Identify which of my team’s current deals have the highest likelihood of slipping this quarter. Use CRM data, calls, emails, and calendar activity to analyze risk.
For each at-risk deal, include:
– Rationale: risk factors based on engagement signals (e.g., no next meeting, low reply rate, stalled stage, exec disengagement)
– Historical context: patterns from past deals that slipped under similar conditions
– Forecast impact: how slipping deals affect this quarter’s target
– Mitigation actions: 2–3 plays to de-risk, such as multi-threading, exec outreach, or adjusting timeline expectations
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