Start using Rizer

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

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.

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, deals and leads 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.

Tracking competitors when recycling a deal

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.

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.

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.

Whether you’re tracking individual deals or analyzing trends, the dashboard offers a clear overview of how recycled opportunities are moving toward wins.