Why did we lose that deal?
Patterns across your win/loss notes.
Remove names and account numbers before you paste.
Here are win/loss notes from the last [NUMBER] deals at a [TYPE OF BUSINESS]. Names and dollar amounts are removed. [PASTE NOTES] 1. Group the losses by the reason given, or by "no reason recorded." 2. Name the two patterns that show up more than once. 3. Give me 5 questions I should ask the next time we lose one. Don't invent a competitor or a price I didn't write down.
How to adapt it
- Even five messy notes are enough to start. Mark guesses as guesses.
- Run it again after the next five losses. Don't wait for a spreadsheet.
Don't paste this in
- Customer names
- Contract terms you consider confidential
- Use a business AI account, not a personal one, for company data.