ProspectingResearch

Deal Risk Alert

Every Friday, scan the pipeline for stale deals and Slack the rep with a risk summary.

Part of Account research briefs

Tools

schedule, spreadsheets, slack, email

Outcomes

No first touch without a current brief • Each brief names one reason to call • Stale titles caught before the send • One page, not a research tab

Documentation

Instruction-ready detail below

<in:schedule>Every Friday</in:schedule>, scan the <in:spreadsheets>pipeline</in:spreadsheets> for stale deals and <slack>Slack</slack> the rep with a risk summary.

Instruction file

<in:schedule>Every Friday</in:schedule>, scan the <in:spreadsheets>pipeline</in:spreadsheets> for stale deals and <slack>Slack</slack> the rep with a risk summary.

Setup requirements

Tools

schedule, spreadsheets, slack, email

Other automations in this workflow

Account record refresh

Refreshes target accounts that changed size or ownership and reports what moved.

Call Recap

After each sales call, draft a recap with key takeaways and next steps, then share with the team.

Client Intake

Check if client intake forms are complete. If yes, create client folder.

First-touch account brief

When a new target account is added to the CRM, draft a 1-page brief with ICP fit, triggers, and a first-touch message.

First-touch list draft

Drafts a first message for a new lead using the one company fact that matters.

Pre-meeting account snapshot

Before a first meeting, compile recent news, key stakeholders, and two outreach angles.

Weekly Sales Reporting

Every Monday, compile the weekly sales report from regional updates and email it to leadership.

Weekly trigger scan

Each Monday, scan target accounts for funding, hiring, or exec changes and send a short trigger digest.

Zoho CRM daily brief

Each morning, send a list of cold leads from Zoho CRM with a 1-sentence summary and next step.

Related workflows

Discovery prep pack

Arrive at a discovery call with the stakeholders mapped, the questions already answered, and the gaps worth spending the limited time on.

Fit scoring assistant

Score every account against the same written firmographic and intent criteria, so two reps reach the same answer about whether it is worth working.

Download

Start with one instruction file.

Download the app and begin with drafts and checklists before you write anything back.

  • •Plain-language instructions
  • •Runs on your machine
  • •Works with your existing setup
  • •Reviewable activity history
Download