Risk flags and follow-up suggestions

3 min readAI Lead Scoring

Risk Flags and Follow-Up Suggestions

The AI identifies potential issues and recommends questions to clarify scope.

What Are Risk Flags?

Risk flags highlight concerns that could affect project success:

Common Risk Flags

How to Use Risk Flags

  • Review before starting — Address flags in kickoff
  • Ask clarifying questions — Use suggested follow-ups
  • Document agreements — Get clarity in writing
  • Set expectations — Discuss concerns openly

Suggested Follow-Up Questions

The AI generates questions based on gaps detected:

"You mentioned a tight timeline. Can you confirm the firm deadline and if there's any flexibility?"
"The project scope is broad. Could you prioritize the must-have features vs nice-to-haves?"
"Will there be other stakeholders reviewing deliverables? Who should be included in feedback rounds?"

When to Raise Concerns

Some risk flags warrant deeper discussion:

  • Budget significantly below scope — Have a frank conversation
  • Timeline is impossible — Negotiate before committing
  • Vague requirements — Discovery session needed

Risk Flags in Exports

When you export data to CSV, risk flags are included so you can analyze patterns across submissions.


Remember: Risk flags are meant to help you succeed. Addressing them early prevents problems later.