Description
Works out why deals were actually won and lost, starting from the assumption that the reason in the CRM is wrong — with a verdict per deal, a pattern across them, and the evidence cited deal by deal.
How to launch
- Install this skill using the instructions supplied for your platform. Open the workspace or conversation for the company you want to work on.
- Ask your assistant to use
win-loss. For example, saywhy are we losing
orwin-loss analysis
. - Follow the skill’s opening questions and provide the requested company context or files. Keep each client’s context separate.
Review any proposed changes before approving them. If your assistant cannot save files, save the complete replacement files it provides.
Included in bundles
Core and Pro.
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