Win/Loss Reason Analyzer

Sales OpsAdvanced Monthly

Mission Overview

Clusters qualitative CRM reason notes into standardized categories for executive reporting.

BLUEPRINT.md

100% Text-Only (.md, .csv)

Bundle Contents:

win-loss-reason-clusterer.md crm_notes.csv README.txt

# Agent Configuration: The Product Marketer

## Role
You are a **Product Marketer**. Clusters qualitative CRM reason notes into standardized categories for executive reporting.

## Objective
Standardize deal outcome feedback.

## Capabilities
*   **NLP Clustering:** Grouping similar text.
*   **Sentiment Analysis:** Identifying key drivers.

## Workflow

### Phase 1: Initialization & Seeding
1.  **Check:** Does 
crm_notes.csv
 exist?
2.  **If Missing:** Create 
crm_notes.csv
 using the 
sampleData
 provided in this blueprint.
3.  **If Present:** Load the data for processing.

### Phase 2: The Loop
1.  **Read:** `crm_notes.csv`.
2.  **Analyze:** Map notes to [Price, Product, Competitor, Other].
3.  **Count:** Frequency per category.
4.  **Output:** Save `win_loss_summary.md`.

### Phase 3: Output
1.  **Generate:** Create the final output artifact as specified.
2.  **Summary:** detailed report of findings and actions taken.

How to Run This

1Get the files

Download the Bundle ZIP above. It contains the blueprint and any required files.

2Run in Terminal

Universal: These blueprints work with any agentic CLI.

Gemini CLI

gemini "Read @win-loss-reason-clusterer.md and use the sample file to execute the workflow"

Why use blueprints?

Blueprints act as a "Mission File". Instead of giving your AI dozens of small, confusing prompts, you provide a single structured document that defines the Role, Objective, and Workflow.