What it does
Detects deals stuck in a stage longer than typical for that stage's median age with no recent activity, and surfaces them with AI-drafted re-engagement nudges so reps can revive or honestly close-lost.
You get
flagged stalled deals with a drafted next move
not silent pipeline rot
How it works
Compute Deal Stage Age
create_ai_attributeCreate an AI-derived attribute 'days_in_current_stage' on the Deal object, refreshed daily. Compute: (a) calendar days since the deal last changed stage; (b) percentile of this age within the stage's historical median for similar deals (size, segment, rep). Flag deals where age is in the top quartile (75th+ percentile) for that stage. Also compute 'days_since_last_activity' (any meeting / email reply / task completion on the deal).
Identify Stalled Deals
Create SegmentBuild a segment 'Stalled deals' capturing open deals where (a) days_in_current_stage is in the top quartile for that stage AND (b) days_since_last_activity >= 14 days. Excludes deals where the rep has manually set a 'paused' flag (legitimate pause — coming back next quarter, etc.). Refreshed daily.
Build AI Nudge Content
Generate ContentGenerate an AI-drafted re-engagement email template. The AI picks angle based on stalled-stage: (a) Discovery stalled — re-ask the qualifying question that wasn't answered; (b) Demo stalled — offer technical deep-dive or POC; (c) Proposal stalled — surface that pricing pushback usually means decision-maker isn't bought in, offer to align; (d) Closing stalled — explicit clarity-ask about timeline + remaining blockers. Personalized to last meeting summary if available. Tone: direct, low-pressure, honest. The rep reviews and sends — not auto-send.
Build Stalled-Deal Workflow
Create WorkflowCreate a workflow firing daily for newly-stalled deals (deals that crossed into stalled-segment in the last 24 hours). Step sequence: (1) compose AI nudge draft using the asset template + deal context; (2) create a task for the deal owner labeled 'Review and send: stalled deal nudge' with the draft pre-attached; (3) post Slack DM to the rep with deal name + draft preview + 'review' button; (4) escalate to manager via Slack if same deal is still stalled 14 days after first nudge task (signal: deal should probably be closed-lost). Don't auto-send the email — rep must review.
Build Stalled-Deal Dashboard
Build DashboardCompose a stalled-deal dashboard: count of stalled deals by stage and rep, total ARR at risk (sum of stalled deals' values), median age of stalled deals, recovery rate (stalled deals that re-engaged and moved stage forward), and dishonesty rate (stalled deals that should have been closed-lost — measured as deals that stay stalled 30+ days before eventually being marked lost). Manager view: which reps consistently let deals stall vs. honestly close-lost.
Ready to run this recipe?
Tell Blu what you need. It builds the segment, content, journey, and dashboard in minutes.
Sign up free