A consulting agency handed an AI agent the follow-up of its lost deals and former clients. Every morning, the agent proposes a follow-up in Slack; the salesperson reviews it and sends it from their own mailbox.
Day 90
Every lost deal gets one follow-up, 90 days after it was lost.
By design
0
Emails sent without approval: each one leaves from the salesperson's own mailbox.
By design
< 2 min
To review and approve a proposal.
Target
Commercial results (reply rate, reopened deals) will be published once the client has measured them.
01
Once a deal is marked "Lost" in the CRM, nobody follows up on it again.
02
An agent that prepares each follow-up for the salesperson, without ever sending it on its own. The salesperson stays in control of every email.
# lost-deal-follow-ups
AI Follow-upsAPP9:12 AM
Follow-up to approve · lost deal
Why this follow-up
Angle chosen: revive the project postponed for budget reasons, without talking price.
• Lost 3 months ago for "budget": the client postponed and never negotiated the price.
• New annual budget in January (call note from September 12).
Ruled out: offering a discount. The blocker was timing, not price.
Found online (website · news)
• December 2 press release: a new office in Lyon — used
• LinkedIn: Julie has been in the role for 14 months — for context
Email preview
Subject: Your 2026 leadership retreat
Hi Julie, congratulations on opening your Lyon office. When we spoke in September, the timing wasn't right…
Sources: HubSpot record · website · LinkedIn
Why this follow-up
The angle chosen, and the one ruled out, with the reason.
Found online
What has changed at the client since the deal was lost, with sources.
Three buttons
Review, regenerate or ignore. The draft lands in Gmail, and the salesperson sends it when they want.
03
01
Selection
Every morning, the agent finds the deals lost 90 days ago in HubSpot. On Mondays, it adds former clients.
02
Reading the record
It rereads the loss reason, the last exchanges and what has changed at the client.
03
Proposal in Slack
It posts an angle, an email and its sources, tagging the salesperson in charge.
04
Approval
The salesperson reviews, edits if needed and saves the draft to their Gmail.
Next step. Sending straight from Slack, and a second follow-up when an email stays unanswered for two weeks.
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