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lost-deal-postmortem

Convert closed-lost deal data into cited postmortems with Salesforce-pasteable output.

Updated May 2, 2026
Search Tags:#sales operations#deal analysis#sales coaching#win-loss analysis#revenue operations#CRM analysis#lost-deal postmortem
One-click install
npx skills add https://github.com/marius-bughiu/ooligo --skill lost-deal-postmortem
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: lost-deal-postmortem
Source: https://github.com/marius-bughiu/ooligo/tree/main/apps/web/public/artifacts/lost-deal-postmortem-claude-skill
Command: npx skills add https://github.com/marius-bughiu/ooligo --skill lost-deal-postmortem

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

Manually creating postmortems for closed-lost deals is time-consuming, inconsistent, and prone to hindsight bias, leading to inaccurate loss category data that skews quarterly business reviews and sales coaching efforts.

Core Features & Use Cases

  • Evidence-based loss classification: Maps loss reasons to a customizable taxonomy with cited timeline events to avoid fabricated or biased category assignments.
  • Chronological timeline reconstruction: Builds a dated timeline of all deal interactions from Gong transcripts and CRM activity to anchor analysis in actual signals rather than retrospective guesswork.
  • Conflict-aware source reconciliation: Flags discrepancies between AE notes and call transcripts instead of silently picking one source, ensuring transparency for RevOps and sales leaders.
  • Use Case: A RevOps team can run this skill in batch over last quarter's closed-lost opportunities to generate an accurate loss category distribution for their QBR deck, while individual AEs can use it to create structured postmortems after a lost deal for pipeline review discussions.

Quick Start

Use the lost-deal-postmortem skill to analyze your latest closed-lost opportunity by providing its Gong call transcripts and Salesforce closed-lost notes to get a structured, paste-ready postmortem for your CRM and shared loss log.

Frequently Asked Questions about lost-deal-postmortem

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I create a structured lost-deal postmortem from CRM activity notes and Gong call transcripts?▼

The skill processes raw closed-lost deal data, including Gong call transcripts and CRM activity notes, to produce structured, evidence-based postmortems with cited loss reason classifications and chronological timeline reconstructions.

How does win-loss analysis avoid hindsight bias when reviewing closed-lost opportunities?▼

Win-loss analysis avoids hindsight bias by anchoring loss reason classification in cited chronological timeline events reconstructed from actual Gong transcripts and CRM activity, rather than relying on retrospective guesswork or fabricated signals.

What is the best way to classify loss reasons for a quarterly business review deck?▼

The best way to classify loss reasons for a QBR deck is to batch process closed-lost opportunities, mapping loss reasons to a customizable taxonomy with cited timeline events to generate an accurate, evidence-based loss category distribution.

Can I use Salesforce closed-lost notes to generate a paste-ready postmortem for my pipeline review?▼

Yes, you can use Salesforce closed-lost notes alongside Gong call transcripts to generate a structured, Salesforce-pasteable postmortem output designed specifically for pipeline review discussions and CRM logging.

How does deal analysis handle discrepancies between AE notes and call transcripts?▼

Deal analysis handles discrepancies through conflict-aware source reconciliation, flagging contradictions between AE notes and Gong call transcripts instead of silently picking one source, ensuring transparency for RevOps and sales leaders.

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