Skip to content
The Workflow Library
Get the full library

Executive review task for large deals nearing close

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

Enterprise

Seat pricing: Enterprise edition. To build it, a GTM Seat or an Ops Seat (an Ops Seat cannot create marketing emails or sequences). Per-hub plans: Sales Hub Enterprise.

Deal6 stepsUpdated for HubSpot seat pricing
OutcomeA large deal closing soon automatically gets routed to the appropriate sales leader through the team hierarchy, without anyone maintaining a manual list of who reviews what.
Workflow mapdeal-hygiene-035
Large deal, close date within 10 business days, not yet flagged leads to Set Executive Review Flag = true. Set Executive Review Flag = true leads to Notify sales leader via team hierarchy. Notify sales leader via team hierarchy leads to Create review task for owner. Create review task for owner leads to Close date later pushed out of window?. Close date later pushed out of window? leads to yes: Reset Executive Review Flag = false; no: No further action. yes no Large deal, close date within 10 business days, not yet flagged Set Executive Review Flag = true Notify sales leader via team hierarchy Create review task for owner Close date later pushed out of window? Reset Executive Review Flag = false No further action
Large deal, close date within 10 business days, not yet flagged leads to Set Executive Review Flag = true. Set Executive Review Flag = true leads to Notify sales leader via team hierarchy. Notify sales leader via team hierarchy leads to Create review task for owner. Create review task for owner leads to Close date later pushed out of window?. Close date later pushed out of window? leads to yes: Reset Executive Review Flag = false; no: No further action. yes no Large deal, close date within 10 business days, not yet flagged Set Executive Review Flag = true Notify sales leader via team hierarchy Create review task for owner Close date later pushed out of window? Reset Executive Review Flag = false No further action

When to use it, when not to

Use it

  • Use it once deal-hygiene-010 (high-value alert on creation) is already running, this fiche is its late-funnel counterpart, focused on deals near close rather than deals just opened.
  • Use it if your portal has nested Teams set up (a rep's team rolls up to a manager's team, which rolls up further), so a notification can reach "whoever leads this rep's team" without a per-deal manual field.
Read more on when to use itShow less

Skip it

  • Do not use it on Sales Hub Professional expecting the same routing. Nested team hierarchies beyond a flat owner-and-team structure require Enterprise, on Professional use deal-hygiene-010's flat Manager property pattern instead. Teams come with Professional and Enterprise, and nested teams require Enterprise (https://knowledge.hubspot.com/user-management/create-and-manage-teams).
  • Do not use it if the amount and close-date proximity thresholds have not been agreed with sales leadership, this fiche enforces a policy, it does not set one.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 3 items

Every property with its label, internal name, type and options, plus the assets the workflow needs.

Enrollment · 4 parts

The trigger, the criteria as ticked in the UI, the re-enrollment rule and the suppression list.

Steps · 6 numbered actions

Each action in order with its parameters, branches and delays.

Known pitfalls · 5

Traps seen in production, each with what breaks and what to do instead.

Test plan and UAT script · 4 cases, 3 variants

How to prove it works in a test portal, one case per branch, and a sign-off sheet.

Files · PDF, Markdown, JSON, CSV

The properties JSON creates the fields in one call. The workflow JSON documents the build.

Install · 1 click, switched off

The installer creates the properties and the workflow, switched off, then opens a task for what it cannot create. Nothing is deleted, enabled or enrolled.

Unlock all 565 specs, 149 EUR

One-time, excl. VAT. 30-day refund. Installs in 3 portals. Founding price until 30 November.

Read the free Deal hygiene spec

Not the workflow you needed?

More in Deal hygiene

50 specs in this section

See all 50 This category, 39 EUR
FreeStale deal alert: no activity in 14 daysDeal9 steps High-value deal alert to sales manager on creationDeal5 steps Exclude sandbox and test deals from hygiene reportingDeal4 steps Combined "at risk" tag from stage plus inactivityDeal11 steps

Read 12 complete specs before you pay.

One per category, same format as the paid ones. Email only, no card.

We email the link, then a short note when specs change. Nothing else.

149 EUR199

Full library, 565 specs
Get the full library