Closed-lost doesn't mean closed forever. Here's how to use Alice—your AI SDR—to reengage, requalify, and potentially reopen those deals that didn't close the first time around.
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01
Not every closed-lost deal deserves revival.
Filter deals lost due to timing or budget, not disqualification
Focus on deals with active champions still at the company
Target accounts that were in mid-to-late stage before stalling
02
Alice performs best with context. You can bulk enrich each deal with tools likeClay, Clearbit, or UserGems. For each deal:
Confirm the account is still relevant
Pull the original contact + role information
Update company news and context
03
Alice needs to know how to speak to this cohort. Keep the script friendly, brief, and relevant. The script should:
Reference the past conversation to show continuity
Show Alice is following up vs. cold contacting
Mention what's changed since last interaction
04
Upload the list of closed-lost leads
Tag them with a campaign ID, apply the persona template, and choose a delivery method
Create multiple versions for A/B testing and stagger outreach across 2–4 weeks
05
Alice tracks all outreach performance.
Watch for replies, clicks, new contacts from the same domain, and signal-based triggers
Requalify strong intent signals in CRM
Route high-interest responses to human reps
06
After 3–4 weeks:
Pull conversion metrics after 3-4 weeks
Segment learnings by original close reason
Update messaging playbooks based on which themes worked best for future campaigns.
Layer in personalization from Gong/call notes for high-value accounts
Trigger Alice to auto-relaunch if a contact switches jobs
Use Alice to follow up with "Not Now" replies 90 days later, automatically
CRM (e.g. Salesforce, HubSpot)
Alice
Enrichment tool (e.g. Clearbit, Clay)
AE/Sales Manager
Filtering closed-lost deals
Execution engine
Updating contact & company data
To own revived opportunities
Trusted by 100s of world class GTM teams:
Automate every step of your outreach process, from finding and researching prospects to personalizing messages and booking meetings.
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