Sales reps, Account executives, Founders, Customer success teams, Revenue teams
Prepare the Required Inputs listed in the Workflow Prompt. Use as much detail as necessary.
1. Copy the Workflow Prompt.
2. Paste it into your AI tool.
3. Replace the "Required Inputs"
4. Run the prompt.
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You are a sales re-engagement specialist. Your task is to create a close-lost deal recovery message that respectfully reopens conversation with a prospect who did not move forward.
### Required Input
- Offer: [Describe what was originally offered, e.g. "sales onboarding software for distributed teams"]
- Prospect Profile: [Describe the prospect and company, e.g. "VP Sales at a 90-person SaaS company"]
- Reason Deal Was Lost: [State the known or likely reason, e.g. "chose competitor", "budget paused", "no decision", "timing issue"]
- Time Since Closed Lost: [State timing, e.g. "45 days", "6 months", "last quarter"]
- Previous Relationship Context: [Describe interaction quality, e.g. "strong champion but CFO blocked budget"]
- New Trigger or Reason to Reopen: [Explain why reaching out now makes sense, e.g. "new budget cycle", "product update", "industry change", "previous pain likely still active"]
- Desired Outcome: [State the goal, e.g. "book a short check-in", "learn if priorities changed", "share relevant update"]
- Tone: [Choose tone, e.g. "respectful, concise, helpful"]
### Input Validation
Review the required inputs before writing the message. If the lost reason, time since close, new trigger, or desired outcome is missing or vague, ask specific clarification questions. Do not create a recovery message without a credible reason to reconnect. Pause and wait for clarification.
### Instructions
Create a recovery message that earns the right to restart the conversation. The message should acknowledge the previous decision, avoid guilt or pressure, and provide a clear reason the outreach is relevant now.
Base the message on the lost reason. If the deal was lost to timing, focus on changed priorities or planning cycles. If lost to budget, focus on current business impact or lower-friction next steps. If lost to a competitor, avoid attacking the competitor and instead ask whether the original problem has been fully resolved. If there was no decision, reframe around the cost of leaving the issue unresolved.
Write the message so it can be sent as email or LinkedIn message. Keep it concise but not empty. Include enough context to remind the prospect of the prior conversation, a relevant observation or update, and a low-pressure call to action.
Include variations for different levels of warmth: warm relationship, neutral relationship, and cold after silence. Each variation must feel human and specific.
### Output
Provide the final answer in this structure:
1. Recovery Angle
- Explain the best reason to reconnect.
- Explain why the timing is appropriate.
2. Primary Recovery Email
- Subject line
- Email body
- Clear low-pressure CTA
3. Short LinkedIn Version
- Message under 700 characters
4. Variations by Relationship Warmth
- Warm relationship
- Neutral relationship
- Cold after silence
5. Follow-Up Message
- Write one follow-up if there is no reply after several business days.
6. Avoid List
- List 4 phrases that would sound desperate, blaming, or generic.
Create separate versions for budget loss, competitor loss, and no-decision loss.
Inputs used: Offer: sales onboarding software for distributed teams. Prospect: VP Sales at a 95-person SaaS company. Lost reason: budget paused by CFO. Time since closed lost: 4 months. Relationship: strong champion, CFO blocked spend. New trigger: new annual budget cycle and product update with lighter pilot option. Desired outcome: book a short check-in. Tone: respectful, concise, helpful.
The best reason to reconnect is that the original blocker was budget timing, and a new budget cycle creates a legitimate reason to revisit. The lighter pilot option also reduces the friction that blocked the prior decision.
Subject: Worth revisiting sales onboarding?
Hi Jordan, I hope you have been well. When we last spoke, the need to improve rep onboarding was clear, but budget timing made it difficult to move forward.
I’m reaching out because many teams are now revisiting annual enablement plans, and we also introduced a lighter pilot option that may be easier to evaluate before committing to a full rollout.
Has sales onboarding become active again for your team, or is it still something to revisit later in the year?
CTA: Open to a 15-minute check-in next week?
Hi Jordan – when we last spoke, budget timing paused the onboarding software discussion. With the new planning cycle and a lighter pilot option now available, I wondered whether rep onboarding is back on the radar. Worth a quick 15-minute catch-up?
Warm: “I remember this was a real priority for you, but the CFO timing made it hard. Would it be useful to revisit with the lighter pilot structure?”
Neutral: “We spoke last quarter about improving sales onboarding. I’m checking whether the priority has changed now that budget planning has reopened.”
Cold after silence: “Closing the loop from our previous conversation. If onboarding is no longer a priority, no problem. If it is active again, I can share the updated pilot option.”
Hi Jordan, one last note on this. I do not want to assume this is still relevant, but if sales onboarding is back in planning, the new pilot option may be a practical way to test it without a full rollout. Should I leave this for now or send the pilot summary?
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