Turn a stalled opportunity into an executive re-engagement pack

Start by creating objective stall criteria instead of relying on rep intuition. In HubSpot, inspect fields such as deal_stage, amount, close_date, next_step, last_activity_date, stage_age, champion_identified, executive_sponsor, procurement_status, and mutual_action_plan_status if you track it. A practical trigger might be no buyer reply for 14 days, no confirmed next meeting, close date pushed twice, no executive sponsor on a high-value deal, or legal/procurement sitting idle for more than one week. Document the trigger rules in Google Docs so managers and reps apply the same standard. QA check: test the rules against five recent opportunities and confirm they flag real stalls without catching every slow-moving deal.

Define stall criteria for our sales motion.

Sales motion:
{{sales_motion}}

Typical sales cycle:
{{sales_cycle_length}}

Deal stages:
{{deal_stages}}

Current CRM fields available:
{{crm_fields}}

Create:
1. Hard stall criteria
2. Soft-risk criteria
3. Field thresholds
4. When manager review is required
5. False positives to avoid
6. Example CRM views or filters

Keep the criteria specific enough that a sales manager can operationalize them in HubSpot.

Pull the full deal history from HubSpot, Gong, Dock, and any proposal documents before drafting anything. Capture the original pain, stakeholders, champion strength, executive sponsor status, decision criteria, promised next steps, proposal assets sent, buyer-room activity, competitor mentions, pricing concerns, and last meaningful buyer action. Build a timeline with date, source, buyer action, seller action, evidence, and open question. Do not let Claude diagnose the deal from a thin CRM note; it needs call evidence, activity history, and buyer engagement signals. QA check: mark missing evidence explicitly so the recovery plan does not pretend the deal is clearer than it is.

Summarize this opportunity history into a deal evidence packet.

CRM notes:
{{crm_notes}}

Gong call summaries or snippets:
{{call_history}}

Dock engagement data:
{{buyer_room_activity}}

Proposal or deck history:
{{proposal_history}}

Output:
1. Timeline of meaningful events
2. Original pain and desired outcome
3. Stakeholders and roles
4. Champion strength
5. Executive sponsor status
6. Objections and concerns
7. Assets sent and engagement
8. Last meaningful buyer action
9. Missing information
10. Evidence-backed next-step risk