Inactive or At-Risk Opportunities

Petavue, review all open opportunities created in the last 180 days and deliver:

1. Engagement Activity

   • List any Sales Emails, Calls, Meetings, Demo Invites, Web Visits, Asset Views, or Nurture Emails logged after each opportunity’s creation date.

2. Silent Opportunities

   • Flag any opportunity with no touchpoints logged in the past 14 days or more.

3. Silent Opportunity Details For each flagged opportunity, return:

   • Opportunity Name
   • Stage
   • Owner
   • Created Date
   • Last Engagement Date (if any)
   • Days Since Last Engagement
   • Associated Account or Contact(s)

4. Silence Categories

   • Newly Silent: No activity in last 14–30 days
   • Critically Silent: No activity in 30+ days

Based on the flagged open Opps with no GTM engagement in the last 14+ days:

1. For Newly Silent Opps (14–30 days):

• Suggest the best-fit reactivation tactic based on stage and last known activity

• Use Outreach, Email, or Slack to prompt contact or notify owner

• Trigger an automatic reminder or follow-up workflow in Salesforce or HubSpot

2. For Critically Silent Opps (>30 days):

• Recommend revival sequence or “last-touch” escalation (via Outreach or Email)

• Push Slack alert to owner with next best action (e.g., book meeting, send case study, ask if timing changed)