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Deal Follow-ups

A weekly list of stalled deals with AI-generated nudges per row.

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What's inside

Sheet

Stalled Deals

  • Deal text
  • Days Stalled number
  • Last Touch date
  • Reason (guess) ai_enriched

    AI prompt: Best guess of why {Deal} has gone {Days Stalled} days without activity. One sentence.

  • Nudge Message ai_enriched

    AI prompt: Write a friendly Slack DM to the AE owning {Deal} suggesting a specific re-engagement move.

Sheet

Tasks

  • Task text
  • Owner text
  • Due Date date
  • Status select

    To doIn progressDone

    Deal Follow-ups template, Sheetlane, Sheetlane