Reopen lost deals when the blocker leaves

What this workflow does

Each week, checks the people who blocked your lost deals for job changes. When one leaves, AIMEE researches who replaced them and what changed, and the deal owner gets a task to reopen.

Why it works. Many lost deals were lost to one person, and when that person leaves, the reason you lost often leaves with them.

Nothing is sent outside your team, so nothing waits for approval.

How it works

It starts: Every Monday, for each blocker on a lost deal, or run it now.

1. 1

   Check for a job change

   Runs a BrandWell data lookup and brings the result back into the workflow.

2. 2

   Moved to a new company?

   If yes, it goes on to "Record the departure". If no, it stops for that person.

3. 3

   Record the departure

   Saves what was found onto the record.

4. 4

   AIMEE checks who replaced them

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

5. 5

   Tell the deal owner

   AIMEE tells the right person, with the context they need.

6. 6

   Task to reopen the deal

   Creates a follow-up task for the right person.

What you need

• Workflow Wallet funds for paid lookups
• AIMEE in your BrandWell plan
• Outreach in your BrandWell plan
• An Outreach campaign

What it costs

Paid steps are charged per result from your Workflow Wallet, and you set the limit.

• Assumes AIMEE is already enabled in your plan. Subscription fees are separate.
• Assumes Outreach 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.

$1.21 typical per 100 people checked, up to $3.01

Free sources run first when they can answer. You see a price before anything paid runs. Estimates use current customer prices.

Data partners

Free sources run first, then the rest in the order this workflow tries them.

• Check for a job change

  • Datagma