Closed-lost re-engagement

The deals you lost last year are the warmest list you own. The agent finds the ones that have gone quiet, notices what changed on their side, and drafts the note you would write if you had the afternoon.

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The brief

Written like you’d brief a person.

This is the whole setup - a procedure in plain language, with tools and specialist agents referenced inline. When it runs is not written here: that’s the trigger, configured beside it.

Find closed-lost deals with no activity for 90 days with #yekar.hubspot.search-records, read the loss reason and the last thread with #yekar.hubspot.list-record-activity, note what has changed on the record since - new contacts, a support ticket, a signal from a sibling deal - and draft a reconnection with #yekar.gmail.create-draft. Skip anyone on the do-not-contact list; nothing sends without approval.

How it runs

From trigger to logged outcome.

Trigger

Schedule - A weekly sweep of closed-lost deals past the quiet window

The quiet window is yours to set - 90 days is the default.

Find the eligible deals
Lists closed-lost and stale deals past the window, minus do-not-contact.
Recover the context
Pulls the past conversations, the deal history, and the loss reason as recorded.
Spot what changed
Notes what the CRM has recorded since the loss - new contacts, activity, a ticket - that reopens the door.
Prioritise
Ranks candidates by the strength of the change and the size of the old deal.
Draft the reconnection
Writes the email from the real relationship, not a template - and parks it for approval.

Where people stay in control

Nothing consequential runs on its own.

Every reconnection email waits for the deal owner's approval before it sends.
Do-not-contact records and ineligible contacts are excluded before drafting, not after.

Tools it uses

Runs on accounts you already have.

HubSpot
Salesforce
Gmail
Slack

Connected once, governed per agent - this use case gets only the tools listed here.

Illustrative savings

$500–$1,400 / month

Assumes 40–120 eligible closed-lost deals a month at 15–20 minutes of research and drafting each.

Illustrative monthly savings, estimated from typical handling time at public salary benchmarks, reviewed August 2026. Not a promise or a guarantee - your numbers depend on volume and process.

What makes this dependable

Keep people in controlPut people in front of risky writes Operate and improveSee what every answer rested on Put it to workRun recurring work on the business's clock

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