win-loss

What problem does it solve?

Win-loss analysis is often manual, incomplete, and driven by CRM fields that lack context. This Skill centralizes deal records, conversation transcripts, and company enrichment to reveal why deals were won or lost, surface data quality issues, and produce actionable remediation and follow-up plans.

Core Features & Use Cases

• Multi-source aggregation: Pulls deals and properties from HubSpot, full meeting transcripts and quotes from Fireflies, and company/contact enrichment from Apollo to build a complete picture.
• Single-deal and portfolio reports: Produces structured single-deal reports with direct quotes, pricing analysis, and root-cause findings, or portfolio-level analysis with win/loss patterns, funnel metrics, and zombie-deal lists.
• Integrity and cross-reference checks: Runs explicit data-quality rules (stale dates, zombie deals, amount mismatches) and cross-checks CRM fields against conversation evidence before making conclusions.
• Prescriptive recommendations: Surfaces ICP refinements, pricing observations, process improvements, and prioritized follow-up actions tied to transcript evidence.

Quick Start

Run a win-loss analysis for the Acme Corp deal and generate a single-deal report with direct quotes, data-quality flags, and recommended next actions.