CRM
Re-Approach Lost Deals as Their Competitor Contract Expires
Estimates when a lost prospect's contract with the chosen competitor is up for renewal, then reopens the deal and schedules outreach to land in the buyer's evaluation window.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule fires
- ActionScan for deals nearing inferred renewalSalesforce
- LogicCompute re-approach date and segment fit
- ActionVerify account still activeExa
- ActionReopen opportunity with timed stageSalesforce
- ActionCreate rep reminder and calendar holdGoogle Calendar
- OutputSend Slack heads-up with timingSlack
What it does
Times your re-approach to the only moment a locked-in account is actually shoppable: their renewal window. It infers the likely renewal date from the original loss date and contract length, then reopens the deal and queues outreach to hit just before it.
When to use it
Use it in markets with annual or multi-year contracts where a lost deal is unreachable until renewal. Ideal when you log the loss date and competitor's contract term in your CRM.
How it works
- 1A weekly schedule scans Salesforce for closed-lost deals whose inferred renewal window opens in the next 60 days.
- 2A logic step computes the re-approach date from loss date plus known contract term and confirms the account is still in segment.
- 3An Exa check verifies the account is still operating and not already re-engaged elsewhere.
- 4The opportunity is reopened in Salesforce with a renewal-timed re-approach date and stage.
- 5A reminder task and calendar hold are created via Google Calendar for the owning rep.
- 6The rep receives a Slack heads-up with the renewal timing and prior deal notes.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect ExaNeural search across the web.
- 3Connect Google CalendarEvents, attendees, availability.
- 4Connect SlackChannels, DMs, threads, mentions.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
More CRM workflows
Dormant Account Check-In Call Scheduler
On the anniversary of an account's last touch, books a tentative check-in call on the owner's Google Calendar and emails the contact a scheduling invite.
Weekly Dormant-Anniversary Cohort Digest
Every week, groups dormant Attio accounts by which last-touch anniversary they hit that week, builds a prioritized digest.
AI-Personalized Dormant Account Win-Back
On a dormancy anniversary, an agent researches the account's history and recent public signals, drafts a genuinely personalized win-back email.
Backfill Intercom conversation topics onto stale HubSpot contacts
Finds HubSpot contacts with no recent Intercom topic, pulls their conversation history from Intercom, classifies the dominant topic with OpenAI.
Daily orphaned-opportunity sweep with manager Slack digest
Each morning this scans Salesforce for open opportunities owned by inactive users and posts a per-manager digest in Slack listing the orphaned deals that need a new owner.
Tag closed Intercom conversations onto Salesforce contacts in real time
On each Intercom conversation close, classifies the topic with OpenAI and appends it to the matching Salesforce contact's activity timeline so the topic never goes stale…
Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.