You’ll get an automatic email when a deal has been quiet for 5 days, so you can follow up without manually checking.
Key Facts
- 1Checks deals idle 5+ days
- 2Sends owner an email with a list
- 3No manual tracking required
- 4Runs daily on schedule
The Problem
You spend time chasing leads, but some deals just sit and don’t move. When a deal is ignored for a few days, it’s easy to forget it exists. This can mean missed revenue and extra stress for you.
Manual follow‑ups are tedious, and you might not notice a quiet deal until it’s too late. The result is lost opportunities and a never‑ending to‑do list.
How It Works
The AI watches every open deal in your pipeline. If a deal shows no activity for 5 days, it automatically adds it to a “needs attention” list.
Then the system sends you an email with that list, so you can reach out right away. No extra steps on your part.
What It Means for You
You get a timely reminder that keeps stalled deals moving forward. This means more closed deals, less time spent hunting for forgotten opportunities, and a smoother sales process.
Because the nudge is automatic, you can focus on selling instead of remembering to follow up.
Getting Started
Log into your AI Business Sites dashboard, go to Scheduled Tasks, and click “Create New Task.” Type something like “Email me when a deal has no activity for 5 days.” Choose daily schedule, set email recipient, and save. That’s it—your AI will start handling the follow‑up nudge.
Frequently Asked Questions
Does it work for any type of deal?
Can I change how many days trigger the nudge?
The Bottom Line
Automated follow‑up nudges keep your pipeline healthy without extra work. You’ll get clear, timely reminders that help you close more deals and reduce stress.
Give it a try—set up the task today and watch your follow‑ups run on autopilot.