SALES
Win-Back Campaign for Aged Closed-Lost Opportunities
On demand, it gathers closed-lost deals older than a chosen age, researches each account for a fresh reason to reconnect.
How it runs
The automated pipeline, trigger to output.
- TriggerManual run for a chosen segment
- ActionPull aged closed-lost deals from HubSpotHubSpot
- ActionResearch a fresh trigger event per accountPerplexity
- ActionDraft event-anchored win-back emailOpenAI
- OutputCreate draft in rep's Outlook draftsOutlook
What it does
Resurrects deals you already gave up on. When kicked off, it pulls closed-lost HubSpot opportunities past a minimum age, runs a quick web check on each account for a new trigger (funding, hiring, leadership change, product launch), and drafts a tailored win-back email that leads with that fresh reason rather than a generic 'just checking in.' Each draft lands in the rep's Outlook drafts folder ready to personalize and send.
When to use it
Use it when the new-logo pipeline is thin and your closed-lost pile is the cheapest source of warm-ish prospects. Timing on a real company event makes a cold re-open feel relevant instead of desperate.
How it works
- 1A manual run kicks off the campaign for a chosen segment.
- 2Closed-lost deals older than the age threshold are pulled from HubSpot.
- 3A web research step finds a recent trigger event per account.
- 4An LLM drafts a win-back email anchored on that event and the original loss reason.
- 5Each draft is created in the rep's Outlook drafts folder for review.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 2Connect PerplexitySearch-grounded answers with citations.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect OutlookMail, calendar, contacts.
- 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.