Give every open deal a next step
Turn the latest activity and unresolved questions into one concrete action for each opportunity.
How it runs
- Step 1
Read the deal history
Review the stage, latest meeting notes, email activity and existing tasks for each open opportunity.
- Step 2
Find what is blocking progress
Identify unanswered questions, missing stakeholders and overdue commitments. Flag deals with too little context.
- Step 3
Recommend an owner and action
Suggest the next step and who should take it, with the activity that supports the recommendation.
Turn deal context into a next action
Turn the latest activity and unresolved questions into one concrete action for each opportunity.
| Without Unify |  With Unify |
|---|---|
| Activity is scattered across notes, email and tasks. | Read recent activity alongside the opportunity stage. |
| Missing stakeholders surface late in the deal. | Identify unanswered questions and gaps in the buying group. |
| Next steps are vague or have no clear owner. | Recommend one action, its owner and the evidence behind it. |
Start from this prompt
Make it your own in Unify, then review the results.
Give me a recommended next step for each of my open opportunities
How it changes by who you sell to
- Software
- Security review, technical evaluation and pilot milestones are the steps that decide the deal. Ask for the next step to name which of those is open and who on their side owns it.
- Professional services
- Scope approval, delivery capacity and the proposal decision are the steps. Ask for the next step to say whether the partner has approved scope yet, since nothing moves before that.
- Financial services
- Next steps often wait on a review that has a date. Ask Unify to find the review date in the email thread and to make the recommendation relative to it.
- Manufacturing
- Site visits and pilots are the usual next step, so the plan should say who hosts them. Ask for the plant and the host contact on every recommended visit.
- Healthcare
- Procurement has a calendar, and a next step that ignores it slips. Ask Unify to check the system's fiscal year and procurement windows before it recommends a date.
Next in operations and data
+3Account distributionBuild tomorrow's booksEvery evening, the accounts worth working tomorrow are ranked, split across the team by territory and load, and handed to each rep with a verified contact and the reason.
+7Data qualityKeep account and contact data currentFill the gaps, match new lists against what you have, and keep records with the people who own them.- Outreach exclusionsKeep protected accounts out of outreachExclude customers, competitors, open opportunities and accounts another rep is already working.
Connect what this workflow uses
Each guide covers the connection, what Unify reads and writes, and what to check before the first run.
- Connect SalesforceAuthorize Salesforce in Unify, configure CRM field mappings, and choose when to enable writing.
- Connect HubSpotConnect HubSpot to Unify, map Company and Person fields, and plan CRM exclusions and supported write-back.
Connect GmailConnect Gmail to Unify for sequence emails and replies.
Connect OutlookConnect Microsoft Outlook directly to Unify.
Questions about this workflow
What is the recommendation based on?
The stage, the last activity and the email thread for each open opportunity in Salesforce or HubSpot, read through Gmail or Outlook.
Does it write the next step into the CRM?
If you ask it to. By default it returns the list for review; you can have it create the task or update the next-step field.
Can it spot deals with no real next step?
Yes. Deals where the last step has passed or nothing is scheduled are flagged first.
How often should I run it?
Weekly, before pipeline review, so every deal walks in with a step.