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Ask Ari for last year’s lost deals and you get the accounts, the right people at each one, and the reason you lost them, all on one list. Lost deals are warm. A rep who knows why the deal died can open with what changed since. You will end up with: a company table of closed-lost accounts with deal stage, amount, close date, owner and loss reason on every row. Plus a people table of decision makers at those accounts, with the deal history beside each person and, when you approve it, phone numbers. Before you start: HubSpot or Salesforce connected. Loading from the CRM and adding CRM columns are free. Phone and email lookups cost credits and wait for your approval. Ari is available on Enterprise and Enterprise Plus seats, and on Admin seats.

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Steps

1

Load the closed-lost deals

What you get: the accounts behind those deals, linked to their CRM records. The deal columns arrive on their own: Deal, Deal Stage, Deal Amount, Close Date, Deal Owner and Loss Reason. A first load returns 50 and says how many more exist. Say “pull them all” for the full set.
2

Filter by what matters

Any deal field can be a filter, in your own words.
3

Decide who to call at each account

These are two different asks. People you already spoke with live in your CRM. New decision makers come from Salesfinity’s data network.
4

Bring the deal history onto the people

People found from a company table stay linked to their account. So the account’s columns can be copied onto each person, as “Account: Loss Reason”, “Account: Deal Amount” and so on.Now a rep sees why the deal was lost before dialing the person.
5

Approve phone lookups, then send to the dialer

Ari stops before it spends credits on phone numbers and tells you how many people it will look up.Approve the card. You spend 1 credit for each person where a number is found. Not everyone will have one. Then:

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How it works

Ari loads the accounts through the deals themselves, so the loss reason comes along in the same step. There is no separate research step. People found at those accounts stay linked to their account, which is what lets account columns be copied onto people. Ari never looks up phone numbers on its own. Every paid step waits for your approval.

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Prompts to try

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You’re done when

  • Your lost accounts are on a table with the loss reason on every row.
  • Two or three decision makers per account carry that loss reason beside their name.
  • The list is in your dialer, with phone numbers where they were found.

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Next steps

Build a look-alike list

Do the same, starting from the deals you won.

Save winning plays as skills

Run this every month the same way.