The situation: An AE at a revenue intelligence platform is at Proposal stage with a 300-person logistics software company. She’s touched three people — a VP of Sales, a Sales Ops Manager, and an SDR Director. Deal has been in proposal for 11 days. No reply from the VP of Sales in 8 days.
Output: Two critical gaps for Proposal stage. One stale thread flagged. Three prescribed touches with verified contacts and angles.
Coverage audit — Proposal stage
Prospect: [Logistics software company] · Deal stage: Proposal · ACV: $84K
Contacts touched (verified against Lusha buying group)
| Contact | Verified title | Role family | Days since last touch |
|---|
| Daniel R. | VP of Sales | End user | 8 days — ⚠ STALE |
| Priya N. | Sales Operations Manager | Influencer | 3 days — active |
| Marcus T. | SDR Director | End user (secondary) | 5 days — active |
Coverage gaps at Proposal stage
Critical gaps (must-haves for Proposal):
- Economic buyer — not touched. Lusha returns James K., CFO, as the economic buyer for contracts above $75K at this account. A proposal at $84K without the CFO touched is a critical gap. The deal can stall here if procurement escalates before you’ve spoken to him.
- Technical evaluator — not found in buying group. No VP of Engineering or equivalent returned by Lusha for this account. Structural gap — may require manual research or a direct ask on the next call with Priya.
Important gaps (should-haves for Proposal):
- Procurement / RevOps influencer — not touched. Lusha returns Sandra V., Head of Revenue Operations, as a likely procurement-adjacent influencer. Not yet touched.
Acceptable gaps (optional at Proposal stage):
- Executive sponsor — not required until Negotiation. Note for later.
Stale thread — forecast risk
Daniel R. (VP of Sales) — 8 days no reply. He’s the end user and the original champion. Eight days of silence at Proposal stage is a yellow flag — either he’s pulled back, the proposal landed with a problem he hasn’t raised, or he’s waiting on someone above him to weigh in. Worth a direct ask before you make the next outbound move.
Next 3 prescribed touches
Touch 1 — James K., CFO (critical gap)
- Verified work email: j.k@[company].com (confirmed via Lusha)
- Direct mobile: available (masked for privacy)
- Angle: “Daniel and the sales team have been evaluating us — I wanted to make sure you had what you need on your side before we move the proposal forward.”
Touch 2 — Daniel R., VP of Sales (stale thread)
- Angle: “Wanted to check whether the proposal raised any questions on your end before I loop in your CFO — don’t want to escalate something you haven’t had a chance to review.”
- Note: Don’t skip this touch before contacting James. Escalating to the CFO without warming the champion first is the move that damages trust.
Touch 3 — Sandra V., Head of Revenue Operations (important gap)
- Verified work email: s.v@[company].com (confirmed via Lusha)
- Angle: “Priya mentioned RevOps is usually involved in vendor sign-off at this stage — wanted to make sure you had visibility before the proposal moves forward.”
Buying group mapped and contacts validated via the Lusha connector, May 21. Gmail engagement data from live session. Names and contact details abbreviated for privacy.