Click through how a custom HubSpot agent reads emails, calls and activity on stalled deals, names why each one is stuck and the one next move, admits when it can't tell, and sends managers a Monday digest.
Click the numbered orange boxes in the guide to jump to each part of the screen. Illustrative mockup with fictional data.
Stalled Deal Doctor is a custom agent built in HubSpot's Agent Builder that reviews stalled deals every week, diagnoses the likely blocker, recommends one next action with an owner and writes the result into deal fields and a manager digest.
Pipeline reviews surface stale deals but not the reason they stalled or who should act. The reason is usually buried in an email or call nobody has time to read, so reviews become status meetings and the forecast keeps counting paused deals.
The custom agent and its instructions, new deal fields, a weekly schedule, owner tasks and a Slack digest for sales leadership.
A custom agent can read the deal's emails, call transcripts, meetings and contact activity and identify the most likely blocker, such as a budget pause or no access to the decision maker, with the evidence behind it.
The agent says it can't diagnose the deal and turns that into a task for the owner to log the last conversation. Those deals are often already lost.
No. It only writes its own fields, like stall reason and next action, and creates a task. Stage, amount and close date stay with the rep.
A Monday digest in Slack with stalled deals grouped by cause and the top three moves with owners, ready before pipeline review.
We build the agent, the fields and the digest, then run it against your pipeline for six weeks with a slip-rate baseline.
We engineer growth systems. JayOh builds the RevOps architecture, GTM execution and data infrastructure that turn messy revenue operations into predictable pipeline for B2B SaaS and PE-backed teams.
