Closed Lost Revival Scanner

Closed-Lost Revival Scanner

Scan closed-lost HubSpot deals, research trigger events that occurred since the loss date, score revival potential, and generate re-engagement outreach for the highest-potential opportunities.

Instructions

When a user wants to revisit closed-lost deals and find those worth re-opening, pull deal data from HubSpot, research trigger events, score revival potential, and produce a prioritized re-engagement plan.

Steps

1. Gather scanning parameters by asking the user:

   (a) "What timeframe of closed-lost deals should I scan?" Offer options:

   • Last 3 months (recent losses, highest re-engagement potential)
   • Last 6 months (balanced coverage)
   • Last 12 months (broadest scan, some contacts may have moved)
   • Custom date range

   (b) "Is there a minimum deal size?" Accept a dollar threshold or "any amount".

   (c) "Filter by close reason?" Common closed-lost reasons:

   • Lost to competitor
   • Budget/timing
   • No decision / went dark
   • Not a good fit
   • All reasons

   (d) "Filter by deal owner?" Accept an owner name/email or "all owners".

2. Retrieve the current user's identity by calling mcp__claude_ai_HubSpot__get_user_details to get the authenticated user's name, email, and HubSpot user ID. Use this to resolve "my deals" references and map owner filters.

3. Discover relevant deal properties by calling mcp__claude_ai_HubSpot__search_properties with:

   • object_type: "deals"
   • query: "closed" to find closed_lost_reason, closedate, and related fields
   • Also search query: "lost" to find custom close reason properties

   Identify the exact property names for close date, close reason, and deal stage values for "closedlost".

4. Search for closed-lost deals by calling mcp__claude_ai_HubSpot__search_crm_objects with:

   • object_type: "deals"
   • filter_groups: Build filters combining:
     • dealstage equals the closed-lost stage ID (typically "closedlost")
     • closedate is after the start of the user's timeframe
     • amount is greater than or equal to the minimum (if specified)
     • hubspot_owner_id matches the specified owner (if specified)
     • Close reason matches the filter (if specified and the property exists)
   • properties: ["dealname", "amount", "dealstage", "pipeline", "hubspot_owner_id", "closedate", "createdate", "closed_lost_reason", "hs_lastmodifieddate", "notes_last_updated"]
   • sorts: [{"propertyName": "amount", "direction": "DESCENDING"}]
   • limit: 50

5. Retrieve associated contacts and companies by calling mcp__claude_ai_HubSpot__get_crm_objects with:

   • object_type: "contacts"
   • object_ids: contact IDs associated with the closed-lost deals
   • properties: ["firstname", "lastname", "email", "jobtitle", "company", "phone", "linkedin_url"]

   Also retrieve company information:

   • object_type: "companies"
   • object_ids: company IDs associated with the deals
   • properties: ["name", "domain", "industry", "numberofemployees", "city", "state", "country"]

6. Resolve deal owners by calling mcp__claude_ai_HubSpot__search_owners with the hubspot_owner_id values from the deals to map owner IDs to names and emails.

7. Enrich companies for trigger event detection by calling mcp__claude_ai_Amplemarket__enrich_company for each unique company associated with a closed-lost deal (limit to top 15 by deal amount):

   • Use the company domain from HubSpot
   • Extract current firmographics: size, funding, industry, tech stack
   • Compare against what was known at close time to detect changes (growth, funding, tech changes)

8. Research trigger events since loss date by calling WebSearch for each company:

   • Query: "[Company Name] funding OR announcement OR expansion OR acquisition [year]"
   • Query: "[Company Name] new [CTO OR CEO OR VP] [year]"
   • Focus on events that occurred AFTER the deal was lost. These are the revival triggers
   • Look for: new funding rounds, leadership changes, product launches, expansion, restructuring, M&A activity, competitor issues

9. Score revival potential for each closed-lost deal. Assign a score of High, Medium, or Low based on:

   High Revival Potential:

   • Strong trigger event found (new funding, leadership change, competitor issue)
   • Original close reason was timing/budget (not "not a good fit")
   • Contact is still at the company
   • Company has grown since the loss

   Medium Revival Potential:

   • Moderate trigger event or company growth signal
   • Original close reason was "went dark" or "no decision"
   • Contact is still at the company but may have changed roles

   Low Revival Potential:

   • No significant trigger events found
   • Original close reason was "not a good fit" or "lost to competitor" (without competitor issues)
   • Contact has left the company
   • Company has shrunk or faces challenges

10. Present the prioritized revival list with:

• Executive summary: total deals scanned, total value, revival potential distribution, top trigger events
• Priority-ordered table with all dynamic fields
• Per-deal revival strategy with suggested openers referencing the trigger event
• Deals grouped by close reason for pattern analysis
• Recommendation on which deals to re-open first

Important Notes

• Limit company enrichment and WebSearch to the top 15 deals by amount to manage credit usage and execution time. For larger scans, offer to batch: "I found X closed-lost deals. Shall I research the top 15 by deal value first?"
• Trigger events must have occurred AFTER the deal close date to be valid revival signals. A funding round that happened before the loss is not a new trigger.
• When the close reason was "lost to competitor," search specifically for negative news about that competitor (layoffs, outages, price increases, acquisitions) as these are powerful revival hooks.
• Deals closed as "not a good fit" have the lowest revival potential unless the company's situation has fundamentally changed (e.g., massive growth, different use case emerged).
• If the HubSpot account does not have a closed_lost_reason property, skip that filter and note: "No close reason data available, so scoring is based on trigger events and contact status only."

Dynamic Fields Generated

The following dynamic fields are populated for each closed-lost deal and can be used in revival outreach templates:

Examples

Example 1: Full Revival Scan of Last 6 Months

User prompt: "Review our closed-lost deals from the last 6 months. Any worth revisiting? Focus on deals over $50K."

What the skill does:

1. Calls mcp__claude_ai_HubSpot__get_user_details to get user context.
2. Calls mcp__claude_ai_HubSpot__search_properties with object_type: "deals", query: "closed" and query: "lost" to find relevant properties.
3. Calls mcp__claude_ai_HubSpot__search_crm_objects filtering for dealstage = "closedlost", closedate after 2025-09-09, amount >= 50000.
4. Calls mcp__claude_ai_HubSpot__get_crm_objects for associated contacts and companies.
5. Calls mcp__claude_ai_HubSpot__search_owners to resolve deal owners.
6. Calls mcp__claude_ai_Amplemarket__enrich_company for the top 15 deal companies.
7. Calls WebSearch for trigger events at each company since their respective close dates.
8. Scores and presents the prioritized revival list.

Example output:

CLOSED-LOST REVIVAL SCAN - Last 6 Months ($50K+)

Executive Summary

• Deals scanned: 23
• Total lost pipeline: $2.8M
• High revival potential: 4 deals ($680K)
• Medium revival potential: 8 deals ($920K)
• Low revival potential: 11 deals ($1.2M)
• Top trigger events found: 3 funding rounds, 2 leadership changes, 1 competitor issue

High Priority Revival Targets

Medium Priority Deals

Pattern Analysis by Close Reason:

• Budget/timing (9 deals, $1.1M): Highest revival potential. Re-approach when triggers suggest budget availability
• Went dark (7 deals, $850K): Medium potential. New leadership or company changes may create re-entry
• Lost to competitor (4 deals, $520K): Low unless competitor issues found (1 case identified)
• Not a good fit (3 deals, $330K): Lowest potential. Only revisit if fundamental company change

Example 2: Competitor-Loss Revival

User prompt: "Find deals we lost to CompetitorX in the last year. Any chance to win them back?"

What the skill does:

1. Calls mcp__claude_ai_HubSpot__get_user_details.
2. Calls mcp__claude_ai_HubSpot__search_properties to find the close reason property.
3. Calls mcp__claude_ai_HubSpot__search_crm_objects filtering for closed-lost deals with close reason containing "CompetitorX" in the last 12 months.
4. Enriches companies and searches for CompetitorX-related negative signals.
5. Scores revival potential based on competitor vulnerabilities.

Example output (abbreviated):

COMPETITOR LOSS REVIVAL - Deals Lost to CompetitorX (Last 12 Months)

Summary: 6 deals lost to CompetitorX | $890K total value | 2 deals show revival potential

Example 3: Single Owner Revival Focus

User prompt: "I want to re-open some old deals. My email is lchen@ourcompany.com. Show me my closed-lost from Q4 last year."

What the skill does:

1. Calls mcp__claude_ai_HubSpot__get_user_details and resolves lchen@ourcompany.com to an owner ID.
2. Calls mcp__claude_ai_HubSpot__search_crm_objects filtering for closed-lost deals owned by that ID, with close date between 2025-10-01 and 2025-12-31.
3. Enriches companies, researches triggers, scores revival potential.
4. Presents a personal revival action plan for Lisa Chen.

Example output (abbreviated):

YOUR CLOSED-LOST REVIVAL PLAN - Lisa Chen (Q4 2025)

Summary: 7 deals | $645K total lost | 2 high-priority revival targets

Troubleshooting