The action plan
- Deals grouped by the one fix that would have saved them
- Each fix assigned to the team that owns it
- Fixes ranked by the revenue at stake
- Win-rate lift tracked for every fix
Ask your AI the same question twice.
Then see what Rizer does.
A generic AI can answer a question about your lost leads. Rizer turns the answer into a system that runs every day.
Six things a chat window can’t do.
AI assistants are excellent analysts. But an analyst in a chat window starts every conversation from zero, reads what fits, and stops when you close the tab.
1
Consistent
Ask the same question twice, get the same answer every time.
One taxonomy with written tie-break rules, and every verdict is stored, so last month’s numbers don’t change when you ask again.
See how every loss gets profiled
Share of losses blamed on pricing, same question asked weekly
Chat 6 runs, 6 answers
Rizer 6 runs, 1 answer
2
Complete
It reads every deal you lost, not just the few that fit on screen.
Rizer reads every lost deal and disqualified lead in your history, so it finds the segment a sample would hide.
See how Rizer reads your full history
Loss rate by segment
Healthcare Only in the full read
90%
Enterprise
58%
Mid-market
44%
3
Persistent
It remembers why each deal was lost, and when to call them back.
Rizer tracks what blocked each lost deal. When that blocker clears, the deal comes back into your pipeline on its own.
See how win-backs work
Example · one product release
✓Jun 3NetSuite sync ships
14
lost deals reopened$1.1M back in pipeline
- Acme Inc.$120K
- + 13 more, all lost for the same reason
4
Accountable
You get a to-do list with names on it, not a wall of text.
Every fix is priced in lost revenue and owned by a team. When it ships, Rizer measures the lift on the deals it affected.
See the fix list in the product
Prioritized fix queue · ranked by impact
Loss micro-reasonImpactOwnerStatus
Missing reporting export$420kProductIn progress
Unclear ROI proof$310kMarketingQueued
+ 12 more fixes, each with an owner
5
Traceable
Every answer comes with proof you can click and check.
Each verdict links back to the notes, emails and timeline behind it, and flags where they disagree with the CRM.
Watch the 5-minute walkthrough
Click any number to see the deals behind it
Missing reporting export
$420K ▾
- Acme Inc.$120KOpen in HubSpot ↗
- Halcyon Labs$96KOpen in HubSpot ↗
- + 3 more deals
6
Actionable
It does the follow-up in HubSpot when the timing is just right.
Rizer creates the re-engage deal and puts the playbook on the card. Approvals and owner limits decide how much happens on its own.
See managed and auto-pilot modes
You choose how much runs on its own
Managed
Auto-pilot
Ready to re-engage · waiting for your approval
Ardent Health GroupRenewal window opens Jun 3Approve
Northwind LogisticsNetSuite sync shippedApprove
A chat gives you an answer.
Rizer gives you a plan and a pipeline.
Every lost deal gets a loss profile. Two agents turn those profiles into results.
Every lost deal→A loss profile
The win-back
- A ready score for every lost account
- Nurture based on why they were lost
- Re-engage deal created in HubSpot
- Playbook on the deal card
- Every win-back tracked
The weekend build is cheap.
The year after isn’t.
A prototype takes a weekend. Then someone has to own everything below the line.
The weekend
A promptA HubSpot connector
Every day after
- Loss taxonomy and rules
- A profile for every deal
- Scoring and approvals
- Fix tracking and lift
- HubSpot cards and deals
- API changes, forever
The objections we actually get
Rizer vs generic AI, answered
Can’t I just connect Claude or ChatGPT to HubSpot and ask?
Yes, and for one-off questions you should. A connected assistant reads the same deals, notes and emails Rizer does, and it will give you a thoughtful answer. What it will not do is give you the same answer next month, remember which lost deals are waiting on which blocker, track whether the fixes worked, or put the next step on a rep’s deal when an account is ready. Rizer is the system around the answer.
Claude can run on a schedule now. Isn’t that the same thing?
It closes part of the gap. A scheduled prompt runs the question someone wrote, against what fits in that run, and starts from zero each time. Rizer profiles every new loss into the same structure, stores it, and keeps checking each deal’s blocker, so the callback list exists before anyone thinks to ask for it.
Isn’t Rizer just an LLM too?
Rizer uses AI models, yes. The difference is everything around them: a fixed loss taxonomy, your product and competitor catalog, a stored profile for every deal, revenue ranking, fix tracking, readiness scoring, and the HubSpot workflow that acts on it. The model is one part. The rest is what you would otherwise have to build and maintain.
Could we build this ourselves with Claude Code?
You could build a prototype in a weekend. The cost is the year after: keeping the taxonomy current, testing scores against real outcomes, handling HubSpot API changes, and keeping it running when the person who built it moves on. Rizer starts at $149 a month with no contract, which is less per year than a month of one engineer’s time.
Will auto-created deals clutter our pipeline?
Only if you let them. In Managed mode nothing is created without approval, the readiness threshold can be set to conservative, and owner-level throttles cap how many re-engage deals each rep receives. Start managed, and switch to auto-pilot only once you trust what it sends.
Our team already has an AI assistant approved. Why add a vendor?
Keep it. Rizer does not replace your assistant. It replaces a dozen people each connecting their own chat to the CRM with whatever access they grant, with one integration on fixed scopes, a signed DPA, and data that is never used to train shared models. SOC 2 Type II is in progress; we send the current report and sub-processor list on request.
Keep your AI assistant.
Add the system around it.
Connect HubSpot and get your ranked loss drivers and win-back list from your full history.
Free to try. No credit card. Your AI assistant stays exactly as it is.