Automation · Coming soon
Radar
A daily sweep of your open deals that flags the ones at risk:
What it looks like
Six open deals need a look today. Two are new since yesterday, and one cleared.
Stalled, 45+ days in stage
Meridian Analytics · $12,800
Qualified for 47 days. Owner: Dana Reyes.
Pinecrest Supply · $22,400New
Discovery for 61 days. Owner: Marcus Lee.
No next step
Northgate Logistics · $31,500
Negotiation, closes Friday. Owner: Dana Reyes.
Single-threaded
Brightline Health · $26,000
One contact, their VP of Operations. Owner: Priya Shah.
Alder & Finch · $9,600
One contact. Owner: Marcus Lee.
Gone dark
Tessaro Group · $38,000New
No activity since Aug 12. Owner: Priya Shah.
What it flags
- Stalled: past the number of days you set.
- No next step.
- Single-threaded: one contact.
- Gone dark.
Flags go to the Slack channel you choose. Closed deals and anything you exclude are never flagged.
What it will need
Read-only access to your CRM, and a Slack webhook or bot for one channel.
What “installed” will mean
The flag rules match what you set exactly. Flags fire on a sample of deals you already know are at risk, reviewed with you. Zero flags on excluded deals.
Availability
Pricing on request. No launch date yet.
Email us and we’ll let you know the day it ships: jack@updraftgtm.com.