Signal-Based playbooks

Reactivated Closed Opps

Identify the companies you’ve talked to in the past, currently showing engagement. Engage with the decision maker with one click.

All directly from Salesforce.

Win Back Your Closed Opportunities

1️⃣ Identify closed opps currently showing engagement


MadKudu Copilot searches among all your first party data to surface relevant signs to sellers.
Rely on AI and never miss when a previously lost opp re-engages.

Identify companies about to renew with your competitors image
2️⃣ Identify the decision makers to engage with, even if they are not in Salesforce yet

Get recommendations directly in Salesforce.
Understand how active the known contacts are and identify new ones in a click.

Identify the decision makers to engage with, even if they are not in Salesforce yet
3️⃣ Engage those contacts with a highly customized email

Directly ask them what renewed interest in your product.
You know their main challenges: tell them how your product will help them.
Don’t forget to mention your newest features.

Engage those contacts with an email explaining why your solution is different.
Hunter Romano, Senior Account Executive at Lucid
Lucidchart logo

If I had to pick one playbook for the new business sales team to focus on, it would be accounts with Closed Lost opportunities that have recently visited our website again: we know they're thinking about us right now.

Taylor Beidleman,
Senior SDR at Lucid
Get a free evaluation of how much pipeline this playbook will bring you