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How to Turn RB2B Leads Into Deals

How to Turn RB2B Leads Into Deals

Pete Crowley 2 min

How to Turn RB2B Leads Into Deals

Your Actionable Sales Outreach Checklist

Ready to supercharge your sales outreach with RB2B? Follow this step-by-step checklist to get started and achieve B2B sales success:

  1. Account Setup
  • [ ] Sign up for an RB2B account.
  • [ ] Add your Sales & Marketing teams to RB2B as users (don't worry, there is no charge for additional users.)
  1. Target Identification
  • [ ] Define your ideal customer profile (ICP).
  • [ ] Identify target accounts based on industry, company size, location, etc.
  • [ ] Add these ICP's as personas using the "Hot Lead" filter (found on the left hand menu of the RB2B dashboard.)
  1. Personalized Outreach
  • [ ] Craft personalized outreach messages tailored to each decision-maker.
  • [ ] Highlight pain points and demonstrate how your company can solve them.
  • [ ] Include a clear call to action (CTA), such as scheduling a demo or call.
  1. Multi-Channel Engagement
  • [ ] Utilize a marketing automation platform to send personalized emails directly to decision-makers.
  • [ ] Leverage social media platforms (LinkedIn, Twitter, etc.) to connect and engage with prospects.
  • [ ] Consider phone calls for a more direct and personalized approach.
  1. Follow-Up & Nurturing
  • [ ] Implement a consistent follow-up strategy to stay top-of-mind.
  • [ ] Provide additional value through relevant content or resources.
  • [ ] Nurture leads through the sales funnel with targeted messaging.
  1. Performance Tracking & Optimization
  • [ ] Monitor outreach performance using analytics features of your marketing automation or CRM tools.
  • [ ] Track open rates, click-through rates, and response rates.
  • [ ] Analyze data to refine your messaging and outreach strategy.
  • [ ] Experiment with different channels and approaches.

Additional Tips for Success:

  • Focus on building relationships and providing value to prospects.
  • Be persistent and consistent with your outreach efforts.
  • Track your results and make data-driven decisions to improve your sales process.
  • Leverage RB2B's features to streamline and personalize your outreach.

Remember: RB2B is a powerful tool to help you achieve your B2B sales goals. By following this checklist and actively engaging with the platform, you'll be on your way to generating high-quality leads, closing deals, and driving revenue growth.

Now, take action and start experiencing the power of
RB2B!


Pete Crowley 2 min

How to Turn RB2B Leads Into Deals


This sales outreach checklist will walk you through an overview of how the most successful RB2B users are turning their RB2B leads into deals.


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