RB2B

Growth Library

Ready-to-use messaging, sequences, and workflows designed to help you engage identified visitors, book meetings, and close deals faster.

Best Practices

Best Practices for Using a Consent Management Tool with RB2B

Use a consent management tool correctly with RB2B to ensure privacy compliance and accurate visitor identification.

privacy consent management +6
Playbooks

Collaborate and Respond to Slack Alerts Effectively

Create a clear response process so every Slack alert turns into action, not confusion.

best practices slack workflow +7
LinkedIn DMs

Connection Requests – Aggressive

Direct, purpose-driven requests used when there’s strong relevance or intent.

direct value-led +6
LinkedIn DMs

Connection Requests – Neutral

Professional requests that add light relevance without sounding like a pitch.

conversational relaxed +7
LinkedIn DMs

Connection Requests – Passive

Light, low-pressure connection notes focused only on starting a relationship.

no pitch professional +8
Best Practices

Considerations When Controlling RB2B's Functionality With Your Cookie Policy Banner

Ensure RB2B tracking works correctly with your cookie banner by loading the script only after user consent.

consent management cookies +5
Best Practices Featured

Exclude Specific Email Domains from Being Collected

Remove internal traffic, partners, and spam sources to keep your visitor data clean and trustworthy.

best practices filtering +6
Playbooks

Filter Slack Notifications to Reduce Noise

Send only high-value visitor alerts to Slack so your team focuses on real opportunities, not distractions.

best practices slack filtering +7
Emails

First Emails – Aggressive

Direct, outcome-focused emails that aim to move quickly toward a meeting or decision.

direct meeting-focused +5
Emails

First Emails – Neutral

Balanced first emails that add context and lightly guide toward a conversation.

context-based problem-focused +6
Emails

First Emails – Passive

Light, low-pressure first touches designed to start a conversation without selling.

no pitch conversational +8
LinkedIn DMs

First Messages – Aggressive

Direct, outcome-focused messages that aim to move quickly toward a call or next step.

direct meeting-focused +6
LinkedIn DMs

First Messages – Neutral

Balanced openers that add context and lightly guide toward a conversation.

problem-focused conversational +8
LinkedIn DMs

First Messages – Passive

Low-pressure conversation starters designed to spark replies without selling.

no pitch conversational +9
Emails

Follow-up Emails – Aggressive

Direct follow-ups that push for a clear decision or next step.

direct meeting-focused +6
Emails

Follow-up Emails – Neutral

Follow-ups that add value or introduce new information.

value-led helpful +5
Emails

Follow-up Emails – Passive

Gentle reminders that keep the conversation alive without pressure.

minimal no pitch +6
LinkedIn DMs

Follow-ups – Aggressive

Direct, decisive follow-ups that push for a clear yes or no.

direct meeting-focused +6
LinkedIn DMs

Follow-ups – Neutral

Value-adding follow-ups that introduce new information or a clear next step.

value-led helpful +7
LinkedIn DMs

Follow-ups – Passive

Gentle nudges that resurface the conversation without adding pressure.

minimal no pitch +8
Best Practices

Getting the Most from RB2B + Clay

Use Clay to enrich, score, and route RB2B visitors automatically so your team only sees high-quality, ready-to-contact leads.

best practices clay +9
Best Practices

Getting the Most from RB2B + HubSpot

Sync identified visitors into HubSpot automatically so you can enrich contacts, segment intelligently, and trigger timely, personalized outreach.

best practices hubspot +9
Best Practices

Getting the Most out of RB2B's Salesforce CRM Integration

Sync identified visitors into Salesforce automatically so you can route, segment, and market to high-intent leads with real context.

best practices salesforce +9
Best Practices

Getting the Most Out of RB2B’s Slack Integration

Getting the Most Out of RB2B’s Slack Integration

best practices slack +7
Best Practices

Global Visitor Tracking

Control whether RB2B identifies international visitors at the company level and understand how global tracking affects compliance and credit usage.

best practices international tracking +7
Best Practices

How to Reach Out - Timing, Tone, and Personalization that Convert

A practical playbook for when to reach out, what to say, and how to personalize outreach without sounding pushy or invasive.

best practices outreach strategy +9
Workflows

Identifying Repeat Visitors in HubSpot

Use RB2B signals inside HubSpot workflows to automatically assign, tag, and act on high-intent visitors without manual follow-up.

best practices hubspot +8
Best Practices

Knowing When to Reach Out - Understanding Visitor Signals

This guide breaks down the most important indicators that a visitor is worth your attention.

outreach returning visitors +4
Best Practices

Optimizing credit consumption and targeting high-intent leads

Reduce unnecessary credit usage while focusing identification on visitors most likely to convert.

best practices credits +6
Best Practices Featured

Restrict Visitor Collection by URL

Collect visitor data only on high-intent pages to keep your dataset focused and actionable.

best practices filtering +6
Workflows

Routing Based on a Specific Page Viewed in HubSpot

Trigger alerts and assignments automatically when a contact views high-intent pages like pricing or demos.

best practices hubspot +7
Best Practices Featured

Send Only Hot Leads to Your Tools

Route only your highest-quality, ICP-matching visitors to your CRM, Slack, or email tools to keep your team focused on real opportunities.

best practices filtering +8
Workflows

Setting a Workflow to Run at a Specific Time of Day in HubSpot

Control when workflow actions execute so alerts and outreach happen during business hours, not randomly.

best practices hubspot +7
Workflows

Setting Up Website Visitor Notifications for Account Owners in HubSpot

Automatically notify the correct rep in HubSpot when their accounts visit your website so follow-up happens fast and no high-intent activity is missed.

best practices hubspot +8
Playbooks

Use Slack for Real-Time Visitor Alerts

Send identified visitor activity directly to Slack so your team can react while interest is high.

best practices slack +7
Playbooks

Using Salesforce CRM with RB2B

Connect RB2B to Salesforce to automatically capture identified visitors, enrich records, and trigger routing, outreach, and reporting without manual work.

best practices salesforce +9
Best Practices

What is a Consent Management Tool?

Understand what a consent management tool is and why it’s required for tracking visitors in many international markets.

privacy compliance +6
Best Practices

Why You Should Invite Your Team to RB2B

Invite teammates into RB2B so the right people see visitor intent signals and can act on them immediately.

best practices team collaboration +6