CRM

Olatz_Beitia
Participant

Close Lost workflow - recommendations

SOLVE

Hi There,
We are a B2B business that sells sowftware to enterprises.
We are starting to build automation across the business and 1 of the objectives is to re-engage with close lost deals. I was wondering if anyone could give me good examples of how can we do it.

Thanks in advance 🙂

 

Regards

 

Olatz

1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Close Lost workflow - recommendations

SOLVE

Hi @Olatz_Beitia,

 

You might want to further specify the "Lost interest" option with more detailed options. Lost interest could mean a lot of things.

 

I'd recommend a personal follow-up or an adjusted template if you're dealing with small numbers of contacts and if you want to give the follow-up a personal touch.

 

If you're dealing with large numbers of contacts and think the same messaging would work equally well for all who lost interested, automation is the way to go.

 

In any case, make sure to challenge critically what you're sending. These people lost interest for a reason. Make your email relevant, friendly, proactive, not pushy, salesy, adding to the inbox noise.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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5 Replies 5
Jigar_Thakker
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Close Lost workflow - recommendations

SOLVE

Hey @Olatz_Beitia 

 

To rengage with your deals who are in the closed lost stage currently:

 

1. You can Offer additional discounts to encourage the prospect to reconsider your product. 

3. Send Automated follow-up emails using sequences.   

4. Send a personalized video about your business and how software can add value to your client's business. 

5. Show your expertise through Social media by sending social media links. 

6. Send your customer testimonials and reviews. 

 

Let me know if you have any follow-up questions.

If my post was helpful in addressing your query, Support the community by indicating it as the solution.

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Close Lost workflow - recommendations

SOLVE

Hi @Olatz_Beitia,

 

If you haven't done so yet, I would set up a mandatory closed lost reason field that's a drop-down, not free text.

 

Once you have a drop-down, you can do fun stuff. Let's say the closed lost reason is bad timing, you could use a workflow to create a task in 6 months to check back in.

 

If the reason is a competitor and you have the competitor name, you could run a sequence whenever you have new product announcements or better features - same if the lost reason was a lack of certain functionalities on your part.

 

For each reason, think about what and when could be a follow up.

 

Let me know if you have any follow up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
Olatz_Beitia
Participant

Close Lost workflow - recommendations

SOLVE

Thanks for your response. We already have a drop down on reason andd 'lost interest' is the one with higher percentage. We were thinking to re-engage with them on a sequence 180 day after, but we are also thinking on making it more personal through the sales rep, that have dealt with the deal. What would your thoughs are on this?

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Close Lost workflow - recommendations

SOLVE

Hi @Olatz_Beitia,

 

You might want to further specify the "Lost interest" option with more detailed options. Lost interest could mean a lot of things.

 

I'd recommend a personal follow-up or an adjusted template if you're dealing with small numbers of contacts and if you want to give the follow-up a personal touch.

 

If you're dealing with large numbers of contacts and think the same messaging would work equally well for all who lost interested, automation is the way to go.

 

In any case, make sure to challenge critically what you're sending. These people lost interest for a reason. Make your email relevant, friendly, proactive, not pushy, salesy, adding to the inbox noise.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

Olatz_Beitia
Participant

Close Lost workflow - recommendations

SOLVE

thanks for your anwer it was very helpful

0 Upvotes