Analyze lost CRM deals and generate win-back strategies

Reviews every lost deal in your CRM, figures out why it was lost, and suggests a way to win it back.

How the work actually flows

It branches. Every path runs; runs once per each lost deal.

Pattern: Parallel Split (2) ยท Multiple Instances with a priori Design-Time Knowledge (13)

flowchart TD trig(["daily schedule run"]):::trigtime s0[("pull closed lost deals")]:::store s1[["identify reason for loss"]]:::mi s2[["draft win back strategy"]]:::mi s3["summarize results"]:::task trig --> s0 s0 -->|"one per each lost deal"| s1 s1 --> s2 s2 --> s3 gx{"+ where to send results"}:::gate s3 --> gx p00["send email digest"]:::task gx -->|"email summary"| p00 p10["post slack message"]:::task gx -->|"slack summary"| p10 p20["log to spreadsheet"]:::task gx -->|"spreadsheet log"| p20 p00 --> out p10 --> out p20 --> out out[/"lost deal analysis distributed"/]:::out pay{{"sales team learns why deals are lost"}}:::pay out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepRuns once per itemA record or sheetEvery pathResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
CRM & Sales PipelineEmail AutomationMessaging & NotificationsSpreadsheet & Database Ops
Connects
HubSpotOpenAIGmailSlackGoogle Sheets
Featured in

The problem it solves

Deals that fall through often just sit closed in your CRM with no real analysis of why they were lost or whether they're worth another try. Your team ends up guessing at patterns instead of learning from them, and leadership never sees a clear picture.

Who it fits

Sales leaders and revenue teams who want to learn from lost deals instead of writing them off.

How it works

  1. Runs automatically on a daily schedule
  2. Pulls all deals marked Closed-Lost from HubSpot
  3. AI identifies the main reason each deal was lost
  4. AI drafts a realistic re-engagement strategy for each one
  5. Sends a summary by email and Slack, and logs everything in a spreadsheet
What you get

Lost deals you understand instead of write off

Every deal you lose gets reviewed for why it slipped away, with a suggested way to win the customer back sent straight to you.

What you get

An email and Slack summary of lost-deal insights and revival strategies, plus a logged record in a spreadsheet.

What you need

A HubSpot account, an OpenAI account, a Gmail account, a Slack account, and a Google Sheets account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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