Stuck Deal Workshop
Two hours. Every salesperson restarts real deals before they leave.
Your whole team sets up three AI assistants on their own deals, sends real restart messages in the room, and keeps a simple Monday habit so deals stop going quiet.
01Three assistants, one job each
Each salesperson builds them in the AI account they already use. The assistants only find and draft; your people decide what gets sent.
Deals, not leads. A deal counts here once a quote, estimate or demo has gone out. New leads that haven't gotten that far belong in the Missed Lead Workshop.
02How the two hours go
| Block | What happens | Result |
|---|---|---|
| Start20 min | Safe data rules, and a quick look at the one page about your business that your assistants read | Readyaccounts open, deals listed |
| Find30 min + break | Everyone runs the Stuck Deal Finder on their own open deals | Team totalyour before number |
| Restart35 min | Draft, edit and send restart messages on the biggest stuck deals | 2 eachmessages sent live |
| Recap20 min | Set up the Recap Writer and test it on a recent call | To-do listand an ask for a date |
| Habit10 min | Agree the Monday sweep and who reports the total | 15 mina week, per person |
Nobody leaves with homework. By the end, every salesperson has sent at least two restart messages they wrote and approved.
03What your team keeps
- All three assistant setups, in their own accounts
- Your filled-in team pack: one page about what you sell
- A weekly rhythm card for the desk
- A before-and-after scorecard for the leader and manager
- One page of safe data rules
04What it isn't
- No new software and no login to your CRM
- No customer phone numbers, emails or addresses
- Nothing sent without the salesperson's okay
- Not sales skills training: it's tools for deals you already have
05Then we check it worked
Both numbers are in dollars, so you can show your partners or your team what changed.
06To book your Workshop
Teams of 3 or more work best, and a single salesperson can join a Workshop date too. Email arin@builtbyarin.com to book.
Not sure yet? Start with the Stuck Deal Check
How much money is sitting in your pipeline with no next date?
Most leaders can't say. In 45 minutes, we find out using one of your salespeople's real deals, labels and rough values only, no names. Pick anyone who's game for it. You leave with one number and one message ready to send.
Your data stays safe
- Deal labels (A, B, C) and rough values only, no names
- No phone numbers, emails or addresses
- No login to your CRM or other systems
- Nothing is sent without your salesperson's okay
Book a free Check(opens TidyCal) Not ready to talk? Try the 1-minute calculator
For leaders running a sales team, big or small: home services teams with quotes out, and software teams with demos done.
Take it with you
Questions? Email arin@builtbyarin.com. More workshops at /workshops.
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