proactive-alertslisted
Install: claude install-skill LeadMagic/gtm-skills
# Proactive Alerts
## Overview
GTM teams spend 30% of their time checking dashboards that should be checking
themselves. Proactive alerts invert this: the system watches your pipeline and
signals 24/7, pushing notifications only when something needs attention.
This skill designs an alert architecture: what to monitor, when to alert, who
to notify, and how to route each signal type to the right person at the right
time — all without alert fatigue.
## When to Use
- "Set up pipeline alerts"
- "Notify me when a deal stalls"
- "Alert the team on buying signals"
- "Build a deal risk monitoring system"
- "Set up Slack notifications for pipeline changes"
- "Create a signal-to-Slack pipeline"
## Authoritative Foundations
Alert design draws from UnifiedPipeline's deal risk scoring methodology
(transparent scores, daily briefings), SyncGTM's 15+ signal monitoring
system, and Alysio's pipeline risk detection layer (engagement, sentiment,
velocity, and qualification signals).
## Prerequisites
- CRM with webhook or API access (HubSpot, Salesforce)
- Slack or Teams for delivery
- Signal data sources (job boards, funding databases, tech stack monitors)
## Step-by-Step Process
### Phase 1: Alert Categories
| Category | Examples | Urgency | Channel |
|---|---|---|---|
| **Pipeline Risk** | Deal stalled >7 days, close date pushed, amount decreased, stage moved backward, missing next steps, no activity | High — requires action today | Slack DM to rep + manager |
| **Buying Signals**