Re-engage degraded opportunities

Plays post image

Scenario

Trigger

  • Run a monthly report on open opportunities that are 60 days old and have gone 45 days without a meeting.

Actions

  • Send the list to the opportunity owner to confirm inclusion in a sequence to re-engage the prospects.

  • Identify other good-fit contacts at the account (multi-threading) and add them to a sequence sent from the opportunity owner’s manager.

  • Have an SDR follow up with a call after emails are sent.