What it does
When a deal is detected as stalled, generates a personalized AI-drafted re-engagement message referencing the specific blocker, last meeting context, and an offered next step, for the rep to review and send.
You get
a context-specific re-engagement draft for a stalled deal
How it works
Build Stalled-Deal Nudge Context
create_ai_attributeCreate an AI-derived attribute 'nudge_context' on the Deal object, computed when the deal enters stalled status. Aggregates: (a) which stage stalled (Discovery / Demo / Proposal / Closing — each requires different nudge angle); (b) last meeting_summary if available — most useful is the 'next step' that was agreed and apparently not happening; (c) most recent objection raised (from call summaries); (d) any mentioned timeline / decision-window that may now be expiring; (e) replacement-stakeholder candidates if the original contact has gone quiet.
Build AI Nudge Workflow
Create WorkflowCreate a workflow firing when a deal is newly detected as stalled (consumer of the stalled-deal-detection workflow's output). Step sequence: (1) compute nudge_context; (2) generate AI-drafted nudge email using the context. Distinct from the template-based nudge in stalled-deal-detection: this version is HIGHLY personalized using meeting-summary specifics ('Last time we talked, you mentioned [verbatim objection]. Has anything changed on [specific blocker]?'); (3) save draft to rep's outbox; (4) create rep task labeled 'Review AI-drafted nudge: deal [name]' with the draft preview; (5) Slack DM with deal context. Always rep-reviewed-before-send. If deal stays stalled 14 days after first nudge draft sent, escalate to manager with manager-version draft (this needs your sign-off).
Build AI Nudge Effectiveness Dashboard
Build DashboardCompose an AI nudge effectiveness dashboard: stalled-deals that received AI nudge drafts (vs. drafts not yet reviewed = backlog), reply rate to AI-nudge-drafted emails vs. baseline manual nudges, revival rate (deals stage-advanced after AI nudge), and ARR resurrected via this workflow. Compare to control: stalled deals where reps wrote their own nudge — typically AI-drafted personalized nudges win on reply rate by 1.5-2x.
Ready to run this recipe?
Tell Blu what you need. It builds the segment, content, journey, and dashboard in minutes.
Sign up free