How to use the Stale Deal Follow Up Planner.
Use the last meaningful interaction to choose the next action. Repeated generic checking-in messages add little value when a specific question remains unanswered.
Make the workflow fit your task.
Find the last meaningful request or unresolved requirement and choose a follow-up that addresses it. Add relevant material or a specific question, with a clear point at which the team should stop or reassess.
- What you provide
- Deal history and last meaningful contact.
- What you get
- Contextual next-step suggestions for inactive opportunities.
See the input and the result.
Illustrative input and output · a teaching example, not a live WebAct run
Example input
A prospect requested a CSV example two weeks ago; no response followed.
Completed example
Follow up with the requested example, ask whether it fits their data and offer to clarify one unresolved requirement.
Load this input into the prompt, then copy it to WebAct to try the task. Your result may differ from the illustration.
Decisions and troubleshooting.
Should every stale deal receive the same follow-up sequence?
Use the actual interaction and reason for delay. A requested example and an unresolved budget approval need different next steps.
Why do repeated check-ins receive no useful response?
Answer the outstanding question or ask one focused clarification. Generic reminders may add nothing the buyer can act on.
Try it with your own source.
Replace the example with your material in the task prompt. Keep the requirements you need, then copy the task into WebAct.
Customize and copy the task ↑