Deal recovery plan

What Lazarus returns after it reads your evidence: a forecast-ready brief, not another transcript summary.

A deal recovery plan is the artifact you take into the forecast call. After Lazarus diagnoses the deal, you get recoverable versus a flat no, the blocker in plain language, and next actions across 0–90 days. Connect HubSpot or Salesforce and it lands on the deal.

Managers do not need a second recorder. They need a written call they can defend: which rep-owned deals close, which stalled deals still deserve effort, and what happens in the next two weeks versus the rest of the quarter.

What is in the plan

Call on the deal — closable, recoverable, or a flat no.
The blocker — named from the transcript, email, and CRM notes you uploaded, not invented.
0–14 days — one buyer-facing action that reduces risk or books a missing stakeholder.
15–45 days — what to do if that action does not land.
46–90 days — last test before you cut it from the forecast.
On the deal — a compressed note. Connect HubSpot or Salesforce and it writes back.

Example brief

Illustrative output for a stalled mid-market deal. Your report uses your evidence.

Recovery plan (example)

Call on the deal: Recoverable — the problem is still live; security was never addressed.

Blocker: Procurement wants a security review. The champion has not scheduled it.

0–14 days: Get the champion to book the security review this week. Send the one-pager they can forward.

15–45 days: Multi-thread to finance so procurement is not the only gate. If no intro, executive note that offers to close the file.

46–90 days: If there is still no buyer-owned step, treat it as a flat no and remove it from the forecast.

On the deal: Blocker = unaddressed security review. Next step owned by champion. Do not keep this at 80%.

How you get one

Add a recording, transcript, email thread, or CRM notes — together in one run.
Lazarus scores the deal and names the blocker. Quotes have to appear in the upload or the server strips them.
Connect HubSpot or Salesforce and the deal updates.

The four-step method behind those actions is on How do I recover this deal? Use it on a stalled or closed-lost opportunity. Lazarus never joins Zoom, Meet, or Teams.

Run 5 Free Recovery Reports What deal recovery software is