If you’re in sales, you’ve got too many leads and not enough time. You can chase everyone and burn out fast, or focus on the folks who actually care. This is where tracking prospect engagement comes in. If you’re using Bhuman, you’ve got some decent tools for this—if you know what to look for and how to use them. This guide will show you how to cut through the noise, spot the real buying signals, and stop wasting time on dead ends.
Why Engagement Matters (and What It Really Looks Like)
Let’s be honest: not every click or open means someone’s about to buy. But tracking engagement does help you figure out who’s interested and who’s just window shopping. In Bhuman, engagement signals might include:
- Email opens and replies
- Link clicks in your messages
- Video views (since Bhuman is big on personalized video outreach)
- Meeting bookings
- Repeated interactions (like watching your video twice)
Not all activity is equal. A prospect who opens your video three times and clicks your booking link is more promising than someone who just skims your email. The trick is to spot the difference.
What to ignore:
Don’t get distracted by vanity metrics (like someone who opens an email 12 times but never clicks anything). Focus on actions that show real intent: replies, link clicks, meeting requests.
Step 1: Set Up Tracking in Bhuman
Before you can prioritize, you need data you can trust. Bhuman gives you engagement tracking out of the box, but you’ll want to double-check your setup so you’re not chasing ghosts.
Check Your Email and Video Tracking
- Email tracking: Make sure your outgoing emails have tracking enabled. Most Bhuman accounts do this automatically, but test it with your own address to confirm.
- Video tracking: Bhuman’s main draw is personalized video outreach. Their tracking tells you who watched your videos, for how long, and if they rewatched. This is gold—don’t ignore it.
- Link tracking: If you’re including links (to your calendar, case studies, etc.), use Bhuman’s built-in link tracking or a tool like Bitly. Don’t assume all links are tracked by default.
- CRM integration: If you’re syncing Bhuman with a CRM (like HubSpot or Salesforce), check that engagement data is flowing in both directions. Otherwise, stuff falls through the cracks.
Pro tip: Send a few test emails and videos to a colleague. Open, click, and reply from their end, then check what Bhuman reports back. You’ll learn fast where the gaps are.
Step 2: Know Your Signals—What’s Worth Your Time?
Not all engagement is created equal. Decide what actually counts as a buying signal for your business. Here’s a simple way to rate engagement:
- High-value actions:
- Replies to your message (especially with questions or objections)
- Booking a meeting
- Watching your video all the way through (or more than once)
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Clicking your scheduling or demo link
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Medium-value actions:
- Opening your email or video, but not replying
- Clicking other links (like case studies, testimonials)
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Watching part of your video
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Low-value (or “meh”) actions:
- Multiple opens with no other action
- Bouncing your email around the office (sometimes this triggers lots of “opens”)
- Generic out-of-office replies
Reality check:
Don’t waste time following up five times with people who only open your email. Focus on high- and medium-value actions. That’s where most deals come from.
Step 3: Use Bhuman’s Filters and Views to Prioritize
Bhuman isn’t magic, but it does let you sort and filter your prospects by engagement. Here’s how to use it to your advantage:
Set Up Engagement-Based Views
- Create a “Hot Prospects” list: Filter for anyone who replied, booked a meeting, or watched your video in full. This is your A-list.
- Make a “Warm Leads” view: These are folks who clicked links or watched part of your video but haven’t replied yet.
- Ignore the rest (for now): Don’t delete cold leads, but don’t let them chew up your day.
Practical Workflow
- Start each morning by working your “Hot Prospects.” These are the people most likely to move forward.
- Hit “Warm Leads” with a second, more tailored message—maybe answer a common objection or send a shorter follow-up video.
- Only circle back to “Cold Leads” after you’ve covered the first two groups. Maybe send a check-in once a month or so.
Pro tip: Don’t be afraid of “losing” a cold lead. If they’re interested later, they’ll show you with their actions.
Step 4: Take Action—Don’t Just Watch the Numbers
It’s easy to fall into the trap of obsessing over engagement dashboards. But the whole point is to do something with the data.
For Hot Prospects
- Call or email them directly. Reference their engagement (“I saw you watched the video—any questions?”)
- Offer something specific: a meeting time, a custom demo, or an answer to an objection they raised.
- Move fast. Interest fades quickly.
For Warm Leads
- Send a shorter follow-up. Maybe your first pitch was too long or not relevant enough.
- Try a different channel—if you emailed the first time, maybe call or connect on LinkedIn.
For Cold Leads
- Put them on a slow-drip nurture track. Don’t send the same generic message every week.
- Occasionally check if engagement picks up—sometimes timing really is everything.
What not to do:
Don’t blast everyone with the same follow-up. It’s lazy, and people can tell.
Step 5: Tune Your Approach—What Works, What Doesn’t
Bhuman gives you cool tech, but it can’t read your prospects’ minds. You’ll need to test, tweak, and repeat.
What Usually Works
- Personalized videos that get to the point in 30–60 seconds
- Clear, simple calls to action (like “Book a demo” or “Reply with a question”)
- Quick follow-ups within 24 hours of engagement
What Usually Doesn’t
- Generic video intros (“Hi, I’m from XYZ Corp, let me tell you about our solution…”)
- Overly aggressive follow-ups (“Just circling back again…” every two days)
- Relying only on open rates—these are often inflated by email previews or bots
Ignore the Hype
Lots of tools (including Bhuman) love to tout “AI-powered engagement scoring.” Sometimes it helps, but often it’s just a fancy way to rank opens and clicks. Trust your gut and real conversations more than any score.
Pro tip: Review your “won” deals every month. What did those prospects actually do before they bought? That’s your real engagement playbook.
Step 6: Automate, But Don’t Over-Automate
Automation is great for reminders and nudges, but it can’t replace actual conversation. Use Bhuman’s automation features to:
- Nudge warm leads who stop engaging
- Send calendar invites after someone books a meeting
- Remind yourself to follow up with hot prospects
But don’t set and forget. Always check the context—nothing kills a deal faster than sending a “Just checking in!” email right after someone already replied.
Common Mistakes (and How to Avoid Them)
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Chasing every open:
Open rates are a vanity metric. If there’s no reply or click, move on. -
Over-following-up:
Three thoughtful touches are enough. More than that, and you’re just annoying. -
Ignoring your own data:
If you notice that certain types of videos or messages get better engagement, double down on those. Don’t blindly follow “best practices” from blogs. -
Letting the tool dictate your process:
Bhuman is flexible, but it doesn’t know your prospects. Use its features to support your workflow, not replace your judgment.
Keep It Simple and Keep Moving
Tracking engagement in Bhuman isn’t rocket science, but it does take some discipline. Set up your tracking, focus on the signals that matter, and spend your time where it counts. Don’t drown in dashboards, and don’t chase every shiny metric. Test, tweak, and cut what doesn’t work. You’ll get better results—and keep your sanity—if you keep things simple and iterate as you learn.
Now, go focus on the prospects who are actually paying attention. The rest can wait.