Prospecting

Lost Deal Resurrection | Scheduled Sales Task

Reviews your closed-lost deals from the last 3 years, checks each for a fresh trigger (leadership change, funding, regulation, news, a problem the original deal would have solved), and drafts a re-open email where the trigger matches why the deal was lost.

Agentic
Intermediate
CRM connector, web search, email connector, Claude in Chrome (to save drafts if needed).

This workflow is part of Pro

The full trigger setup, the step-by-step build, and every prompt it uses are included with Promptifi Pro.