The workflow, from Libby's side
What this looks like for Libby
Lure does the prospecting, the sequencing and the tracking. Libby gets a short list of people who are already paying attention, and decides who to talk to.
Every morning
Top Prospects email
One email, no login required. It lists who engaged, what they did and their engagement score.
Top Prospects · Tuesday
VP Operations, regional management co.Visited the Learning Hub 3× · watched a customer story82
Director of Procurement, hotel groupTook the Linen Maturity Quiz · opened 2 emails74
Area GM, management co.Viewed the ROI calculator61
Example only · not real prospects
Any time
Hot prospect alert
When someone comes back to the Learning Hub or the Laundris site, Libby gets an instant heads-up with what they're looking at, so she can follow up while it's relevant.
Before a call
Full activity, one click away
Each contact record in Revly shows every email sent and every page visited, so Libby walks into a conversation knowing what the prospect has already read.
Her decision
Move the right people to HubSpot
She adds the prospects she's ready to work into HubSpot and runs the conversation there. Everyone else stays in nurture until they warm up.
Her own outreach
Share Learning Hub resources
Libby can link Learning Hub pages from her own HubSpot or Instantly emails. Visits are still tracked, so her outreach feeds the same engagement picture.
Once a month
30-minute review
What's engaging, who converted to conversations and what to adjust next month.
As the sales team grows, Top Prospects alerts can go to additional reps, with prospects routed by territory or account.