> ## Documentation Index
> Fetch the complete documentation index at: https://docs.salesfinity.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Re-engage Closed-Lost Accounts

> Load closed-lost deals from HubSpot or Salesforce with their loss reasons, find the decision makers at each account, and turn them into a dialable list.

**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; a people table of decision makers at those accounts
with the deal context 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. Finding new contacts and enriching phones cost credits.

## Steps

<Steps>
  <Step title="Load the closed-lost deals">
    ```text theme={null}
    Load our closed-lost deals from the last 12 months onto a list.
    ```

    The companion loads the accounts behind those deals with the CRM IDs preserved, and the deal
    columns arrive automatically: Deal Stage, Deal Amount, Close Date, Deal Owner, deal name,
    and Loss Reason. A first load returns about a hundred; say "pull them all" for the full set.
  </Step>

  <Step title="Filter by what matters">
    Any deal property can be a filter, in your own words.

    ```text theme={null}
    Only deals over $20,000 that closed lost after January 1st.
    ```

    ```text theme={null}
    Only the ones lost to a competitor. Group them by loss reason.
    ```
  </Step>

  <Step title="Decide who to call at each account">
    Two different asks. The people you already spoke with live in the CRM; new decision makers
    are net-new discovery.

    ```text theme={null}
    Pull the contacts we already talked to at these accounts.
    ```

    ```text theme={null}
    Find the VP of Sales, Director of Sales Development, and SDR Manager at each of these.
    ```
  </Step>

  <Step title="Bring the deal context onto the people">
    Contacts built from a company table stay linked to their account, so the account columns
    can be copied down onto each person as "Account: Loss Reason", "Account: Deal Amount", and
    so on.

    ```text theme={null}
    Bring the loss reason and deal amount onto each contact.
    ```

    Now a rep sees why the deal was lost before dialing the person.
  </Step>

  <Step title="Approve phone enrichment, then export">
    The companion stops before spending credits on phones and states the row count.

    ```text theme={null}
    Enrich phone numbers for these 60 contacts.
    ```

    Approve the card, then:

    ```text theme={null}
    Export this as a contact list called "Closed-lost re-engage Q4".
    ```
  </Step>
</Steps>

## What happens behind the scenes

A deal-grain load resolves accounts through the deal or opportunity records and attaches the
deal columns in the same pass, so there is no separate "loss reason" research step. Contacts
found at those accounts are linked to their account row, which is what lets account columns be
carried onto people. The companion refuses to auto-enrich phones; every paid step waits for
your approval.

## Prompts to try

```text theme={null}
Closed-won accounts from last year, then find companies like them.
```

```text theme={null}
Which closed-lost accounts had a champion who has since changed jobs?
```

```text theme={null}
Load my own accounts in Salesforce that haven't been touched in 90 days.
```

```text theme={null}
Load the accounts on the "Enterprise Q3" HubSpot list and add their open deals.
```

## Next

<CardGroup cols={2}>
  <Card title="Build a look-alike list" icon="clone" href="/tutorials/lookalike-accounts">
    Do the same starting from closed-won.
  </Card>

  <Card title="Winning skills" icon="trophy" href="/tutorials/winning-skills">
    Save this as a monthly skill.
  </Card>
</CardGroup>