Slipped Deal Rescue Plan
For every deal that slipped the quarter, a rescue plan grounded in whether the buyer is still in-market — re-engage, multi-thread, or close it lost.
RevOps - Deal rescue
Rescue, multi-thread, or disqualify — gated on whether the buyer is still in-market
9
Slipped deals
3
Honestly disqualified
| Deal | Verdict | In-market signal |
|---|---|---|
| Acme - $80k | Re-engage | Intent rising again |
| Beta - $120k | Multi-thread | Intent alive, 1 contact |
| Gamma - $40k | Disqualify | Intent dead 90d |
Why it lands
Not every slipped deal deserves a rescue. The ones where the buyer stopped researching the category should be closed-lost honestly — so the rep spends rescue energy on the deals that can actually come back.
Overview
Take a list of deals that slipped their close date and build a per-deal rescue plan: confirm whether the account is still in-market via HG intent, identify multi-threading gaps, and recommend re-engage / multi-thread / disqualify with the signal behind each call.
Use cases
Stop rescuing the dead
Reps burn weeks 'rescuing' deals where the buyer left the market months ago. Intent makes disqualification an evidence-backed decision instead of a personal failure.
Unblock the deals stuck on 'legal'
Half of 'waiting on legal' slips are really single-threading — the one champion went quiet and there's no one else engaged. Multi-threading targets fix that.
View workflow prompt
# Slipped Deal Rescue Plan
## Parameters
- `{{slipped_deals}}` *(required)* — Pasted slipped deals (deal, domain, original close date, amount, last known blocker). Example: `Acme - acme.com - 2026-03-31 - $80k - waiting on legal`
- `{{category}}` *(required)* — Product category whose intent confirms in-market status. Example: `data integration`
## Purpose
Build a rescue plan for each deal in {{slipped_deals}} — but only after confirming via HG {{category}} intent whether the buyer is still in-market. Honest disqualification of dead deals is a valid (and valuable) output.
## Process
1. **Parse slips** — read {{slipped_deals}} with the last known blocker per deal.
2. **Still in-market?** — `company_intent` + `intent_category` for the {{category}} per domain. This is the gate: a slipped deal with dead intent should be disqualified, not rescued.
3. **Multi-threading** — `contact_search` to find committee members the rep may not have engaged — often the real unblock for a deal stuck 'waiting on legal'.
4. **Account fit recheck** — `company_firmographic` to confirm nothing changed (M&A, downsizing) that invalidates the deal.
5. **Plan per deal** — recommend Re-engage (intent alive + clear unblock), Multi-thread (intent alive but single-threaded), or Disqualify (intent dead). Each with a first concrete step and, for re-engage, a one-line opener tied to a current signal.
## Output Format
Markdown with:
- `# Slipped Deal Rescue Plans`
- `## Verdict Summary` (counts: re-engage / multi-thread / disqualify)
- `## Per-Deal Plans` (table: deal | verdict | in-market signal | first step)
- `## Re-Engage Openers` (one-line opener per re-engage deal, tied to a current signal)
- `## Citations`
## Quality Checklist
- Every verdict gates on `company_intent` for the category
- Disqualify is used honestly for dead-intent deals — not all deals are rescuable
- Multi-thread recommendations name real contacts
- Re-engage openers cite a dated, current signal — not the old blocker