Lost Deal Re-Engage

Every sales rep has been there. You work on closing a prospect for weeks, you finally discuss pricing, and at the last second, they back out. Mark them closed-lost and automate a sales flow to re-engage the opportunity after 90 days have passed. Use a B2B data intelligence platform like ZoomInfo to identify and reach out to other key decision-makers at the account — also known as Buying Committee members — in addition to your original contact. This will increase the closed-won rate of good-fit opportunities that were previously considered dead.

<play> **PLAY NAME** Lost Deal Re-Engage --- **🔁 Triggers** - Identify companies with previous opportunities marked Lost and a period of time has passed (3+ months) --- **⚡️ Actions** - Wait for a period of time - Export - Send records to your business system (CRM, MAT, SEP, CSV) - Assign to a User - Then enroll in a Campaign (optional) --- **✅ Goal / Problem to Solve** 🤝 Opportunity to Close --- **➡️ Channels** ✉️ Email, 💬 Text, 📪 Mail, 📅 Events, 📢 Ads, 🖥 Chat, 📞 Phone --- **✏️ Summary** Every sales rep has been there. You work on closing a prospect for weeks, you finally discuss pricing, and at the last second, they back out. Mark them closed-lost and automate a sales flow to re-engage the opportunity after 90 days have passed. Use a B2B data intelligence platform like ZoomInfo to identify and reach out to other key decision-makers at the account — also known as Buying Committee members — in addition to your original contact. This will increase the closed-won rate of good-fit opportunities that were previously considered dead.  --- **✏️ Default Natural Language** When **leads** are **updated** in **select connection** as per **lead filters** then wait **a period of time** then export to **select system** as **record type** and **select campaign** and assign to **select user** --- **Explainer-Video-Script** Want to know the best way to handle closed lost deals? The Lost Deal Re-Engage play is for you. We’ve all been there. You work hard on closing a deal, just for it to fall through at the last moment. While it didn’t work out then, it may be a good fit in the future. Create a list of these late-stage closed lost deals and automatically enroll them in a re-engagement campaign 90 days later. To improve your odds this time around, enroll others in the companies buying committee in the campaign to start building awareness across the org. Now you’re re-starting the right conversations with deals you can likely win the second time around. --- **🏷Features)** CRM Sync, Copilot, ABM Audiences --- **🏷️ZoomInfo Data Types)** Contact Data, Company Data --- **📁 Sales Stage** Pre-Sales --- **🚦 Difficulty** 🟢 - Easy --- **🧪Standard Operating Procedure (SOP)** ## 1. Identify Lost Deals - Configure system to flag deals marked as "Closed Lost" - Set up trigger for 90-day time lapse after closed lost date ## 2. Data Preparation - Export lost deal data from CRM - Enrich contact and company information using ZoomInfo ## 3. Buying Committee Identification - Use ZoomInfo to identify additional key decision-makers - Create a list of potential buying committee members ## 4. Ad Campaign Setup - Design targeted ad campaign for lost deal accounts - Configure ad platform for account-based marketing ## 5. Email Outreach Preparation - Craft re-engagement email templates - Set up automated email sequence in marketing automation tool ## 6. Multi-Channel Campaign Launch - Initiate ad campaign targeting lost deal accounts - Begin automated email outreach to original contact and buying committee ## 7. Lead Assignment - Automatically assign re-engaged leads to appropriate sales reps ## 8. Follow-Up Tracking - Monitor engagement across channels (email opens, ad clicks, etc.) - Set up alerts for high-engagement activities ## 9. Performance Analysis - Track re-engagement rates and new opportunity creation - Analyze success factors for won re-engaged deals ## 10. Continuous Improvement - Refine re-engagement timing based on performance data - Adjust messaging and approach for optimal results --- **🪙 RAG Inputs Used (Broad)** Company Information, Signals & Behavior, Account Data, Contact Information, Content Library, Messaging, Copilot AI Account Summary --- **🪙 Email tokens Used** Personalized.SubjectLine, Contact.FirstName, CompanyName, ProductService, NewFeature, IndustryTrend, ContentLibrary.Resource, Sender.Name, Sender.Title, Sender.Company, Sender.ContactDetails --- **🟨 Yield in $ Formula** Potential Yield = (VO * ADMER * CR / 10,000) * ADS --- **🟨 Yield Key Drivers** Re-engagement Success Rate (RSR), Conversion Rate (CR), Average Deal Size (ADS), Target Account Volume (TAV) --- **🟨 Yield Driver Definitions** Re-engagement Success Rate (RSR) This metric measures how effective the re-engagement efforts are in reopening conversations with accounts that have opportunities previously marked as closed-lost. A high RSR indicates that the automated sales flow is successful in re-initiating contact and interest among these target accounts. Conversion Rate (CR) This metric indicates the proportion of leads that convert into customers. A higher conversion rate suggests a more effective engagement and follow-up strategy. Average Deal Size (ADS) This refers to the average revenue generated from each successful deal. Maximizing the average deal size is essential for increasing overall revenue, especially when the number of conversions is limited. Target Account Volume (TAV) This is the total number of target accounts that are identified for this strategy. --- </play>