Stale deal follow-up
Find quiet deals and prepare a relevant next step for each owner.
Replaces: the Friday pipeline review spent asking who's following up
Wrenfield · Stale deal follow-up
Stale deal follow-upWrenfield
Marcus EllerySales managerME
- Open deals
- 64
- Closed won and lost excluded
- Gone quiet
- 9
- $166,600 in open follow-up cases
- Drafts ready
- 6
- Waiting for the owner's approval
| Deal | Amount | Stage | Owner | Last touch | Status |
|---|---|---|---|---|---|
| $18,000 | Proposal | Tess Okafor | Oct 29 | Draft ready | |
| $7,500 | Discovery | Unassigned | Oct 22 | Needs owner | |
| $32,000 | Negotiation | Luis Moreno | Nov 5 | Snoozed | |
| $24,500 | Negotiation | Hana Brooks | Nov 3 | Draft ready | |
| $12,000 | Proposal | Tess Okafor | Nov 1 | Draft ready | |
| $9,600 | Discovery | Luis Moreno | Oct 18 | Draft ready | |
| $41,000 | Proposal | Hana Brooks | Nov 2 | Draft ready | |
| $15,800 | Discovery | Tess Okafor | Oct 21 | Draft ready | |
| $6,200 | Proposal | Luis Moreno | Nov 12 | Follow-up sent |
Ran today at 7:00 AM
- Refreshed activity on 64 open deals from HubSpot and Gmail
- Ignored 14 automated stage-sync updates; they don't count as customer touches
- Closed the case for Ridgeline Distribution: Hana logged a call on Nov 13
Runs on its own
Drafts a next step for each owner
Every morning it refreshes CRM activity, opens one case per deal that passes its stage's quiet limit and drafts a next step for the owner from the last real conversation.
Waits for you
Every email before it's sent
Every email waits for the owner's approval before it's sent. It never changes a deal stage, and snoozed deals stay quiet until their date.
Works with
HubSpot
Salesforce
Gmail
What it keeps track of
- Deal
- HubSpot IDamountstageownercontact
- Activity snapshot
- Last meaningful touchchannelwho
- Quiet limit
- Stagedays allowed without a touch
- Follow-up case
- Reasonsuggested next stepsnooze datedisposition
