Sales Workflows
Deal Lost Re-engagement Workflow(Free Download)
Full win-back playbook: enroll on Closed Lost, 30/60/90-day value emails, re-engagement scoring (0–100), tiered sales alerts, tasks, and clear outcomes.
Template preview
Win-back workflow
What's included
Six workflow stages (30 steps), three email templates with tokens, 0–100 re-engagement scoring model, BANT-style threshold tiers, sales alert and task rules, owner logic, timing table, and exit conditions.
stages6
workflow Steps30
emails3
Automation rules
- Closed Lost enrollment with exclusions and dedupe
- Content selection by industry, deal size, lost reason, product, persona
- Alerts on reply, clicks, key pages, meetings, score threshold
- Tasks with 1 business day SLA on meaningful re-engagement
- Exit on meeting, positive reply, pipeline move, unsubscribe, permanent DQ
Template specs
Difficulty
Intermediate
Setup time30–90 minutes
IndustryUniversal
Plan required
Free
Updated 2026-03-21
No credit card · Free forever
A complete deal-lost re-engagement workflow with six stages: enrollment and context capture; 30-, 60-, and 90-day email touches with personalization; real-time signal detection; sales alerts and SLA tasks; and outcome handling (Re-engaged, No Response, Unqualified). Includes suggested email copy, merge tokens, engagement scoring with passive / warming / sales-ready bands, threshold logic, routing to prior deal owner, automation (enrollment guards, dedupe, alerts, tasks), and exit conditions. Timing defaults are editable after deployment.
The Problem This Solves
Lost deals go cold while competitors stay in touch. Without a structured 30/60/90 motion and scoring, win-back is inconsistent and reps miss re-engagement signals.
Who It's For
AEs, SDRs, sales managers, and RevOps teams managing Closed Lost pipelines and win-back programs.
Use Cases
- Auto-enroll lost deals with excluded reasons and deduped enrollment
- Run value-led emails with industry/lost-reason-aware assets
- Alert owners when engagement crosses moderate/high thresholds or on reply/meeting
How to Use This Template
- 1
Open “Use This Template” or “Workflow Preview” to explore stages, emails, signals, and automation
- 2
Connect trigger: Deal = Closed Lost; map lost reason, value, industry, product interest
- 3
Configure score weights and bands; align alerts to Slack/email
- 4
Assign default owner to prior deal owner; set 1-business-day task SLA after hot signals
- 5
Export PDF/Excel for enablement; deploy to activate the live workflow in CRM
Frequently Asked Questions
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