--- title: "Revive Closed-Lost Deals With an AI Agent | Prosyo" description: "An AI agent checks closed-lost deals in your CRM every week, finds what changed at each company and drafts a reason to reconnect." url: "https://prosyo.com/nl/ai-agents/use-cases/closed-lost-revival/" image: "https://prosyo.com/wp-content/uploads/2026/10/cropped-Prosyo-Icon-Transparent-1.png" language: "nl" --- Custom agent · Scheduled # 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. [Start free — 7 days](https://app.prosyo.com/) [Book a demo](https://prosyo.com/nl/) - 7 days free - No card required - Nothing sends without your yes Loved by founders, agencies and sales teams How it runs ## 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 Penny***Run with Custom agent* Every 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. 1. Runs every Monday morning 2. Reads deals lost more than 90 days ago in your CRM 3. Checks each company for news, new leaders and funding 4. Picks the ones where something changed 5. Drafts a reason to reconnect and asks before updating your CRM Revival list **Lost deals checked** 12 **Something changed** 4 **Reasons drafted** 4 **Waiting for you** Update 4 deals Illustrative run. Sending, paid actions and changes in other apps wait for your yes. The guide 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 in its report. Updating the deals in your CRM, for example moving them to a nurture stage, waits for your approval. ## Set it up 1. Connect your CRM and a web research app such as Exa. 2. Create an agent from scratch with the brief above, or copy the closed-lost playbook into a skill. 3. Schedule it for Monday mornings and set the lost-deal window. 4. 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. **Custom agent***Custom AI agent builder* **Starts** On a schedule **Apps** [Attio](https://prosyo.com/nl/integration/attio/) [Close](https://prosyo.com/nl/integration/close/) [Exa](https://prosyo.com/nl/integration/exa/) **Approval** Sending, paid actions and other apps wait for your yes **Great for** Founders, Sales teams **Available on** Penny Agents, Penny SDR and Penny SDR All-in [Start free — 7 days](https://app.prosyo.com/) [Book a demo](https://prosyo.com/nl/) - [How the Custom agent works](https://prosyo.com/nl/ai-agents/custom-ai-agent/) - [All agent use cases](https://prosyo.com/nl/ai-agents/#use-cases) - [Penny pricing](https://prosyo.com/nl/pricing/#penny) Apps in this use case ## Connected in a click, used on your terms Sign in once. You choose what it may do, and changes wait for your approval. [**Attio**CRM Read and update people, companies and deals in your Attio CRM. Attio + Prosyo](https://prosyo.com/nl/integration/attio/) [**Close**CRM Look up leads, opportunities and activity in your Close CRM. Close + Prosyo](https://prosyo.com/nl/integration/close/) [**Exa**Research/Web Search the web and company news to research people before you write. Exa + Prosyo](https://prosyo.com/nl/integration/exa/) You stay in control ## 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. - **Ask before every step**It asks before every step, unless you allowed that action to run on its own. - **Ask before any change**It reads and researches freely, then brings every change back to you. - **Handle routine work alone**Saving people, tagging and preparing drafts run on their own. Sending, paid actions and other apps still wait. Keep going ## 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](https://prosyo.com/nl/ai-agents/use-cases/ai-account-research/)[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 Agent](https://prosyo.com/nl/ai-agents/use-cases/skip-open-deals-crm/)[ScheduledEvery 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](https://prosyo.com/nl/ai-agents/use-cases/morning-high-intent-shortlist/) [Browse every use case](https://prosyo.com/nl/ai-agents/#use-cases) FAQ ## This use case, answered Straight answers on what the agents do, what they cost and how you stay in control. **Want to see it on your market?** Book a short demo. A real person runs the agents on your own ideal customer. [Book a demo](https://prosyo.com/nl/) **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 run it 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 a spending cap for each run. If a run reaches its cap, it waits for you. 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 comes with a plain-English report of what it did, what it cost 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. [Start free — 7 days](https://app.prosyo.com/) [See pricing](https://prosyo.com/pricing/) - 7 days free - No card required - Cancel in two clicks