Tracking · Lead Scoring & Qualification

Score a Deal for Stalling Risk

Detect early signals that a deal is about to stall and get a clear stall-risk score plus the unblock action to take this week.

repmanagerIntermediate⏱ Recovers 1-3 deals per quarter that would otherwise die silently
When to use
Use on any deal sitting in the same pipeline stage for longer than your average velocity, or after a meeting got rescheduled twice. Especially helpful during weekly pipeline reviews to triage which deals to call vs. let cook.
The prompt
You are a pipeline-management coach who has run weekly forecast calls at agencies and can spot a stalling deal from 50 paces.
Agency: [AGENCY_NAME] — [SERVICES] | Deal: [DEAL_NAME] — [DEAL_SIZE] | Current stage: [STAGE] | Days in current stage: [DAYS_IN_STAGE] | Average stage duration: [AVG_STAGE_DAYS] | Last 5 touches: [RECENT_ACTIVITY] | Prospect's last words: [LAST_PROSPECT_MESSAGE]
Score this deal's stalling risk 0-100 and prescribe one unblock action to run this week.

- Score 5 stall signals 0-20 each: Stage Velocity (days vs avg), Engagement Decay (response latency trend), Stakeholder Drop-off (champion or EB gone quiet), Vague Language ("circle back," "touch base"), Missing Next Step (no calendar invite booked)
- 70+ = high stall risk (act this week), 40-69 = medium (act within 14 days), under 40 = healthy
- Quote verbatim language from [LAST_PROSPECT_MESSAGE] or [RECENT_ACTIVITY] as evidence — if none, mark "No signal" and score 0
- Recommend ONE specific unblock move (re-engage email, breakup email, multithread to new stakeholder, executive sponsor call, walk-away)
- Include a NUMERIC probability adjustment to the deal's existing forecast %
Signals table: Signal | Score /20 | Evidence | Notes. Then Total Risk /100, Risk Level, Recommended Unblock Move (with copyable opener), and Forecast Probability Adjustment (+/- %).
Variables
  • [AGENCY_NAME] — Your agency
  • [SERVICES] — Services sold
  • [DEAL_NAME] — Prospect company
  • [DEAL_SIZE] — Deal value
  • [STAGE] — Current pipeline stage
  • [DAYS_IN_STAGE] — Days deal has been in current stage
  • [AVG_STAGE_DAYS] — Your average days in this stage for closed-won deals
  • [RECENT_ACTIVITY] — Last 5 touchpoints — calls, emails, meetings, status
  • [LAST_PROSPECT_MESSAGE] — Most recent message or quote from the prospect verbatim
Example input
Agency: Northwind Digital — SEO + Google Ads | Deal: Atlas Plumbing, $84K ACV | Stage: Proposal Sent | Days in stage: 28 | Avg: 9 days | Recent: proposal sent 28d ago, follow-up email day 7 (no reply), follow-up day 14 ("thanks, will review"), meeting rescheduled day 21, no response since | Last message: "We're slammed right now, let's circle back next month"
Example output
| Signal | Score | Evidence | Notes |
|---|---|---|---|
| Stage Velocity | 20 | 28d vs 9d avg = 3x | Major slip |
| Engagement Decay | 18 | 1 vague reply, 1 reschedule, then silence | Trending down |
| Stakeholder Drop-off | 15 | Owner never re-engaged after proposal | EB cold |
| Vague Language | 18 | "circle back next month" verbatim | Classic stall |
| Missing Next Step | 20 | No calendar invite on the books | Critical |

Total: 91 / 100 — HIGH STALL RISK, act this week
Unblock Move: Send breakup email to champion + owner. Opener: "Atlas team — assuming the timing isn't right and closing the file on our end. If anything changes before [date], just reply 'open' and I'll restart. Otherwise, no follow-ups from me."
Forecast Adjustment: -40% probability (from 60% to 20%)
Pro tips
  • Breakup emails get replies 25-40% of the time — they're the highest-leverage move on a stalled deal
  • Track signal #5 (no next step on the calendar) ruthlessly — it's the earliest leading indicator of stall
  • Any deal at 70+ stall risk should be dropped from forecast commit immediately, not next quarter
Works with
ClaudeChatGPTGemini
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