Scenario
Trigger
Run a monthly report on open opportunities that are 60 days old and have gone 45 days without a meeting.
Actions
Send the list to the opportunity owner to confirm inclusion in a sequence to re-engage the prospects.
Identify other good-fit contacts at the account (multi-threading) and add them to a sequence sent from the opportunity owner’s manager.
Have an SDR follow up with a call after emails are sent.