Problem

Every pipeline has deals that stopped progressing or got marked as closed lost. Many stalled because of a missing feature, a lack of social proof, or an unconvinced stakeholder. The objection that killed the deal might already be solved.

Solution

Use AI to cross-reference your open and lost deals against what’s changed since you last spoke. A short, personalized “here’s what’s new” deck gives the rep a reason to re-engage without starting the conversation from scratch.

How it works

• Define your stall threshold in HubSpot, for example an open deal with no activity in 14 days, or a closed lost deal from the last two quarters.

• When a deal crosses the threshold, prompt your AI to generate a short “what’s new since we spoke” deck using the deal notes from HubSpot and your source of truth on recent changes, whether that’s a changelog, blog posts, or a Notion database. Include recent product updates, one relevant case study, and a next step.

• The rep receives the deck in Slack with a suggested message, sends it on a tracked link, and if it’s opened, they know the deal is alive.

Power up

Cross-reference with Clay signals so you’re not just waiting for the stall threshold. If a lost account raises funding, hires a new champion, or the original blocker leaves, trigger the win-back deck.