Preflight check
Open deals with no next step
Open deals with nothing scheduled: no task, no meeting, no next step.
How Preflight finds it
On HubSpot, it reads each deal’s next-activity date and flags deals where it’s empty or already past. On Attio, it looks for open tasks linked to the deal. This is read-only, using task access Preflight already requests.
Why it costs you
A deal with no next step is waiting on the buyer to remember you. It’s the earliest warning sign a deal is going to stall. Counted and rated. Not priced, because we don’t have a defensible per-deal number yet, and we won’t invent one.
What “fixed” looks like
Every open deal has a next step or a scheduled task at handover. The stage-change task automation, if you choose it, creates the next step for you.
How it stays fixed
Radar (coming soon) is being built to flag deals with no next step.
Related checks
Find out if your CRM has this.
A free, read-only Preflight runs this check and every other one. Your report within 2 business days of access.