dead-deal-recovery

<quick_start> Weekly pipeline hygiene: "clean pipeline" → scans all open deals → classifies recoverable vs dead → recommends actions

Specific deal: "should I kill the Acme deal?" → analyzes that deal specifically → recommendation

Recovery campaign: "run recovery on stalled deals" → generates re-engagement emails for recoverable deals

Trigger phrases:

• "dead deals" / "stalled deals" / "zombie deals"
• "clean pipeline" / "pipeline cleanup" / "pipeline hygiene"
• "disqualify deals" / "which deals should I kill"
• "deal recovery" / "win back" / "lost deal review" </quick_start>

<success_criteria>

• Every open deal classified: HEALTHY, RECOVERABLE, or DEAD
• Zero deals sitting in pipeline over 90 days without deliberate justification
• Final re-engagement attempt made before ANY disqualification
• Lost reason documented for every disqualified deal
• Pipeline accuracy improves: weighted pipeline reflects reality within 15% </success_criteria>

Architecture

TRIGGER                 DIAGNOSIS                  TRIAGE                    ACTION
──────────────────────────────────────────────────────────────────────────────────────
"clean pipeline"  →  Pull all open deals   →  Score deal health    →  HEALTHY: monitor
                  →  Activity history       →  Classify H/R/D      →  RECOVERABLE: re-engage
                  →  Contact engagement     →  Identify root cause  →  DEAD: disqualify
                  →  MEDDIC completeness    →  Predict recovery %   →  Gmail drafts
                  →  Close date integrity   →                       →  HubSpot updates

Stage 1: Data Collection

1a. Pull All Open Deals

FilterGroup 1 — Tim is COLLABORATOR:

• hs_all_collaborator_owner_ids CONTAINS_TOKEN 87486452
• hs_is_closed EQ false

FilterGroup 2 — Tim is OWNER:

• hubspot_owner_id EQ 87486452
• hs_is_closed EQ false

Properties: dealname, dealstage, amount, hubspot_owner_id, hs_lastmodifieddate, closedate, createdate, num_associated_contacts, hs_deal_stage_probability

1b. Activity History per Deal

1c. Contact Engagement + Clari Check

Stage 2: Deal Health Diagnosis

Score each deal on 5 death signals (0-20 pts each, 100 total).

Signal 1: Activity Recency (0-20)

Signal 2: Champion Engagement (0-20)

Signal 3: Close Date Integrity (0-20)

Signal 4: MEDDIC Completeness (0-20)

Signal 5: Stakeholder Breadth (0-20)

Classification

Root Cause Mapping

Stage 3: Recovery Campaign (3-touch, 10 days)

Email 1 — Check-In (Day 0): Tactical empathy. "It's been a while since we connected about [topic]..."

Email 2 — Value Bomb (Day 4): Challenger reframe with new case study or vertical insight.

Email 3 — Break-Up (Day 10):

Subject: Should I close your file?

Hi [First Name], I haven't heard back — one of three things:
1. Timing isn't right (totally understand)
2. You've gone a different direction (helpful to know)
3. You're buried and this fell off the radar

Would it be a terrible idea to reconnect next quarter instead?

Create Gmail drafts via gmail_create_draft for all 3 touches.

Stage 4: Disqualification Protocol

Before closing any deal as Lost:

1. ☐ Final recovery email sent (Email 3: Break-Up)
2. ☐ At least one call attempt made
3. ☐ 14-day waiting period after last recovery touch
4. ☐ Root cause identified and documented
5. ☐ Lost reason selected in HubSpot

HubSpot actions on disqualification:

• Move deal to "Closed Lost" with reason + notes
• Create follow-up reminder at re-engagement date (if applicable)

Stage 5: Output Format

╔══════════════════════════════════════════════════════════════╗
║  PIPELINE CLEANUP REPORT — [Date]                            ║
║  Open Deals: [X] | Pipeline: $[total]                        ║
╠══════════════════════════════════════════════════════════════╣

🟢 HEALTHY: [X] deals ($[amount]) — no action
🟡 RECOVERABLE: [X] deals ($[amount]) — recovery campaign
🔴 DEAD: [X] deals ($[amount]) — disqualify within 14 days
💀 PIPELINE DEAD WEIGHT: [X]% of deals

🟡 RECOVERABLE — TAKE ACTION THIS WEEK:
1. [Deal] — $[amt] | Root cause: [X] | Recovery plan: [X]
   → Gmail draft created: Yes/No

🔴 DEAD — DISQUALIFY:
2. [Deal] — $[amt] | Evidence: [X] | Learning: [X]

PIPELINE IMPACT:
Before: $[current] | After cleanup: $[cleaned]
╚══════════════════════════════════════════════════════════════╝

Stage 6: Lost Deal Review (Monthly)

Pull all deals closed as Lost in last 30 days and analyze:

1. Win rate by vertical
2. Loss by root cause
3. Loss by pipeline stage
4. MEDDIC correlation with win rate
5. Recovery success rate

<scheduled_automation>

Recommended Cadence

Sibling Skills Referenced

• deal-momentum-analyzer — Shares deal health scoring; dead-deal-recovery goes deeper on RED deals
• morning-brief — Daily feed of deals approaching death thresholds
• meddic-call-prep-auto — If recovery call needed, generates MEDDIC brief </dependencies>

Emit Outcome Sidecar

As the final step, write to ~/.claude/skill-analytics/last-outcome-dead-deal-recovery.json:

{"ts":"[UTC ISO8601]","skill":"dead-deal-recovery","version":"1.0.0","variant":"default",
 "status":"[success|partial|error]","runtime_ms":[estimated ms from start],
 "metrics":{"deals_scanned":[n],"healthy":[n],"recoverable":[n],"dead":[n],"recovery_drafts_created":[n]},
 "error":null,"session_id":"[YYYY-MM-DD]"}

Use status "partial" if some stages failed but results were produced. Use "error" only if no output was generated.