Closed / Lost Opps
Never miss a second chance at closed/lost deals by automatically tracking where decision-makers go next. When key contacts move to new companies, you can leverage their familiarity with your solution to create warm opportunities with higher conversion potential. The agent continuously monitors your entire closed/lost database to surface perfectly-timed reconnection opportunities.
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- Automatic tracking of all contacts from closed/lost opportunities across your entire tech stack
- Real-time alerts when decision-makers change roles or companies
- AI-enriched insights about their new position and company fit
- Intelligent opportunity scoring based on past interaction history and new company match
- Automated workflow triggers for personalized re-engagement campaigns
- Complete historical context preservation for informed conversation
How teams use
Closed / Lost Opps
Automatically detect when decision-makers from past opportunities move into buying positions at new companies. Leverage their existing knowledge of your solution to accelerate sales cycles with warm, contextual outreach.
Track patterns in where closed/lost contacts move to identify emerging market opportunities and competitive trends. Use these insights to refine your ideal customer profile and targeting strategy.
Build market presence by maintaining relationships with your entire closed/lost database. When contacts move between target accounts, leverage these connections to create warm paths into new opportunities.
Scenarios
The Perfect Timing
A former champion who chose a competitor last year just became VP of Sales at a target account
The Market Signal
Three contacts from recent lost deals have moved to the same high-growth company in your target market
The Database Gold
A decision-maker who previously chose another solution is now actively using your product at their new company
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