Write a loss review when a deal closes lost

When a deal moves to Closed lost, AIMEE pieces together the likely reasons from emails, meetings, topics researched and site visits, notes any competitor they looked at, saves it on the deal in the CRM, and adds the...

Use this workflowHow it works

5 stepsEach lost deal

The workflow diagram

Write a loss review when a deal closes lost: workflow diagramThe 5 steps of this workflow, from its trigger to the final step.When a deal is created or moved. OutreachBWWHENTRIGGERWhen a deal is created ormovedOutreachClosed lost?Closed lost?Piece together why it was lost. AIMEEAITHENPiece together why it waslostAIMEESave the review. Audiences and recordsBWTHENSave the reviewAudiences and recordsAdd the review to the CRM. IntegrationsCRTHENAdd the review to the CRMIntegrationsAdd to the closed-lost watch list. Audiences and recordsBWTHENAdd to the closed-lostwatch listAudiences and recordsThis path stops hereThis path stops hereYesNo
This is the workflow BrandWell builds on your canvas when you add it. You can change any step.

What this workflow does

When a deal moves to Closed lost, AIMEE pieces together the likely reasons from emails, meetings, topics researched and site visits, notes any competitor they looked at, saves it on the deal in the CRM, and adds the account to a closed-lost watch list.

Why it works. Honest loss reviews built from evidence show patterns reps miss, and the watch list sets up a revival later.

CRM notes write automatically. Nothing is sent to the buyer.

How it works

It starts: When a deal is created or moved, or run on a lost deal.

  1. 1

    Closed lost?

    If yes, it goes on to "Piece together why it was lost". If no, it stops for that person.

  2. 2

    Piece together why it was lost

    AIMEE researches the company or person and returns what she found.

  3. 3

    Save the review

    Saves what was found onto the record.

  4. 4

    Add the review to the CRM

    Adds or updates the records in your CRM.

  5. 5

    Add to the closed-lost watch list

    Saves the people to an audience you can use anywhere.

What you need

  • Outreach in your BrandWell plan
  • AIMEE in your BrandWell plan
  • Your CRM

What it costs

Uses what is already in your plan. Nothing is charged per result.

  • Assumes Outreach is already enabled in your plan. Subscription fees are separate.
  • Assumes AIMEE is already enabled in your plan. Subscription fees are separate.
  • Execution estimates are not a total campaign price. External tool subscriptions, model usage, advertising spend and delivery costs are separate unless explicitly itemized.

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