How to re-engage closed-lost deals worth another look
The Pipeline Crew will list closed-lost deals worth reopening, with the loss reason, and draft a re-entry message for your approval. Planned, not live yet.
Pipeline Crew
Planned: not yet end to end in the app
When you need this
Deals lost on timing or budget months ago are never revisited, even when the situation has likely changed.
How the crew does it
Read closed-lost history
Pipeline Crew
Atlas reads closed-lost deals with their loss reason, close date and last contact.
Shortlist the ones worth revisiting
Pipeline Crew
Deals lost on timing or budget are shortlisted ahead of those lost to fit, with the reason shown.
Choose which to reopen
You
You decide which accounts are worth another conversation and who owns them.
Draft the re-entry message
Pipeline Crew
For each chosen deal, the crew drafts a message that addresses why it stalled, for Outreach Crew review.
Approve before send
You
You approve the recipient and message. Nothing is sent without that approval.
What waits for you
Which closed-lost deals are reopened, their owner, and every re-entry message before send.
Connect
CRM, hubspot, salesforce, Email inbox
Measured by
Reopened deals that reply, book a meeting or re-enter a qualified stage.
Limits
Not live yet: it needs loss reasons and deal history from a synced CRM. The crew drafts and never sends on its own.