We've all been there, deals stall or get lost and it's important to know when to cut your losses and prioritise other opportunities.
A playbook that's worked really well for us and many customers is tracking Lost Deals that revisit the website.
It's a strong signal they are reconsidering the solution or service and a simple message often get's the conversation started again. Who doesn't like low hanging fruit?
Here's how to get started👇
What do you need to get started
1️⃣ A list of your lost deals (include old or stalled deals) in one of the following formats Excel, CSV, Numbers or TXT.
You will need to have either the company domains or contacts business email addresses in the list.
2️⃣ Head over to Lists in Snitcher and import your lost deals then save the List as, you guessed it Lost Deals 🎉
If you want to take a look at the Lists guide, here it is.
Create a Lost Deal Segment
If you need a hand using the filters and creating segments, please check out the guide.
That's it, it's really that simple. If you've had Snitcher for a while, you'll likely notice there are already Lost Deals that have visited the website. If you've just signed up, it may take a couple days.
Create Notifications when Lost Deals visit
Next up, it's time to set up notifications. Take a moment to talk with the team and decide if you'd like to send notifications via Email, Slack or anywhere else using Zapier.
It's also a good idea to agree if everyone should receive the notification, or just specific team members. When you're ready, head on over to the Automations tab in Snitcher.
When configuring your Automations, it's important to make sure to set them up in the following way 👇
1️⃣ Select the event as New Session
2️⃣ Choose the Segment 'Lost deals'
3️⃣ Select where you want the notifications and the cadence (how often).
Decide if it's the original contact you met
Navigate to the visit from Lost Deal.
👉 Check the visitor location - is the same location as the person you were speaking with when the deal was lost, or a new one?
👉 Next up, take a look at the visit behaviour, what pages where they checking out and does that match up with the persona / job role of the person you were speaking about? Is it the same product or service that was being discussed?
Make a call on if it was indeed the same person, or likely someone new and reach out. If you need a hand with how to prospect Snitcher leads, check out the guide.
Keep an eye out for notifications of more visits
There's not much to do here besides let Snitcher get to work. If you don't hear back from them, consider reaching out to a different contact from the company or use a new channel like LinkedIn.
As always, please feel free to drop us a message if you need a hand, have an idea you would like to discuss or just feel like saying hello 🥳