How Do I Reduce Deals Stuck in Pipeline by 50% Using HubSpot Sales Hub?
Stop stalls with clear exit criteria, SLA timers, automation, and coaching—run on HubSpot Sales Hub and governed by one scorecard.
Cut stalled deals by setting binary exit criteria for each stage, enforcing SLA timers with workflows, and routing reps into task queues and sequences that advance next steps. Use playbooks for objections, deal automation for reminders/escalations, and a single scorecard tracking time-in-stage, aging, and slipped deals. This creates fast feedback, consistent follow-up, and fewer stuck opportunities.
Pipeline De-Stall Checklist
30-Day HubSpot Pipeline Rescue Sprint
Execution Flow
- Diagnose: Report current time-in-stage, aging, and slipped deals by owner/segment. Identify top stall reasons.
- Design stages: Write exit criteria, disposition codes, and required fields per stage (e.g., mutual plan, buying group).
- Automate SLAs: Workflows set timers (e.g., 7 days in stage), create tasks, enroll sequences, and notify managers on breaches.
- Enable the motion: Build playbooks, snippets, and templates mapped to common stalls (no access, no urgency, competitor).
- Operational cadences: Daily task queues for reps; weekly pipeline scrub; monthly revenue council to start/stop/scale.
- Scorecard: Publish one view: aging by bucket, time-in-stage medians, next-step compliance, slipped deals, and forecast hygiene.
Aim for fewer, clearer stages. Tie each to a buyer commitment (document sent, meeting held, access granted). Where deals exceed limits, move to nurture with a win-back sequence so the pipeline reflects reality.
Practical Guidance
Make exit criteria coachable. Replace vague “demo done” with “discovery complete + mutual plan accepted + next meeting set.”
Use sequences surgically. Map one sequence per stall (no reply, no access, no urgency) and enroll from deal-based workflows when timers breach.
Protect forecast integrity. Auto-adjust close dates on inactivity; flag “sandbag” moves with audit properties and manager approval.
Instrument notes. Playbooks should capture loss reasons, competitor, authority, and risks—fueling better targeting and content.
Celebrate removals. Moving zombie deals to nurture is a win. Measure pipeline health, not just volume.
Frequently Asked Questions
Turn Stalled Opportunities into Momentum
We’ll design stages, SLAs, automations, and a board-ready scorecard in HubSpot Sales Hub—so your team moves deals forward or moves on.
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