CRM & sales ops21 categories
Find the deals that are quietly dead
A pipeline export where some deals have not moved in months but nobody has closed them.
Below is a pipeline export. Identify which deals are realistically dead and which are genuinely still alive. For each deal, weigh: 1. Days since the stage last changed, against the normal cycle length for that stage. 2. Days since the last logged activity, and whether the last contact came from us or from them. 3. Whether the close date has been pushed, and how many times. 4. Whether the amount or stage has changed at all since creation. Return three groups: Likely dead, Needs a decision this week, Genuinely progressing. For each deal give one sentence of evidence from the data, not a guess about intent. Do not recommend "following up" as an action. Say what the specific next step is, or say the deal should be closed lost and why. Pipeline:
Making it yours
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Pipeline and deals. Working out which deals are real, what is actually blocking them, and what to do next week.
Related prompts
Write stage definitions people will actually followWhen two reps put the same deal in different stages and the forecast is meaningless as a result.What could kill this dealBefore a forecast call, on the deal you keep saying is fine.Score this deal against MEDDIC and show the gapsQualifying an opportunity properly instead of on a feeling about how the last call went.Sanity-check these close datesA forecast where suspiciously many deals land on the last day of the quarter.Find the pattern in why we loseA pile of closed-lost records with reasons that are all 'price' and probably are not.Write the handover note for this accountPassing a customer to someone else without them having to read two years of activity history.
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