Use case · AI deal health monitoring

Watch every deal. Act on the unhealthy ones.

Ollie is the AI sales co-worker that watches every open deal in your CRM, every day. AI deal health monitoring catches what reps miss between meetings: a deal going quiet, a qualification gap, a close date about to slip. Ollie works the same way every time. Notices the risk. Prepares the next step. Posts it to the rep in Slack or Teams. Proposes CRM updates for the rep to approve.

Karri Takki
by Karri Takki, Growth Marketing Lead @ Optivian
withOllie, AI Sales Co-Worker @ Optivian
Delivered inSlackMicrosoft Teams

The definition

What is AI deal health monitoring?

AI deal health monitoring is the continuous evaluation of open sales opportunities against signals that predict stalling, slippage, or revenue risk. Instead of showing those risks in another dashboard, Ollie turns them into prepared work.

The work that moves a deal forward sits in the gap between meetings. Top performers consistently send the re-engagement email, answer the procurement question, and loop in the new stakeholder. But across a full pipeline, every team has a long tail of deals where attention has moved on and the next step is waiting for someone to remember it.

The Supermetrics revenue team runs Ollie across 50 sellers today. Read the full case study.

What is deal scoring?

Deal scoring rates every open opportunity on whether it is moving forward or at risk, so a team knows which deals need attention first. A score built only from CRM fields knows what reps remembered to enter. The deal health score behind Ollie's alerts is built from the deal itself: every email, meeting, and CRM update on the opportunity. It is a diagnosis of where the deal stands, not a prediction of whether it will close.

The score combines six weighted criteria: engagement, deal movement, fit, risk, financial signals, and recent interaction momentum. What the buyer says and does counts for more than what the rep records, and recent signals count for more than older ones. Each criterion shows the evidence behind it, so nobody has to take the number on trust.

When a deal's health drops, Ollie tells the deal owner in Slack or Teams which criteria moved and recommends what would bring the deal back.

The five checks

What does an AI sales co-worker check on every deal?

Ollie watches for five common sources of pipeline risk: a missing next step, stale activity, a qualification gap, a health-score drop, and a close date at risk.

The five checks Ollie runs on every open deal

  1. 1Next Steps. the deal needs a clear next action
  2. 2Stale Deal Re-engagement. a deal without meaningful activity
  3. 3MEDDPICC / SPICED Gap. a qualification field empty in a stage where it should be locked
  4. 4Health Score Drop Alert. a deal with a drop in health
  5. 5Close Date Approaching. the close date is near and blockers remain
1Check 1 of 5

Next Steps

Ollie finds the next action that keeps the deal moving between meetings. Ollie uses deal context, past conversations, open follow-ups, and agreed next steps to identify what should happen next.

That next step could be sending the promised follow-up, booking the next meeting, asking the Paper Process question, looping in a stakeholder, or updating the deal after a buyer reply. Whichever it is, Ollie drafts it and posts it to the rep in Slack or Teams.

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Marcus
▾ Channels
# sales-us
# deal-room-varomark
▾ Direct messages
Ollie
Elena
OllieActive now
Today
OllieApp9:14 AM
Hey Marcus, you promised Varomark the pricing breakdown from Tuesday's call. Here's the draft.
James asked for line-item pricing on the three integration options. You said you'd send it by Thursday. Nothing has gone out yet. The deal is in Proof of Value at €240K with the next review on Friday.
Subject: Pricing breakdown for the three integration options
Hi James, as promised on Tuesday's call, here's the per-line pricing for each integration path: the per-seat option, the platform option, and the hybrid. Let me know which path makes most sense to bring to your Friday review and I'll prepare the contract draft accordingly.
2Check 2 of 5

Stale Deal Re-engagement

Ollie finds deals that have gone cold: no meaningful activity for long enough that the opportunity needs a new reason to restart the conversation.

Meaningful activity means emails sent or received, calls or meetings logged, deal updates, or buyer-initiated contact. Internal notes and passive system updates do not count. A deal can still be stale even if someone updated a CRM field.

For each stale deal, Ollie prepares a re-engagement angle from the deal context and attaches a draft email for the rep to review.

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Priya
▾ Channels
# sales-apac
# deal-room-pellumo
▾ Direct messages
Ollie
Elena
OllieActive now
Today
OllieApp8:42 AM
Priya, Pellumo has been stale for 14 days. I drafted a re-engagement email.
No meetings, no email replies, no buyer activity since the May 12 sync. Their lead PM Sam is on parental leave through July. Angle: relationship building. Their VP Engineering, Mei, has been speaking publicly about platform velocity.
Subject: Saw your DataConf talk on platform velocity
Hi Mei, caught your DataConf talk last week on the velocity work your engineering org has been pushing, and it lines up closely with what Sam flagged on our May 12 walkthrough about the cycle-time pressure your team is under. I pulled together a one-page view of how three teams we benchmarked against ran the same play. Worth a 20-minute call next week?
3Check 3 of 5

MEDDPICC / SPICED Gap

Ollie finds qualification fields that are still empty in stages where they should already be locked. Common examples include Paper Process missing in Negotiation, or a deal entering Proof of Value before the rep has confirmed who owns the final buying decision.

Ollie is stage-aware. Instead of just flagging missing data, Ollie drafts the question that should be asked next, using the right stakeholder and deal context.

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Aaron
▾ Channels
# sales-us
# deal-room-calderwyn
▾ Direct messages
Ollie
Elena
OllieActive now
Today
OllieApp10:08 AM
Calderwyn is in Negotiation and Paper Process is still empty.
We don't know who signs at Calderwyn, who reviews, how procurement runs, or what the redlines pattern looks like. This is the gap that turned the last two enterprise deals into multi-week procurement holds. I drafted an email to their CFO Kate.
Subject: A quick procurement question before we lock the contract
Hi Kate, ahead of next week's commercial review, can you walk me through how procurement typically runs at Calderwyn? Specifically: who reviews the MSA, whether legal redlines tend to be central or BU-led, and the rough timeline from agreed terms to countersignature. The earlier I have this, the cleaner the close.
4Check 4 of 5

Health Score Drop Alert

Ollie flags a deal-health drop the day the score crosses the line, then stays silent until something changes.

The score combines six weighted criteria covering engagement, deal movement, fit, risk, financial signals, and recent interaction momentum. Customer-sourced data weighs more than internal data. What the buyer does counts for more than what the rep types into a field.

When the alert lands, the rep sees which criteria drove the drop and where the recovery work sits.

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Devi
▾ Channels
# sales-us
# deal-room-maravel
▾ Direct messages
Ollie
Elena
OllieActive now
Today
OllieApp7:30 AM
Health Score Drop Alert: Maravel
Health dropped 58 → 34. This deal has gone cold and needs attention.
Why the score dropped
  • Customer silent 10 days. Last inbound from their CFO was May 17.
  • Procurement bottleneck unresolved. The CFO has been the slow lane on every recent contract.
  • Champion engagement down. Their Ops Director is traveling and unresponsive.
  • Deal stuck in Negotiation for 21 days. No stage movement.
5Check 5 of 5

Close Date Approaching

Ollie catches deals that are nearing their close date with blockers still unresolved. Ollie checks the deal record, recent conversations, and open next steps, then lays out what could stop the deal from closing on time.

The deal owner gets the blockers, the context behind them, and a suggested next move for each. The rep can work through the list or push the close date with eyes open instead of letting it slip silently.

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Sarah Smith
▾ Channels
# sales-eu
# deal-room-tavnor
▾ Direct messages
Ollie
Elena
OllieActive now
Today
OllieApp9:01 AM
Tavnor closes in 5 days. Three blockers are still open.
The close date is May 31. Here's what's still in the way, and what I'd do about each.
1. Legal redlines outstanding. MSA sent to Tavnor legal May 18, no reply.
Suggested move: I drafted a nudge to their GC. Review and send.

2. Security review incomplete. SOC 2 questionnaire returned May 20, two items flagged.
Suggested move: loop in Sofia to clear the two items today.

3. Their CFO hasn't countersigned. He's in board prep this week.
Suggested move: I drafted a one-line check-in to his EA to lock 15 minutes Friday.

For managers

What managers see

Manager Morning Briefing.

When a deal amount moves between briefings, Ollie flags it the morning after the change. Forecast risk reaches the manager the day after, not at the end of the quarter when the gap is too big to close.

Friday CRM sweep.

Ask Ollie to check deals touched that week and prepare suggested CRM updates for review. Reps and managers can set this up themselves; admins can roll it out across the team.

Win/Loss Analysis.

Ollie reads every closed deal: emails, calls, meeting recordings, and CRM activity. Outcomes are classified across 13 reason codes and the MEDDPICC patterns behind them, and each pattern becomes a coaching point for the next 1:1. When a pattern repeats across open deals, it is a pipeline bottleneck.

We had a recurring Friday calendar reminder shared with the whole team that just says: weekly reminder, check the HubSpot deal pipeline. Now you don't have to go and check the pipeline yourself, because Ollie checks it for you.
Niko Fernström
Niko FernströmSales Director, Nordics, Jobilla
What time do you think I have to go and audit whether somebody did something wrong? That's not the point. The point is to do business, not to chase anyone.
Tommi Siro
Tommi SiroCo-Founder and CGO, Jobilla

The shift

Why does this work as a co-worker and not as another dashboard?

Most deal-health dashboards assume reps will check them. They don't. The information was already in the CRM. The problem was never visibility; the problem was that nobody acted on it.

Ollie works the other way around, noticing the risk, preparing the work, and bringing it to the rep. That is what makes Ollie an AI sales co-worker, not an assistant. An assistant waits for the rep to know what to ask. A dashboard waits for the rep to remember to check. A co-worker notices first, prepares the next step, and brings it to the person who can decide.

The stack

Where Ollie fits in your stack

Ollie connects to three parts of your sales stack. The checks run on Optivian's deal intelligence: a current understanding of each deal, built from every email, call, meeting, and the CRM record as they land.

Source

Conversation intelligence

Ollie captures meetings natively. If a recorder like Gong or Fireflies is already in place, Ollie reads what those tools have logged to the CRM instead. Either way, Ollie has the meeting context the work needs.

System of record

CRM

Optivian reads the deal record and its activity (notes and call summaries) from Salesforce, HubSpot, or Pipedrive, including whatever the conversation intelligence tool has logged there, and accepted updates write back to the same record.

Surface

Generalist AI

Reps already ask Claude and ChatGPT for help on deals. Through the connector Optivian ships, those tools can read the deal context Ollie keeps, so the answers come back grounded in what is actually happening on the account.

Ollie is the co-worker who turns deal context into action.

Customer story · Supermetrics

What does this look like running at a 50-seller revenue team?

Supermetrics: AI deal health monitoring across 50 sellers

At Supermetrics, Ollie was deployed across 50 sellers and ingested thousands of customer interactions: emails, calls, meetings, and CRM updates. The team saw strong adoption and measurable pipeline activity within 30 days.

96% weekly active users.

48 of 50 sellers opened, reviewed, or acted on something Ollie posted. Adoption did not depend on a rollout campaign or mandatory training; reps started using Ollie because the work showed up where they were already working.

72 stale deals reactivated.

Each had sat untouched for at least two weeks before Ollie restarted the conversation.

“
Optivian's connector to Claude has not only saved tens of hours per week but allowed us to understand and analyse our sales cases as well as create both internal and external resources that otherwise would not have been created due to the lack of time between customer meetings and other admin tasks.
Emil Berglund
Emil BerglundSales Manager EMEA, Supermetrics

FAQ

Common questions about AI deal health monitoring

Salesforce, HubSpot, and Pipedrive. Once connected, Ollie reads the pipeline daily and writes accepted updates back to the deal record.
Yes. Ollie supports MEDDPICC and SPICED, watches the qualification fields on every open deal, and alerts the deal owner when a field that should be locked at the current stage is still empty, for example a SPICED Critical Event still unidentified late in the cycle.
A deal is stale when it has gone 14 days (default, configurable) with no meaningful activity: no meetings logged, no future meetings scheduled, no emails sent or received, no buyer-initiated contact.
No. Ollie drafts the email, but the rep reviews, edits, sends, or skips. Ollie does not send autonomously.
Ollie speaks up once per detected change. Ollie does not ping the rep every morning. If the deal activity resets and later goes quiet again, Ollie can raise it again.
Lead scoring ranks leads before a sales conversation starts, usually on fit and marketing engagement. Deal scoring, sometimes called opportunity scoring, rates deals already in the pipeline: whether each one is moving forward, and whether anything is putting it at risk. Ollie works on deals already in the pipeline, not on leads.
No. A customer health score tracks an existing customer's adoption and renewal risk, usually from product usage. A deal health score tracks an open opportunity from the day it is created until it closes. Ollie works from a deal health score.
Reps see it in Slack or Teams when a deal's health drops, with the criteria that moved, and on the deal record in your CRM.

See it on a pipeline

Watch Ollie work a deal.

Watch what Ollie does for your sales team, then book a time to see it on your pipeline.