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.

Step 1: Define Your Closed-Lost Criteria

Not every closed-lost deal deserves revival. Start by filtering for:

• Deals lost due to timing or budget, not disqualification
  
  
• Deals with active champions still at the company
  
  
• Accounts that were in mid-to-late stage before stalling
  
  

Tip:

Use CRM filters like:

• Close reason = “budget,” “timing,” “no response”
  
  
• Deal stage ≥ Evaluation
  
  
• Close date = 3–12 months ago (older can work too)
  
  

Step 2: Clean the Data Before Feeding Alice

Alice performs best with context. For each deal, make sure you:

• Confirm the account is still relevant
  
  
• Pull the original contact + role
  
  
• Update company news (e.g. funding, hiring, product launches)
  
  

You can bulk enrich these with tools like Clay, Clearbit, or UserGems, or use Alice’s native enrichment workflows if available.

Step 3: Build a Closed-Lost Persona Script

Alice needs to know how to speak to this cohort. Create a new script type that says:

“This contact previously engaged with us, but the deal didn’t close. Reconnect with value based on the original pitch and ask if now is a better time.”

Key components:

• Reference the past conversation or reason for disengagement
  
  
• Show that Alice is “following up” vs. cold contacting
  
  
• Mention what’s changed (new product, pricing, market conditions)
  
  
• Keep it friendly, brief, and relevant
  
  

Step 4: Set Up the Alice Campaign

Inside the Alice UI or your CRM-integrated workflow:

1. Upload the list of closed-lost leads/accounts
   
   
2. Tag them with a “closed-lost” campaign ID
   
   
3. Apply the persona + message template from Step 3
   
   
4. Choose delivery method: Email only, or multi-channel (if integrated with LinkedIn or SMS)
   
   

Optional:

• Create multiple versions of the messaging for A/B testing
  
  
• Stagger outreach across 2–4 weeks
  
  

Step 5: Monitor Engagement & Hot Signal Triggers

Alice tracks all outreach performance. Watch for:

• Replies or clicks from known contacts
  
  
• New contacts engaging from the same domain
  
  
• Signal-based triggers (e.g. job changes, funding, hiring for relevant roles)
  
  

Then:

• Requalify in CRM: If intent signals are strong, flip the status to “open”
  
  
• Route to AE: Push high-interest responses directly to a human rep
  
  

Step 6: Close the Feedback Loop

After 3–4 weeks:

• Pull conversion metrics (opens, replies, requalified opps)
  
  
• Segment learnings by original close reason (e.g., Budget vs. Timing)
  
  
• Update your messaging playbooks based on which themes worked
  
  

Bonus Plays (Advanced)

• 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
  
  

What You Need to Run This Today