Sep 30 • General discussion
Tool & Tactic Tuesday: Maintaining Velocity through Automation
We all know the feeling: strong opportunity, solid conversation… and then it just sits in the pipeline.
❌ No next steps.
❌ No follow-up.
❌ No momentum.
This is where deals go to die.
While booking next steps on every call is the goal, it’s not always possible.
That’s why we build automation into our HubSpot workflows to flag these idle deals before they become cold. In this 2-minute video, I walk through how we use a parking lot stage and automation to:
✅ Catch deals that are in-between stages with no activity.
✅ Trigger a follow-up task after 14 days of silence.
✅ Keep reps accountable and reduce pipeline slippage.
Simple to build. High impact.
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Tool & Tactic Tuesday: Maintaining Velocity through Automation
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