What it does
Detects deals stuck in a stage longer than typical for that stage's median age with no recent activity, and surfaces them with AI-drafted re-engagement nudges so reps can revive or honestly close-lost.
You get
flagged stalled deals with a drafted next move
not silent pipeline rot
How it works
Measure how long it has sat
create_ai_attributeRefreshed daily: the days since the deal last changed stage, and where that sits against the historical median for that stage among similar deals by size, segment and rep. Anything in the top quartile is flagged, alongside the days since any meeting, email reply or completed task.
Find the genuinely stuck ones
Create SegmentOpen deals in the top quartile for time in stage with no activity for 14 days or more. Deals a rep has deliberately paused, for a restart next quarter or similar, are left out. Refreshed daily.
Write a nudge per stage
Generate ContentDiscovery re-asks the qualifying question that never got answered. Demo offers a technical deep dive or a proof of concept. Proposal names the likely truth, that pricing pushback usually means the decision maker is not sold, and offers to align. Closing asks directly about the timeline and what is still in the way. Personalised from the last meeting summary, and sent by the rep.
Draft it and chase the rep
Create WorkflowDaily, for deals that became stalled in the last 24 hours: it writes the nudge from the template and the deal context, creates a review task for the owner with the draft attached, messages them in Slack with a preview, and escalates to their manager if the same deal is still stalled 14 days after the first nudge, which usually means it should be closed lost. Nothing sends automatically.
See what is really dead
Build DashboardStalled deals by stage and rep, the ARR sitting in them, their median age, how many recover and move forward, and how many sit stalled for 30 days or more before being marked lost, which shows which reps let deals linger instead of closing them out honestly.
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