Deal Momentum Agent

Each day, the agent checks every open deal for a drop in engagement. Decay tends to happen gradually, so the daily schedule catches slowing deals without waiting for the stage to change.

• Schedule: Daily
• Scope: All open deals

Next, the agent pulls every contact on the deal. Looking beyond the champion makes it possible to see when engagement has slowed with one person or across the wider buying committee.

• Scope: Every contact on the deal
• Include: The full buying committee, not only the champion

The agent then pulls 90 days of email activity for the buying committee. This window is long enough to show the account's normal contact rhythm while keeping the baseline current.

• Window: The last 90 days
• Include: Email activity for contacts on the buying committee

Using those 90 days, the agent works out the account's normal contact frequency for each person and for the buying committee overall. It ignores the first two weeks when establishing the baseline, so the next step has a normal rhythm to compare recent activity against.

The agent compares the last 14 days of activity on each open deal with that account's normal rhythm. It lists the deals running below their baseline and identifies which people on the buying committee have gone quiet.

When a deal drops below its baseline, the agent sends a Slack alert to the deal owner and manager. It sends the alert once when the drop happens, rather than repeating it every day while the deal remains below its normal rhythm.

• Recipients: The deal owner and manager
• Channel: Slack
• Frequency: Once when the deal drops below its baseline