PipelineFollow-up

Close date sweep

Compares close dates against real activity and sends each rep only the deals that went quiet.

Part of Pipeline follow-up tracker

Tools

Clari, Salesforce, Factors.ai

Outcomes

Fewer surprise slips • Short, relevant rep lists

Documentation

Instruction-ready detail below

<in:schedule>Every Friday at 11am</in:schedule>, compare close dates against <in:spreadsheets>last activity</in:spreadsheets>, then <email>email</email> each rep only the deals that went quiet.

Instruction file

<in:schedule>Every Friday at 11am</in:schedule>, compare close dates against <in:spreadsheets>last activity</in:spreadsheets>, then <email>email</email> each rep only the deals that went quiet.

Setup requirements

Tools

Clari, Salesforce, Factors.ai

Trigger

Every Friday at 11:00am

Setup time

10 minutes

Related workflows

Deal risk alerts

Flag a deal the moment it goes quiet, loses a stakeholder, or slips its date, while a rep can still act on it.

Proposal assembly checklist

Assemble the pricing, the approved terms, and the proof the buyer asked for into one packet, with each missing piece named before the send.

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
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