KiloClawPowered by OpenClaw
Back to Cookbook

Stale Deal Detection and Cleanup Bot

aka “Pipeline Hygiene Bot”

Kill zombie deals before they kill your forecast

Your pipeline is full of deals going nowhere. This skill continuously monitors activity levels, flags stale opportunities, nudges reps, escalates to managers, and recommends closing dead deals — keeping your forecast honest.

House RecipeWork5 min setup
Try in KiloClawFree 7-day trial

INGREDIENTS

💬Slack✈️Telegram📄Google Docs

PROMPT

Create a skill called "Pipeline Hygiene Bot". Monitor all open deals in my pipeline. Flag deals as stale when there's no meaningful activity (email, meeting, document share) within these thresholds: Discovery = 10 days, Demo = 7 days, Proposal = 5 days, Negotiation = 3 days. When a deal goes stale: Day 1 — Slack DM the rep asking for an update or close. Day 3 — if no response, alert the manager. Day 7 — recommend auto-closing. Weekly pipeline hygiene report: total stale deals, stale value by rep and stage, deals closed from stale status, and overall pipeline health score. Historical tracking: what % of deals flagged as stale eventually closed-won?

How It Works

The skill monitors every open deal for signs of life: emails, meetings, document

activity, stakeholder engagement. When activity drops below your thresholds, it

triggers a cascade: nudge the rep, then alert the manager, then recommend closure.

What You Get

  • Stale deal detection with configurable thresholds per stage
  • Automated rep nudges: "Deal X has had no activity in 14 days — update or close?"
  • Manager escalation after nudge is ignored
  • Pipeline rot report: total stale value, by rep, by stage
  • Auto-close recommendations for truly dead deals
  • Historical analysis: what % of stale deals ever close? (spoiler: very few)

Setup Steps

  1. Define inactivity thresholds by stage (e.g., Discovery: 7 days, Proposal: 5 days)
  2. Configure nudge > escalation > close-recommendation cascade timing
  3. Set alert channels (Slack DM to rep, Slack channel to manager)
  4. Run the first pipeline scan to establish your baseline rot rate

Tips

  • The hardest part is cultural: reps hate killing deals. Frame it as forecast accuracy, not failure.
  • "Stale" thresholds should tighten as deals advance — a deal in Negotiation with 5 days silence is more alarming than one in Discovery
  • Track how many stale deals actually close — the data will convince skeptics
  • Pair with the Deal Stage Auditor for a complete pipeline health system
Tags:#pipeline#forecasting#sales#automation

Related Recipes

Pipeline Review Autopilot

Your Monday morning pipeline deck, built overnight

Stop spending Sunday night in Salesforce. This skill auto-generates your weekly pipeline review — snapshots, deltas, risk flags, and talking points — delivered before you pour your coffee.

Work5 min setup

Forecast Modeler

Data-driven forecasts that replace gut feel

Forecasting shouldn't be rep opinions averaged in a spreadsheet. This skill builds forecasts from engagement signals, historical patterns, and stage conversion rates — producing confidence intervals, not guesses.

Work5 min setup

CLAWBITE AI

Local-first AI assistant that automates small daily tasks safely on your device

A personal, local-first AI assistant that automates small daily tasks—organizing files, setting reminders, and monitoring system events—without touching sensitive data or taking risky actions without your approval.

Personal5 min

Class Manager

Track students, plan lessons, and stay on top of schedules across recurring classes

Run any recurring class program without the admin headache. Track what you covered each session, keep notes on individual students, manage upcoming events, and get an automatic briefing before class — all through a dedicated Telegram sub-agent. Works for martial arts, music lessons, dance, tutoring, fitness, and more.

Personal5 min