Built to reclaim revenue, this pipeline organizes closed-lost and dormant accounts into a deliberate win-back motion, so promising deals get a second chance instead of going cold forever. Stages move a lapsed contact back to an active opportunity.
What's Included
- Win-back stages: Closed-Lost, Re-Qualify, New Offer, Re-Engaged, and Reopened columns.
- Context fields: Original loss reason, last contact date, and new trigger per card.
- AI re-engagement agent: An agent drafts tailored outreach based on why the deal stalled.
- 100+ integrations: Pull dormant deals from your CRM automatically.
How To Use
- Clone the win-back pipeline into Taskade.
- Import closed-lost and dormant deals with loss reasons.
- Re-qualify which accounts are worth reopening.
- Let the AI agent draft personalized re-engagement messages.
Pair it with an outreach automation, or explore more sales pipeline templates to recover lost revenue.
