Win Back 20 Lost Deals Within 90 Days

Who This Is For and When It Pays Off

This goal is designed for sales-driven businesses that track deals in CRM systems and have lost opportunities worth pursuing again. It suits companies with a solid volume of lost deals from the current year and the capacity to handle renewed sales conversations.

It pays off when reopened conversations can realistically lead to recoveries, either because circumstances around the deals have changed or because new value can be demonstrated to prospects who previously said no.

Ideal users have CRM data organized by deal stage and dates, and enough sales or account management capacity to close recovered opportunities quickly.

How the Katteb Agent Does It, Step by Step

• Sign in to your CRM system to identify and extract lost deals from the current calendar year.
• Analyze deal details such as reason lost, contact history, and deal value to prioritize which lost deals to target first.
• Open new communication threads with key contacts via email, LinkedIn, or other integrated channels, using personalized messages based on deal context and previous interactions.
• Monitor responses and follow up persistently but professionally, adjusting messaging based on prospect feedback and signals.
• Log interactions and update deal records automatically to keep your CRM up to date on re-engagement efforts.
• Work with calendar integrations to schedule calls or meetings when prospects show renewed interest.
• Negotiate and move deals forward towards closing, supporting the sales team with relevant data and conversation history.
• Track progress toward the 20-deal win-back goal continuously to optimize efforts over the 90-day timeline.

What You Give the Agent Before It Starts

• Access credentials for your CRM platform with permissions to read and update deal and contact information.
• Details of the communication channels you want the agent to use, such as email accounts and LinkedIn sign-in for messaging.
• Preferences or guidelines around messaging tone, cadence, and escalation protocols.
• A definition of what counts as a 'won back' deal in your context (e.g., deals officially reopened, quotes sent, or contracts signed).
• Any sales collateral or updated offers that the agent can share with prospects when re-engaging.

What a Good Result Looks Like

Within 90 days, the agent successfully reopens conversations on at least 20 lost deals from the current year, progressing them to active status or closure.

Progress metrics report includes the number of contacts reached, response rates, meetings scheduled, and deals moved to a won or reopened stage.

The final deliverable is a detailed CRM update reflecting current deal status and notes on each re-engaged prospect, along with a summary report of outreach efforts and outcomes.

Typical timelines see initial responses within the first two weeks and steady deal movement throughout the period.

What to Expect and What Is Not Promised

The agent depends on accurate CRM data and valid contact information to be effective.

Response rates and deal recoveries vary depending on your industry, deal size, and previous reasons for loss.

Katteb does not guarantee every lost deal will be reopened or won back, but it automates and optimizes the outreach process to improve your chances.

Sign-in permissions are required for CRM and communication platforms, and some platforms may limit automation or messaging volume due to their terms of service.

Final deal closure depends on your sales team's follow-up and negotiation beyond the agent's outreach.

How the Goal Unfolds Over 90 Days and Daily Reports

Week 1-2 focuses on data extraction and prioritization of lost deals, followed by initial outreach to key contacts.

Weeks 3-6 involve follow-ups on non-responsive or hesitant contacts and scheduling meetings with interested prospects.

Weeks 7-12 concentrate on advancing reopened deals toward closure and revisiting any stalled conversations.

Daily reports summarize activities completed, such as emails sent, responses received, meetings booked, and updated deal statuses.

These reports keep you informed about progress and any adjustments to strategy based on real-time feedback.

Questions people ask