CRM
Retarget Closed Lost Opportunities
Automating outbound to closed lost accounts can uncover new opportunities as your product evolves. Here's how to set up targeted outbound that works at scale.
Building Your Closed Lost Audience
Create an audience targeting accounts based on their last closed lost date. For example, set it to trigger for accounts closed lost more than seven months ago. This gives enough time for circumstances to change.
Configuring Your Play
Build a play to prospect new contacts at these accounts, focusing on personas like RevOps and Demand Gen. Add geographic targeting and set up notifications to alert your team when it's time to check back in.
Setting Up Your Sequences
Keep sequences simple and acknowledge the time that's passed. Focus on what's new or different about your product since your last conversation. This helps you restart outbound at the right time.
By systematically revisiting closed lost accounts with targeted plays, you can capture opportunities that might be ready for another look.
Similar plays
See how others are powering warm outbound with Unify.
.svg)
