$1.5M+
Reopen the right conversations
Lost-deal value with a clear reason to follow up.
~$400K
Within the $1.5M+: buyers who named a time to reconnect.
MAGELLAN / DEAL INTELLIGENCE
More opportunity
from the deals
you’ve already worked.
Revisit lost deals, uncover customer expansion opportunities and move active deals forward. Turn CRM records, calls and deal history into clear next steps.
START WITH A PIPELINE REVIEW20–50 existing deals.
TRYHACKME / CASE STUDY$1.5M+ in lost deals worth revisiting ↗Prioritised briefs, source evidence and a findings review with your team.
FROM HISTORY TO A NEXT STEP
CRM history
Buyer callsSelected filesNORTHSTAR / CLOSED-LOSTFICTIONAL EXAMPLE
NEXT STEP
Confirm the UK team’s scope and budget holder.
The group budget was frozen, but the UK team asked about a separate rollout.
- Owner
- Alex · Account executive
- Timing
- Before the planning meeting
BUYER CONTEXT
Explore this example ↓The UK team asked about funding a separate 30-seat rollout.
TRYHACKME / CASE STUDY FINDINGS
What the TryHackMe review found
Gong and HubSpot history revealed lost-deal follow-ups, open-deal actions and customer commitments.
~2/3
The sales team had the next step
Of reviewed open-deal value, the next action sat with the sales team.
Answer a buyer question · Send material · Confirm the next step
$1M
Keep customer commitments moving
Won-deal value with dated follow-ups.
Expansion · Renewals · Events and kickoffs
TryHackMe engagement · October 2026 · Deal values in USD
“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.”
THE FULL REVIEWRead the findings and approach in the TryHackMe case study →
01 / WHAT IT FINDS
Keep current deals moving. Revisit existing relationships.
Two connected parts, with a clear next action for the team.
ACTIVE DEAL INTELLIGENCE
While the deal is open
Find unanswered requests, unresolved objections and commitments that still need attention.
- Buyer requestsWhat needs an answer or promised material?
- Next moveIs the team waiting on the buyer, or does the team need to act?
- Owner and timingWho should do what, and when?
REACTIVATION INTELLIGENCE
After the deal is closed
LOST OPPORTUNITIES
Revisit lost deals
Look for buyer return windows, unanswered questions or changed buying conditions.
EXISTING CUSTOMERS
See a lost-deal example →Follow through with customers
Keep renewal, expansion and delivery commitments moving with clear owners and dates.
02 / EXAMPLE DEAL BRIEF
The action first. The evidence beside it.
Explore an example. See the next action, buyer context and evidence, then choose how the finding reaches your team.
Sources and timeline Fictional records+
Qualification for this example+
Use BANT, SPICED, MEDDPICC or your own process. See the evidence behind each answer and the gaps to resolve.
03 / CHECKED BEFORE DELIVERY
Two checks before the finding reaches the team.
Check what the records establish, then whether the proposed action is still needed.
SOURCE CHECK
Does the evidence support it?
Reopen cited records to check quotes, speakers and dates. Correct or remove unsupported details.
CURRENT-ACTION CHECK
Is the follow-up still needed?
Look for later activity, completed work or changed circumstances. Check the next owner and timing.
The records behind each brief+
04 / MANAGER VIEW + DELIVERY
One finding, where your team works.
Managers see priorities, owners and timing. Reps get the next action where they work.
05 / YOUR FIRST REVIEW
Start with 20–50 deals.
Choose a sample from your existing pipeline. Get prioritised briefs and review the findings with your team.
Agree the sample
Choose open and recently lost deals, the source records and the questions the review should answer.
Review and check
Research the history and check the findings. Prepare briefs with the next action, owner, timing and evidence.
Review the findings
Walk through the priorities and plan how to keep the intelligence flowing.
Start with the review.
Discuss the review Then build ongoing deal intelligence around your team’s workflow.
Practical questions
Why combine CRM and call history?
Buyer calls capture requests, objections and commitments. CRM activity shows what happened next. Together, they reveal where your team needs to act.
What does my team need in place?
A B2B pipeline, a CRM and recorded sales history. Deals with multiple stakeholders, longer cycles and handoffs give the review more history to work with.
How do you choose which deals to revisit?
Prioritise deals with a clear reason to reconnect: a buyer’s return date, an unanswered request or a change in buying conditions. Each brief explains why the conversation is worth reopening.
Do we need to replace our sales process?
We work with your stages, terminology and qualification process, and deliver findings through your team’s workflow.
What data is included in the review?
The CRM records, calls, transcripts and deal files for the pipelines you choose. We work with deal-specific history and selected exports.
MAGELLAN / DEAL INTELLIGENCE
Find the follow-ups in your existing pipeline.
Start with 20–50 deals. Give managers a clearer view and reps a next step backed by the buyer’s history.
Discuss a pipeline review