Inspect all deals in [Rep’s Name]’s pipeline over $50K. Use CRM, calls, emails, and calendar data to identify risks and suggest interventions.
For each deal, include:
– Risks: missing next steps, stalled engagement, single-threading, or other warning signals
– Deal impact: revenue value and forecast category affected
– Examples: call or email evidence illustrating the risk
– Interventions: specific plays or coaching actions to get the deal back on track
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