Use Case

The opportunity that wasn't ready three years ago.

Every business has a graveyard of past opportunities — proposals sent and never signed, deals marked lost, conversations that fizzled out. Most of it is never revisited, because there's no trigger to prompt anyone to look again.

The opportunity that wasn't ready three years ago may be worth looking at today. Growth Assist goes back through this history and checks each one against current evidence.

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The problem

What usually gets in the way.

Lost and stalled opportunities are usually filed away and forgotten, treated as a closed chapter rather than a dataset worth revisiting. But the reasons an opportunity didn't close — no budget, wrong timing, the wrong stakeholder involved — are often specific and time-bound, not permanent.

Years later, the company may have grown, changed leadership, or moved into a phase where the original objection no longer applies. None of that is visible from the CRM record alone, because nothing has prompted anyone to check.

Growth Assist treats historic opportunities as a source of intelligence rather than dead weight, digging through old proposals, CRM notes, salesperson notes and legacy email to reconstruct what happened, then checking each one against evidence of what has changed since.

Lost and stalled opportunities are archived and never revisited
The original reason a deal didn't close is often specific and time-bound, not permanent
No trigger exists to prompt a second look once time has passed
Valuable context in old proposals and notes is lost to institutional memory
Sales effort focuses entirely on new pipeline, ignoring a large pool of pre-qualified history

What we look for

The characteristics that matter here.

Proposals sent but not converted, with a recorded reason
Opportunities marked lost due to timing rather than fit
CRM notes referencing budget constraints that may have changed
Previous conversations naming a specific blocker or objection
Salesperson notes indicating interest without resolution
Legacy email threads showing engagement that didn't progress
Accounts that have since shown growth, change or new evidence

Relevant evidence

What we check, and where it comes from.

Verified evidence is supported by an identifiable source. Anything beyond that is recorded as inference — a hypothesis, clearly labelled as one.

Historic opportunity records

Old proposals and quotes
CRM opportunity notes and stage history
Salesperson notes on why a deal stalled
Legacy email threads where available

Original objection or blocker

Recorded reason for loss (timing, budget, stakeholder)
Competitor mentioned at the time, if any
Stakeholder who raised the objection
Whether the blocker was specific or general

Current evidence of change

Company growth since the original opportunity
Leadership change since the record was created
New sites, contracts or investment
Any indication the original blocker no longer applies

How we approach it

The work we do on your behalf.

Recover the historic record

We work through old proposals, CRM notes, salesperson notes and legacy email where available to reconstruct what happened previously.

Identify the original blocker

Each historic opportunity is assessed for why it didn't close, and whether that reason was time-bound or fundamental.

Check for current evidence of change

The company is re-checked against current commercial data and evidence to see whether the original blocker still applies.

Re-evidence the opportunity

Where the blocker appears to have changed, the opportunity is re-built with current evidence rather than resurrected on assumption alone.

Deliver a re-evidenced brief

Sales receives the original context and the new evidence side by side, through the Sales Intelligence Workspace.

Illustrative example

How this looks in practice.

The following is an illustrative, fictional example, not a real client account.

A food production business was proposed a roof solar feasibility review some years earlier and declined, citing no immediate budget. The CRM note recorded this as the specific reason, not a lack of interest in the offering itself.

Reviewing the account today shows roof strengthening works recorded against the same site and a new energy and facilities role created, alongside a published sustainability commitment — evidence that the original budget constraint may no longer apply, making it worth a fresh approach.

Examples shown are illustrative and use fictional companies and information to demonstrate how Growth Assist Sales Intelligence works.

Sales Intelligence Brief

Illustrative example

EX-0388 · Commercial Solar

Company: Fenmoor Food Systems
Food production · 310 employees · two owner-occupied sites
Why this company matters: Owner-occupied industrial floorspace over 40,000 sq ft with high daytime energy load — the profile that produces the shortest sales cycles in this category.
What changed: Roof strengthening works recorded against the main production site
Sustainability commitment published in the annual filing
Energy and facilities management role created
Why now: Roof works and a new facilities hire in the same quarter indicate capital budget already allocated to the building envelope.
Who to contact: Paul Ashcombe, Energy & Facilities Manager, with Helen Draycott, Finance Director, as economic buyer (fictional stakeholders).
Recommended action: Offer a roof feasibility review timed to the strengthening works.
Confidence: Medium-high — intent confirmed, budget inferred rather than observed.

What sales receives

Delivered ready to act on.

Historic opportunity summary

What was previously proposed, when, and the recorded reason it didn't close.

Current evidence of change

What has changed at the company since, and how it relates to the original blocker.

Re-evidenced priority

Whether the opportunity is worth revisiting now, based on the combination of historic context and current evidence.

Suggested re-approach

A starting point for reopening the conversation that acknowledges the history rather than starting cold.

Everything identified is delivered into the Sales Intelligence Workspace, and where useful into your CRM. The workspace is how the service is delivered — the intelligence work itself is done by us.

How it works

Evidence first. AI second. Sales intelligence third.

Learn

What you sell, who buys, and what makes an opportunity valuable.

Define

The ICP and the buying triggers that matter in your market.

Research

Continuous monitoring, then analyst research on each candidate.

Validate

Evidence traced to a source; inference labelled as inference.

Prioritise

Fit plus evidence plus timing decides where attention goes.

Deliver

A briefed opportunity in the Sales Intelligence Workspace.

See the full methodology

FAQ

Common questions.

How far back do you look for historic opportunities?

As far back as usable records exist — proposals, CRM notes and legacy email where available. Older records are used if there's enough information to reconstruct what happened.

What if the original reason for loss was permanent, not timing?

Those opportunities are deprioritised rather than resurrected. We only re-evidence opportunities where the original blocker appears to have genuinely changed.

Do you need access to old email accounts to do this?

Not necessarily — legacy email is one useful source where available, but proposals, CRM notes and salesperson notes are often enough on their own.

Will this duplicate work already in our CRM?

No, it builds on it. We use what's already recorded as the starting context rather than researching from scratch.

How do you avoid reopening opportunities that will just be declined again?

By requiring current evidence that something has actually changed before an opportunity is re-evidenced, rather than resurrecting records purely because time has passed.

Where to go next.

The service

B2B Sales Intelligence as a Service
How the managed service works, end to end.
How It Works
The methodology behind every opportunity we deliver.

Industries

Commercial Solar
B2B Sales Intelligence as a Service for commercial solar providers — prioritised opportunities built on property, planning and business evidence, never on assumed energy usage.
Managed Print
B2B Sales Intelligence as a Service for managed print providers — prioritised opportunities built on contract renewal indicators, office moves and growth signals, not another sales tool.

Insights

How to Find Sales Opportunities Hidden in Your CRM
Most CRMs already contain a shortlist of promising accounts — old proposals, lost deals and existing customers — waiting to be re-read against current evidence.
How to Identify Potential Contract Renewal Opportunities
The most reliable renewal opportunities start from a verified date; everything else is an inferred window that deserves care, not certainty.

Request a Pipeline Intelligence Audit

The audit reviews your current pipeline, the opportunities being missed, and what a continuous sales intelligence process would surface in your market.

Request a Pipeline Intelligence Audit See How It Works