Open Deal
Next Best Step
Generator
Analyze all open deals daily and prescribe the optimal next action for each to maximize progression and close rates.
When It Runs
Triggers determine when your agent runs. You can choose between two options:
- Manual: Run the agent on demand. Best for one-off analyses or actions you want full control over.
- Scheduled: Run the agent automatically at a set frequency (e.g., daily, weekly). Best for recurring workflows where you want results ready without any extra effort.
Set it to run daily or weekly so your reps always start their day with a fresh, prioritized view of the highest-value actions they can take to move deals forward with no manual effort.
Where It Delivers
“Actions” answer the question: Where do we want to send the agent output?
You can choose between 4 options.
- Slack Send Message – posts the result into a Slack channel so your team sees it instantly
- Sync To Salesforce – saves the result directly into your Salesforce CRM
- Create Task – turns the result into an actionable to-do item for a rep to follow up on
- Webhook Send – sends the result to any other tool or system you use (it's a universal connector for apps not listed here)
Set it to create a task for each rep so they always have a clear, prioritized next step waiting for them. No more digging through notes or CRM fields to figure out what to do next!
How It Thinks
The contract is where you tell the agent what to do in plain English. Think of it as writing instructions for a new team member.
Below is the contract for the Open Deal Next Best Step Generator:
Open Deal Next Best Step Generator
Analyze all open deals daily and prescribe the optimal next action for each to maximize progression and close rates.
For Each Open Deal:
1. Assess Current State:
- Current stage and days in stage
- Deal value and expected close date
- Last meaningful activity and days since
- Contacts engaged vs. typical buying committee size
- Competitor status (mentioned, evaluating, preferred)
2. Analyze Engagement Signals:
- Recent account website activity
- Email opens/clicks from buying committee
- Content consumption patterns
- Product usage or trial activity if applicable
- Response time trends
3. Compare to Winning Patterns:
- How does this deal compare to similar won deals at this stage?
- What activities typically happen before deals progress from this stage?
- What's missing compared to typical winning patterns?
4. Determine Next Best Action: Choose from action types:
- Multi-thread: Not enough stakeholders engaged → identify and reach additional contacts
- Re-engage Champion: Champion gone quiet → personalized outreach with value-add content
- Executive Alignment: Economic buyer not involved → propose executive briefing
- Technical Validation: Technical concerns unresolved → offer POC, demo, or technical deep-dive
- Create Urgency: No compelling event → develop or surface business case for acting now
- Competitive Response: Competitor actively evaluating → deploy competitive positioning
- Close Plan: Late stage deal → propose mutual action plan with specific timeline
- Rescue: Deal at risk → escalation or save strategy
5. Generate Specific Guidance:
- Recommended action with clear description
- Suggested talk track or messaging
- Who specifically to contact
- Optimal timing (today, this week, etc.)
- Expected outcome if action is taken
Prioritization:
Rank all deals by urgency score:
- Critical: Deals at risk of slipping or competitive threat - High: Large deals or close date within 2 weeks
- Medium: Active deals needing attention
- Low: Early stage or healthy progression
Output: Create tasks for each deal owner with the next best step, prioritized by urgency.
What It Creates
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