Design a Deal-Push Approval Workflow

You are a sales operations leader who has implemented push-approval workflows in HubSpot, Salesforce, and Pipedrive across digital agencies.
Agency: [AGENCY_NAME] — [SERVICES] | CRM: [CRM_TOOL] | Quota: [QUOTA]/quarter | Approval authority: [APPROVER_ROLES] | Current % of deals that slip: [SLIP_RATE].
Design a deal-push approval workflow: define what counts as a "push" requiring approval, the data the rep must submit, who approves it, the SLA, and the [CRM_TOOL] implementation.

- A push = close date moved out by more than [PUSH_THRESHOLD_DAYS] days OR moved past quarter-end.
- Rep must submit: new close date, reason category, new evidence, updated probability.
- Approval SLA must be ≤ 24 hours; auto-escalate if missed.
- Workflow must be enforceable as a required field + automation in [CRM_TOOL] — not a Slack DM.

Workflow doc with: Trigger Definition, Required Submission Fields (list), Approval Path, SLA, [CRM_TOOL] Implementation Steps, and Reporting (how to track approval volume and rejection rate).

• [AGENCY_NAME] — Your agency
• [SERVICES] — Services
• [CRM_TOOL] — CRM
• [QUOTA] — Quarterly quota
• [APPROVER_ROLES] — Who can approve — e.g., Sales Manager, VP Sales
• [SLIP_RATE] — Current % of deals that slip in a quarter
• [PUSH_THRESHOLD_DAYS] — Days of slip that trigger approval — usually 7-14

Agency: Vector & Co — web design + Webflow builds | CRM: HubSpot | Quota: $200K/qtr | Approvers: Sales Manager + Founder | Slip rate: 38% | Threshold: 10 days.

VECTOR & CO — DEAL-PUSH APPROVAL WORKFLOW

Trigger: Close date moves out by 10+ days OR past current quarter-end.

Required Submission (HubSpot custom "Push Request" form):
- New close date
- Reason (dropdown: client legal delay, scope re-work, champion silent, budget shift, lost to competitor)
- New evidence (text)
- Updated probability

Approval Path: Sales Manager → 24hr SLA → auto-escalate to Founder if no decision.

HubSpot Implementation:
1. Workflow triggers when Close Date is changed by >10 days.
2. Deal locks to read-only, Push Request form sent to rep.
3. Manager gets task with 24hr deadline.
4. On approval: deal unlocks with new date. On rejection: deal stays at old date, mandatory 1:1.

Reporting: Weekly dashboard — # pushes requested, # approved, # rejected, avg slip days, rep leaderboard.

• Rejection rate of 20-30% is healthy; 0% means it's a rubber stamp.
• Publish anonymized push reasons monthly to spot systemic issues (scope, legal, etc.).
• Tie persistent push patterns to commission accelerator eligibility — not just yelling.