SALES
Quarterly win-back digest: rank and stage lost deals to revisit
Each quarter, scores every closed-lost account on recent buying signals, ranks the top revisit targets, builds an Asana win-back board.
How it runs
The automated pipeline, trigger to output.
- TriggerQuarterly schedule fires
- ActionLoad all closed-lost accounts from HubSpotHubSpot
- ActionGather recent signals per account via ExaExa
- LogicScore and rank accounts, keep top tier
- ActionBuild win-back board in AsanaAsana
- OutputPost prioritized digest to SlackSlack
What it does
Instead of reacting to one signal at a time, this workflow does a quarterly sweep of your entire closed-lost book, scores each account on how many fresh buying signals it shows, and gives the team a ranked shortlist of who to revisit first.
When to use it
Run it at the start of each quarter for pipeline planning, or when reps need a focused win-back list rather than a firehose of alerts. Best for teams who plan outreach in cycles and manage work in Asana.
How it works
- 1A quarterly schedule kicks off the sweep.
- 2The workflow loads all closed-lost accounts from HubSpot for the trailing period.
- 3For each account it gathers recent signals via Exa: funding, leadership changes, hiring, and news mentions.
- 4A scoring step ranks accounts by signal count and recency and keeps the top tier.
- 5It creates an Asana project with one card per ranked account, each carrying its signals and original loss reason.
- 6It posts a digest of the top targets to the sales Slack channel with a link to the board.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 2Connect ExaNeural search across the web.
- 3Connect AsanaTasks, projects, milestones — everywhere.
- 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.
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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.
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