How to Turn Returning Leads into Closed Deals with HubSpot CRM

Do you use HubSpot CRM to track inbound leads or contacts that visited/returned to your website recently?

Let me show you how to convert these returning leads into booked meetings in a quick 3 step process:

Step 1 – Identify Returning Visitors: Click on their name to check the pages they visited on your site under activities.

Step 2 – Understand Their Interests:  Check their purchase history or closed deals history.

Step 3 – Personalize Your Outreach: Leverage the information from step 2 to craft a targeted email.  Once you’ve confirmed the pages they visited, click on the log email feature to send an email to book a call or close a deal.

Sample Email Template for B2B Companies:

Hi [First Name],

I noticed you visited our website today and checked out the article/page on [topic]. 

I noticed the following things about your company and how you can [achieve result name] through [name of your solution]:

Here are a few ways:

Tip 1: [Explain how your solution addresses their needs based on the visited page]

Tip 2: [Another tip related to the visited page]

Tip 3: [Offer a valuable resource related to their interests]

At [name of company,]

We specialize in [name of solution]. Are you free next week for a quick 10-15 minute call to see if we can help you? [Calendly link]

Sample Email Template for E-commerce Sites:

Hi [First Name],

I noticed you visited our website today and checked out the [Product Name] at [Link] but you didn’t buy. 

Do you need help completing your order? Reply this email or send us a message on WhatsApp at [WhatsApp link]

/End of template/

I’ve used these copies alone to close lots of deals.

When I preach about the wonders of HubSpot CRM for Sales, Marketing and Customer Service, you better listen!

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We’ve created a step-by-step video checklist that walks you through navigating and setting up HubSpot CRM with ease. 

Learn how to track website visitors, manage leads, and track sales with this powerful CRM tool.

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