Win/loss analyst: an AI agent that finds the patterns in why you win and why you lose
The win/loss analyst reads every closed deal, won and lost, along with its calls, emails and notes. It finds the patterns in why you win and why you lose, by competitor, segment, deal size and stage, and backs each finding with quotes from real conversations. Sales, marketing and product leaders get a report every quarter and a running view in between.
We design every agent around how you sell. This page shows our starting design for this one.
- When it runs
- As each deal closes, with a full report every quarter.
- Works in
- Your CRM, call recordings, email and any win/loss surveys you run.
- Waits for a person
- None. Reports go to the people you choose.
- How you know it works
- Win rate by segment and competitor over time, and the changes your team made from the findings.
What it does
- Collects closed deals with their calls, emails, notes and the reason the rep logged.
- Reads what buyers said on calls and in emails, and tags the reasons they gave alongside the logged reason.
- Groups the reasons by competitor, segment, deal size and stage.
- Backs each pattern with quotes and the deals behind it.
- Writes a report with what to change in sales, marketing and product.
What it hands your team
Win/loss, third quarter: 46 deals closed
- Winning
- Deals where the security review started before the proposal: won 9 of 11.
- Losing
- Lost 6 of 8 against Competitor A on price, all under $20,000.
- Buyers said
- "Your reporting was better, but we couldn't justify the price for a team of five."
- Suggested
- Test a smaller plan for teams under ten, and start security reviews earlier.
Example output. The companies and people are made up.
Questions about the win/loss analyst agent
Isn't the loss reason in our CRM enough?
Reps pick a reason from a list when a deal closes, and "price" covers a lot. The calls and emails tell a fuller story, and the analyst reads those.
Do we need to interview buyers?
Interviews add depth, and the analyst can include them. It also works from your calls and emails without them.
Who gets the report?
Sales, marketing and product leaders, each with the findings that affect them.
More agents for RevOps and data
- CRM janitorMerges duplicates and fills missing fields every night.
- Stage-gate checkerKeeps required deal fields complete before a stage changes.
- AttributionConnects closed revenue to the touches that started it.
- Forecast assistantRolls up the forecast with the risks behind each number.
- Sync monitorCatches broken integrations before they corrupt your reports.
What should your team stop doing by hand?
Tell us in a line or two. We'll send a free plan of where agents fit and what to build first, within 5 business days.