Closed-Lost Reactivation

Who it's for

This skill is for any seller whose "closed-lost" pile contains accounts that were a good fit but had bad timing. If you work deals where priorities can shift and bring a prospect back into the market, this provides an automated way to watch for that moment.

What it does

Each morning, the skill scans your Salesforce records for accounts marked "closed-lost" within your chosen timeframe. It then cross-references those accounts with buying signals detected by Expertise Live, such as new research activity from key contacts. Finding a match triggers a new outreach draft, giving you a timely reason to restart the conversation.

What you need

To identify past opportunities, the skill requires a connection to your Salesforce instance. A connection to Expertise Live is also necessary for it to detect the fresh buying signals that indicate an account is ready to re-engage. During setup, you'll simply define the reactivation window in months.

What you get

You receive an internal alert that flags a specific closed-lost account and explains the new activity that makes it worth pursuing again. Alongside the alert, you get a complete, ready-to-review reactivation email drafted for the primary contact, referencing their renewed interest and suggesting a path forward.