Closed-Lost Revival Scanner

Scan closed-lost HubSpot deals, research trigger events that occurred since the loss date, score revival potential, and generate re-engagement outreach for the highest-potential opportunities.

Instructions

When a user wants to revisit closed-lost deals and find those worth re-opening, pull deal data from HubSpot, research trigger events, score revival potential, and produce a prioritized re-engagement plan.

Steps

1. Gather scanning parameters by asking the user:

   (a) "What timeframe of closed-lost deals should I scan?" Offer options:

   • Last 3 months (recent losses, highest re-engagement potential)
   • Last 6 months (balanced coverage)
   • Last 12 months (broadest scan, some contacts may have moved)
   • Custom date range