How Lobby Tech started reactivating accounts from its database every day, without relying on the sales rep's memory.
Every day, an agent goes through the customer base, gives each account an opportunity score and hands the salesperson a ready approach. Account health and base revenue now have an owner.
Corporate gifts · B2B
Lobby Tech
What changed in the operation.
- Priority
Before Hundreds of accounts in the CRM, and the team only looked at whatever shouted the loudest.
After The salesperson starts the day with the list ready, in order, of who is worth approaching.
- Inactive customers
Before Customers who stopped buying went months with nobody noticing.
After The at-risk account shows up before the customer leaves.
- Information
Before Orders in one system, conversations in HubSpot, context in the salesperson's head.
After An agent cross-checks everything every day: when the account bought, how often and how much.
- Outreach
Before Nothing answered: who should I call today?
After Each account arrives with the reason for the contact and a draft of the message.
What was built.
- 01Daily reading of the base, linking HubSpot to the order system.
- 02One opportunity score per account, with the rule explained, no black box.
- 03Suggested approach for each account, which the salesperson edits before sending.
- 04Health of each account and base revenue calculated and followed by an owner.
- 05The manager follows reactivated accounts and base revenue on the same dashboard.
Want a system like this in your operation?
A conversation and an X-ray of your company. You leave with a map of what can be automated first.
