Closed-lost, revisited: account expansion playbook

How it runs

Starts
Something changes at an account you lost: a new leader, a funding round, or the end of a competitor’s contract.
Step 1
Read why you lost
Cardinal pulls the loss reason and notes from the CRM.
Step 2
Match the change
It checks whether the new event removes that objection.
Step 3
Write the reopener
A short note that names what changed, not what you’d do differently.
ToPriya Nair, Head of Sales at FieldstoneSubjectchecking back in!
Hey Priya!
When we chatted in March the timing wasn’t right since you’d just signed another contract. I think that’s up in January!
If you’re looking at options, I’d love to show you what’s changed since spring :)
-Devi
Step 4
Alert the original owner
The rep who ran the deal gets first look.