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skill CX Codex

closed-lost-revival — Claude Code skill: revive lost deals

Goes back through lost deals in your CRM, records the real reason and a reopen condition, then watches for that condition.

Install into Claude Code · Skills CLI (Vercel) All methods and platforms ↓
npx skills add cognyai/claude-code-marketing-skills --skill closed-lost-revival -a claude-code
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What closed-lost-revival does

The skill pulls closed-lost deals from HubSpot, Pipedrive or Upsales along with their calls, meetings and notes. A vague “not interested” gets replaced by the actual reason and a condition under which the account is worth approaching again: a feature shipped, a contract renewal date coming up, a champion changing jobs, the account visiting your site once more.

It runs through Cogny's MCP gateway, so a Cogny subscription and a connected CRM are required. Salesforce and other systems go through the CRM layer in /marketing-engineer. Fibbler is optional and adds ad-engagement signals. With no CRM connected the run stops; Stripe on its own only yields a partial list of canceled subscriptions, with no conversations to revisit and no draft notes.

Commands: build assembles the ledger from deals closed in the last 18 months, watch checks every open reopen condition weekly, shipped "SSO" finds everyone who asked for a given feature, match BK014 lines up lost prospects against a campaign offer. A single run covers up to 50 deals, newest and largest first. Amounts in different currencies are never summed.

What it helps with

  • replace “not interested” with the real reason
  • find everyone who asked for a shipped feature
  • reach out before a contract renewal date
  • match lost prospects to a campaign offer
  • draft a note that quotes the earlier call

Example prompts for the agent

  • Run /closed-lost-revival build and assemble the ledger of lost deals from the last 18 months
  • Check the open reopen conditions: /closed-lost-revival watch
  • SSO just shipped — find everyone who asked for it: /closed-lost-revival shipped "SSO"

How to install closed-lost-revival

1Skills CLI (Vercel)

npx skills add cognyai/claude-code-marketing-skills --skill closed-lost-revival -a claude-code

2Manually: put the files in place

~/.claude/skills/closed-lost-revival/SKILL.md

Copy the whole skill folder; for one project use .claude/skills/closed-lost-revival/

Step by step, with commands for each platform: How to install skills in Claude Code: five ways

Questions about closed-lost-revival

How do I install closed-lost-revival in Claude Code?

Run npx skills add cognyai/claude-code-marketing-skills --skill closed-lost-revival -a claude-code. The skill lands in ~/.claude/skills/closed-lost-revival/SKILL.md.

What does closed-lost-revival do?

It re-reads lost deals together with their calls and notes, records the actual reason and a reopen condition, watches for that condition, and drafts a personal note referring back to the earlier conversation.

What do I need before running it?

A Cogny subscription and a connected CRM — HubSpot, Pipedrive or Upsales. Without a CRM the run stops; Fibbler adds ad-engagement signals but is not required.

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