Proposal Pipeline Recovery Audit
Find out which stalled proposals are still worth chasing, and why each one stopped.
The deeper audit. You send a redacted list of stale proposals, old quote requests, or closed-lost and open deals. I score which are still worth pursuing, name the likely stall reason for each, and write a reactivation sequence you can send.
Redacted CSV is enough. No CRM login. No buyer interviews. No calls. No outreach sent on your behalf.
Most teams keep chasing new leads
New pipeline matters. But many B2B teams already have existing opportunities sitting in old proposals, quote requests, CRM stages, inboxes, and spreadsheets. Some are dead. Some are not worth touching. But some may have stalled because follow-up was weak, unclear, late, or never assigned.
This audit identifies which are worth reviewing and which to leave alone.
Common leakage points
- Proposal sent, then silence: A proposal was delivered, but no clear follow-up sequence happened afterward.
- Quote request answered once: The buyer received a reply, but nobody followed up with a practical next step.
- CRM opportunity went stale: The deal stayed in the pipeline, but no one reviewed whether it was still active, dead, or recoverable.
- No owner assigned: A lead or opportunity existed, but responsibility was unclear.
- No recovery priority: The team does not know which old opportunities are worth re-contacting first.
What this audit checks
| Area | What is reviewed |
|---|---|
| Old proposals | Proposal age, follow-up history, decision-stage clarity |
| Stale quote requests | Quote value, buyer fit, whether follow-up stopped |
| CRM opportunities | Opportunity stage, last contact date, ownership |
| Recovery readiness | Prior engagement, reason to re-contact, reactivation angle |
Not every old deal is worth chasing. This shows which ones deserve attention, and why.
What I need from you
A redacted export or list. The more of these columns you can include, the sharper the scoring:
- Proposal or quote request (label only)
- Stage: open, closed-lost, or sent
- Last activity date
- Number of follow-ups, if known
- Rough deal size band
- Redacted notes on why it stalled
Names, companies, and exact figures can all be removed first. No CRM login or customer access needed.
What you receive
One written report, delivered async. It contains:
- An opportunity score: which deals are still worth pursuing, and which to leave.
- A likely stall reason: a specific read on why each scored deal went quiet.
- A recovery priority ranking: ordered so you know what to re-contact first.
- A reactivation sequence: written messages you can send, matched to the stall reason.
- Process fixes: to stop the same deals stalling the same way again.
Who this is for
- B2B service firms
- Agencies
- Consultancies
- Custom quote businesses
- Proposal-led sales teams
- Teams with old CRM opportunities
Not a fit if
- You only sell self-serve products
- You have no proposal or quote process
- You want someone to close deals for you
- You want guaranteed recovered revenue
What this audit does not promise
Proposal Recovery does not guarantee that old opportunities will convert. Some opportunities are dead. Some buyers moved on. Some were never a good fit. The audit is designed to identify leakage, rank realistic recovery targets, and show what should be fixed. That is the honest scope.
See which pipeline deals are still worth pursuing
Start with a sample audit before sending sensitive data.