Now that your RB2B tracking snippet is installed, here's what you can expect from RB2B and some things that you and your team should do from the first few minutes, to the first days, weeks, month, and beyond.
First Minutes
What to Expect from RB2B
Installation confirmation: Your tracking script is active, and RB2B starts monitoring visitors on your site.
Data collection begins: RB2B starts gathering anonymous visitor and relaying identified visitors to your dashboard and any connected integrations.
Your Next Steps (Important)
Start reviewing account settings: Check your account settings to ensure they are configured properly, especially for integrations and tracking preferences.
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First Hour
What to Expect from RB2B
Visitor data appears: Early visitor profiles will start populating on your dashboard, showing basic details like company names and visit frequency.
Company-level identification: RB2B will begin identifying company names from visitors' IP addresses.
Your Next Steps (Important)
Set up URL Restrictions: Ensure your URL Restrictions are configured to filter out low-intent pages (e.g., careers pages). This helps avoid wasted data and ensures you’re focusing on high-quality leads.
Set up Hot Leads tagging: Tag high-value leads immediately so that you can prioritize them in your follow-up process. This ensures that the most important visitors are always front and center.
Connect your CRM (HubSpot/Salesforce): Connect to your CRM as soon as possible to start syncing visitor data into contact profiles. This enables streamlined lead management and follow-up.
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First Day
What to Expect from RB2B
More visitor data: You'll see more visitor profiles, and ICP matching will be starting to take effect.
Real-time visitor tracking: RB2B will start tracking your real-time visitor data and comparing it with your Hot Leads tags.
Your Next Steps
Connect to Slack: Integrate with Slack for real-time notifications. You don’t want to miss high-value visitor alerts as they happen.
Review Hot Leads matches: Check your ICP’s effectiveness—are the right visitors being flagged? Refine the settings as needed to improve matching.
Review CRM integration settings: RB2B's HubSpot and Salesforce integrations have unique settings that allow you to control when and how RB2B sends Contacts and Companies to each.
Invite Teammates to RB2B: Dashboard seats for RB2B are free, invite your colleagues to the dashboard so they can see all of the latest profiles collected and help review settings and your account setup.
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First Week
What to Expect from RB2B
Increased visitor data flow: Your data collection will start to ramp up, with a clearer view of which companies and individuals are engaging with your site.
Real-time alerts: If you've set up Slack, you’ll start receiving alerts for high-value visitors.
Your Next Steps
Refine your Hot Leads criteria regularly: Review and adjust your Hot Leads settings regularly to ensure that your data remains relevant and your targeting is accurate.
Review CRM Playbooks: Make sure you give our HubSpot or Salesforce playbooks a read to ensure that you're following the best practices of other successful RB2B users.
Enable and configure notifications: In HubSpot and Salesforce, make sure that you've set up notifications for your account owners so they're getting alerts of website visits from people within the companies that matter most to them.
Your trial of RB2B will be expiring around this time. Subscribe to RB2B Pro to continue receiving the features and benefits of the plan. RB2B Pro has monthly and annual plans to suit all of your business needs.
First Month
What to Expect from RB2B
Deeper analytics: The analytics dashboard will give you more detailed insights, showing trends in repeat visits, engagement, and company-level interactions.
Your Next Steps
Review and refine your ICP: Continually fine-tune your ICP based on the data that has accumulated. This ensures that you’re always targeting the right prospects and improving lead quality.
Take action on Hot Leads: Prioritize follow-ups for tagged Hot Leads. These are your highest-value prospects—ensure they’re nurtured and pursued effectively.
Check and optimize CRM sync: Double-check that all CRM integrations (HubSpot, Salesforce) are syncing seamlessly. This ensures no leads are missed and data flows efficiently into your sales pipeline.