Revenue motion
Lost on timing is not lost.
The most common recorded reason for losing a deal is that the prospect was mid-contract with somebody else. That is a date, not a rejection. This motion waits for the date and comes back about sixty days before it — which the conversation data says is when these convert.
The motion, defined.
Audience
Opportunities lost with a reason of timing or an existing supplier agreement, where a renewal date was recorded
Offer
A comparison against what they currently have
Goal
A qualified meeting before their incumbent renews
Channels, in order
Email about sixty days before their renewal → A call if they engage
Success condition
A comparison meeting held before their renewal date
Accountable owner
Sales Manager
Who does what.
Shown exactly as the review screen shows it before the motion launches. You can change any of it except the last list — those are refused to every agent on every plan.
The agent does this, unattended
- Wait for the recorded date rather than guessing
- Reference why the conversation stopped
- Ask whether the renewal timing is still what they said
- Book a comparison meeting
A person does this
- Run the comparison conversation
- Anything about price against a known incumbent
Qualified means
- Whether the incumbent agreement is genuinely ending
- Whether the original requirement is unchanged
- Who decides this time
The agent can never
- Contact before the recorded window
- Refer to a competitor's pricing or terms
- Re-open a deal lost over a service failure
Make sure every opportunity gets a next action.
Let AI handle the repetitive engagement, keep follow-up moving, and bring your team in when a customer needs a real conversation.
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