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.
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
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