What is Rizer Recycling?

Rizer Recycling is a HubSpot add-on that helps sales teams win back lost deals. Instead of letting closed-lost opportunities fade into your CRM history, Rizer keeps track of them and tells you when it’s time to reach out again.

Think about it: when a deal falls through, it’s rarely because the prospect will never buy. Usually, the timing was wrong, the budget wasn’t there, or you were missing a feature they needed. Circumstances change. Budgets reset. Competitors disappoint. Features ship. Rizer makes sure you’re ready when those changes happen.

How it works with HubSpot

Here’s the important thing to understand: Rizer doesn’t replace HubSpot. It works alongside it.

Your contacts, companies, and deals stay exactly where they are in HubSpot. Rizer simply adds a recycling layer on top. When a deal gets marked as closed-lost in HubSpot, Rizer can automatically pull it into the recycling system. From there, you assign a reason for why it was lost and set a date for when you want to follow up.

Then Rizer does the tracking for you. When that callback date arrives – or when something changes, like a missing feature getting shipped – Rizer lets you know it’s time to reach out. You can create a fresh deal in HubSpot with one click and start the conversation again.

What can you actually do with Rizer?

Let’s walk through the main things Rizer helps you accomplish.

Keep track of every lost opportunity

Every deal you recycle gets tracked with two key pieces of information: why it was lost and when you should follow up. You can see at a glance how many deals are sitting in recycling, which ones are ready for a callback right now, and which ones you’ve already won back.

This works for both deals and leads in HubSpot. Whether someone didn’t qualify early in the process or fell through at the finish line, you can track them all in one place.

Let AI do the analysis

When you recycle a deal, Rizer’s AI looks at the deal notes, communications, and history to suggest why it was lost and when you should reach back out. Instead of guessing, you get recommendations based on patterns in your actual sales data.

The AI also spots sales execution issues – things that might have gone wrong in your process. Maybe there was a long gap between the demo and the follow-up, or multiple stakeholders were involved but only one was really engaged. This kind of insight helps your team improve, not just recover lost revenue.

Know which competitors are winning

Rizer tracks which competitors you’re losing to and shows you the patterns. You can see win/loss data broken down by competitor, which helps you understand where you need to sharpen your positioning.

Here’s where it gets useful: if you know a prospect chose Competitor X and their contracts usually renew annually, you can set your callback for month eleven. You’ll reach out right when they’re starting to think about whether to renew or switch.

Track the features prospects are asking for

When someone doesn’t buy because you’re missing a feature they need, Rizer tracks that request. Over time, you build up a picture of which missing features are costing you the most revenue. That’s valuable input for your product roadmap.

But here’s the really good part: when you mark a feature as shipped, Rizer automatically moves all the affected deals to Ready for callback. Your team gets notified that it’s time to reach out and share the good news.

Stay in touch with email nurturing

Sometimes one follow-up call isn’t enough. Rizer lets you set up email workflows that keep recycled contacts engaged over months. You can share product updates, helpful content, and check-ins — all targeted to their specific situation since you know exactly why they didn’t buy.

See what’s actually working

Reports show you exactly how many deals you’ve won back and how much revenue you’ve recovered. You can track performance over time, compare different recycle reasons, and see which team members are best at re-engaging lost opportunities.

This gives you real numbers on the ROI of your recycling efforts.

What Rizer doesn’t do

Setting the right expectations is important, so let’s be clear about what Rizer isn’t.

It’s not a standalone CRM. You need HubSpot. Rizer reads from and writes to HubSpot — it doesn’t replace it.

It doesn’t reopen old deals. When you re-engage someone, Rizer creates a brand new deal in HubSpot. The old closed-lost record stays where it is. This keeps your historical data clean, your pipeline metrics accurate, and gives your team a fresh start.

It doesn’t manage your active pipeline. Rizer focuses on lost opportunities. Your open deals and closed-won deals are outside its scope. Your team keeps using HubSpot for everyday pipeline management.

It’s not a mass email marketing tool. The email nurturing in Rizer is specifically for recycled contacts — people from lost deals who already know your product. For general marketing campaigns, stick with HubSpot marketing or your dedicated email platform.

The recycling lifecycle

Every deal in Rizer moves through a series of statuses. Understanding these helps you see how the whole system works.

How deals move through the system

Not in recycling — These are lost deals sitting in HubSpot that haven’t been imported into Rizer yet. Think of this as your pool of candidates. You can browse them and decide which ones are worth tracking.

In recycling — Once you recycle a deal, it lands here. It has a recycle reason and a callback date, and Rizer is actively tracking it until the right moment comes.

Ready for callback — The callback date has arrived, or something triggered the deal early (like a feature shipping). These deals are waiting for someone to pick them up and reach out.

Recycling completed — Deals that went through the process but you decided not to pursue. Maybe the company went out of business or the contact left. This keeps your active queue clean.

Won after recycling — The success story. These deals were re-engaged and closed as won. This is the number that matters most — recovered revenue that would have been lost without systematic follow-up.

How leads work

Leads follow a similar path, with one difference in terminology:

• In recycling — Actively tracked with a recycle reason and callback date
• Ready for callback — Ready for re-engagement
• Recycling completed — Didn’t pursue
• Qualified after recycling — Success! The lead qualified and moved forward

Why does this matter?

Here’s some simple math. Say your team loses 100 deals per quarter. If even 10% of those could be recovered with proper follow-up, that’s 10 additional wins. Multiply by your average deal value and the numbers add up fast.

But most sales teams don’t follow up on lost deals in any systematic way. Someone might make a note to check back in a few months, but without a system, those notes get buried and the opportunities slip away.

Meanwhile, things change:

• Budgets reset at the start of a new fiscal year
• Competitor contracts come up for renewal
• Decision-makers move to new companies
• Missing features get built
• The prospect’s business situation improves

Rizer makes sure you’re positioned to take advantage of these changes. Instead of hoping you remember to follow up, you have a system that tracks everything and tells you exactly when to reach out.

How different people use Rizer

If you’re a Sales rep

Rizer gives you a clear view of your recycled deals. You can see what’s coming up for callback, understand why each deal was lost, and get AI suggestions for how to approach the re-engagement conversation.

The best part? The Rizer card lives right in HubSpot on the deal record. You don’t need to switch applications or remember to check a separate system.

If you’re a Sales manager

You get visibility across your whole team’s recycling pipeline. You can see how many deals each rep has in recycling, track win-back rates, and spot coaching opportunities based on common loss reasons.

The reports help you understand patterns – which competitors are winning, which missing features are costing the most revenue, and which recycle reasons have the best recovery rates.

If you’re in Revenue operations

You get structured data about why deals are lost. Instead of hunting through deal notes trying to understand patterns, you have clean data you can actually analyze. This informs product decisions, competitive positioning, and sales process improvements.

The Rizer card in HubSpot

After you connect Rizer, a card shows up on deal records in HubSpot. This is where your team will do most of their day-to-day recycling work.

From the card, you can:

• See the recycling status of any deal
• Recycle a lost deal without leaving HubSpot
• Jump to the full history in Rizer

Everything happens in context, right where your team already works.

Getting started

Setting up Rizer is straightforward. Most teams are up and running in about 30-60 minutes.

Connect HubSpot – Authorize Rizer to access your HubSpot account. Takes about 5 minutes and requires admin permissions in HubSpot.

Complete the onboarding wizard – Configure which pipelines to import, set up competitor tracking, and identify missing features. The wizard takes 20-40 minutes and uses AI to suggest competitors and missing features based on your existing deal data.

Set up email nurturing (optional) – Add your sending domain and create nurturing workflows. This adds 15-30 minutes.

Once you’re through onboarding, your team can start recycling immediately. Lost deals from your selected pipelines appear in Rizer, ready to be tracked.

A few key terms

Before you dive deeper, here are the terms you’ll see throughout Rizer:

Recycle reason – Why the deal was lost. Things like “Missing feature,” “Too expensive,” “Not the right time,” or “Better price by competitor.” These drive the default callback timing and help with reporting.

Callback date – When to follow up. This can be a specific date you choose, or it can be triggered by an event like a feature shipping.

Re-engagement – Creating a new deal or lead in HubSpot for a recycled opportunity. It doesn’t reopen the old deal – it creates a fresh record while keeping the relationship history through the contact and company.

Auto-recycle – An optional setting that automatically imports deals into Rizer the moment they’re marked closed-lost in HubSpot. Ensures nothing slips through.

Workflow – An automated email sequence for nurturing recycled contacts over time.