Tudor Totolici

Creating and managing workflows

Workflows are automated email sequences that nurture recycled contacts over time. Instead of a single follow-up when the callback date arrives, workflows keep your brand present throughout the waiting period with helpful content, updates, and check-ins. This article covers how to create workflows, configure their settings, add email steps, and manage them once they’re running. … Creating and managing workflows

Email nurturing overview

Sometimes one follow-up call isn’t enough. A prospect who wasn’t ready to buy six months ago might need several touchpoints over time before they’re ready to engage again. Email nurturing lets you maintain relationships with recycled contacts through automated email sequences until the timing is right. This article explains what email nurturing does in Rizer, … Email nurturing overview

Missing features

When a prospect doesn’t buy because you’re missing a feature they need, that’s valuable information. Tracking these feature requests helps you prioritize your product roadmap and — when features are implemented— automatically identifies warm prospects to contact. This article covers how missing feature tracking works in Rizer, how to set it up, and how to … Missing features

Competitors

When you lose a deal to a competitor, that information is valuable. Tracking which competitors win, how often, and in which situations helps you understand your market position and time re-engagement for maximum impact. This article covers how competitor tracking works in Rizer, how to set it up, and how to use competitive data to … Competitors

Reports & analytics

Rizer turns every closed-lost deal into structured data. Every recycle reason you assign, every callback date you set, and every won-back deal gets captured and rolled up into reports that help you see patterns you’d otherwise miss. This article covers the dashboard and all nine reports available in Rizer across the three reporting pillars: Sales … Reports & analytics

Callbacks and re-engagement

The callback system is the engine that drives Rizer. You recycle deals so that eventually, at the right moment, you can reach back out and try again. This article covers how callbacks work, how to manage your callback queue, and how re-engagement creates new opportunities in HubSpot. How callbacks work When you recycle a deal, … Callbacks and re-engagement

AI suggestions

Rizer uses AI to analyze your lost deals and suggest how to handle them. Instead of manually figuring out why each deal was lost and when to follow up, the AI looks at deal notes, communications, and patterns to give you a starting point. This article explains how AI suggestions work, where you’ll find them, … AI suggestions

Recycling leads

Rizer supports recycling HubSpot leads in addition to deals. If your sales process uses leads — contacts that need qualification before becoming deals — you can track and re-engage them through the same recycling system. This article covers how lead recycling works, how it differs from deal recycling, and how to manage recycled leads effectively. … Recycling leads

Recycling deals

This article covers the practical side of recycling deals in Rizer — how to find deals that need recycling, how to recycle them, and how to manage them once they’re in the system. Whether you’re recycling from HubSpot or from Rizer, working with one deal or fifty, this guide walks you through it. Finding deals … Recycling deals

How recycling works

Recycling is the core idea behind everything Rizer does. It’s the process of tracking lost deals and leads until circumstances change and they’re worth pursuing again. This article explains how the recycling lifecycle works, what each status means, and how to decide when recycling makes sense versus when a deal is truly done. The big … How recycling works