Research shows the sweet spot is 3-6 months after the loss, once they've had time to live with their decision. This recipe monitors closed-lost deals and auto-triggers outreach at the optimal window based on deal closure date and buying signals.

The Research Agent pulls context from your CRM notes, deal stage history, and conversation logs to understand the reason for loss (price, product gaps, timing, competitive loss, etc.). It then crafts messaging that directly addresses the original objection.

The recipe prioritizes reaching the original contact but can also identify new stakeholders in the account who may have changed priorities (new job changes, hiring patterns, funding rounds, etc.). It recommends the best target based on available signals.

The agent factors this in. If the account has already signed with a competitor, the recipe shifts to a "competitive displacement" angle: "We know you chose [competitor]. Here's what we do differently now..." This is lower probability but still worth the effort.

We recommend 2-3 touches over 60-90 days. The recipe auto-sequences these if the prospect doesn't respond. Most recovered deals come after the second or third attempt, when timing has shifted.

Most teams recover 5-10% of closed-lost pipeline using this recipe. That might not sound like much, but across a sales org, it often adds up to 500K-1M+ in recovered annual pipeline.