Disqualification Agent

The agent runs every Monday before the weekly review. This gets the list ready before the pipeline meeting, so the team can discuss the recommendations rather than wait for them to be produced during it.

• Schedule: Every Monday
• Timing: Before the weekly review

Next, the agent pulls every open deal and reads its fit, engagement, and time in pipeline. It leaves out deal value because the question is whether the deal is likely to close, not what it is worth.

• Scope: All open deals
• Fields: Fit, engagement, and deal age
• Exclude: Deal value

The agent scores each open deal out of ten using fit, engagement, and time in pipeline. It also names the weakest of the three, giving the next step a clear reason to consider when deciding which deals are worth dropping.

Using those scores, the agent recommends which deals are worth dropping. It gives one clear reason for each recommendation instead of repeating a composite score, and leaves out any deal with buyer activity in the last fortnight.

Finally, the agent emails the same list to each deal owner and their manager before the pipeline review. Both go into the conversation with the same recommendations and the same reason for dropping each deal.

• Recipients: The deal owner and their manager
• Sent: Before the review, never during it
• Subject: Deals to drop this week