Turn every lost deal into
your next revenue signal.

Rizer turns closed-lost history into clear reasons, ranked fixes, and HubSpot-ready winback motions so your team knows what to improve and which accounts are worth re-engaging.

Rizer Intelligence

Know exactly why you lose, what it costs, and what to fix first.

Rizer Intelligence is the base product. It turns messy CRM notes, closed-lost details, and rep context into structured loss intelligence your team can act on.

1

Uncover

AI-generated loss profiles

For every lost lead and deal, Rizer creates a structured profile: execution issues, per-product loss reasons, feature gaps ranked by importance, competitor switches, contract timing, and callback signals, each backed by an AI justification.

Sample loss profile · closed-lost deal
Sales execution
Late stakeholder engagement
Products affected
Reservation System · Channel Manager
Primary loss reason
Missing feature · Maintenance integration
Planned · September 2026
Solution switch
Switched to Guesty PMS
Satisfaction ★★★★★ · since 2025
Contract window
Current contract ends Q3 2026
Callback signal
Sep 2026 · auto when feature ships

Sales Execution

Surface execution issues by owner, stage, loss outcome, deal size, and trend.

Qualification losses · 12 mo trend
May '25Apr '26

Buyer Dynamics

Understand timing, budget, stakeholder, non-responsive, and friction-related losses.

Product Fit

Identify product, pricing, trust, competitor, feature, and ICP fit gaps.

Loss value by gap type · trailing 12 mo
Feature · SSO$210K
Pricing objection$178K
Competitor · Vendor X$165K
2

Prioritize

Action plan

Rizer groups losses by micro-reason, ranks them by revenue impact, and assigns each fix to product, sales, marketing, pricing, or leadership.

Prioritized fix queue · ranked by impact
Loss micro-reasonImpactOwnerStatus
Missing reporting export$420kProductIn progress
Unclear ROI proof$310kMarketingQueued
Late economic buyer$260kSalesCoaching
Pricing objection$195kPricingScoping

Revenue Impact

Wins, losses, win rate, loss rate, and revenue impact by owner, product, ICP tier, deal size, and time.

Win rate by ICP tier · trailing 12 mo
Enterprise34%
Mid-market27%
SMB21%

Insights

Specific recommendations organized by solution, buying process, competitors, nurturing, and setup.

Latest recommendations
Solution

Ship the reporting export: $420K of trailing losses trace to it.

Buying process

Bring the economic buyer in by stage 2: late engagement drives 22% of losses.

3

Improve

Fix tracking & conversion lift

Every fix has an owner and a status. Rizer tracks whether resolved issues actually improve conversion rates for the affected cohorts, so you know which fixes paid off.

Win-rate lift after fix · affected cohorts
Reporting export · shipped+9pt
ROI proof deck · shipped+6pt
Earlier economic buyer · coaching+3pt

Rizer Recycling

Turn lost leads and deals into a repeatable winback motion.

Rizer Recycling builds on Intelligence by identifying which lost accounts are worth nurturing, when they are ready to re-engage, and what playbook the owner should use to win them back.

4

Nurture

Targeted nurture workflows

Enroll contacts based on loss reason, ICP, product, competitor, missing features, buyer context, timing signals, and other loss-profile criteria.

Nurturing performance · conversion by workflow
Renewal window nurture41%
Competitor switch nurture33%
Pricing objection nurture24%
5

Winback

Re-engage readiness score

Rank every recyclable lead and deal using four factors: fit, timing, resolution, and engagement. Control eligibility with aggressive, balanced, or conservative thresholds. The score is the trigger: when it crosses your threshold, the winback fires.

Readiness score · sample accounts
Acme Inc.
Lost to competitor · Q3 renewal window
92Score
FitHigh
TimingReady
ResolutionFixed
EngagementWarm
Northstar Inc.
Bad timing · budget cycle reopened
81Score

HubSpot winback playbook

The moment an account crosses its readiness threshold, Rizer creates a new deal in HubSpot and hands the owner a ready-to-send narrative: what changed, why they left, and the exact next step to take.

Winback playbook · pushed to HubSpot
Winback playbook: Acme Inc.
1
Lead with what changedReporting export is now available for enterprise plans.
2
Reference original blockerThey chose Vendor X because reporting was available out of the box.
3
Suggested next stepInvite economic buyer to a 20-minute update before renewal planning.

Run the full loop on auto-pilot.
Or control every step.

Rizer supports teams that want governance before automation, as well as teams ready to let the system continuously learn, nurture, and re-engage.

Managed mode
Review AI-generated loss profiles before using them
Approve nurture enrollment manually
Create re-engage leads or deals step by step
Let managers review playbooks before outreach
Auto-pilot mode
Automatically profile new losses in real time
Enroll matching contacts into nurture workflows
Generate re-engage records when readiness crosses threshold
Push winback playbooks directly into HubSpot

Wired into HubSpot.
Not bolted onto it.

Rizer connects straight into your pipelines and stages, pulls in every disqualified lead and closed-lost deal, and keeps your products, competitors, and features mapped automatically — then pushes every re-engage deal and winback playbook straight back into HubSpot.

HubSpot
Contacts & companies
Pipeline & stages
Lost deals / DQ leads
Rizer
Competitor & feature detection
Loss profiles
Readiness scores & playbooks

No new tool for reps to learn:
just two cards on the deal they already have open.

Every closed-lost deal gets a loss intelligence card showing exactly why it was lost. Every re-engage deal gets a winback playbook card with a readiness score and the next move to make. Both live on the HubSpot deal record reps already work from — not in a dashboard they have to remember to open.

HubSpot deal record Rizer card
Acme Inc.Closed lost
$84,000 · Enterprise
Loss intelligence
Primary loss reason
Missing feature · Maintenance integration
Planned · September 2026
Products affected
Reservation System · Channel Manager
Solution switch
Switched to Guesty PMS
Satisfaction ★★★★★ · since 2025
Contract window
Current contract ends Q3 2026
HubSpot deal record Rizer card
Acme Inc.Re-engage · ready
92Score
Winback playbook
1
Lead with what changedThe maintenance integration they needed is now live for enterprise plans.
2
Reference the original blockerThey switched to Guesty PMS specifically for the integration Rizer flagged as missing.
3
Suggested next stepInvite the economic buyer to a 20-minute update before their Q3 renewal window closes.

Same account, same deal record. Rizer adds one card when you lose it, and a different card the moment it's worth trying again.

Stop treating closed-lost as the end of the funnel.

Use Rizer to learn from every loss, fix what is costing revenue, and turn the right lost accounts into future pipeline.