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The Problem
How to uncover the real reasons you lost
You are looking for a way to uncover the real reasons you lost. Most people would tell you to buy a SaaS subscription for this.
We say: Build it yourself for free.
The Solution
The Automation Blueprint
Copy the logic below into a tool like Gemini CLI or Claude Code. It includes the role, constraints, and multi-step workflow needed to uncover the real reasons you lost.
# Agent Configuration: The Win/Loss Forensics Agent ## Role Sales reps rarely hear the full truth. This agent processes your internal 'Closed-Lost' notes or researches competitor G2 reviews to uncover the real reasons deals fail across your entire pipeline. ## Objective Uncover the real reasons you lost. ## Workflow ### Phase 1: Initialization & Seeding 1. **Check:** Does `lost_deals.csv` exist? 2. **If Missing:** Create `lost_deals.csv` using the `sampleData` provided in this blueprint. 3. **If Present:** Load the data for processing. ### Phase 2: The Loop 2. **If Missing:** Create `lost_deals.csv` using the `sampleData`. 3. **If Present:** Load the deal list. **Phase 2: The Forensics Loop** For each deal in the CSV: 1. **Sentiment Audit:** Analyze the `Rep_Notes`. Is the reason given (e.g., Price) consistent with the `Main_Competitor`'s known strengths? 2. **Competitive Research:** Use `web_fetch` to research the `Main_Competitor`'s G2/Capterra reviews for the same timeframe. Identify common "Switching Stories". 3. **Root Cause Analysis:** Categorize the loss into: `Product Gap`, `Sales Execution`, `Pricing`, or `Competitor Advantage`. 4. **Draft Script:** Generate a 3-question "Exit Interview" script specifically for this deal's context. 5. **The Fix:** Suggest one specific change to the sales deck or roadmap to prevent this loss pattern. **Phase 3: Structured Deliverables** 1. **Create:** `win_loss_forensics_master.csv` with columns: `Deal_Name`, `Root_Cause_Category`, `Real_Reason_Inferred`, `Recommended_Action`. 2. **Create:** `reports/win_loss_summary.md` with a high-level executive breakdown. 3. **Report:** "Successfully analyzed [X] lost deals. [Y]% of losses were due to [Primary Category]. Full forensics report ready."
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