Lead Drop-Off Risk Intelligence Report
Date: 2023-10-27

1. Executive Summary

Lead: Quantum Dynamics (QD-881701)
Risk Score: 88% (High)
Status: At-Risk of Drop-Off
Action Taken: Human Escalation - Assigned to Sales Rep for immediate, personalized follow-up.


2. Risk Analysis
The high risk score has been determined based on a confluence of negative engagement signals following a period of strong positive interest.
Key Negative Indicators:

Communication Silence: 0% open rate on the last 2 follow-up emails sent post-proposal.
Engagement Stall: 12 days have passed since the last meaningful interaction (inbound email on 2023-10-15).
Decreased Digital Footprint: No return visits to key website pages (e.g., pricing, features) after the product demo, indicating a potential loss of active interest.
Contradictory Behavior: The current silence directly contradicts the highly engaged status observed during the demo and initial proposal request.


3. Action & Escalation Details
Due to the lead's High Value Tier and High Risk Score, automated re-engagement has been bypassed in favor of direct human intervention.

Assigned To: Sarah Jenkins
Priority: High
Recommended Action Timeframe: Within 24 hours


4. AI-Powered Sales Briefing
This briefing synthesizes all available data to assist with a strategic and informed follow-up.
Lead Background:
Quantum Dynamics, led by Dr. Aris Thorne (Director of R&D), showed strong initial intent. They were particularly impressed during the product demo on Oct 14th and proactively requested a proposal for the Enterprise Suite.
Reason for Escalation:
A pattern of non-engagement has emerged over the last 12 days, immediately following the delivery of their requested proposal. This indicates a potential blocker in their decision-making process.
Suggested Talking Points & Strategy:

Acknowledge & Re-engage: Instead of a generic "just checking in," reference a specific point from the initial demo.

Example: "Hi Dr. Thorne, I was just reviewing my notes from our demo and remembered your team's interest in the resource allocation module. I wanted to see if you had any further questions on that front since we sent over the proposal."


Uncover Obstacles: The goal is to diagnose the reason for the silence. Frame the question to be helpful, not demanding.

Example: "Often at this stage, questions about internal budget cycles or stakeholder alignment come up. Is there any additional information I can provide to help with your internal discussions?"


Offer New Value: Introduce a new, relevant piece of information to restart the conversation.

Example: "We've just published a case study on how Apex Solutions in the R&D sector leveraged our platform to cut project timelines by 15%. I thought it might be relevant and have attached it for you."