Pick one referred deal you have a feeling about. Five questions, a verdict, and the formula shown so you can argue with the math instead of the vibe.
Four made-up deals, run through the same rules as the checker above.
| Example deal | What you entered | Verdict |
|---|---|---|
| Northwind audit | 120 days old, last activity 45 days ago, no email thread, no meeting | Cold |
| Brightline rollout | 40 days old, the prospect wrote last, no meeting | Stalled: waiting on you |
| Harbor migration | Mid-stage, we wrote last 18 days ago, no meeting | Stalled: waiting on them |
| Keel retainer | 200 days old, no email thread, a meeting is scheduled | Active follow-up |
Example only. These deals are made up so you can see how the verdict is reached.
An upcoming meeting or an open reminder exempts the deal from every other rule. Scheduled follow-up means the deal is being worked.
Ninety or more days old, no logged activity in thirty days, and no email thread between the parties, ever. The last condition is the decisive one: deals where the counterparties never spoke almost never revive.
If the prospect spoke last, the silence is yours: reply today. If you spoke last, silence past the stage threshold (7 days late-stage, 10 mid, 14 early) means follow up now.
No verdict is also a verdict. A deal with recent records and no tripped threshold does not need a check-in email manufactured for it.
These rules come from how we triage pipelines inside Introzy, written up in When not to call the model: most stale deals can be caught with arithmetic before any AI is involved. This page runs the arithmetic on one deal. Kai runs it on all of them, nightly, with the evidence attached to every recommendation.
This check is one deal. These tools look at the pipeline around it, and where you write the deal down.
"Where do referrals die?"
Five questions on the whole pipeline, not one deal.
"Program or habit?"
Seven questions on whether the referral motion is actually managed.
"Where do we log this deal?"
A spreadsheet for the deal you just checked, in both directions.
This tool is for general informational purposes only. The verdict applies published heuristics to your answers; it does not read your CRM and is not a substitute for judgment about a specific relationship. Thresholds reflect the defaults described in the linked write-up.