Revenue & customer success

CRM deal chase email

The same “they went quiet after pricing” moment: without CRM context you get a polite nudge. With HubSpot and Gmail in the loop, the chaser ties back to recorded pain, proof, and one concrete next step.

Without skills & connected tools
Without skills & connected tools

Acme Corp renewal went quiet after we sent pricing two weeks ago. I need to move it forward. What should I do?

I can't see your CRM or inbox, so I am working from your summary only. When a renewal stalls after pricing, teams usually:

  • Confirm whether procurement, IT, or legal is the hidden gate (even if the thread went quiet).
  • Ask the champion for one internal update before you nudge again.
  • Keep outreach short: one ask per email, no laundry list.

I can sketch bullet talking points for a call or a short list of questions to surface the blocker. I do not have access to your mail or CRM, so I cannot draft or send email for you. Want talking points or questions?

Here's a concise snapshot:

  • GitHub: 3 open PRs on release/acme-launch; the API rate-limit change is still in review.
  • Notion: Product brief is marked "Ready for review"; decision log notes pricing approval is pending.
  • Google Workspace: Next calendar block with stakeholders is tomorrow 10:00 AM; the shared prep doc was updated this morning.

I can refresh these sources before the meeting, draft the stakeholder follow-up, or break this into owners and next steps -- what should I run first?

Draft the chase email to Jordan (VP Ops).

I still cannot send mail, but here is neutral copy you can paste yourself: "Hi Jordan. Hope you are well. Just circling back on the renewal proposal I sent a couple of weeks ago. Let me know if you have any questions or if there is a good time to reconnect. Thanks!"

Here is a tighter draft: "Hi Jordan. Following up on renewal: you flagged SSO rollout timing as the blocker for IT. I attached a one-pager teams use for internal buy-in and can walk your IT lead through our SAML checklist in 15 minutes. Can you do a 30-minute decision call Thursday 2pm your time, or should I coordinate with Priya instead?" Want me to send this from your Gmail to Jordan now, or change anything first?

With skills & connected tools
With skills & connected tools

Acme Corp renewal went quiet after we sent pricing two weeks ago. I need to move it forward. What should I do?

I don't have access to your tools, so I can't see live status.

Here is what HubSpot and Gmail show, before we pick a next move:

  • HubSpot: Renewal opp $240k, proposal sent; champion Jordan (VP Ops), economic buyer CFO; IT/SSO timeline logged as gate before finance.
  • Gmail: Jordan's last reply (18d ago): rolling pricing to IT for SAML review; CFO sign-off pending their OK.
  • Sales enablement: Good chase emails here reference that blocker, arm Jordan for IT, and end with one specific ask (time-boxed), not an open-ended check-in.

From here I can draft and send a chase email to Jordan from your Gmail using this context, suggest the single HubSpot next step to log, or outline a short internal note for your manager. Which do you want?

Draft the chase email to Jordan (VP Ops).

I still cannot send mail, but here is neutral copy you can paste yourself: "Hi Jordan. Hope you are well. Just circling back on the renewal proposal I sent a couple of weeks ago. Let me know if you have any questions or if there is a good time to reconnect. Thanks!"

Here is a tighter draft: "Hi Jordan. Following up on renewal: you flagged SSO rollout timing as the blocker for IT. I attached a one-pager teams use for internal buy-in and can walk your IT lead through our SAML checklist in 15 minutes. Can you do a 30-minute decision call Thursday 2pm your time, or should I coordinate with Priya instead?" Want me to send this from your Gmail to Jordan now, or change anything first?