal stalled because of unmet discount expectations.
• No available budget – The buyer didn’t have funds allocated at this time.

Buyer readiness

• Not the right time – The buyer wasn’t ready to purchase now, even if interested.

Decision-maker obstacles

• No decision-making authority – The contact didn’t have the power to move the deal forward.
• Internal misalignment – The buyer’s internal teams or stakeholders weren’t aligned.

Trust & confidence

• Didn’t trust vendor/brand – The buyer lacked confidence in your company, product, or reputation.

Engagement challenges

• Buyer stopped responding – The contact went silent despite prior engagement.
• No feedback provided – No clear reason was given for the lost opportunity.

Tracking and winning recycled deals

Once a recycled deal has been re-engaged, you can follow its progress in both HubSpot and Rizer.

In HubSpot, recycled deals display a distinct recycling icon, making them easy to spot in your pipelines. Opening the deal shows the dedicated Rizer section, where you’ll find all recycling details – including callback dates, recycle reason, linked features, and competitor insights.

In Rizer, the dashboard gives you a broader view of your recycling performance. Here you can monitor campaign progress, check which deals are ready for callback, and review the impact of feature requests or competitor activity.

When a recycled deal is successfully re-engaged and closed in HubSpot, Rizer tracks the full journey and records it in the company’s recycling timeline.

In the example above:

• Closed Won confirmation – At the top of the company page, you see a green banner showing that the recycled deal has been marked as Closed Won in HubSpot.
• Recycling complete – The deal is moved into the Recycling complete stage inside Rizer, meaning the recycling cycle has ended with a successful outcome.
• Timeline view – The Recycling timeline captures every step:
  • The new deal was created in HubSpot at the callback moment (or earlier if triggered manually).
  • It was added to the pipeline stage configured during onboarding (here: Qualified To Buy).
  • The deal was owned by the same rep as before and linked to the relevant product.
  • Finally, the deal was updated to Recycled deal won!, with a direct link back to HubSpot for full details.

This timeline gives your team a transparent record of how lost opportunities were revived, helping you measure the real business impact of recycling.