Diagnose why deals are lost
Run win loss analysis on your recently lost opportunities by researching each account and competitor, uncovering closed lost reasons and patterns across deals, and compiling recommendations into a shareable report.
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On a [schedule frequency, e.g. daily or weekly] schedule, an AI agent investigates recently lost opportunities that match the team's defined conditions, retrieving each opportunity and its related account from [CRM name]. It runs live web research using [web research tool, e.g. Google Search API, Perplexity] to add company and competitor context, decides what is worth digging into for each deal, and finds patterns by industry, size, source, loss reason, and competitor. It then compiles an executive summary, per deal deep dives, cross deal patterns, and recommended next steps into a shareable document in [document/collaboration tool, e.g. Google Docs, Notion].
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Problem
Sales teams rarely have time to dig into why deals are lost, so closed lost opportunities pile up in the CRM without review. Pulling the records, researching each company, and spotting common threads across deals is slow manual work, which means recurring loss patterns and competitive threats go unnoticed.
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Solution
On a set schedule, an AI agent investigates recently lost opportunities that match the team's defined conditions, retrieving each opportunity and its related account from the CRM. It runs live web research to add company and competitor context, decides what is worth digging into for each deal, and finds patterns by industry, size, source, loss reason, and competitor. It then compiles an executive summary, per deal deep dives, cross deal patterns, and recommended next steps into a shareable document.
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Impact
Lost deals are continuously analyzed and turned into clear patterns and recommendations, helping the sales team understand why they lose and improve future win rates.
Benefits
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Higher close rates
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Faster competitive response
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Fewer repeated losses
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Reduced manual deal research
Who is this for?
Success stories
Adapt at speed with visual-first automation and AI
Make drives efficiencies, solves problems, and speeds innovation by breaking down silos across your business.
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