Monday pipeline review
Every Monday, list the deals that have gone quiet and suggest a next step for each.
What It Does, Step by Step
Step 1Trigger
Runs every Monday at 8:00 AM (America/New_York)Runs every Monday at 8:00.
Step 2Agent
Look at open deals in the connected CRM. Find every deal with no logged activity (email, call, meeting or note) in the last 14 days, excluding deals in closed-won or closed-lost stages. For each stalled deal report: deal name, amount, owner, days since last activity, and one suggested next step based on the last few engagements. If the history doesn't support a suggestion, say what's missing instead of inventing one. Sort by days idle, longest first. Cap the list at 15 deals and note how many more there are.
UsesHubSpotStep 3Send a Message
Open a thread titled "Pipeline review" for this week. Start with the count of stalled deals, then the list from the previous step, one line per deal. End by offering to draft a follow-up for any deal or to dig into one deal's history.
