Stage 4 Trial Tracker
Daily sweep of Sales Pipeline deals in Stage 4 - Validation (trial). Counts days since the deal entered Stage 4 and DMs the AE at Day 7 (check-in), Day 14 (log trial results, book the decision call) and Day 21 (overdue), once each per trial, weekdays Sydney. Posts the trial board to #pipe-4-validation when a milestone is hit (GTM-34, GTM-35). Internal only, nothing goes to customers. Deals with logged activity in the last 7 days (activeDays) are not nudged.
Shared by daniel · Brainfish.
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How it works
- Find Stage 4 deals, work out the trial day, send each AE one DM listing trials at Day 7, 14 or 21 (skipping deals with recent activity) — Checking live trials
- Post the trial board to #pipe-4-validation when a milestone was hit — Posting the trial board
Integrations
Slack
Sample output
Created by AI. Fictional demo data — not a customer run.
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