SALES
Champion Re-Engagement Nudge When MAP Steps Go Quiet
When a champion misses two or more consecutive mutual action plan steps, it drafts a personalized re-engagement email referencing the exact overdue commitments and queues it…
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule scans deals with a MAP
- ActionPull plan steps, owners, and due dates from SalesforceSalesforce
- LogicFlag champions with 2+ overdue buyer steps
- ActionDraft a personalized re-engagement emailOpenAI
- OutputCreate the draft in the rep's Gmail for reviewGmail
What it does
Detects when a buyer-side champion has stalled on at least two committed mutual action plan steps, then generates a tailored re-engagement email that names the specific overdue items, the original due dates, and a low-friction next step. The draft lands in the rep's Gmail so a human approves the tone before anything goes out.
When to use it
Use it when champions tend to go silent mid-cycle and reps need a fast, contextual way to restart momentum without writing a from-scratch follow-up. It turns a stalled close plan into a ready-to-send nudge grounded in the actual agreed steps.
How it works
- 1A schedule triggers a daily scan of opportunities with a mutual action plan.
- 2Salesforce returns each plan's steps, owners, and due dates.
- 3A filter flags champions with two or more overdue, incomplete buyer steps.
- 4An LLM step drafts a personalized email citing the overdue steps and a concrete next action.
- 5The draft is created in the rep's Gmail mailbox, addressed to the champion, left unsent for review.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect GmailRead, draft, send, label.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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