All case files

Series B, HR tech

Closed-lost revival play

Closed-lost revival play

Closed-lost revival play

Watched 2,100 closed-lost opportunities for champion job changes, new funding and fresh hiring, then re-opened the ones that heated up with a context-aware note from the original AE.

$640k

pipeline revived in two quarters

22%

of revived deals closed

Built with

Salesforce, UserGems, Clay, Outreach

The problem

Two years of closed-lost opportunities were sitting untouched in Salesforce, including plenty that lost on timing, not fit.

What I built

A weekly job that watches 2,100 closed-lost deals for champion job changes, new funding and fresh hiring. When an account heats up, Clay pulls the original loss reason and call notes, and the original AE gets a drafted note that references what changed.

The result

$640k in pipeline revived over two quarters, with 22% of revived deals closing. It’s now the team’s highest-converting outbound play.

Next case file

Champion tracking

P.S.

If your reps spend more time researching than selling, let’s fix that.

Twenty minutes, no deck. Bring your CRM questions and I’ll tell you what I’d build first, even if we never work together.

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