Use Case

[deal risk](/use-cases/deal-risk-detection) Detection with AI-Powered Insights

Identify at-risk deals before they slip away. Shabe analyzes activity patterns, engagement, and timelines to surface risks proactively.

The Problem

Deals slip through the cracks because reps don't realize they're at risk until it's too late. Manual risk assessment is time-consuming and inconsistent.

The Shabe Solution

Shabe automatically identifies at-risk deals based on activity patterns, engagement levels, and deal velocity. Get proactive alerts and suggested actions.

Key Benefits

  • Automatic risk detection based on activity patterns
  • Proactive alerts for stale deals and slipping timelines
  • Suggested recovery actions for at-risk opportunities
  • Historical pattern analysis to predict outcomes
  • Never miss a deal that needs attention

The Risk Detection Problem

By the time most reps realize a deal is at risk, it's often too late to recover:

  • Stale deals go unnoticed for weeks
  • Low engagement signals missed
  • Slipping close dates not tracked
  • Competitor threats undetected
  • Champion changes overlooked

How Shabe Detects Risk

Shabe analyzes multiple signals:

Activity Patterns

  • No touch in 7+ days
  • Decreased email opens
  • Meeting reschedules
  • Unresponded messages

Timeline Analysis

  • Deal age vs. average cycle
  • Time in current stage
  • Close date slippage
  • Velocity slowdown

Engagement Signals

  • Champion responsiveness
  • Stakeholder involvement
  • Email engagement drop
  • Meeting frequency

Proactive Risk Management

Daily Risk Check:

"Show me deals at risk"
→ Prioritized list with risk factors

"Why is the Acme deal flagged?"
→ "No activity in 14 days, close date pushed twice, champion hasn't responded"

"What should I do about BigCo?"
→ "Schedule a check-in call, confirm close date, re-engage champion"

Automated Alerts: Shabe proactively notifies you when:

  • High-value deals go stale
  • Engagement drops significantly
  • Close dates slip repeatedly
  • Deals exceed normal cycle time

Recovery Actions

For each at-risk deal, Shabe suggests:

  • Immediate actions: "Call the champion today"
  • Timeline adjustments: "Push close date to realistic target"
  • Stakeholder engagement: "Loop in the economic buyer"
  • Competitive moves: "Share differentiation materials"

Measured Results

Teams using Shabe's risk detection see:

  • 25% reduction in deal slippage
  • 40% faster risk identification
  • 30% higher recovery rate for at-risk deals
  • Proactive intervention vs. reactive fire-fighting

Get Started

Enable intelligent risk detection by connecting your HubSpot to Shabe. Start catching problems before they cost you deals.

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