@Dash run the pipeline scan — which deals need attention before the weekend?
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Run a weekly pipeline scan for stalled deals
Which deals have gone quiet? The full audit so you don't go into the weekend blind.
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Scanned HubSpot + Gong across the full pipeline. Here's what needs attention before Monday.
🔴 Act today (3 deals)
- Silverline Insurance — Close date was Jun 30. No activity in 12 days. Dev has an unread reply from the champion in Gmail since Jun 24. Stage: Proposal Sent. Respond or move the close date before EOD.
- Meadowbrook Technologies — Champion said "send the contract" on the last Gong call (Jun 18). No contract sent, no follow-up logged in 14 days. A buy signal with no follow-through is the fastest way to lose a deal.
- Eastgate Logistics — $38K opportunity, close date moved twice, no next step set. Last contact 19 days ago. Stage: Demo Complete. If there's no response by Monday, flag for pipeline review.
⚠️ Watch next week (2 deals)
- Keystone Financial — Trial started 3 weeks ago; no logins in 10 days. Champion hasn't replied to Tuesday's check-in. Strong early momentum — this kind of drop-off usually means internal distraction, not lost interest. Direct call Monday morning.
- Ridgeway Contracting — Trial active, exec call today. Flagging because the SSO fix from Tuesday isn't confirmed stable — verify it held before Sam and Chris are on the call.
🟢 Moving (4 deals)
Brightpath Logistics (contract out Jul 7), Beacon Media (demo booked Jul 6), Windgate Group (legal review in progress), Parkside Health (intro call Thu, next step set) — all have activity this week and clear next steps logged.
🙏 5 🔥 3
Teams @Dash run the pipeline scan — which deals need attention before the weekend?
Scanned HubSpot + Gong across the full pipeline. Here's what needs attention before Monday.
🔴 Act today (3 deals)
- Silverline Insurance — Close date was Jun 30. No activity in 12 days. Dev has an unread reply from the champion in Gmail since Jun 24. Stage: Proposal Sent. Respond or move the close date before EOD.
- Meadowbrook Technologies — Champion said "send the contract" on the last Gong call (Jun 18). No contract sent, no follow-up logged in 14 days. A buy signal with no follow-through is the fastest way to lose a deal.
- Eastgate Logistics — $38K opportunity, close date moved twice, no next step set. Last contact 19 days ago. Stage: Demo Complete. If there's no response by Monday, flag for pipeline review.
⚠️ Watch next week (2 deals)
- Keystone Financial — Trial started 3 weeks ago; no logins in 10 days. Champion hasn't replied to Tuesday's check-in. Strong early momentum — this kind of drop-off usually means internal distraction, not lost interest. Direct call Monday morning.
- Ridgeway Contracting — Trial active, exec call today. Flagging because the SSO fix from Tuesday isn't confirmed stable — verify it held before Sam and Chris are on the call.
🟢 Moving (4 deals)
Brightpath Logistics (contract out Jul 7), Beacon Media (demo booked Jul 6), Windgate Group (legal review in progress), Parkside Health (intro call Thu, next step set) — all have activity this week and clear next steps logged.
🙏 5 🔥 3