Send lost client feedback request email to owners

Your lost proposals on the project board often lack owner feedback, leaving future outreach blind. Get feedback requests sent automatically so you capture reasons and re-engage prospects within one day.

Overview

When a deal moves to a lost stage without owner feedback, you miss the reasons behind the decision and future re-engagement chances. This flow sends a personalized feedback request and logs the outreach automatically so you capture reasons and enable follow-up within one day.