AI agent for chief sales officers
Win-Loss Interview Program Agent
A set of win-loss interviews that show why deals are really won or lost.
What it does
A deal is lost and the CRM says price, but no one asked the buyer. This agent finds recent closed deals, schedules interviews, prepares question lists for each and collects notes. It tags reasons and checks patterns against the CRM loss reasons, flagging contradictions such as price in the CRM but missing integration in the interview. It asks buyers open questions about alternatives they considered and who else was involved, since the real reason is often outside the CRM list. Edge case: the buyer declines to be interviewed, so the agent uses a short written survey instead. The leader approves outreach and the final summary.
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
- Monthly deal review
- Pull recent closed deals from the CRM
- Select deals to interview by size and recency
- Draft outreach and a question list for each
- Leader approves outreachThe agent waits here for your OK.
- Schedule interviews and collect notes
- Tag win and loss reasons from the notes
- Do the interview reasons match the CRM reasons?If not: flag contradictions and list them. Back to step 7.
- Is each segment covered by at least 3 interviews?If not: select more deals in the weak segments. Back to step 3.
- Leader approves the summaryThe agent waits here for your OK.
- Win-loss summary
How it decides
It picks deals by size and recency, tags reasons from interview notes, and compares them with CRM reasons.
- Aim for at least 3 interviews per segment.
- Interview within 30 days of the decision.
- Flag any contradiction with CRM reasons.
- Offer a written survey if the buyer declines a call.
Make it yours
Every agent is a starting point. You choose these settings for your own situation.
- Selection rules
- Interview window
- Question set
- Segments
- Reason categories
What keeps you in control
It always asks you first
- All outreach
- The final summary
Hard limits
- Do not contact buyers without approval.
- Do not record calls without consent.
It stops when
- Done: coverage is met and the summary is approved
- Stop: buyers do not respond, so the agent reports a low response rate
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
