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Lost Deal Template - SaaS-B2B Sales Leader

Re-engage lost deal prospects in SaaS with proven follow-up sequences. Address Champion turnover mid-deal (30% loss rate) and Competitor POC overlap (50% of deals).

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Workflow
Reactivation Sequence
Expected Lift
+8-12% reactivation rate
Trigger Signal
no_activity_30d
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Template Body

Re: Lost Deal at {{companyName}} - next steps
{{firstName}},

I noticed we haven't connected in about 30 days since our lost deal discussion. I wanted to reach out with some relevant updates.

We recently worked with Salesforce on Champion turnover mid-deal (30% loss rate), and they saw measurable results within the first quarter. Given Competitor POC overlap (50% of deals) often impacts SaaS sales teams, I thought this might be worth exploring.

Are you open to a quick sync this week?

Thanks,
[Your Name]

Personalization Tokens:

{{companyName}}{{firstName}}

Replace these with actual data from your CRM or database.

Usage Tips

  • 1Best sent 30-45 days after last contact
  • 2Reference specific pain points: Champion turnover mid-deal (30% loss rate)
  • 3Use company examples: Salesforce, Zendesk
  • 4Keep message under 150 words
  • 5Provide clear next step (meeting link or specific time slots)

Related Resources

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