AI agent for chief sales officers
Win-Loss Pattern Review Agent
Produce a monthly evidence-backed win-loss summary by segment and competitor
What it does
Leaders review wins and losses every month, but the loss reason field usually just says price or no decision. This agent collects every deal closed in the period and reads the call notes, emails and any interview transcripts. It assigns each deal a cause from a fixed list, such as competitor feature, timing, champion left or pricing structure, with a quote as evidence. When the evidence contradicts the rep's chosen reason, it sends the rep two short questions and reassigns the cause from the answers. Deals with fewer than three logged activities are reported as unknown. It groups causes by segment, product and competitor, compares with last period, and only reports patterns seen in at least five deals. The leader approves the summary before it goes to product and marketing. Edge case: thin deals are marked unknown rather than guessed.
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
- Pull closed deals and their notes, emails and transcripts
- Assign each deal a cause from the fixed list with a quote as evidence
- Does the evidence agree with the rep's recorded reason?If not: send the rep two short questions and reassign the cause from their answer. Back to step 3.
- Group causes by segment, product and competitor and compare with last period
- Draft three to five patterns with deal examples
- Sales leader approves the summary before it goes to product and marketingThe agent waits here for your OK.
- Win-loss summary shared
How it decides
The cause comes from what the buyer said or did in the logged evidence. If the evidence and the rep's reason disagree, the deal goes to interview instead of being counted.
- Use unknown when a deal has fewer than three logged activities
- Only report a pattern seen in at least five deals
- Compare with the previous period and flag shifts above 10 points
Make it yours
Every agent is a starting point. You choose these settings for your own situation.
- List of allowed loss causes
- Minimum deals to call something a pattern (default 5)
- Period length (month or quarter)
- Who receives the approved summary
What keeps you in control
It always asks you first
- Sharing the summary outside sales
- Changing loss reason codes in the CRM
Hard limits
- Never names individual buyers in the shared summary
- Never edits CRM records without approval
It stops when
- Done: summary approved
- Stop: fewer than 10 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