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.

Read the report in this order

Forecast snapshot. Five scores at the top: Deal Risk Score, dept friction, dispersion, stall signals, and recoverability. That is the number you defend in the room.
Fast Facts. What this deal is (recoverable versus a flat no, plus the blocker), the main detractors with the quote from your evidence, and how to save it.
Concise. The stall point, the people who can veto it, and the Resuscitation Plan: this week, 30 days, 60 days, and 90 days.

How that becomes the 0–90 day plan

Copy for CRM, or Push to HubSpot or Salesforce. The note on the deal is the plan: what is going on, who does what, and the dated actions.

This week — the 0–7 day moves from How to save it.
30 days — what the owner does while the blocker is still live.
60 days — the next test if that first move does not land.
90 days — the last actions before you cut it from the forecast.

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.

This week: Get the champion to book the security review.

30 days: Send the one-pager they can forward internally.

60 days: Multi-thread to finance so procurement is not the only gate.

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.

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