No next deal activity? Follow up automatically.

With this preconfigured workflow, you can ensure that every deal has a next activity—automatically and at the right time.

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Automatic Activity Reminder

In many sales processes, the next clear step is often missing after a short time, causing the sales process to stall.

This package automatically identifies deals without a scheduled next activity and ensures that action is taken in a timely manner.

Check for Missing Activity Data

Automatic waiting period (e.g., 2 days)

Creating a New Task

Assignment to the responsible employee

What's inside?

A ready-to-use workflow for more structure in sales.

Specifically for your deal activities

0 /month

Specifically for your deal activities

Deal Workflow

Automatically process deals with no upcoming activity
The workflow checks all deals for which no date has been set for the next activity. After a defined waiting period of two days, a task is automatically created prompting the responsible employee to schedule the next sales activity and actively move the deal forward.

How do I access my automatic deal activity?

1

Fill out the form and grant HubSpot access

2

Transfer Amount

3

Receive the HubSpot Deal Activity Reminder Package

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Do you have any questions?

We look forward to hearing from you, whether it’s just to get to know each other or to discuss a specific project. If you’re interested, we’d love to schedule an initial personal discovery call to understand your needs.

This saves a lot of back-and-forth emails and usually helps both sides quickly determine whether we’re a good fit for a project together.