Proactive alerts skill

Proactive Alerts

Overview

GTM teams spend 30% of their time checking dashboards that should be checking themselves. Proactive alerts invert this: the system watches your pipeline and signals 24/7, pushing notifications only when something needs attention.

This skill designs an alert architecture: what to monitor, when to alert, who to notify, and how to route each signal type to the right person at the right time — all without alert fatigue.

When to Use

• "Set up pipeline alerts"
• "Notify me when a deal stalls"
• "Alert the team on buying signals"
• "Build a deal risk monitoring system"
• "Set up Slack notifications for pipeline changes"
• "Create a signal-to-Slack pipeline"

Authoritative Foundations

Alert design draws from UnifiedPipeline's deal risk scoring methodology (transparent scores, daily briefings), SyncGTM's 15+ signal monitoring system, and Alysio's pipeline risk detection layer (engagement, sentiment, velocity, and qualification signals).

Prerequisites

• CRM with webhook or API access (HubSpot, Salesforce)
• Slack or Teams for delivery
• Signal data sources (job boards, funding databases, tech stack monitors)

Step-by-Step Process

Phase 1: Alert Categories

Category	Examples	Urgency	Channel
Pipeline Risk	Deal stalled >7 days, close date pushed, amount decreased, stage moved backward, missing next steps, no activity	High — requires action today	Slack DM to rep + manager
Buying Signals	Funding raised, hiring surge, exec change, tech stack shift, job change, website visit spike	High — time-sensitive outreach	Slack channel + CRM task
Positive Signals	Deal revived, amount increased, close date pulled in, new large deal created	Medium — awareness	Daily briefing
Operational	Bounce rate spike, domain health alert, sequence completion, credit usage threshold	Medium — requires monitoring	Slack channel
Forecast	Commit deal at risk, large deal slipped, pipeline coverage below target	High — executive visibility	Slack to CRO + weekly report

Phase 2: Alert Configuration by Role

Role	Alerts They Receive
SDR	New lead assigned, lead response overdue, sequence bounce alert
AE	Deal stalled, close date pushed, competitor detected, champion left company
Manager	Team pipeline coverage, rep activity gaps, deal inspection flags
CRO	Forecast changes >20%, large deal at risk, pipeline coverage drop
RevOps	CRM data quality flags, integration failures, enrichment gaps

Phase 3: Routing and Delivery

1. Real-time / Urgent → Slack DM or dedicated #pipeline-alerts channel
2. Daily briefing → Scheduled message at 7am with ranked risk list
3. Weekly digest → Summary of all alerts, trends, and actions taken
4. Escalation → If alert acknowledged but no action in 24 hours → manager notified

Phase 4: Alert Fatigue Prevention

• Max 5 high-priority alerts per person per day
• Group related alerts into single messages
• Allow per-user alert configuration (mute categories, adjust thresholds)
• Track alert-to-action rate — if alerts aren't driving action, tune thresholds
• Monthly alert audit: remove or adjust alerts with <10% action rate

Output Format

Alert architecture document with alert catalog, routing rules, delivery templates, threshold configuration, and fatigue prevention rules.

Quality Check

• Alert catalog covers pipeline risk, buying signals, positive signals, operational, and forecast
• Every alert has a defined owner and SLA for response
• Routing rules documented (who gets what, when)
• Alert fatigue thresholds set (max per person, per day, per channel)
• Daily briefing template created
• Monthly alert audit cadence established

Common Pitfalls

1. Alerting on everything. A Slack channel with 50 alerts/day becomes invisible. Curate ruthlessly. Only alerts that require action should fire.

2. No owner. An alert that goes to a channel with no named owner gets ignored. Every alert type has one person accountable.

3. Alerting without context. "Deal X stalled" without "it's been in Demo for 14 days, last contact was a bounce, and the champion changed jobs" doesn't help. Context drives action.

4. Same alert for everyone. An SDR doesn't need CRO-level pipeline alerts. Tailor by role or risk burnout.

5. No alert audit. Alerts that were urgent 6 months ago may be noise now. Audit monthly and remove or tune.

Execution Artifacts

• references/framework-notes.md — named frameworks, citation anchors, and operating assumptions
• templates/output-template.md — copy-paste deliverable structure for the user
• scripts/check-output.py — local checklist validator for required sections This skill includes lightweight artifacts the agent can load on demand: Use the artifacts when the user asks for an implementation-ready deliverable, a repeatable workflow, or a quality check rather than generic advice.

Related Skills

• signal-scoring: The signal detection that feeds buying signal alerts
• pipeline-management: Pipeline structure that enables risk detection
• deliverability-monitoring: Bounce and reputation alerts
• gtm-metrics: Dashboard metrics that complement alerts