How to spot stalled deals before the weekly review

Why the usual way fails

Most pipelines show where a deal is, not how long it has been sitting there or why. A weekly report is a snapshot, so a deal that stopped moving on Monday looks the same as one that moved yesterday until the next review. Reps do not like flagging their own deals as stuck, and managers rarely have time to open every record and read the last few messages. The signals are there, a missed reply here and an expired quote there, but they are spread across email, calls and notes, so nobody puts them together in time. So the review turns into a post-mortem instead of a chance to save the deal.

How Heigin helps

HeiGin puts the warning on the deal itself instead of saving it for a report. Its Deal brief raises a flag when a deal stalls and attaches the reason, so the owner sees what happened and what the deal needs next. Quiet accounts show up in a short attention list with how many days they have been silent, like a quote that expired or a customer with no reply. And when the agent drafts the follow-up, nothing goes out until a person on your team approves it.

Step by step

1. Bring your leads, contacts and deals in, for example with the CSV import.
2. Work the pipeline board as usual and let calls, emails and notes collect on each customer timeline.
3. Check the attention list for accounts that have gone quiet and the reason each one is flagged.
4. Open the deal brief to see the last touch, the open asks and the suggested next step.
5. Review the drafted follow-up, edit it if needed, and approve it to send.

Tips

• Look at days since the last reply, not just the stage. A deal in negotiation with no answer for two weeks is in more trouble than a new lead that replied this morning.
• Before you chase a stalled buyer, read the brief first. Knowing that the decision maker is on leave or that someone asked for a longer payment term changes what you write.
• Keep the follow-up short and tied to the open question. A reply that answers the pricing ask from the last call gets read faster than a generic check-in.
• Treat an expired quote as a reason to call, not to resend the same file. Ask what changed on their side, then update the numbers if the scope moved. If the buyer has simply gone silent, a short note that names the last thing they asked for usually restarts the thread better than a reminder that you are still waiting.

Questions