What it does
Finds the deals that have quietly stopped moving and says why, while there is still time to do something. Not the ones marked at risk — those are already known. The ones that look healthy in the pipeline report and have had no real activity for weeks, or whose next step passed a fortnight ago and was never replaced. It distinguishes the two kinds of stalled, because the response is different. A deal waiting on the customer needs a nudge. A deal waiting on us — an unsent proposal, an unanswered security questionnaire, a promised follow-up that never happened — needs an internal fix, and that is the category everyone under-counts. It reads the last activity rather than trusting the fields. A deal whose stage says Negotiation and whose most recent note is six weeks old is not in negotiation, and the report says so plainly. It reports; it never manages. No stage changes, no closing deals as lost, no reassignment, no customer contact. Marking a deal lost is a judgement with commercial consequences, and it belongs to the person who owns it.
Example prompts
- Which open deals haven't had real contact in three weeks?
- Of the stalled deals, which ones are waiting on us rather than on the customer?
- Any deal whose stage doesn't match what actually happened last?
Before you connect
The credentials this agent will ask you for — the full setup is on the Setup tab.
Needs 2 credentials (2 required) to connect. See setup
