Stalled Pipeline Review

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Quickly surface opportunities in your pipeline that may have been neglected. Use this prompt to focus your pipeline review on deals most at risk of going cold.

Chat for Blackbaud AI filters your opportunity list to show records matching the criteria you describe. You can refine by status, deadline, or assigned fundraiser to narrow results further. Once you spot an opportunity worth investigating, open the record and ask why it hasn't progressed for a deeper diagnosis.

  • The more complete the record, the richer the response. Recent notes, logged actions, and a current status give Blackbaud AI more to work with.

  • The 60 to 90 day window is a common moves management benchmark, but you can adjust it to match your organization's cadence, such as "last 30 days" or "last 6 months."

  • If Blackbaud AI surfaces that no recent activity is logged, treat that as a signal to update the record before your next outreach.

Tip iconTip: Before asking the second prompt, open the specific opportunity record so Blackbaud AI can ground its analysis in real context. Access to the record's status, last contact date, and notes helps Blackbaud AI provide a more accurate diagnosis, while sparse or missing data can limit insights.

Prompt

Which opportunities haven't moved in the last 60-90 days?

Select View list to review which opportunities haven't moved. Then, open one of the opportunity records to investigate further.

Why hasn't this opportunity moved in the last 60-90 days?

Review the guidance provided for this stalled opportunity to understand potential blockers. Bonus! Ask Blackbaud AI to turn those challenges into momentum by recommending next steps to move things forward.

Draft 3 next steps to move this opportunity forward.

From stalled to moving, get clarity, context, and next steps in minutes with Blackbaud AI.

Sample Response

Prompt 1

I found 6 opportunities that haven't moved in the last 60-90 days. You can browse the list for more specifics on each opportunity.

[Blackbaud AI provides the Opportunity list]

Prompt 2

The opportunity "2025-26 Annual Fund Gift" for Robert Hernandez is currently in the "Cultivation" status. This indicates that it is still being nurtured and developed, which may explain why it hasn't moved in the last 60-90 days. There isn't any additional information provided regarding specific reasons for the lack of movement, but focusing on nurturing this relationship could be key to advancing it.

Prompt 3

Here are three recommended next steps to move the 2025-26 Annual Fund Gift Opportunity for Robert Hernandez forward:

Next Steps

  1. Follow-Up Call

    • Schedule a follow-up call with Robert Hernandez to discuss the opportunity and gauge his interest in supporting the Annual Fund.

    • Prepare key points to address during the call, including the impact of his potential gift and any updates on the fund's progress.

  2. Personalized Email

    • Send a personalized email to Robert, thanking him for his past support and highlighting the importance of the Annual Fund.

    • Include specific examples of how his contributions have made a difference and outline the goals for this year's campaign.

  3. Meeting Invitation

    • Invite Robert to a meeting (in-person or virtual) to discuss the opportunity in more detail.

    • Use this meeting to build rapport, answer any questions he may have, and provide additional information about the impact of his gift.

Would you like me to add these steps as actions?