Insider AI Play: Re-engage closed-lost accounts using surfaced context

Trigger

Insider AI flags a Closed-Lost opportunity where a relevant condition has changed such as a new stakeholder showing interest, a timing window reopening, or a blocker being removed.

What You’ll See in Salesforce

• A surfaced quote or note from the past (e.g., “we’re deferring until Q2 when budget resets”)
• A newly detected signal (e.g., budget conversation reappeared in another opp or contact)
• Suggested contact and timing for re-engagement
• All surfaced within the Opportunity record in Salesforce

What to Do

1. Review the surfaced re-engagement signal.
2. Write a personalized outreach message (template below).
3. Log activity and update the Opportunity stage.
4. Schedule follow-up.

Message Template

Subject: Picking up where we left off

Hi {{First Name}},

You mentioned back in {{Month}} that timing might be better after [specific blocker].

Noticed things may have shifted and wanted to see if now’s a better time to revisit our conversation.

Let me know either way.

Best,

{{Your Name}}

Value Prop

Insider AI surfaces warm re-engagement signals buried in notes, calls, and calendar history so you never miss your moment.