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Stalled deal detection

Finds deals sitting in a stage far longer than usual with no activity, drafts a nudge that fits the stage, and escalates if they stay stuck.

Authored by Sid Chaudhary

Founder & CEO at Intempt

Agentic workflow

Coming soon

5 steps Blu runs end to end. It drafts a plan and nothing runs until you approve it.

  1. 1

    Measure how long it has sat

    Coming soon

    Blu builds a step

  2. 2

    Find the genuinely stuck ones

    Coming soon

    Blu builds a step

  3. 3

    Write a nudge per stage

    Coming soon

    Blu builds a step

  4. 4

    Draft it and chase the rep

    Coming soon

    Blu builds a step

  5. 5

    See what is really dead

    Coming soon

    Blu builds a step

About this recipe

When to use it

A deal sitting in a stage past its typical age with no recent activity is either dead or forgotten, and nobody's forcing that decision. This surfaces it with a re-engagement draft so reps can revive it or honestly close it.

What it delivers

Detects deals stuck in a stage longer than typical for that stage's median age with no recent activity, and surfaces them with AI-drafted re-engagement nudges so reps can revive or honestly close-lost.

How you prompt this

Describe the outcome in your own words and Blu Agent maps it to this recipe, or run it by name. It drafts a plan first and nothing runs until you approve it.

Tell Blu Agent what you want

“Finds deals sitting in a stage far longer than usual with no activity, drafts a nudge that fits the stage, and escalates if they stay stuck.”

recipe.md preview

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Inputs & outputs

What the recipe needs before it runs, and what it leaves in your workspace.

Inputs

  1. Nothing declared beyond an Intempt workspace. Blu asks for anything else it needs as it goes.

Outputs

    How the recipe runs

    Blu follows the steps in order and shows you each one before anything goes live.

    1. 01Measure how long it has satCreate an AI-derived attribute 'days_in_current_stage' on the Deal object, refreshed daily. Compute: (a) calendar days since the deal last changed stage; (b) percentile of this age within the stage's historical median for similar deals (size, segment, rep). Flag deals where age is in the top quartile (75th+ percentile) for that stage. Also compute 'Days since last activity' (any meeting / email reply / task completion on the deal).
    2. 02Find the genuinely stuck onesBuild a segment 'Stalled deals' capturing open deals where (a) days_in_current_stage is in the top quartile for that stage AND (b) Days since last activity >= 14 days. Excludes deals where the rep has manually set a 'paused' flag (legitimate pause, coming back next quarter, etc.). Refreshed daily. Use the result of "Measure how long it has sat".
    3. 03Write a nudge per stageGenerate an AI-drafted re-engagement email template. The AI picks angle based on stalled-stage: (a) Discovery stalled (re-ask the qualifying question that wasn't answered; (b) Demo stalled) offer technical deep-dive or POC; (c) Proposal stalled (surface that pricing pushback usually means decision-maker isn't bought in, offer to align; (d) Closing stalled) explicit clarity-ask about timeline + remaining blockers. Personalized to last meeting summary if available. Tone: direct, low-pressure, honest. The rep reviews and sends: not auto-send. Use the result of "Measure how long it has sat", "Find the genuinely stuck ones".
    4. 04Draft it and chase the repCreate a workflow firing daily for newly-stalled deals (deals that crossed into stalled-segment in the last 24 hours). Step sequence: (1) compose AI nudge draft using the asset template + deal context; (2) create a task for the deal owner labeled 'Review and send: stalled deal nudge' with the draft pre-attached; (3) post Slack DM to the rep with deal name + draft preview + 'review' button; (4) escalate to manager via Slack if same deal is still stalled 14 days after first nudge task (signal: deal should probably be closed-lost). Don't auto-send the email: rep must review. Use the result of "Measure how long it has sat", "Find the genuinely stuck ones", "Write a nudge per stage".
    5. 05See what is really deadCompose a stalled-deal dashboard: count of stalled deals by stage and rep, total ARR at risk (sum of stalled deals' values), median age of stalled deals, recovery rate (stalled deals that re-engaged and moved stage forward), and dishonesty rate (stalled deals that should have been closed-lost: measured as deals that stay stalled 30+ days before eventually being marked lost). Manager view: which reps consistently let deals stall vs. honestly close-lost. Use the result of "Measure how long it has sat", "Find the genuinely stuck ones", "Write a nudge per stage", "Draft it and chase the rep".

    Install Intempt and run it

    1. 1

      Sign up

      Create a free Intempt workspace.

    2. 2

      Connect your data

      Add the sources this recipe reads from.

    3. 3

      Ask Blu

      Type /stalled-deal-detection in Blu once this recipe is live there.

    4. 4

      Review and approve

      Blu builds each step and waits for your OK before anything goes live.

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