Sales
•
Account research
Find Single-Threaded Deals
Audit active accounts for single-threading and show where relationship coverage must improve before the deal is at risk.
Last updated
Watch this agent work in Nex
See a Nex session move from your instructions through integration work to the finished outcome.
Goal
Audit active accounts for single-threading and show where relationship coverage must improve before the deal is at risk.
What Nex will do
1. Define the active account or opportunity cohort, stage rules, required roles, and risk thresholds. 2. Map owners, stakeholders, interactions, recency, reciprocity, and relationship strength from approved evidence. 3. Detect owner concentration, dormant champions, missing authority, weak executive access, and unsupported relationship claims. 4. Score risk with reasons and separate missing data from genuinely weak coverage. 5. Recommend specific people, paths, owners, and next actions to improve coverage.
Integrations and actions
Best for
Revenue teams that want to find active deals overly dependent on one relationship.
What you will get
• A ranked single-threading risk audit across the approved cohort. • A sourceable relationship-coverage map for each account. • Specific multithreading recommendations with owner and next action.
What you will need
• An approved active-deal cohort, required stakeholder roles, recency window, and risk threshold. • Access to the relationship, activity, and meeting sources that should count as evidence.
Approvals and control
Nex can audit read-only. It does not invent relationships, write contact roles, create tasks, or initiate multithreading outreach without review.
Full agent guide
Audit active accounts for single-threading and show where relationship coverage must improve before the deal is at risk.
What this agent does
Define the active account or opportunity cohort, stage rules, required roles, and risk thresholds. Map owners, stakeholders, interactions, recency, reciprocity, and relationship strength from approved evidence. Detect owner concentration, dormant champions, missing authority, weak executive access, and unsupported relationship claims. Score risk with reasons and separate missing data from genuinely weak coverage. Recommend specific people, paths, owners, and next actions to improve coverage.
Who this is for
Revenue teams that want to find active deals overly dependent on one relationship.
Integration actions
Connected CRM (Connected): Read active accounts, opportunities, contacts, roles, owners, stage, and activity history; propose reviewable coverage updates. Nex (Connected): Combine canonical relationships, meetings, notes, tasks, and insights into the coverage graph and risk explanation. Gmail in Annex (Optional assisted access): Optionally recover approved communication evidence through visible Gmail. Connected calendar (Connected): Use meeting frequency and attendee coverage as supporting evidence with appropriate caveats. Public web (Public research): Verify current roles and identify plausible missing stakeholders without fabricating relationships.
Inputs and requirements
An approved active-deal cohort, required stakeholder roles, recency window, and risk threshold. Access to the relationship, activity, and meeting sources that should count as evidence.
Outcomes
A ranked single-threading risk audit across the approved cohort. A sourceable relationship-coverage map for each account. Specific multithreading recommendations with owner and next action.
Approvals and control
Nex can audit read-only. It does not invent relationships, write contact roles, create tasks, or initiate multithreading outreach without review.
Use this Nex agent
Select Deploy Agent in Nex, review the integrations and approval boundaries, then Nex will carry this agent through login or signup and start it after onboarding.
Deploy this agent in Nex
Use Deploy Agent in Nex to open this agent in your current Nex workspace. Review integrations, permissions, thresholds, and approval gates before deploying it.