Pipeline · For Sales, RevOps, Founders
Stalled deal nudge
Finds open deals that have gone quiet, decides one concrete next step for each, and leaves a follow-up task for the team.
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What it's for
Keep open deals moving: no deal goes quiet without a next step.
- Teams with more open deals than they can review every week
- Founders doing their own pipeline review
What you get
- A follow-up task on each stalled deal, with the reason and the evidence
When it runs
- When you run it
- Mondays 08:00
What it uses
- Your Closefinch records
You choose:
- Quiet for at least (days): Default 21 (optional)
Its steps
- Find stalled deals
- Decide next steps · the model works this out
- Create follow-up tasks
Approvals
Creates tasks inside the CRM; nothing leaves the platform. Turn on approval for crm.task.create in Settings → Tools to review each batch first.
Checked before release
The template's eval suite must pass these before a version ships:
- Creates a task per explained stalled deal
- Drops a recommendation with no evidence
Questions
- Who gets the task?
- It's linked to the deal, so it shows on the deal and in the owner's task list.
- What counts as quiet?
- No email, meeting or call on the deal or its account for the number of days you choose (21 by default).
More pipeline templates
Act on signals
When a signal fires on an account, reads its dated why-now evidence and leaves the owner one concrete next step as a task, citing the signal.
Stalled deal recovery
Every morning, finds deals with no activity for two weeks, works out why the last thread went quiet from the last call, and puts a recovery email in each owner's inbox to approve.
Pipeline review
Twice a week before stand-up, reviews every open deal of one AE — risks, methodology gaps, last touch, the one next action — and sends them an honest take with where to focus.