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AI agent for chief sales officers

Sales Content Win Impact Agent

Link content use to deal results, correct for deal size and stage, and propose retiring content only with enough evidence

AnalysisDecisionsSalesManagementExecutives and strategy
See how it worksGet access
Sales Content Win Impact Agent: what goes in, what the agent does and what you get

What it does

Nobody knows which sales content helps win deals. The agent links content use to deal outcomes in the CRM. It adjusts for deal size, stage and segment so that content used only in large deals does not look better by luck. It flags content that is linked to higher win rates and content linked to lower ones. It checks the sample size before it names anything and marks small samples as unclear. It then proposes which items to promote, update or retire. The CSO approves. Edge case: a case study appears in many wins, but only in later stages, so the agent flags the bias.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN Quarter closes 2 USES A TOOL Pull deals and content usage 3 DOES Match content to each deal by stage 4 DOES Adjust win rates for size, stage and segment 5 CHECKS THE RESULT Is each item's sample large enough? If not: Mark items as unclear and widen the period. Backto step 3. 6 DOES Rank items by adjusted effect 7 DOES Check for timing bias and overlap 8 CHECKS THE RESULT Does the ranking hold after the bias check? If not: Remove biased items and re-rank. Back to step 5. 9 DOES Draft promote, update or retire proposals 10 YOU APPROVE CSO approves the actions 11 RESULT Content impact report
Read the steps as a list
  1. Quarter closes
  2. Pull deals and content usage
  3. Match content to each deal by stage
  4. Adjust win rates for size, stage and segment
  5. Is each item's sample large enough?If not: Mark items as unclear and widen the period. Back to step 3.
  6. Rank items by adjusted effect
  7. Check for timing bias and overlap
  8. Does the ranking hold after the bias check?If not: Remove biased items and re-rank. Back to step 5.
  9. Draft promote, update or retire proposals
  10. CSO approves the actionsThe agent waits here for your OK.
  11. Content impact report

How it decides

A content item is judged only after adjusting for deal context; items with small samples are not judged.

  • Require 30 deals per item
  • Compare within the same stage and segment
  • Retire only items with a negative effect over two quarters
  • Promote items with a consistent positive effect

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Minimum deals (default 30)
  • Stage groups
  • Review period
  • Retirement rule

What keeps you in control

It always asks you first

  • CSO approves retirements
  • CSO approves changes to what reps must use

Hard limits

  • Never retire content on a small sample
  • Never judge reps by content use

It stops when

  • Done: ranking reviewed and approved
  • Stop: usage data is not linked to deals

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensA pricing one-pager appeared in 42 deals with a 31% win rate against 24% overall. The agent noticed it was only used in late-stage deals. After comparing late-stage deals only, its win rate was 33% against 32%. The effect disappeared, so the agent marked it neutral and did not recommend promoting it.

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