Pipeline hygiene
Catch stale deals, slipped dates and empty fields before the forecast call
A scheduled workflow that sweeps every open opportunity for stale stages, past-due close dates and missing next steps, then drafts the fix for each rep to approve.
The problem
Every pipeline review starts with housekeeping: close dates in the past, deals parked in the same stage for months, empty next-step fields. Reps will not tidy the CRM, so RevOps polices it by hand, week after week.
Built from Rig's building blocks
Rig is not a fixed template. It is a set of building blocks, and this app is one way to assemble them. Take what you need, then shape the workflow around your own pain.
How to build it
- 1
Connect your CRM
Point Rig at Salesforce, HubSpot or Attio. Rig syncs your pipeline into one governed layer and builds the context around what an opportunity, stage and owner mean in your org.
- 2
Define your hygiene rules
On top of that context, add your own rules: how long a deal can sit in a stage, which fields must be filled, when a close date counts as slipped. Your motion, your thresholds.
- 3
Build the sweep
A scheduled workflow checks every open opportunity against the rules and flags each violation with the reason, not just a red cell in a spreadsheet.
- 4
Route fixes to reps
The workflow drafts the correction (new close date, next step, stage change) and sends it to the rep in Slack. Nothing writes back until the rep approves.
The outcome
Pipeline reviews start from a clean book. Slipped dates and stale deals get caught the day they slip, not the night before the forecast call.
Build your own versionMore GTM apps
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