What you receive
Analyzes completed deals to identify win and loss factors by extracting deal data, analyzing dynamics and outcomes, adding competitive context, and producing objective, actionable insights for future deal improvement. The final deliverable integrates insights from every agent in the sequence, shaped by your preferences and grounded in your connected data.How it works
Your Deal Data Extractor starts by working on the foundation — extracts and structures deal data from crm and notes into a normalized format for systematic analysis. Then your Win/Loss Analyst picks up — analyzes deal dynamics and outcome factors to identify primary reasons for win or loss, removing typical rep bias from assessment. Then your Competitive Intelligence Analyst picks up — adds competitive context to the win/loss analysis by examining competitor involvement and competitive dynamics in the deal outcome. Finally, your Report Writer brings everything together — creates the final win/loss analysis report synthesizing factor analysis and competitive context into actionable format. Each agent inherits the context from the previous step, so the analysis builds and refines as the workflow progresses. You receive one comprehensive deliverable at the end.When to use this workflow
When you need to analyze recently lost deal to understand failure factors, this workflow handles it end to end. It also works well when you need to document win factors from successful close.Competitive Intelligence Analyst
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Report Writer
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