Outcome. A deal that does not advance out of a target stage within 14 days gets an owner nudge automatically, using an event-based wait instead of a fixed delay, so the reminder only fires when it is actually needed.
Workflow map
Enrollment, branches and actions at a glance
deal-hygiene-006
flowchart TD
A[Deal enters target stage] --> B[Wait until stage changes, expire 14d]
B -->|advanced in time| Z[Exit, no nudge]
B -->|expired| C[Set Stage Nudge Sent = true]
C --> D[Create task for owner]
D --> E[Notify owner]
E --> F[Wait until stage changes, expire 7 more days]
F -->|advanced| G[Reset flag, exit]
F -->|expired| H[Notify manager - escalation]
When to use it, when not to
- UseUse it for a specific stage where reps commonly get stuck (demo scheduled, proposal sent) and a fixed delay-based reminder feels premature when the deal actually moved on time.
- UseUse it as the event-driven alternative to deal-hygiene-001 when the trigger you care about is a stage change, not general activity.
- SkipDo not use it for stages that are supposed to sit for a while (legal review, procurement), the 14-day expiry will fire false alarms there.
- SkipDo not use it on a pipeline with more than one target stage without cloning the workflow per stage, mixing stages into one enrollment filter makes the wait condition ambiguous.
The preview ends here. Six sections are in the library.
counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.4 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.10 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.5 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build.PDF, Markdown, JSON
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
Unlock the full library,
149 EUR
or the deal hygiene pack, 39 EUR
One-time, excl. VAT. 30-day refund, no questions asked. Founding prices until 31 October, then 199 and 59 EUR. Includes every spec added later, up to the full 500, and the one-click installer on the full library. Building on client portals? The agency licence at 449 EUR covers unlimited client portals.
