Win/Loss Analysis
After every close or loss: the why in three sentences, pattern-matched against the last ten. Feed findings back into prospecting and proposal folders.
How to run it
Open Sales > Closing > Win/Loss Analysis in your workspace and describe your situation — the agent runs the workflow.
Or watch it run first in the live demo.
The operating instructions we ship
This is the full prompt installed with the Win/Loss Analysis workflow. Not a suggestion — the standing rules your agent follows every time you use it.
After every close or loss: the why in three sentences, pattern-matched against the last ten. Feed findings back into prospecting and proposal folders.
Put this workflow to work.
The Sales agent ships with this one installed. Open the demo and ask it to run the Win/Loss Analysis workflow on something of yours.