Analyze
Loss Intelligence
Find the patterns, root causes, and revenue impact hiding across your lost deals.
Build a profile of every loss, beyond the reason someone typed on the record.
3 of 11 published
Rizer Academy
Your CRM records why you lost. It almost never records the cause.
A working curriculum on finding the real reasons B2B deals are lost, quantifying what they cost, and deciding which of those deals are still worth winning back.
Written from aggregate findings across real HubSpot instances, not from benchmarks.
Anonymized · Real HubSpot data · Jun 2026- 41%
- of losses driven by pricing, not execution
- 62%
- of competitor losses cluster in two segments
- $399K
- median recyclable pipeline per instance
Curriculum
Four schools, one for each stage of the work. Lessons stand on their own, so you can read a school in order or take only the one you need.
In development
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Operate
HubSpot Revenue Lab
Properties, reports, workflows, and data cleanup for closed-lost deals in HubSpot.
Writing now -
Recycle
Pipeline Recycling
Turn closed-lost deals back into revenue by re-engaging the ones that are still winnable.
Next -
Fix
Revenue Engine
When losing is not a sales problem: pricing, product, positioning, and segment causes.
Planned
Paths by role
The same lessons, sequenced for the job you actually do, with the part that is specific to that job written out.
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Revenue Recycling for Sales Teams
Account executives, SDRs, and anyone carrying a number
- Judge whether a lost deal is genuinely recyclable or simply closed
- Read a deal history for the real reason rather than the recorded one
- Time a re-engagement around a trigger instead of a reminder
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Revenue Recycling for RevOps
RevOps, sales operations, and CRM administrators
- Design a loss-reason taxonomy that produces consistent data
- Know the limits of property-based reporting and where analysis must go further
- Quantify how far your recorded reasons diverge from the evidence
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Revenue Recycling for Marketing
Demand generation, content, and product marketing
- Identify which channels and segments produce losses, not just leads
- Turn the most expensive recurring objection into site and content copy
- Name the competitor you actually lose to, and on what basis
Built for HubSpot
Read the theory, then run it on your own pipeline
Everything in this curriculum describes work Rizer does automatically, against your own HubSpot history — ranked by the revenue behind each cause.
Runs on your full HubSpot history. No setup fees, no contracts. See pricing