This template evaluates late-stage sales calls to flag deals at risk of stalling or falling through.
Upload pipeline conversations, and get a prioritized list of deals with risk signals and suggested follow-up actions.
Deals go silent not because of process — but language, tone, and doubt.
This template helps you detect risk before it becomes a lost opportunity.
Definition: Deal risk scoring is the evaluation of buyer sentiment, urgency, and engagement signals in conversations to forecast likelihood of close — beyond CRM stage data.
| Benefit | Description | Impact |
|---|---|---|
| Forecast Accuracy | Know which deals are slipping before it’s too late | Improve predictability |
| Coaching Readiness | Coach reps on risky behavior in real time | Recover stalled deals faster |
| Strategic Follow-Up | Plan next steps with confidence | Improve cycle control |
| Exec Visibility | Add qualitative depth to CRM forecasting | Build trust in GTM pipeline |
Sales Managers — Spot and coach high-risk late-stage deals
RevOps — Strengthen forecast reliability
AEs — Self-assess deal health with evidence
Founders/CROs — Flag issues that don’t show up in the CRM
“We used to be surprised by slippage. Now Insight7 tells us which deals are shaky — with quotes to prove it. Game-changer.”
— Don Zimmerman, Emeritus Professor, CSU
