Outcome. An open deal with no scheduled next step date gets flagged and a task lands on the owner's list, so "someday" deals surface before they quietly go cold.
Workflow map
Enrollment, branches and actions at a glance
deal-hygiene-009
flowchart TD
A[Deal open, next step date unknown] --> B[Set flag = true]
B --> C[Create task for owner]
C --> D[Notify owner]
D --> E[Exit]
When to use it, when not to
- UseUse it as a lightweight, single-notification companion to deal-hygiene-008, when a scheduled date matters more than the text description of what happens next.
- UseUse it on pipelines where reps already book the next call or meeting as a matter of habit, this just catches the exceptions.
- SkipDo not use it if your team logs next actions exclusively as calendar meetings rather than a deal property, a meeting-based check needs different criteria (associated engagement type, not a property).
- SkipDo not add the delay-and-escalate sequence from deal-hygiene-008 here without checking whether two escalation workflows chasing the same rep for two related fields becomes noise.
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.2 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.3 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.
