Official skill · Sales
Win-loss analysis
Analyses won and lost deal notes or interviews into the buyer's real reasons, patterns by segment and competitor, and up to 5 changes with owners. Use it when at quarter end, over your closed-won and closed-lost deals.
AI skill
Have your AI find out why you win and lose deals
14 days free · No card needed
Works in Claude, ChatGPT, and coding agents. On Team and Business, the official skill in your pod updates itself when we improve it.
When to use it
- At quarter end, over your closed-won and closed-lost deals
- After a run of losses to one competitor or in one segment
What you give it
- Notes or transcripts per closed deal
- Outcome, size, segment, and competitor per deal
- Decisions the team is weighing (optional)
What you get
A report with win and loss themes with counts, buyer quotes, rep-vs-buyer gaps, and a ranked change table.
How it works
- Tag each deal with its source
- Find the primary reason per deal
- Dig under price and "no decision"
- Group reasons into themes
- Cut by segment and competitor
- Write changes, not observations
- Pull 3 to 5 buyer quotes
Example
What you give it
9 deals, Q3. Sources: buyer interviews on 2 losses, rep notes on the other 7. Won 4: rep notes quote three buyers saying onboarding "took a day, not a month"; one won on price vs a spreadsheet. Lost 5: CRM says "price" on 3. The 2 interviews were on those: "We couldn't show our CFO the savings" and "Vendor X included it with our payroll tool". Two other losses: "No SSO, IT blocked it" (both over 200 seats). Who said what: the "took a day" buyer is an ops manager at a 40-person agency; the CFO quote is from an office manager at a 90-person firm.
What you get back (the start of it)
Win-loss analysis: Q3
Deals reviewed: 4 won, 5 lost. Sources: 2 buyer interviews, 7 rep notes. [small sample] Headline: We win on fast onboarding and lose large accounts on SSO; "price" losses are mostly a missing savings case.
Why we win
| Theme | Deals | Example in the buyer's words |
|---|---|---|
| Fast onboarding | 3 of 4 | "Took a day, not a month." |
Why we lose
| Theme | Deals | Example in the buyer's words |
|---|---|---|
| Logged as "price" | 3 of 5 | Interviews found other reasons on 2: "We couldn't show our CFO the savings."; "Vendor X included it with our payroll tool." 1 not interviewed. |
| No SSO | 2 of 5 | "No SSO, IT blocked it." |
The rest of this output, the full steps and the checks the AI runs before it answers are in your pod once you add the skill.
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Changelog
- v1.0.1 · · Example: the input now names who said each shared quote (an ops manager at a 40-person agency, an office manager at a 90-person firm), so the quote credits come from it; the quotes keep the buyers' exact words, and the claim that no smaller deal raised SSO, which the input doesn't support, is replaced by a check mark.
- v1.0.0 · · First release.
Sources
- Product marketing win-loss playbook | Clozd (read 2026-11-04)
- Why Did We Lose That Deal? | Clozd (read 2026-11-04)