Skip to content
The Workflow Library
Get the full library

Closed-lost follow-up task in 90 days

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

Professional

Seat pricing: Professional edition. To build it, a GTM Seat or an Ops Seat (an Ops Seat cannot create marketing emails or sequences). Per-hub plans: Sales Hub Professional.

Deal4 stepsUpdated for HubSpot seat pricing
OutcomeA deal that closes lost gets a follow-up task automatically scheduled 90 days out, so re-engagement does not depend on someone remembering to check back.
Workflow mapdeal-hygiene-024
Deal moves to Closed Lost leads to Set Lost Follow Up Sent = true. Set Lost Follow Up Sent = true leads to Delay 90 days. Delay 90 days leads to Create follow-up task for owner. Create follow-up task for owner leads to Notify owner. Deal moves to Closed Lost Set Lost Follow Up Sent = true Delay 90 days Create follow-up task for owner Notify owner
Deal moves to Closed Lost leads to Set Lost Follow Up Sent = true. Set Lost Follow Up Sent = true leads to Delay 90 days. Delay 90 days leads to Create follow-up task for owner. Create follow-up task for owner leads to Notify owner. Deal moves to Closed Lost Set Lost Follow Up Sent = true Delay 90 days Create follow-up task for owner Notify owner

When to use it, when not to

Use it

  • Use it for lost deals where the buying need is likely still there later: a budget cycle, timing, or a competitor with a contract renewal date.
  • Use it as the light-touch companion to deal-hygiene-033 (full reactivation workflow). This fiche only creates a task, it does not reopen or clone the deal.
Read more on when to use itShow less

Skip it

  • Do not use it for lost reasons that mean the opportunity is genuinely dead, for example the company shut down or a hard product mismatch. Exclude those loss reasons if you capture them (see deal-hygiene-004).
  • Do not stack this with deal-hygiene-033 on the same loss reasons without deciding which workflow owns which reasons, or reps get two different follow-up mechanisms for the same deal.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 2 items

Every property with its label, internal name, type and options, plus the assets the workflow needs.

Enrollment · 4 parts

The trigger, the criteria as ticked in the UI, the re-enrollment rule and the suppression list.

Steps · 4 numbered actions

Each action in order with its parameters, branches and delays.

Known pitfalls · 4

Traps seen in production, each with what breaks and what to do instead.

Test plan and UAT script · 3 cases, 3 variants

How to prove it works in a test portal, one case per branch, and a sign-off sheet.

Files · PDF, Markdown, JSON, CSV

The properties JSON creates the fields in one call. The workflow JSON documents the build.

Install · 1 click, switched off

The installer creates the properties and the workflow, switched off, then opens a task for what it cannot create. Nothing is deleted, enabled or enrolled.

Unlock all 565 specs, 149 EUR

One-time, excl. VAT. 30-day refund. Installs in 3 portals. Founding price until 30 November.

Read the free Deal hygiene spec

Not the workflow you needed?

More in Deal hygiene

50 specs in this section

See all 50 This category, 39 EUR
FreeStale deal alert: no activity in 14 daysDeal9 steps Deal reactivation workflow from Closed LostDeal4 steps Require and capture win/loss reason on Closed LostDeal9 steps Exclude sandbox and test deals from hygiene reportingDeal4 steps

Read 12 complete specs before you pay.

One per category, same format as the paid ones. Email only, no card.

We email the link, then a short note when specs change. Nothing else.

149 EUR199

Full library, 565 specs
Get the full library