Pipeline Health Check

Ask Joy to check your open pipeline and get a written read with an inline chart: the stalled deals with no recent activity, missing next steps, or slipping close dates, and what's putting each at risk.

Pour Sales Managers Account Executives Revenue Operations Sales Leaders
Exemple de prompt pour l'assistant Joy

Check my open pipeline for [quarter] and flag the stalled deals (no activity in [days] days, missing next steps, or slipping close dates) with what's putting each at risk.

À quoi cela peut ressembler

Un exemple illustratif. Votre résultat dépendra de vos sources, de vos données et de vos demandes.

Check my open pipeline for Q3 and flag the stalled deals (no activity in 21 days, missing next steps, or slipping close dates) with what's putting each at risk.

I read your 34 open Q3 opportunities just now. Nine of them tripped at least one stall signal, and together they carry $640K of pipeline. Here are the five going quietest by days since last activity.

Nine deals are showing stall signals, but five are the ones to act on this week. Each has been silent past your 21-day threshold, and two have also pushed their close date more than once.

Days since last activity, stalled deals

Delta Freight42 days
Orion Systems33 days
Cedar Health28 days
Vertex Labs24 days
Lumen Retail22 days

Here's what's putting each at risk:

  • Delta Freight: $180K, 42 days quiet. In Negotiation with no next step and the close date pushed twice. This is the highest-value deal on the list and the coldest. An executive touch this week is overdue.
  • Orion Systems: $145K, 33 days quiet. Champion went dark after the proposal; no reply logged to the last two emails. Worth testing whether the deal is single-threaded.
  • Cedar Health: $110K, 28 days quiet. Stuck in Proposal with no scheduled next step. Needs a clear ask to advance or a reason to disqualify.
  • Vertex Labs: $115K, 24 days quiet. Close date slipped from July to September with no note explaining why. Confirm it's still this quarter.
  • Lumen Retail: $90K, 22 days quiet. Just crossed your threshold; catch it now before it looks like the others.

The pattern across four of the five is a missing next step, not a lost deal. Most of these are recoverable if you re-engage this week. Delta Freight is the one to prioritize on both value and how cold it's gone.

Want me to draft the next move for Delta Freight, or run this same check by rep so you can coach the pattern?

From open pipeline to a stalled-deal list

Pipeline Health Check reads your open opportunities when you ask and surfaces the ones showing stall signals: no recent activity, a missing next step, or a close date that keeps sliding. You get a chart of the worst offenders and a written read on what's putting each at risk.

  1. Connect your CRM

    Point Joy at your CRM so it can read each open deal's last activity date, next step, close-date history, and stage.

  2. Set what counts as stalled

    Tell Joy your threshold (no activity in 21 days, no scheduled next step, a close date pushed more than once) for the quarter you care about.

  3. Read the risk list

    Get a chart of the most stalled deals and a written read on each: how long it's been quiet, what signal tripped, and why it's at risk.

  4. Work the saves

    Copy the list into your pipeline-review notes, and ask Joy to draft the next move for any deal you want to rescue before it slips.

  5. Make it one click for your team

    Save this ask as a custom command on the assistant your team already uses, so anyone can run it in one step.

Faites-en la vôtre

Activity Gaps

Flags deals with no logged email, call, or meeting inside the window you set.

Missing Next Steps

Surfaces opportunities with no scheduled next action, the clearest sign a deal is drifting.

Slipping Close Dates

Catches deals whose close date has been pushed more than once, weighted by value.

A Read on Each

Every flagged deal comes with why it's at risk, not just that it tripped a threshold.

Late-Stage Only

Limit the check to Negotiation and Verbal so you focus on the deals closest to slipping the number.

By Rep

Run the health check per rep to coach the ones whose deals are quietly stalling.

Save-Plan Draft

For any flagged deal, have Joy draft the specific next move to get it going again.

Pre-Review Sweep

Run it the morning of your pipeline review so you walk in with the risk list already made.

Frequently Asked Questions

How do I find stalled deals in my pipeline?

Ask Joy for a health check. It reads your open opportunities and flags the ones with no recent activity, no scheduled next step, or a slipping close date, ranked by how far past your threshold they've gone, each with a note on why it's at risk.

Can I set what counts as stalled?

Yes. Tell Joy your threshold (no activity in 21 days, a close date pushed more than once, a missing next step) and it applies exactly that definition to the quarter or segment you name.

Is this a monitor that watches my pipeline continuously?

No. It's an on-demand check you run when you want it, before a pipeline review, for example. Joy reads the pipeline at that moment and gives you the list; it doesn't run on a schedule or send alerts.

Can Joy help me save a stalled deal?

Ask and Joy drafts the next move for any flagged deal: the email, the executive touch, or the question to test whether it's single-threaded. You send it yourself; Joy writes the draft.

Does Joy change anything in the CRM?

No. Joy reads the pipeline to analyze it and doesn't edit records, update stages, or log activity. You act on the findings in your CRM.

Recettes Connexes

Ventes

Pipeline Dashboard

See pipeline value by stage, rep, or segment on demand.
Ventes

Forecast Preparation

Build a probability-weighted forecast with best, likely, and worst cases.
Ventes

Deal Prep Workspace

Pull together everything you need before a key deal conversation.

Ready to catch stalling deals while you can still save them?

Rejoignez la liste d'attente et soyez parmi les premiers à essayer ce workflow lors du lancement de JoySuite.

Rejoindre la Liste d'Attente Parcourir Toutes les Recettes