Sweep the CRM for stale deals every Friday and revive the ones worth reviving
Pipelines rot quietly: deals sit untouched, the CRM says everything is fine, and the forecast is fiction by month end. Agent FM runs the Friday sweep as a routine: it finds every deal past your no-touch threshold, reads the last thread on each, and drafts a revival note that picks up where the conversation actually left off, in your voice. Deals that should be closed out get named, with the reason, instead of haunting the board another quarter. The drafts wait in your outbox, so Friday ends with a clean pipeline and Monday starts with replies.
Every Friday at 3, sweep the pipeline for deals with no touch in [days, e.g. 14] days.
For each stale deal, read the last thread and draft a revival note that picks up where it left off, in my voice.
Stage the drafts in my outbox. Recommend which deals to close out instead of chasing, and say why.
