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Intempt

Closed-lost isn't closed forever

Most closed-lost deals never get revisited, even though budgets, leadership, and priorities change within a year. This re-engages them on a schedule instead of leaving them to rot in the CRM.

Selljourney-builderB2BSaaSStandard5 steps5 outputs
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Segment Content Asset Workflow Journey Dashboard
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What it does

Revives closed-lost deals 90 days after loss with a fresh re-evaluation outreach, on the logic that context has likely changed (new initiatives, leadership, budget cycle). Typical revival rates run 5-10%, at low outreach cost.

You get

a scheduled re-evaluation outreach for closed-lost deals

How it works

1

Identify Revival Candidates

Create Segment

Build a segment 'Closed-lost revival candidates' capturing deals where deal_lost event fired 90-180 days ago AND lost_reason is NOT 'wrong-fit' or 'competitor-won-firm-commitment' (those won't revive). Includes deals lost to: timing, budget, no-decision, internal-resourcing, postponed. Excludes accounts that have entered closed-lost more than twice (3-strikes rule: stop pestering).

Produces:Segment
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Build Revival Outreach Content

Generate Content

Generate 2-touch revival email content. Touch 1 (Day 0): 'It's been a few months — wanted to check in. Last time we talked, [original_lost_reason]. Has anything changed?' Reference specific prior conversation context. Soft re-open, not a sales pitch. Touch 2 (Day 14, if no reply): share a relevant product update or customer story from a similar account that addresses their original objection. Send-from: the original AE owner. Tone: warm, low-pressure, acknowledging the prior 'no'.

Produces:Content Asset
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Build Revival Workflow

Create Workflow

Create a workflow firing daily for newly-eligible revival candidates. Step sequence: (1) refresh account enrichment (champion still there? new leadership? funding announced? product launched?); (2) IF significant change detected (new champion-role hire, funding round, etc.) — create urgent AE task to manually reach out; ELSE trigger the standard 2-touch revival journey. Track responses and any new meeting bookings as revival_signal events on the original closed-lost deal record.

Produces:Workflow
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Build Revival Journey

Create Journey

Build a 2-touch journey triggered by the revival workflow. Touch 1 at Day 0, Touch 2 at Day 14 (skipped if user replies or books meeting). Audience: the original deal's primary contact. Exit on: meeting_scheduled (revival success — open new deal), email_replied (warm handoff to AE), unsubscribe, or 30-day max duration.

Produces:Journey
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Build Revival Performance Dashboard

Build Dashboard

Compose a revival performance dashboard: closed-lost deals entering revival per month, reply rate to revival outreach, meeting-booked rate from revival, revived-deal-to-win rate (final conversion), and ARR resurrected this quarter from revival pipeline. Break down by original lost_reason — which lost-reasons most often turn into revivals (informs sales coaching on when 'no' was actually 'not yet').

Produces:Dashboard

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Closed-Lost Deal Revival Workflow | Intempt