Open-Deal Reengagement Watcher
Use when the user wants to catch an active deal coming back: "did this deal come back", "which open opportunities re-engaged this week", "who returned to pricing or replied after going quiet". Trigger-driven: an account with an open deal shows fresh site, chat, or inbox engagement, and the owner gets the exact next move. Quiet deals with nothing coming back are Pipeline Truth's stalled-deal territory; the cross-account signal queue is Account Signal Radar.
Sample result
Run live demo
Summarize re-engaged open deals| Account & Deal | Re-engagement Signal | Duplicate Gate Check | Recommended Next Step | |
|---|---|---|---|---|
| 1 | Juno Labs $680k — Proposal | Oskar Osei (VP Operations) re-downloaded solar interconnection specs & pricing sheet after 18 quiet days. | Clear: No outbound touch in last 12 business days (Last: June 12) | Send updated NEM 3.0 utility tariff breakdown and offer a 15-minute sync. |
| 2 | Apex Cold Storage $1.2M — Technical Review | Dr. Elena Vance (Dir. Energy) visited Investment Tax Credit calculator 4x today. | Clear: No touch in last 5 business days (Last: June 21) | Share draft ITC 30% advisory memo and confirm baseline power usage metrics. |
| 3 | Lumina Logistics $420k — Contracting | Marcus Thorne (VP Procurement) replied asking for structural engineering sign-off. | Already handled: Marcus Lee replied today at 09:15 AM | Monitor: Staged internal note on engineering delivery timeline. |
Example run
“Which of my open commercial solar deals re-engaged this week?”
Retrieved 14 open opportunities, including Juno Labs ($680k), Apex Cold Storage ($1.2M), and Lumina Logistics ($420k).
Detected high-intent activity: Oskar Osei (Juno Labs) downloaded solar interconnection specs and pricing sheets after 18 quiet days; Dr.
Confirmed clear follow-up windows for Juno Labs (last touch June 12) and Apex Cold Storage (last touch June 21). Lumina Logistics already handled by Marcus Lee today at 09:15 AM.
Open-Deal Reengagement Summary
More in Deal Acceleration
- Sample resultMEDDICC deal scorecard
Component Score Status Metrics 2/3 Amber Economic Buyer 1/3 Red Decision Criteria 3/3 Green Identified Pain 3/3 Green Champion 2/3 Amber Competition 1/3 Red Analyze sales opportunities, call transcripts, and pipeline qualification using MEDDICC. Use when asked for a deal review, deal health or qualification check, MEDDICC scorecard, call coaching, pre-call qualification prep, champion-gap review, or pipeline risk scan. Supports connected CRM and conversation-intelligence data, uploaded exports, and pasted transcripts.
- Sample resultDiagnose why a deal stalled
Diagnostic Criterion Score (1-5) Evidence & Unanswered Gaps 1. Solution Mapped to Environment 2 Rep presented standard sensor specs; no validation of Indigo's reefer trailer relay protocols. 2. Early Technical Constraints Defined 1 Devi Ibrahim raised BLE gateway range concerns; technical response was delayed by six weeks. 3. Operational Success Criteria Set 2 Success defined vaguely as 'fewer excursions' without agreed baseline counts or cost metrics. 4. Buyer Articulate on Solution 1 In transcript, IT Director Samuel Thorne expressed confusion on how gateway hardware integrates with legacy telematics. 5. Key Stakeholder Alignment 2 Devi Ibrahim engaged, but QA Director Elena Rostova and IT Director Samuel Thorne were missing from decision calls. 6. Clear Implementation Roadmap 1 Proposal included commercial terms without a co-owned 60-day deployment schedule or QA sign-off milestone. Use when a seller asks why one deal stalled, slipped, ended in no decision, or was lost; wants a closed-won or closed-lost review; or needs to diagnose buyer confidence, discovery gaps, and the next recovery move. Produce an evidence-backed, read-only review of one B2B deal. Not for generic forecast reviews or pipeline cleanup.
- Sample resultBuild an industry proof matrix
Customer Vertical Segment Quantified Outcome Apex Pet Health Emergency & Specialty 35% faster lab sync, $140k saved/yr Suburban Vet Partners Multi-Clinic Group 60% reduction in billing errors Coastal Equine Care Equine & Livestock 45 min saved per vet daily on mobile EHR Top 5 Specialty Vet Network Specialty Oncology 22 min drop in patient intake latency Build an industry-wise case study repository and proof matrix from case studies, decks, won-customer lists, CRM exports, or a website, then pull cleared, vertical-matched proof for outreach. Extract industry, customer clearance, quantified outcomes, quotes, and displaced incumbents; anonymize private customers and mark missing evidence as "to confirm". Trigger when the user wants to create a case study repository, organize proof by industry, build a customer-reference or logo matrix, find industry-matched case studies, or use the right customer story in outreach. For writing the email around the proof, use the Cold Email Writing skill.
