Analyzes CRM, conversation, and enrichment data to determine win/loss causes and generate reports with quotes and flags.
npx skills add https://github.com/jp-solumhealth/jpstack --skill win-loss
Please help me install this Agent Skill. Skill: win-loss Source: https://github.com/jp-solumhealth/jpstack/tree/main/win-loss Command: npx skills add https://github.com/jp-solumhealth/jpstack --skill win-loss
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.
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.
High-intent search queries and answers about installing and using this skill.
Win-loss analysis aggregates HubSpot deals, Fireflies transcripts, and Apollo enrichment to identify root causes for lost deals. The Skill cross-references CRM fields with conversation evidence to produce structured reports with direct quotes and data-quality flags.
Yes, portfolio-level win-loss analysis evaluates multiple HubSpot deals simultaneously to identify win/loss patterns, funnel metrics, and zombie deals. It surfaces systemic pipeline hygiene issues and generates prioritized remediation actions tied to transcript evidence.
The best way to cross-reference Apollo data for sales-analysis is applying integrity checks that match CRM fields against conversation evidence. This process flags stale dates, amount mismatches, and zombie deals before generating final conclusions.
Conversation transcripts from Fireflies are required to extract direct quotes and contextual evidence for deal intelligence. Without transcripts, the analysis relies solely on CRM fields which often lack the context needed to accurately determine root causes.
Pipeline hygiene issues and zombie deals are identified through explicit data-quality rules that scan HubSpot records for stale dates and amount mismatches. The Skill cross-checks these CRM properties against Fireflies conversation evidence to flag inactive opportunities.
Deal intelligence generates prescriptive recommendations including ICP refinements, pricing observations, and process improvements. These actionable next steps are directly tied to transcript evidence and data-quality flags surfaced during the win-loss investigation.
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