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Documentation Index

Fetch the complete documentation index at: https://docs.buildbetter.ai/llms.txt

Use this file to discover all available pages before exploring further.

The Re-engage page (/success/re-engage) is the winback workspace. It surfaces closed-lost opportunities, scores each one for re-engagement likelihood, and gives you a prioritized queue for outreach.

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Summary Cards

  • Total lost deals — count of closed-lost opportunities in the workspace
  • Need re-engage — high-priority candidates (re-engage now)
  • Should re-engage — medium-priority (worth a touch when time permits)
  • Lost value — total ARR of the closed-lost pool (the size of the addressable winback market)

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The Queue

A table of closed-lost opportunities. Each row shows:
ColumnMeaning
CompanyAccount name + logo
CategoryWin/loss reason classified from the deal context (e.g., Price, Competitive, Timing, Feature gap)
ScoreNumeric re-engagement likelihood
Days since lossRecency of the deal close
Deal valueOriginal opportunity size
Primary contactThe last known contact at the account
Accounts routed in from Health show a Routed from Health badge.

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Score Factors

Each row expands to show why the account is a good re-engagement candidate. Common factors:
  • Budget renewed — fiscal year reset, budget pool is back
  • Market shift — industry conditions changed
  • Competitive loss reversed — competitor that beat you on price had a price hike or feature gap
  • Feature shipped — you’ve since shipped what they asked for (cross-referenced with Close the Loop)
  • Contact moved companies — a champion who left a previous account now works somewhere worth selling to
The score combines these factors with BuildBetter signals (positive mentions from the lost contact elsewhere, etc.) and Salesbricks deal context.

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Workflow

1

Filter by recency

Days-since-loss is a strong signal — accounts lost 6–12 months ago are usually riper than ones lost last week.
2

Read the category

Lost on price? Watch for a price-tier change on your side or a budget signal on theirs. Lost on a feature gap? Cross-reference Close-the-Loop to see if you’ve shipped it.
3

Expand the score factors

Confirm the AI’s read — is the factor real, or stale?
4

Drill in

Click the account to open detail. Review the original loss notes, the recent signals, the activity feed.
5

Reach out

Draft an email tailored to the loss category (price drop announcement, feature ship, market shift). Use the activity feed to find the warmest contact.

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How It Connects to Close-the-Loop

When you ship a feature that closed a lost deal, that feature shows up in Close-the-Loop as a matched release for the request. Re-engage uses the same matching engine to identify lost deals where you’ve now shipped the blocker. In practice: open Close-the-Loop after a release, see which lost deals are now winnable, and the same accounts surface on Re-engage with elevated scores.

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Demo Mode

The Preview with demo data button loads Pied Piper sample closed-lost deals so you can explore the queue and scoring without Salesbricks connected.
The most under-utilized Re-engage move: filter by category = Feature gap, then check Close-the-Loop for shipped features. Every match is a “we built what you asked for” email — the highest-converting winback message there is.