Lost Deal Recovery
Learn from every loss, and win some back
By LUCY·Any business that wins work from enquiries
When a deal is lost your team is asked to record why, and thirty days later the prospect gets a light-touch note that reopens the door. Lost deals are the warmest leads you have.
What you get
- A task to record why the deal was lost
- A courteous check-in 30 days later
- A task to follow up if they reply
about 4 hours saved a month
How it works
Exactly what each automation does, in order. You can change all of it after installing.
learn and revisit
When a deal is lost
Create a task: "Record why we lost [name]"
Wait 30 days
Email: "Checking in"
Create a task: "Follow up with [name] if they reply"
Before you switch it on
- Keep the check-in note short and make it easy to say yes
Questions
Do I need a LUCY account?
Yes, a free one. If you do not have one yet, create it from your install link. Your purchase is then switched on in the workspace you choose.
Can I change it?
Yes. A pack is a set of ordinary automation rules. Read them, edit the wording, pause or delete any of them.
Can I get a refund?
Yes, any time before you install it.