Deal Stall Rescue
A recovery plan for any deal that has gone quiet or stalled in your pipeline.
Sample result
Run live demo- 1Identify and engage the economic buyerOur champion, Ronan Haddad (Practice Manager), seems to lack final authority. Research points to Dr. Elara Vance (Clinic Owner) as the key decision-maker. The next step must involve her.
- 2Re-engage champion with new valueSend Ronan a targeted email with a custom ROI projection for Fathom Union to help him build the internal business case with Dr. Vance.
- 3Propose a multi-stakeholder meetingRequest a brief, 20-minute call with both Ronan and Dr. Vance to align on their clinic's growth goals and demonstrate how our software addresses them directly.
Example run
“My deal with Fathom Union has gone completely cold. Can you build a recovery plan for me?”
The Fathom Union deal ($42,000 ARR) has been in the 'Proposal Sent' stage for 28 days with no logged emails or calls.
The only contact engaged so far is Ronan Haddad, the Practice Manager. Communication with him has stopped.
Identified Dr. Elara Vance as the Clinic Owner. She is likely the economic buyer and final decision-maker.
Recovery Plan: Fathom Union
Who it's for
When a promising deal goes quiet, this skill is your first move. It's designed for sales reps who need a concrete plan to re-engage an account that has stopped responding, turning a potential pipeline loss into a renewed opportunity.
What it does
Each Monday morning, the skill identifies deals in Salesforce that have been inactive for a period you define. It then researches the account on LinkedIn Sales Navigator to diagnose the stall, drafting a multi-step recovery plan and a new outreach email with compelling points, like ROI projections, to restart the conversation.
What you need
You'll need active Salesforce and LinkedIn Sales Navigator accounts connected to the assistant. During setup, you simply define what 'stalled' means for your sales cycle by setting the number of inactive days that triggers an alert.
What you get
For each flagged account, you receive a stall alert, a step-by-step recovery plan, and a pre-drafted outreach email. The email provides a fresh angle, such as new ROI projections, ready for your review and approval before you send it.
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- Sample result
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