Diagnose why deals are lost
Pull lost opportunities and their accounts, research each company and competitor, find patterns across deals, and compile findings with recommendations into a shareable document.
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On a set schedule (e.g. every day, every week) an agent investigates recently lost opportunities based on the conditions you define, 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 looks for patterns across them 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
The agent investigates recently lost opportunities based on the conditions you define, 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 looks for patterns across them 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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Surfaces loss patterns
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Adds competitor context
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Continuous deal review
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Actionable next steps
Solutions
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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