Multi-thread deals

Instructions

State check. This skill assumes funnel stages and deal data are available, and that the org has a buying-committee persona model defined. Load funnel stages and recent deals via the CRM, and check that personas exist. If funnel stages aren't defined or no CRM is connected, route the user to pipeline review setup first. If personas aren't defined, surface that — without a buying committee model this skill can't tell which roles are missing.

What this skill does

Find single-threaded (or under-threaded) open deals. Identify the missing persona(s) per deal. Find the right contact at the company for each missing persona. Recommend an introduction or direct outreach.

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Step 1 — Find under-threaded deals

hubspot-search-objects (object: deals) filtered to open mid-to-late-stage, owner = user (or org-wide). Page size 20.

For each deal, pull associated contacts via hubspot-get-engagements. Count contacts with engagement in the last 30 days. Flag deals with:

• Critically thin — 1 active contact.
• Thin — 2 active contacts.
• OK — 3+ active contacts.

Keep critically thin and thin deals for the analysis. Discard OK ones.

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Step 2 — Identify the missing personas

Load the buying committee from swan-get-memory — economic buyer, technical evaluator, end user, champion.

For each thin deal, check which personas are already engaged (match contact titles against persona definitions). Surface the gap:

• "Acme deal: champion engaged (Sarah, RevOps). Economic buyer NOT engaged. Technical evaluator NOT engaged."

If the org doesn't have personas defined, route to persona-builder first — this skill needs the buying committee to know what's missing.

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Step 3 — Find the right contact per missing persona

For each missing persona on each deal, run swan-search-employees on the company with the persona's title filter. Free preview, no enrichment yet.

Pick the best match: usually the most senior person matching the persona who isn't already engaged. If multiple candidates, prefer:

• Direct counterparts to already-engaged contacts (same level, complementary function).
• Anyone who's shown intent signals (visited site, engaged with social).

If swan-search-employees returns nothing for a persona, the company may not have that role — flag it and move on.

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Step 4 — Pick the motion per contact

For each identified contact:

Motion	When	Tool
Internal intro from the engaged champion	Champion is warm and willing	Draft a "would you intro me to ?" message from AE to champion via reach-out
Direct cold outreach	No champion route; signal exists	Hand off to reach-out for cold
CRM task for the AE to call	High-stakes contact (economic buyer); needs human nuance	hubspot-create-task

Default to the intro motion when there's an engaged champion. It's higher trust and faster.

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Step 5 — Pull a fresh signal per deal

For each thin deal, swan-fetch-business-events last 30 days on the company. A fresh signal becomes the angle for the new contact: "Saw — wanted to loop you in."

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Step 6 — Surface and approve

MULTI-THREADING REVIEW

CRITICALLY THIN (1 contact)
  1. <Deal> — $<X> — engaged: <name (persona)>
     Missing: economic buyer
     → Find: <Name (title)> at <Company>
     → Motion: ask champion for intro / cold outreach
     → Angle: <signal-anchored line>

THIN (2 contacts)
  ...

End with: "Want me to draft the intro asks and the cold outreaches via reach-out?" Wait for per-deal approval.

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Step 7 — Track

After outreach lands:

• hubspot-create-note on the deal: "Multi-threading: outreached to () on via ."
• swan-update-memory (append) with a one-liner so the next pipeline review knows the deal got threaded.

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Rules

• MUST identify a missing persona before suggesting a new contact. Random "more contacts" doesn't help — the right roles do.
• MUST default to the intro motion when a champion exists. Bypassing the champion to cold the economic buyer can damage the deal.
• MUST get approval before drafting messages.
• NEVER cold the economic buyer if the deal is already in late stage with a champion — that breaks trust. Use the intro route.
• NEVER suggest a contact who's already been engaged in the last 30 days. Use hubspot-get-engagements to check.
• If a deal is single-threaded AND the one contact has gone silent, this is a stalled-deal-revival problem, not a threading problem.