Move stale closing opportunities into follow-up stage daily

When closing-stage opportunities sit untouched, warm prospects go cold and deals stall. Move those records to a follow-up stage so your sales list is actionable each morning.

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Overview

For small coaching practices, stalled closing opportunities quietly waste time and break momentum. This flow finds those leads each morning and moves them into an actionable follow-up stage so you can reconnect same day and keep pipelines warm.