Stop Losing Deals Because Someone Forgot to Follow Up
DealGuard makes sure every live deal gets followed up. It works inside your CRM and enforces the actions that matter most.
Deals don't die because competitors are better. They die because someone forgot to ring back, or assumed someone else would do it. DealGuard removes that risk entirely.
Protect Your Deals
The Real Problem: Deals Die in Silence
Your team is good at their job. But deals still slip through because follow-ups depend on memory and hope.
An inbound lead comes in on Friday afternoon. Everyone thinks someone else picked it up. By Monday, it's cold.
A quote goes out. The client is keen. Then three weeks pass with no contact. They choose someone else who stayed in touch.
These aren't competitive losses. They're avoidable mistakes that happen when good people get busy.
The worst part? You often don't know it happened. The deal just vanishes from conversation. No alarm goes off.
DealGuard fixes this. It doesn't let deals hide. It doesn't rely on discipline. It enforces what needs to happen.
What DealGuard Actually Does
Enforces Follow-Ups
Creates automatic tasks inside your CRM when a deal needs action. Time-based, not manual.
Stops Deals Hiding
Escalates to managers when follow-ups are missed. No deal can stall silently.
Weekly Risk Summary
Simple report of deals at risk. Shows what's been ignored and who's responsible.
What DealGuard Is Not
Not a CRM rebuild. Works with what you already use.
Not dashboards or reports. This is enforcement, not visibility.
Not training or process design. It does the work, not your team.
How It Works
01
Deal Created or Updated
When a deal enters your CRM or changes stage, DealGuard starts monitoring it automatically.
02
Follow-Up Task Created
The system creates a time-bound task for the assigned person. No manual reminders needed.
03
Escalation if Missed
If the task isn't completed on time, a manager is notified. The deal can't be ignored.
04
Weekly Summary Sent
Leadership gets a simple list of at-risk deals. One email, every Monday morning.
This isn't about adding work. It's about removing the mental load of remembering what needs to happen next.
What You Actually Get
Delivered in 14 Days
  • Follow-up rules configured for your deal stages
  • Automatic task creation inside your CRM
  • Escalation workflows for missed actions
  • Weekly at-risk deal summary
  • Documentation of what happens when
This goes live with real deals immediately. No testing phase. No gradual rollout.
Your team starts seeing tasks appear. Managers start getting alerts. Deals stop falling through the cracks.
Time to Value
1
Day 1-7
We map your deal stages and follow-up requirements. Simple conversation, clear decisions.
2
Day 8-14
DealGuard is configured and live. Tasks appear. Escalations work. Summaries sent.
3
Day 15-30
Your team trusts the system. Managers trust the alerts. Deals stop being forgotten.

Results don't mean revenue guarantees. They mean certainty that follow-ups happen and deals don't hide. That's what DealGuard delivers.
Who This Is For
Deal-Driven Sales Teams
You sell one opportunity at a time. Each deal matters. Lost follow-ups cost real money.
Teams Already Using a CRM
You've got the tool. DealGuard makes it enforce what should happen, not just record what did.
Teams Who Lose Deals to Timing
Prospects go cold because responses are delayed. Quotes sit untouched. Interest fades from waiting.
Recruitment and staffing firms use DealGuard often. But any team that relies on timely follow-ups benefits from knowing nothing gets missed.
Simple Commercial Approach
Fixed-Scope Setup
DealGuard is configured once to your deal stages and follow-up rules. Clear scope, clear delivery.
Ongoing Service Included
We monitor the system, adjust rules when your process changes, and keep everything running smoothly.
Low Procurement Friction
No complex contracts. No lengthy evaluations. Simple terms that let you get started quickly.
We don't publish pricing here because every CRM and team is slightly different. But the model is straightforward and designed for speed.
Our Guarantee
"If DealGuard doesn't flag missed follow-ups or at-risk deals within 30 days, we'll keep working on it at no cost until it does."
Low Risk
You only pay for results that actually happen: enforcement that works and deals that don't hide.
Clear Outcomes
We're accountable for making sure follow-ups get enforced and at-risk deals get flagged.

Implementation capacity is limited. We only take on a small number of new clients each month to maintain quality and delivery speed. If you're interested, it's worth starting the conversation now.
Stop Losing Deals to Forgotten Follow-Ups
DealGuard makes sure every live deal gets the attention it deserves. No more deals dying in silence because someone got busy.
It works inside your CRM. It goes live in 14 days. It removes the risk of human forgetfulness from your pipeline.
If you sell one deal at a time and can't afford to lose opportunities to poor timing, this is built for you.