> ## Documentation Index > Fetch the complete documentation index at: https://docs.joinkatalyst.com/llms.txt > Use this file to discover all available pages before exploring further. # Catch up on a stalled account > An account hasn't moved in 30+ days. Read the gap, decide go or no-go, and either re-engage with a concrete next step or close the loop cleanly. # Catch up on a stalled account You're reviewing your book and one account hasn't moved in 30+ days. The mug-shot version of this is to either bother the buyer with a polite check-in or quietly let it die. This play replaces both with a structured read on the gap: what changed at the company while you weren't talking, what AI did or didn't do in your name, and a clear go or no-go call with one concrete next step if you go. ## What to expect * **Timing.** Roughly 15 minutes per account. * **Prerequisite.** The account has at least one open opportunity in Salesforce so signals and activity can fire against it. * **Outcome.** A defensible go or no-go decision logged as a Note on the account, with a concrete next action if it's a go. ## Step-by-step 1. **Open the account and orient on Overview.** [Account detail](../product/research/account-detail) opens to Overview by default. Note the linked opportunities, the owner, and the last-touched date. If you're not the owner and the account got passed to you, this is also where you confirm what you actually inherited. Account detail Overview sub-tab showing the three-column layout with Account Details, Key People, and Opportunities pill. 2. **Open Activity History and read the gap.** Switch to the Activity History sub-tab. This is the audit of every AI action on the account: emails AI drafted, fields it updated, summaries it wrote back from meetings. Set the date range to the last 60 days. If the list is sparse, the gap is real; if it's dense, something has actually been happening on your behalf that you may not have logged in your head. Account Activity History sub-tab showing AI-performed actions with type, description, and timestamp. 3. **Check the Signals sub-tab for anything that fired in the gap.** Click Signals. A funding round, a leadership change, a hiring spree, a 10-K, anything scored 70 or above that landed during the silence is your re-engagement angle. Read the AI relevance line on each card; this is what you'll say in any outreach if you decide it's a go. Account detail Signals sub-tab listing every fired signal across the account's opportunities. 4. **Ask Per-record AI Chat for the gap read.** The chat already has the Overview, Activity History, Signals, and Account Plan in context. Type: "What changed in the last 30 days on this account that I should know about, and what does it imply for the open opportunities?" The chat synthesizes across surfaces and gives you a defensible read in one paragraph. Per-record AI Chat panel composite showing the chat scoped to an Account, Opportunity, Contact, and Meeting. 5. **Decide: go or no-go.** Two paths from here. If it's a go: open the Notes sub-tab, write a one-paragraph "Re-engagement plan" with the angle (often anchored on the most relevant signal), and follow up with a Draft email from the account header so the outreach gets saved straight to Gmail or Outlook drafts for your review. If it's a no-go: write a one-paragraph "Closing the loop" note explaining why, and update the opportunity in Salesforce (stage, close date, owner) so the dashboard stops carrying the deal as live. A clean no-go is a real outcome; the hygiene number thanks you for it. ## Variations If you're running this play across a batch of 10+ stalled accounts (manager catch-up, end of quarter cleanup, post-PTO sweep), don't open every account from the Accounts table; instead, start from your saved Opportunities view filtered to "Stalled 30+ days, mine" and walk the rows. The same five steps compress to about eight minutes per account when you're in batch rhythm. If you're a CS lead rather than a sales rep, this play maps cleanly onto a quarterly book audit: same flow, but the go path usually ends in a renewal motion rather than a re-engagement outreach. ## Related * [Catch up after PTO](./catch-up-after-pto) - the cross-book version of this play when you've been out and need the wider read. * [Research from a fresh signal](./research-from-a-fresh-signal) - the play to run instead if a new signal just fired on a stalled account. * [Account detail](../product/research/account-detail) - the workspace this play lives in. * Pipeline hygiene flags a stalled deal with a missing next step or an overdue close date; both are addressable from this play.