Stalled pipeline is a revenue problem with a known cause: something broke the momentum — a slow proposal, a missed follow-up, a champion who went quiet — and no one has a systematic trigger to do anything about it. The standard response is a manual “just checking in” email that goes out whenever a rep notices the deal has been sitting too long, which is to say it often doesn’t go out at all.
We build the detection and re-engagement layer on top of your CRM. Drop-off rules define what “stalled” means at each funnel stage — by time in stage, last activity date, or missing next-step fields — and trigger a recovery sequence tailored to that stage. Re-engagement messages are distinct from standard nurture: they acknowledge the gap, offer a specific reason to re-engage, and route replies to the owning rep with context. A recovery dashboard tracks pipeline recovered, meetings rebooked, and time-in-stage reduction so the system pays for itself in measurable terms.
The detection logic is designed per stage because what constitutes “stalled” is different at each point in the funnel. A lead that hasn’t been contacted in three days is stalled differently from a proposal that has been open for two weeks. We work through each stage with your sales leadership to agree on the stall definition and the appropriate response — some stages warrant an automated sequence, others warrant a rep alert with context, and a few require a manager escalation before any outreach goes out. The system instruction for each recovery sequence specifies the tone, the number of touches, the exit conditions, and the handoff protocol when a rep needs to take over.
The integration layer reads CRM activity data, deal field updates, and time-in-stage calculations to generate the detection triggers. Recovery sequences run through your existing email platform with the assigned rep as the sender identity so the message feels personal rather than automated. Reply routing connects back to the CRM and notifies the rep with the contact’s history and the recovery sequence they received, so the rep has context before responding. The recovery dashboard pulls from sequence engagement data and CRM pipeline data; it shows the before-and-after on time-in-stage for recovered deals and the aggregate pipeline value that moved after a recovery trigger.
Conversion Recovery Autopilot works on pipeline that already exists in your CRM with defined stages and activity logging. It does not generate new pipeline from cold sources, and it does not work well on CRM data that is too incomplete to calculate meaningful time-in-stage or last-activity signals — in that case, CRM hygiene comes first. The re-engagement sequences require a genuine recovery offer or value proposition; a sequence without a reason to re-engage will confirm the contact’s silence rather than reverse it. This system also does not replace rep judgment on complex enterprise deals where recovery requires a relationship conversation rather than an automated touch.
At handover the client owns the stall detection rules, the recovery sequence library, the reply routing configuration, and the recovery dashboard. The ops owner can adjust stall thresholds, add new stage-specific sequences, and tune the number of recovery touches without rebuilding the architecture. We document the decision logic behind each stall definition so it can be revisited as the sales process evolves — what constitutes a meaningful stall at your current deal velocity may shift as volume and average cycle time change, and the rules are designed to be tuned, not locked.