Deal Reactivation Agent

When a champion moves or a funding round hits an account, the agent starts looking for a lost deal worth reopening. It runs on the event rather than a schedule because that change creates the reason to contact the account again.

• Trigger events: A champion moving or a funding round
• Runs: When the event hits the account, not on a schedule

Next, the agent pulls the account's closed-lost opportunities from the last 18 months and checks why each one was lost. That gives the next step the original reason to compare with what has changed at the account.

• Fields: Loss reason and rival
• Window: Since the event
• Excludes: Deals lost on price

The agent compares the trigger event with the original loss reason for each deal and identifies the ones the event genuinely changes. It ignores deals lost on product fit unless the product has since shipped what was missing.

For each deal worth reopening, the agent creates a task for whoever owns the account now. It sets the due date within five working days because the window after the trigger event is short, and includes the original loss reason so the owner knows what stopped the deal before.

• Due: Within five working days
• Includes: The original loss reason