# 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.

Category: Pipeline. For: Sales, RevOps, Founders.

## What it's for

Keep open deals moving: no deal goes quiet without a next step.

Suited to:

- 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

1. Find stalled deals
2. Decide next steps (the model works this out)
3. 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:

- 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).

Use this template: https://app.closefinch.com/app/agents/templates/stalled-deal-nudge (sign in first). Every template: [https://www.closefinch.com/templates](https://www.closefinch.com/templates).