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How to Verify Closed-Lost and Churned Contacts Before a Win-Back Campaign

··2 min read

Verify closed-lost and churned contacts before a win-back campaign: export them from your CRM with the date and the reason for the loss, run the emails through a verifier, send the win-back to valid addresses first and treat invalid ones as a lead to find the new contact. These contacts know your name, which makes them a better list than a cold one. They are also often out of date, because the person you talked to may have left the company since.

Step 1: export with context

Export the closed-lost deals or churned accounts to CSV with at least: contact name, email, company, close date, reason lost and the deal owner. If the CRM holds several contacts per deal, export all of them. The posts on verifying emails in Salesforce, cleaning HubSpot contacts and Pipedrive show the options for each.

Step 2: split by age and reason

Segment Handling
Lost in the last 6 months Verify, then send
6 to 24 months Verify, then send in small batches
Older than 24 months Verify and treat as a cold list
Lost on price or timing Strongest win-back segment
Lost to a competitor Needs a different message

Step 3: clean and verify

Remove duplicates, since one contact often sits on several deals, then upload the CSV on the verify page. Each address comes back valid, risky or invalid with a reason. See how to read a verification report.

Step 4: act on invalid rows

For a consumer list an invalid row is a dead address. For a closed-lost B2B contact it often means the person left.

  • Find the replacement. Look the account up and find who holds the role now.
  • Flag stale titles. Flag stale job titles in a lead list catches people who moved and kept an address.
  • Do not delete the account. The deal context is still useful.

Step 5: send

  1. Send valid addresses first, in a small batch.
  2. Write for the reason lost, not a generic "checking in".
  3. Watch bounce rate and replies for a few days before a second batch.
  4. Keep risky rows for a later, smaller batch; see catch-all emails: what to do.

Rules on who you may email still apply: GDPR for B2B cold email is a starting point.

Re-check before the next win-back

A list verified now is a list that decays. If you run win-backs every quarter, verify again before each one.

Next step

Run 100 free checks on your closed-lost export with a Google sign-in, no card. See pricing: Starter is $9 a month for 2,500 emails, one-time packs start at $15 for 10,000 checks, and Pro is $39 a month.

Common questions

Should I verify closed-lost contacts before emailing them?

Yes. People change jobs, and a closed-lost deal from a year ago is a contact that may no longer exist. A bounce on a win-back email wastes your warmest list.

What does an invalid result mean for a closed-lost contact?

The mailbox no longer exists, often because the person left. Treat it as a signal to find who replaced them at the account.

How old is too old for a win-back list?

There is no fixed age. The longer since the last conversation, the more addresses will have gone. Segment by age and verify all of it.

How do I export from my CRM?

Export the closed-lost deals or churned customers with the contact email, the date and the loss reason as CSV. Posts on HubSpot, Salesforce and Pipedrive explain verifying from each.

May I email former customers?

That depends on your country and on what they agreed to. Verification checks the mailbox, not permission.

Check your list before you send

Real mailbox checks over SMTP, and nothing is sent to the address. Sign in with Google and your first 100 email checks are free, no card. Plans for bigger lists are on the pricing page.