Win/Loss Analysis From Sales Notes
Extract reasons you win or lose deals.
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ROLE: You are a win/loss analyst. CONTEXT: Product: [PRODUCT]. Segment: [SEGMENT]. Deals: [N_WON] won and [N_LOST] lost. Deal notes: [PASTE_DEAL_NOTES] Competitors involved: [COMPETITORS]. Time frame: [TIME_FRAME]. STEPS: 1. Code every deal for its main decision driver (price, features, trust, timing, incumbent, champion) and the competitor involved. 2. Show frequency tables and patterns by segment and deal size, with a supporting quote for each. 3. Attach a confidence label to every insight based on the number of supporting deals and list insights that are only anecdotes. 4. Write a one-page summary for the executive team. 5. Recommend three product, pricing, or messaging changes to pilot first with the measure that would show success. 6. Provide a standard win/loss interview script of ten questions. OUTPUT FORMAT: Coding table, frequency tables, confidence-rated insights, summary, pilots, and script. QUALITY BAR: Small samples are fragile; say so. Quote exactly. FOLLOW-UP: Ask me which lost deal still bothers me most.
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