AI agent for business analysts
Win and Loss Interview Synthesis Agent
Show the real reasons deals are won and lost, with evidence strength for each.
What it does
Sales notes say we lost on price, but is that true? This agent reads the month's win and loss notes and call transcripts, and tags the competitors named and the reasons given. It then checks each claim against the deal data, such as the discount offered, the stage where the deal stalled and the buyer's role. If a claim does not match, it flags the theme as weakly supported. For those themes, it drafts follow-up interview questions and a list of buyers to ask. When new interviews arrive, it updates the findings. It writes a brief of what competitors really do better and where you win. The analyst approves before it is shared with sales.
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.
Read the steps as a list
- Month closes
- Collect win and loss notes, transcripts and deal data
- Tag competitors and reasons in each deal
- Group tags into themes and count deals
- Does the deal data support each theme?If not: mark the theme weak and draft follow-up interview questions. Back to step 4.
- Draft a list of buyers to interview for weak themes
- Analyst approves the interview listThe agent waits here for your OK.
- Add new interview notes and update the themes
- Write the findings brief with evidence strength
- Analyst approves before sharing with salesThe agent waits here for your OK.
- Win and loss brief
How it decides
It counts a theme as supported when notes and deal data agree, and weak when only the rep's note says so.
- Treat a theme as supported when it appears in at least 5 deals and matches the deal data
- Mark price as a reason only if the discount or quote gap supports it
- Weight buyer interviews above rep notes
- Show the count of deals behind every theme
Make it yours
Every agent is a starting point. You choose these settings for your own situation.
- Competitor list
- Minimum deals per theme (default 5)
- Evidence rules
- Brief format
What keeps you in control
It always asks you first
- Analyst approves the interview list
- Analyst approves the brief before it is shared with sales
Hard limits
- Never contacts buyers itself
- Never shares individual rep notes outside the analyst team
It stops when
- Done: brief approved and shared by the analyst
- Stop: fewer than 15 closed deals in the period
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.
- 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
