If you’re running a sales team and need more than a spreadsheet, you’ve probably already heard of Closershq. But knowing a tool exists and actually wringing results out of it are two different things. This guide is for people who want to set up sales campaigns that actually move the needle, not just look good on a dashboard.
I’ll walk you through getting a campaign live in Closershq, what’s actually worth your time, and a few things you can skip. Let’s get straight to it.
1. Get Your Basics in Place (Don’t Skip This)
Before you start clicking around building campaigns, you need a few things sorted:
- Clean contact data: If your contacts are a mess—duplicates, wrong info, missing fields—stop and fix that first. Bad data ruins campaigns faster than anything.
- Clear goal: Are you after booked meetings, demos, or closed deals? Pick one primary goal per campaign.
- Solid offer: No amount of automation will save a weak pitch. Nail your messaging before you automate it.
Pro tip: If you’re migrating from another CRM or a spreadsheet, Closershq’s import tools are decent, but always double-check field mapping. Garbage in, garbage out.
2. Set Up Your Closershq Account for Campaigns
You can’t run campaigns if your Closershq account is half-baked. Here’s what you actually need set up:
- Teams & permissions: Make sure only the right people can edit campaign settings. Avoid “too many cooks” syndrome.
- Integrations: Connect your email and calendar. If you skip this, you’ll lose out on tracking and follow-up automation—basically the whole point.
- Pipeline stages: Customize these to match your sales process, not what the template says. You’ll thank yourself later.
Ignore the temptation to set up custom fields for every imaginable scenario. Start simple. You can always add more later.
3. Build Your First Campaign
Now the fun part. Here’s the step-by-step:
a. Define the Audience
- Use filters to segment your list—by industry, deal size, or engagement.
- Don’t over-segment at the start. Better to run one clear campaign than five tiny ones with no real data.
b. Craft Your Messaging
- Write your emails and follow-ups directly in Closershq’s campaign builder.
- Personalize, but don’t go overboard with “Hey, {FirstName}!” tricks. A relevant offer beats fake personalization every time.
- Keep sequences tight: 3-5 touches is usually enough. More than that, and you’re just annoying people.
c. Set Up Automation (Carefully)
- Schedule emails and follow-ups. Closershq lets you space these out—don’t blast everyone at once.
- Use task reminders for calls or LinkedIn messages, but don’t try to automate everything. Real conversations still close deals.
d. Test Before You Launch
- Send test emails to yourself. Check formatting, broken links, and that merge fields work.
- Preview the full sequence. You’d be surprised how often people forget this step and send “Hi ,” to 500 prospects.
4. Launch and Monitor (But Don’t Obsess)
Hit send and let the campaign run. Here’s what to actually watch:
- Open rates: Decent, but don’t lose sleep. Subject lines matter, but not as much as everyone says.
- Reply rates and positive responses: This is your real KPI. If nobody’s biting, tweak your offer or targeting.
- Bounce rates: High bounces mean your data is dirty. Fix it or you’ll tank your sender reputation.
Ignore: Vanity metrics like “link clicks” unless your goal is truly just traffic. Focus on booked meetings or deals moved to the next stage.
5. Follow Up Like a Human
Automation gets you in the door, but people buy from people. Here’s where you stand out:
- Use Closershq’s task system to prompt real calls and personal emails.
- When someone responds, move them out of automation fast. No one likes getting another canned email after they’ve replied.
- Keep notes on each interaction—don’t trust your memory.
Pro tip: Closershq’s mobile app is handy if you’re on the go, but don’t try to do serious follow-up on your phone. You’ll miss details.
6. Optimize (But Don’t Chase Every Metric)
After a few days or weeks, it’s time to see what’s working. Here’s how to get actual insights without drowning in data:
- A/B test one thing at a time: Subject lines, email copy, or timing. Don’t change everything at once—otherwise, you’ll have no clue what made the difference.
- Check conversion by stage: Are leads dropping off at the same point? That’s your bottleneck.
- Talk to your team: Sometimes the best feedback is “people keep asking the same question on calls.” Adjust your messaging accordingly.
Skip the urge to build custom reports for everything. Use Closershq’s standard dashboards until you really need more detail.
7. What to Ignore (Seriously)
You’ll see plenty of features and best practices pitched as “must-haves.” Here’s what you can safely skip, at least at first:
- Gimmicky automation: If it feels like a shortcut, it probably is. Focus on conversations, not just clicks.
- Overbuilt templates: Fancy HTML emails rarely outperform plain text for sales. Save the design for marketing.
- Obsessing over send times: There’s no magic hour. Consistency beats timing hacks every time.
8. When to Scale Up
Once you’ve got a campaign that gets replies and moves deals, then—and only then—should you scale:
- Clone what works: Take your best campaign, tweak the audience or offer.
- Train your team on what actually got results: Don’t make everyone run brand new experiments every month.
- Add automation for admin, not for conversations: Bulk updates, reminders, and reporting are your friends. Robotic outreach isn’t.
Wrap-up: Keep It Simple, Iterate Fast
You don’t need fancy hacks or the latest AI add-on to run a solid sales campaign in Closershq. Start small, focus on real conversations, and ignore most of the noise. The only campaigns that matter are the ones that move real deals forward—everything else is just distraction. Set up, launch, learn, and repeat. That’s how you get real ROI.