Workflow
Stale deal nudger
No deal goes quiet without someone deciding it should.
- By
- Caleb and Ryan, the founders
- Updated
- September 2, 2026
- Version
- 0.1, in the library
- n8n
- Zapier
Watches deal activity and, when one goes silent past your threshold, nudges the owner with the deal's last touch and a drafted next step. Deals only die on purpose: the owner advances it, snoozes it with a date, or closes it as lost with a reason.
Built, documented, running.
Part of the working library we deploy from on every engagement.
Bring this into a project- Complete and documented: the same files we run ourselves.
- Deployed and tuned to your stack as part of an engagement.
The file
Draft excerpt# The nudge Subject: [deal] has been quiet for [days] days Last touch: [summary]. Drafted next step below.Advance it, snooze it with a date, or close it with a reason.
What is inside
3 items. Includes deployment guide.
flow.jsonThe watcher, the threshold, the nudge, the snoozenudge-templates.mdThe messages, written like a colleague, not a robotguide.mdSetting thresholds per stage
Who it is for
- Deals do not get lost, they get forgotten.
- Closed-lost reasons are empty because closing lost takes effort.
- Managers find the quiet deals a quarter too late.
Requirements
- A CRM that exposes deal activity
- A channel for nudges (email or chat)
Where this sits
This system
Stale deal nudger
In the library, running.
In your stack
The audit finds which system earns its place first; we install and tune it around how you work.
Changelog
- September 2, 2026In the library. Version 0.1 runs in our own operation.
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