Stop prospecting once a deal opens

When a deal opens or moves to an active stage, it stops prospecting sequences for the contact, tags them as in pipeline, and takes them off prospect lists.

4 stepsEach deal change

The workflow diagram

Stop prospecting once a deal opens: workflow diagramThe 4 steps of this workflow, from its trigger to the final step.When a deal is created or moved. OutreachBWWHENTRIGGERWhen a deal is created ormovedOutreachAn active stage?An active stage?Stop prospecting sequences. OutreachOUTHENStop prospectingsequencesOutreachTag as in pipeline. OutreachOUTHENTag as in pipelineOutreachRemove from prospect lists. Audiences and recordsBWTHENRemove from prospectlistsAudiences and recordsThis path stops hereThis path stops hereYesNo
This is the workflow BrandWell builds on your canvas when you add it. You can change any step.

What this workflow does

When a deal opens or moves to an active stage, it stops prospecting sequences for the contact, tags them as in pipeline, and takes them off prospect lists.

Why it works. Cold emails to someone who is already in a sales process confuse the buyer and undercut the rep.

Nothing is sent. Sequences stop automatically.

How it works

It starts: When a deal is created or moved, or when a prospect matches an open deal.

  1. 1

    An active stage?

    If yes, it goes on to "Stop prospecting sequences". If no, it stops for that person.

  2. 2

    Stop prospecting sequences

    Stops the sequence so no one is contacted twice.

  3. 3

    Tag as in pipeline

    Tags the contact so you can find and filter them later.

  4. 4

    Remove from prospect lists

    Removes the people from the audience.

What you need

  • Outreach in your BrandWell plan
  • Outreach

What it costs

Uses what is already in your plan. Nothing is charged per result.

  • Assumes Outreach is already enabled in your plan. Subscription fees are separate.
  • Execution estimates are not a total campaign price. External tool subscriptions, model usage, advertising spend and delivery costs are separate unless explicitly itemized.