Deal Health Analysis & Re-Engagement Ai Agent Workflow Blueprint

Leverages AI to analyze open opportunities on a schedule, predicting likely deal outcomes and flagging stalled deals. It delivers a deal health scorecard to reps and drafts personalized re-engagement emails for stalled or at-risk deals, helping sales teams proactively manage their pipeline.

Who this Ai Workfow Is For

Go-To-Market Pros

You care about improving the entire lifecycle of buyer and customer journeys. And you want inspiration for areas where Ai may help.

Ai Builders

You want inspiration for real-world ways to help people as you're building your Ai product.

Pros Focused on the Decision Stage

You're focused on the Decision stage in your daily job and want to find ways for Ai to help you do more with less.

How this Ai Workflow Helps

On a regular schedule, this workflow uses AI to analyze all open sales opportunities. It predicts each deal's likelihood of closing (either as Won or Lost) and identifies stalled deals with little recent activity. The findings are compiled into a Deal Health Scorecard summarizing win probabilities, risk factors, and signs of stalling. This scorecard is delivered to the sales rep, providing clear insights into which deals need attention. For stalled or at-risk opportunities, the workflow also drafts a personalized re-engagement email using AI. The rep can review and edit this draft before sending, ensuring they reach out with the right message to revive the deal.

Ai Workflow Example as Inspiration for More

Does this AI agent workflow rely too much on AI and not enough on human know-how? Or the reverse? Is it missing steps or tools?

Note that this Ai workflow is presented as inspiration for what's possible. Adjust the amount, type and quality of the data inputs. Adjust how much or how little your human team mates (or you), AI and fully autonomous agents contribute.

And test it! Learn what works and what doesn't.

Don't forget! In the end, it's not just about efficiency. It's about delivering great experiences for your customers and customers-to-be.

1. Trigger Weekly on a Schedule
Trigger. Initiate the workflow on a set schedule to start the analysis process.
Cron Scheduler Salesforce Apex Scheduler Zapier Scheduler HubSpot Workflow Microsoft Flow
2. Gather Open Opportunities
Tool Call. Retrieve up-to-date open opportunity data from the CRM.
Data
Salesforce HubSpot Pipedrive Microsoft Dynamics Zoho CRM
3. Deal Health Assessment via AI
LLM Call. Analyze each open opportunity to predict win/loss probability and identify stalled deals.
Analysis
OpenAI GPT-4 Google PaLM Microsoft Azure OpenAI Cohere Anthropic Claude
4. Deal Health Scorecard Creation
Tool Call. Compile AI insights into a scorecard showing win/loss probabilities and stalled deal risk with next-step recommendations.
Report
Salesforce Reports Tableau Dashboard Excel Spreadsheet Power BI HubSpot Analytics
5. Deliver Deal Health Scorecard to Rep
Tool Call. Send the generated scorecard to the sales rep via email, CRM notification, or messaging platform.
Report
Email Salesforce Chatter Slack Microsoft Teams Push Notification
6. AI-Powered Re-Engagement Email Draft
LLM Call. Generate a personalized re-engagement email draft for stalled or at-risk deals using AI insights.
Email
OpenAI GPT-4 Google PaLM Microsoft Azure OpenAI IBM Watson Assistant Salesforce Einstein GPT
7. Rep Review and Manual Send
Human Action. Allow the sales rep to review, edit, and manually send the re-engagement email draft.
Email
Gmail Outlook Salesforce Email Composer HubSpot Email Mobile Mail App

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