Who this is for
Sales manager or founder with a padded pipeline before a quarter ends or after a rep leaves.
The forecast looks bigger than the activity behind it, or a departing rep leaves a pile of open deals.
The result
You receive a list of open deals that match your stale rules, ranked by days since the last activity, each with its evidence and one proposed action (chase, move or close-lost). The owner decides; nothing is written to the CRM.
What is included
- One CRM pipeline and up to 5,000 open deals
- A rule sheet you approve: days without activity, past close date, same stage for the number of days you set, no next step
- A list ranked by days since the last activity, with the evidence for each deal and one proposed action
- A seeded check on invented deals, one hit and one near-miss per rule
- A count check: listed plus not listed equals all open deals
You receive
- The rule sheet
- The ranked stale list with evidence
- The seeded test results
- The count reconciliation
What is not included
- Changing, closing or reassigning any deal
- A forecast or a probability of winning
- Judging a deal worked outside the CRM
- Contact details of buyers
- Reasons for a deal being quiet beyond quoting its last note
What we need from you first
- The pipeline stages and what "stale" means to you
- Roughly how many open deals there are
- Where reps log calls and emails
Never send passwords, keys, customer records or confidential code in the first enquiry. Secure handover is agreed after scoping.
How we check it is done
- On invented deals, every rule's hit and near-miss are classified correctly: 100% of the seeded deals. The rules are deterministic, so this checks the rules, not a sample.
- On the real export, 30 sampled rows have 0 evidence mismatches against the CRM view, which shows a mismatch rate under about 10%.
- Listed deals plus not-listed deals equal the total open deals in the export.
- No reason text goes beyond quoting the last note.
You re-run the test yourself, check the list of severe errors and sign off in writing. Payment follows sign-off.
When we would stop or decline
- Reps work deals in places the CRM cannot see
- You want a forecast or a win probability
- The deal export cannot include the activity dates
Questions
Does it write to my CRM?
No. It reads a deal export and returns a list.
Is the list a forecast?
No. It shows deals that match your rules. It says nothing about which deals will close.
Does AI decide which deals are dead?
Your rules decide. A model may only summarise the last note, and every row quotes it.
Price and terms
£149 · untested offer price. £149 after the agreed tests pass and you sign off. No payment before sign-off.
This is a new service with no published client results. The price is a starting point we have not yet tested with buyers. Nothing is ordered or charged by the enquiry. The full specification is on the Synthetic Industry catalogue.