Pipeline Watchdog
Watches every active deal for staleness, last-touch age, and stage-time anomalies. Knows when a deal should have moved by now and hasn't.
← all workflows
// workflow-sales-follow-up
Your pipeline depends on memory. Replace the memory.
Most pipeline deaths aren't because the deal was bad. They're because nobody remembered to send the next touch. We install the system that watches the pipeline, drafts the right next move per deal, surfaces stalls before they're terminal, and keeps the CRM honest without anyone having to type into it.
Where the work leaks.
Every sales team has the same pattern. The hot deals get follow-up. The B-tier deals get follow-up sometimes. The C-tier deals get follow-up almost never — and most of them die quietly, not because they wouldn't have closed, but because nobody touched them in week three. Pipeline hygiene is one of the highest-leverage things a sales operation can do, and it's one of the first things to slip when the team is busy.
The dropped deal is the most expensive mistake in sales. Because nobody sees it happen.
What we install.
A working layer between the pipeline and the rep. Watches every deal, drafts the next move, flags what's at risk, and keeps the record clean.
// inputs
Emails · calls · CRM · calendar
// 01 intake
Per-deal state read
// 02 memory
Account context + buying committee
// 03 synthesis
Next-touch drafted, alerts ranked
// 04 approval
Rep reviews
// 05 execution
CRM updated, touch sent
// the loop runs every day. the rep stays in the send-button seat.
Cascade Manager
Drafts the next-touch sequence per deal, adjusted by engagement signals: opens, replies, meetings booked, content viewed.
Stalled-deal alerts
Flags deals at risk before they're cold. Names what's blocking, who's gone quiet, what to try next.
CRM Enricher
Keeps account records fresh from email, calendar, and call notes. The rep stops typing updates into the CRM.
Account Brief Generator
For high-value accounts, generates a current-state brief any time someone needs to walk into a call ready.
What it produces.
The pipeline works the way you wish it already did.
- Daily sales action queue — here's what to do today, by deal, by priority. The rep starts with a list, not a blank CRM.
- Drafted next-touches — ready to review and send. Personalized to the deal context, not template-blast.
- Account briefs on demand — for any account, any time. "What's the state of this deal" answered in one page.
- Pipeline-risk summary — what's stalling and why, surfaced before the next pipeline review.
- A clean CRM — that reflects reality without anyone having to babysit it.
How it installs.
How many deals are quietly dying in your pipeline?
30-minute call. Walk us through your pipeline shape, your CRM, and where follow-up is slipping. We'll show you what the system would do for it.
Book a call →