Revive closed-lost deals with a reason to reconnect
Every Monday an agent reads deals lost more than 90 days ago in your CRM, checks what changed at each company, and drafts a reason to reconnect for the ones worth another look.
- 7 days free
- No card required
- Nothing sends without your yes
One request. The agent does the rest.
Type it to Penny, or use it as the agent’s brief and let it run on its trigger.
Agent PennyRun with Custom agentEvery Monday at 8, find deals in Attio lost more than 90 days ago, check each company for news, new leaders or funding, and draft a reason to reconnect for the ones where something changed.
- Runs every Monday morning
- Reads deals lost more than 90 days ago in your CRM
- Checks each company for news, new leaders and funding
- Picks the ones where something changed
- Drafts a reason to reconnect and asks before updating your CRM
- Lost deals checked
- 12
- Something changed
- 4
- Reasons drafted
- 4
- Waiting for you
- Update 4 deals
Closed-lost is not closed forever. The budget was frozen, the timing was wrong, the champion left. Months later the company raises money, hires a new leader or launches the exact project you pitched, and nobody on your side notices. This agent watches your lost deals for you and tells you when there is a real reason to reach out again.
Why most revival campaigns fail
“Just checking in” emails to every lost deal annoy more people than they win back. A revival works when it has a reason: something changed at the company that makes your offer relevant again. The agent only surfaces deals where it found that reason, and it writes the reason down so the message can lead with it.
What the agent does
Every Monday it reads the deals in your CRM that were lost more than 90 days ago. For each company it checks for news, leadership changes, funding and hiring with a web research app. It picks the deals where something changed, drafts a short reason to reconnect for each, and shows the result on the run page. Updating the deals in your CRM, for example moving them to a nurture stage, waits for your approval.
Set it up
- Connect your CRM and a web research app such as Exa.
- Create an agent from scratch with the brief above, or copy the closed-lost playbook into a skill.
- Schedule it for Monday mornings and set the lost-deal window.
- Keep CRM changes on review.
Write the comeback message
- Lead with what changed at their company, not with your product.
- Acknowledge the past honestly: “Last time the timing was not right.”
- Offer something small, such as a short call or a relevant case study, not a full demo.
Connected in a click, used on your terms
Sign in once. Every action is marked Reads or Changes data, and changes wait for your approval.
Custom agent asks before it acts
You choose how much it does alone. Reading and research always run straight away; anything that sends, spends or changes another app waits as a card you approve, unless you allowed it.
- Review each stepIt asks before every step, unless you allowed that action to run on its own.
- Review changesIt reads and researches freely, then brings every change back to you.
- Run routine workSaving people, tagging and preparing drafts run on their own. Sending, paid actions and other apps still wait.
Use cases that pair well with this one
On demandAI account research: a sourced brief on every target accountAn agent runs deep research on each target account with Parallel and Exa, and hands you a one-page brief with priorities, news, people and a reason to reach out, every claim with its source.Custom agent
New people on a listSkip prospects who are already in an open deal in Close or AttioBefore anyone gets a cold message, the Qualifier checks your CRM and holds back people in an open opportunity, so sales and outbound never talk over each other.Qualifier AgentScheduledEvery morning, the people who turned high intent and who to contact firstEach weekday morning an agent collects the new Hot people from Intent, saves them to a list and tells you who to contact first and why.Custom agent Why wait 90 days?
It gives the buyer’s situation time to change and keeps the outreach respectful. Choose the window that fits your sales cycle.
What counts as a change?
A new decision-maker, funding, a launch, expansion, or hiring for the work you help with.
Will it update my CRM?
Only after your approval. Reading runs straight away; changes wait as a card.
When does it run?
On the schedule you choose: every day, on weekdays, or one day each week at a set time in your time zone. You can still click Run now at any moment.
Which apps does it use, and do I need accounts?
It uses Attio, with one-click sign-in; Close, with one-click sign-in; Exa, no account needed. Each app works with your own access, so the agent only sees what your account can see, and anything an app charges for is billed by that app.
Can the agent act without my approval?
Reading and research run straight away. Routine work such as saving people to a list or tagging can run alone if you allow it. Sending, paid actions and changes in other apps wait for your yes unless you explicitly allowed that action.
What does a run cost?
Each step uses AI credits like a Penny question, and you set the most steps and credits one run may use. A run pauses at either limit until you continue it. Paid actions such as enrichment, and charges from connected apps, are separate.
Can I change what the agent does?
Yes, in plain words. Edit the brief, attach a skill such as your own playbook, tick or untick apps and change what needs approval. The next run follows the new instructions, and finished work stays saved.
Which agent runs it?
An agent you create from scratch with this use case as its brief. It takes a few minutes: name it, paste the request, pick the trigger and apps, and choose what needs approval.
How do I see what the agent did?
Every run has a page that says what it did in plain words, with the credits each step used and anything waiting for you. Results show as formatted answers, tables or diagrams, and you get a notification when a run finishes or needs your approval.
Which Prosyo plan do I need?
Agents come with the Penny Agents, Penny SDR and Penny SDR All-in plans: 5, 10 or 20 agents. Every workspace starts with a 7-day free trial, no card required.
Your next 10 meetings are already on LinkedIn.
7 days free, no card. Pay later and change your mind? Full refund within 7 days.
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