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Consultants and professional servicesGrok Bot

Digging through old accounts for leads replaced: a closed won deal from a past customer in two weeks

Picked and checked by Olga Pearson, host of The Practical AI Show · Published

Result

self-reported

Two weeks after pointing Grok Bot at their tools, his team closed their first deal from a past customer it surfaced, in a business where the sales cycle often takes months.

Scott Billows is CEO of Belmar, a Salesforce consultancy, where deals often take months to cultivate and close. His team pointed Grok Bot at their tools and had it surface past prospects and customers for his account executives to reach out to. Two weeks in, one of those past customers became a closed won deal. He says without Grok Bot they most likely would not have reached out to that customer: the bot pulled it from the haystack, and his AE simply reached out, pitched and closed.

Who did it

Scott Billows (@scottbillows)Belmar (Salesforce consultancy)Scott Billows on X · Nov 1, 2026

Try it now

  1. Connect the bot to your CRM and email so it can read past deals, lost deals and old customers.
  2. Ask it to find accounts that went quiet but were a good fit: past customers, lost deals, stalled proposals.
  3. Have it rank them and write one line on why each is worth a call now.
  4. Hand the list to your salespeople to reach out personally. The bot finds, people pitch.
  5. Track what closes from the list for a month.
Copy-paste prompt
Look through our CRM and email for past customers, lost deals and stalled proposals from the last 3 years that haven't heard from us in 6+ months. Rank the top 20 by fit, with one line on why each is worth a call now. Don't contact anyone.

Make it run every week

A play works once. Turn it into a routine in three small steps:

  1. Run it once and check the result yourself.
  2. Give your AI a schedule. Tell it when to run this play (every week, or every month) and to message you with what it found before you act.
  3. Keep a log. One line per run: what was checked, anything flagged, what you did.

See how owners turn plays into systems →

What to watch out for

Self-reported in a short X post: one closed deal, no dollar amount. Check what your CRM data is allowed to be used for and keep outreach personal, not automated blasts. Build it with Page: a short "what's new" page your salespeople can send past customers when they reach out.

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