Skip to content
← All promptsSales

Why did we lose that deal?

Patterns across your win/loss notes.

Remove names and account numbers before you paste.

Prompt · 8 lines
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.

Related