Flag my stale CRM deals and draft the next move
A Monday digest of deals gone quiet, each with a drafted follow-up ready to review
Every Monday morning, go through my open deals in HubSpot and find the ones with no logged activity in the last [14] days. For each stale deal: read the recent notes and emails on the record, summarize where things actually stand in one line, and decide the most sensible next move — a follow-up email, a breakup email, or a task for me. Where the move is an email, draft it in Gmail addressed to the deal's main contact, referencing the last real conversation — but don't send. Where it needs me, like pricing approvals or exec involvement, say so explicitly. Give me a digest sorted by deal value: deal, amount, days quiet, the status one-liner, and the action taken. Skip deals in [stages to ignore, e.g. closed or on-hold stages].
