Closed-Lost Recovery
Most teams forget about closed-lost deals. Conditions change though. New budget appears, leadership turns over, a competitor drops the ball. The accounts that said no six months ago might say yes today.The Play
Export closed-lost deals from CRM
Pull closed-lost opportunities from HubSpot or Salesforce for the last 6-12 months. Include close reason, competitor mentioned, deal size, and cycle length.
Enrich lost accounts with current data
For each company, pull current firmographics via Crustdata or Apollo: recent funding, hiring signals, leadership changes.
Detect re-engagement triggers
Flag accounts where something changed since you lost the deal: new budget from a funding round, new champion from a leadership change, hiring surge, or competitor dissatisfaction showing up on review sites.
Score and prioritize
Rank targets by signal strength and original deal size. A 10K loss with no changes.
Tell Claude Code
“Pull my closed-lost deals from HubSpot for the last 6 months. Enrich each company with Crustdata to check for funding, hiring, or leadership changes. Flag any account where something material changed since we lost the deal. Write results to winback-targets.csv.”
Signal Detection Matrix
| Signal | Source | Priority |
|---|---|---|
| New funding round | Crustdata company enrichment | High — new budget |
| Leadership change in buying team | Job change detection | High — new decision-maker |
| Hiring for roles your product covers | Crustdata hiring signals | Medium — growing pain |
| Competitor negative reviews | G2/Capterra via web scraping | Medium — dissatisfaction |
| Company expansion (new offices, M&A) | Crustdata company data | Medium — new scaling needs |
| Time elapsed > 6 months | CRM close date | Low — cooling period passed |
Cost Estimate
- CRM data pull: Free (via MCP)
- Company enrichment: ~0.4 credits per account (Crustdata)
- Job change detection: only billed on confirmed “Moved” results (2 credits per confirmed changer)
- New email resolution for changers: ~0.3 credits per changer
Account Scoring → | Signal Playbooks → | I Have X, I Want Y →