Sales
On demand
Win/Loss Evidence Synthesis Agent
Learn why buyers choose or leave.
Summarise why recent deals were won or lost and identify lessons for future sales conversations.
Summarise what we learned from these closed deals and the buyers' feedback.
- Read the request and supporting information
What it does
Turn closed-deal feedback into ideas to test.
Summarise why recent deals were won or lost and identify lessons for future sales conversations. Built for sales enablement and product marketing leads.
Check the closed-deal sample
Provide closed-deal notes and any feedback received directly from buyers. Buyer interviews and proposal history can add detail beyond CRM reason codes.
Separate reasons from theories
Group recurring reasons while keeping buyer feedback separate from the sales team's interpretation.
Prepare actionable learning
Get a summary of patterns, supporting examples and ideas worth testing.
How it works
Summarise why recent deals were won or lost and identify lessons for future sales conversations. Built for sales enablement and product marketing leads.
- Approved documents and context
- Separate buyer-confirmed reasons from rep hypotheses and retain conflicting explanations. Count distinct deals with explicit denominators and propose bounded enablement changes rather than broad causal conclusions. Links to the original information and the date it was checked Optional: attributed post-decision buyer interviews and correspondence, to compare stated reasons with internal explanations. Optional: final proposal versions, competitor mentions and deal timelines, to understand the options and conditions at decision time.
- Understand recurring reasons behind outcomes
- Compare common reasons and examples while keeping buyer feedback distinct from the sales team's interpretation.
- Choose improvements worth testing
- Review small messaging or process changes tied to the patterns found, giving the team a basis for its next experiments.
- Salesforce · Read validated closed-deal outcomes (read)
- Define the cohort without mixing open deals.
- Google Drive · Read consented deidentified buyer interviews (read)
- Separate buyer statements from sales hypotheses.
- Google Sheets · Prepare reason-count matrix (draft)
- Expose denominators and conflicting evidence.
- Human review and permissions
- Sales enablement and product marketing leads review the win-loss summary and any unanswered questions. Check that the information is still current before sending a message or changing a record.
01Gather the context
Bring together the relevant information from Salesforce, Google Drive, Google Sheets.
02Check what matters
Group recurring reasons while keeping buyer feedback separate from the sales team's interpretation.
03Prepare the result
Common deal outcomes and reasons, with buyer feedback clearly distinguished from sales opinions. What is ready to use and what still needs checking before taking action.
04Review proposed changes
Sales enablement and product marketing leads review the win-loss summary and any unanswered questions. Check that the information is still current before sending a message or changing a record.
Integrations
CRM
Salesforce
HubSpot
Documents
Google Drive
Microsoft OneDrive
Structured records
Google Sheets
Airtable
Notion databases
Choose the platforms your team already uses—you don’t need every example shown. Confirm the required features and configure access during implementation.
What you get
Use patterns across won and lost deals to choose more informed changes to your messaging and sales process.
- Understand recurring reasons behind outcomes
- Compare common reasons and examples while keeping buyer feedback distinct from the sales team's interpretation.
- Choose improvements worth testing
- Review small messaging or process changes tied to the patterns found, giving the team a basis for its next experiments.
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Inbound Lead Qualification
Review new enquiries against your ideal customer criteria and suggest the next step.
Start with a blueprint. Build it around your business.
We’ll adapt it to your workflows, connect your systems and build an agent your team can put to work.
30 minutes. One bottleneck. Leave with a clear system concept.