Pipeline · For Sales, Founders
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.
Opens the template in the app. Sign in or start free first.
What it's for
No deal goes quiet without a specific, grounded reason to re-engage.
- Account executives
- Founders running their own pipeline
What you get
- A recovery email per stalled deal, waiting in its owner's inbox
When it runs
- When you run it
- Daily 08:00
What it uses
- Your Closefinch records
You choose:
- Quiet for at least (days): Default 14 (optional)
Its steps
- Find stalled deals
- Proof points
- Draft recoveries · the model works this out
- File for the owners
Approvals
Each email waits in its deal owner's inbox and is sent from their mailbox only when they approve it (send guardrails and policy apply).
Checked before release
The template's eval suite must pass these before a version ships:
- Drafts a recovery email per stalled deal into the owner's inbox
- Drops a deal it can't ground in the last call
Questions
- Does it email customers on its own?
- No. Every email waits for the deal's owner to approve it, and goes from their own mailbox.
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