At-Risk Deal Early Warning
Catch the deal going dark before it's lost — declining buyer intent, a champion who went quiet, a competitor's tech showing up in the account.
RevOps - Early warning
The deal cooling in the data before it cools in the CRM
4
Deals flagged at-risk
Risk from signal trajectory
Falling category intent + a competitor's
tech newly installed = act now.
Falling category intent + a competitor's
tech newly installed = act now.
| Deal | Risk driver | Action |
|---|---|---|
| Acme - $80k | Category intent down 40% | Re-engage champion |
| Beta - $120k | Datadog newly installed | Defend / displace |
| Gamma - $60k | Layoff signal | Confirm budget intact |
Why it lands
The CRM says the deal is in Proposal and fine. HG says the buyer stopped researching the category and just installed your competitor. The data sees the risk weeks before the rep does.
Overview
Scan a pasted set of open deals for early-warning risk signals by cross-referencing each account's HG intent trajectory, technographic shifts (competitor adoption), and operating signals — flagging deals that look fine in the CRM but are cooling in the data.
Use cases
Save deals while there's still time
A deal goes quiet for a reason. Falling category intent and a competitor's freshly-installed product are the reasons — surfaced early enough to re-engage instead of post-morteming.
Separate deal risk from account risk
A layoff at the account threatens the deal but isn't the rep's fault. Calling that out protects the rep and tells the forecast the truth.
View workflow prompt
# At-Risk Deal Early Warning
## Parameters
- `{{deal_list}}` *(required)* — Pasted open deals (deal, domain, stage, amount, named competitor). Example: `Acme - acme.com - Proposal - $80k - Datadog`
- `{{category}}` *(required)* — The product category whose intent matters for these deals. Example: `observability`
## Purpose
Surface early-warning risk on deals in {{deal_list}} by reading the HG signal trajectory for the {{category}} — declining intent, a competitor's tech newly installed, or a negative operating signal — so reps act before the deal goes dark, not after.
## Process
1. **Parse deals** — read {{deal_list}}; note the named competitor per deal.
2. **Intent trajectory** — `company_intent` (and `intent_category` for the {{category}}) per domain. Falling intent on the category is the leading risk signal.
3. **Competitor footprint shift** — `company_technographic` to check whether the named competitor's product (or an adjacent one) is now installed — a sign the account is leaning the other way.
4. **Operating signals** — `company_operating_signals` for negative signals (layoffs, budget freezes, leadership churn) that threaten the deal independent of the rep's work.
5. **Score and rank** — combine the signals into a risk score; rank deals most-at-risk first with the specific signal driving each flag.
## Output Format
Markdown with:
- `# At-Risk Deal Early Warning — {{category}}`
- `## Risk-Ranked Deals` (table: deal | risk driver | HG signal | suggested action)
- `## Cooling Intent` (deals where category intent is falling)
- `## Competitor Footprint Shifts` (deals where a competitor's tech appeared)
- `## Citations`
## Quality Checklist
- Every risk flag cites a specific HG signal trajectory, not a static value
- Competitor-footprint flags cite `company_technographic`
- Operating-signal risks distinguish account-level threats from deal-level ones
- Suggested action matches the risk driver (re-engage vs. multi-thread vs. defend)