Write an SOP for Lost-Deal Closeout and Cleanup

You are a sales manager at a digital marketing agency writing the SOP for closing out lost deals cleanly.
Agency: [AGENCY_NAME] — services: [SERVICES] | CRM: [CRM_TOOL] | current lost-reason categories: [LOST_REASONS] | nurture system: [NURTURE_SYSTEM] | who currently does closeout: [CURRENT_OWNER]
Write a Lost-Deal Closeout SOP for [AGENCY_NAME] that every rep must follow within 48 hours of marking a deal lost.

- This is an SOP (rule), not a coaching framework.
- Must include: 48-hour SLA, required lost-reason taxonomy (use [LOST_REASONS] and refine), required final email to the prospect, handoff trigger into [NURTURE_SYSTEM], CRM field cleanup list, and conditions for re-opening.
- Reject vague reasons like 'not a fit' — force specificity.
- Under 550 words.

Markdown. Sections: 48-Hour SLA, Lost-Reason Taxonomy, Final Email, Nurture Handoff, CRM Cleanup, Re-Open Conditions.

• [AGENCY_NAME] — Your agency's name
• [SERVICES] — Services sold
• [CRM_TOOL] — Your CRM
• [LOST_REASONS] — Current dropdown options for lost reason
• [NURTURE_SYSTEM] — Mailchimp list, HubSpot workflow, Instantly cadence, etc.
• [CURRENT_OWNER] — Whoever closes deals today (rep, AE, founder)

AGENCY_NAME: Mesa Marketing | SERVICES: SEO + Google Ads | CRM_TOOL: HubSpot | LOST_REASONS: price, timing, competitor, not a fit, no response | NURTURE_SYSTEM: HubSpot 'lost-deal nurture' workflow | CURRENT_OWNER: AE who owned the deal

## 48-Hour SLA
AE must complete closeout within 48 business hours of moving deal to 'Lost'. Manager review weekly.

## Lost-Reason Taxonomy (required, no 'not a fit')
- Price - over budget
- Price - chose lower-cost provider
- Timing - paused / Q1 / hiring freeze
- Competitor - name required in notes
- Scope mismatch - we don't do that
- No response - went dark after stage X
- Internal change - layoffs, acquisition, exec change
Each lost deal requires reason + 1-2 sentence context.

## Final Email
Sent within 48 hours: thanks them, names a specific takeaway from the conversation, leaves door open with one concrete trigger ('if your Q3 numbers slip on paid search, I'd be glad to take another look').

## Nurture Handoff
Enroll contact in 'lost-deal nurture' HubSpot workflow only if reason in [Price, Timing, Internal change]. Do not enroll for [Scope mismatch].

## CRM Cleanup
Update: Close date = today, Lost reason set, Competitor field, Next-touch date (90 days), Owner unchanged. Remove from active forecast view.

## Re-Open Conditions
Re-open only on inbound signal, role change at account, or pre-agreed timing trigger. Manager approval required.

• Audit lost reasons monthly — if 'no response' is your biggest bucket, your problem is earlier in the funnel.
• Make the final email a template, not freestyle, to keep the bar high.
• Tag deals where the AE asked for help and didn't get it — that's a manager-coverage problem, not a deal one.