Magellan Digital SolutionsDiscuss your pipeline
TryHackMeDEAL INTELLIGENCE / MAGELLAN
CASE STUDY

MORE FROM EXISTING BUYER RELATIONSHIPS

How TryHackMe found sales follow-ups in its existing pipeline.

Gong and HubSpot history gave TryHackMe a clearer view of lost-deal follow-ups, open-deal next steps and customer commitments.

TryHackMe engagement · October 2026Gong + HubSpot

THE CHALLENGE

Buyer details were spread across calls and CRM records

When did the buyer ask us to come back?

Has the request already been answered?

The review turned that history into deal briefs: the buyer’s position, the next action and the evidence behind it.

THE APPROACH

From buyer history to sales priorities.

Research followed the deal, its contacts and the wider account. Calls and CRM activity were brought together to establish what buyers had asked for and what still needed attention.

EXISTING HISTORY

Read beyond the deal record

Gong and HubSpot history across the deal, contacts and account.

Records reviewed
GongHubSpot
Deal
Activity, stage and recorded loss reason.
Contacts
Buyer requests, conversations and rep notes.
Account
Related calls and other opportunities.
DEAL RESEARCH

Establish the buyer’s position

Trace buyer requests and check what later activity changed.

Research steps
  1. Reconstruct the timeline

    Put calls, notes and CRM activity in order.

  2. Follow the buyer’s request

    Trace questions, conditions and commitments across related records.

  3. Resolve the loose ends

    Look for later replies, completed actions or a change in the buying situation.

SALES PRIORITIES

Give the rep a clear next step

Prioritised briefs for lost-deal follow-ups, open-deal actions and customer commitments.

Inside each brief
IN EACH DEAL BRIEF
What to do next, and why
Buyer’s positionOwner + timingOriginal quotesSource links

The buyer context stays alongside the action.

ILLUSTRATIVE BRIEF · FICTIONAL EXAMPLE

What a deal brief looks like

Check the UK team’s rollout request

Confirm the UK team’s scope and budget holder before its planning meeting.

Owner
Alex · Account executive
Timing
Before the buyer’s planning meeting

Buyer context

The group budget was frozen. The UK team asked about funding a separate 30-seat rollout.

Evidence references

  • Buyer call · Day 7 — separate rollout requested.
  • Contact note · Day 7 — budget holder unconfirmed.

Still to check

Has the request since been answered, and is team funding still available?

CHECKED BEFORE DELIVERY

Two separate checks.

The source evidence and the recommended follow-up were reviewed separately.

How each check worked
01 / SOURCE CHECK

Did the records support the finding?

A separate review reopened cited calls and CRM records to verify quotes, speakers and dates. Unsupported details were corrected or removed.

02 / ACTION CHECK

Was the follow-up still needed?

Later activity was checked for completion or a changed situation, along with who should act and when.

A CLOSER LOOK AT THE FINDINGS

Where the review found a reason to act

The review covered lost deals, open opportunities and customer follow-ups.

REVISIT LOST DEALS
$1.5M+

Lost-deal value worth revisiting

Reasons to revisit lost deals

Some conversations were already in progress; others had a buyer’s return window or another reason to reconnect. Each brief explained the buyer context and next step.

What supported the lost-deal follow-ups?Share of value in lost deals selected for follow-up
TryHackMe

“We had deals marked ‘closed lost’ where buyers had already told us when to come back. Magellan brought those conversations back into view, with the buyer’s words and a clear next step for the rep. It gave us concrete reasons to pick up conversations we’d already invested in.”

Jonny Day
Jonny DayCRO at TryHackMe
FOLLOW THROUGH ON OPEN DEALS

The sales team had the next step

~2/3

of reviewed open-deal value

Sales-team actionOther deals

Other deals were waiting on the buyer or had gone quiet.

WHAT NEEDED TO HAPPEN

Buyer requests and later CRM activity showed what needed an answer, material to send or a next step to confirm.

Answer the buyer

Resolve an outstanding buyer question.

Send promised material

Deliver information the buyer was already expecting.

Confirm the next step

Confirm what happens next, with an owner and timing.

CONTINUE AFTER THE SALE

Keep customer commitments visible.

Won-deal history highlighted wider rollouts, renewal conversations and dated customer commitments.

Nearly$1M

Won-deal value with dated follow-ups

EXPAND

A wider rollout

Revisit the wider rollout discussed with the customer.

WHEN TO FOLLOW UPBefore the next purchase conversation
RENEW

A renewal discussion

Coordinate the next renewal conversation.

WHEN TO FOLLOW UPAt the agreed renewal milestone
DELIVER

An event or kickoff

Coordinate the event or kickoff agreed with the customer.

WHEN TO FOLLOW UPBefore the agreed event or kickoff

YOUR FIRST REVIEW

Start with a review of 20–50 deals.

Choose the deals and source records with your team, then review the findings together.

  • Prioritised briefs
  • Source evidence
  • Next steps
Discuss a pipeline review
About this case study

Based on Magellan’s TryHackMe engagement report, October 2026. Figures show the USD value of deals reviewed for follow-up.