Win Loss Analysis

Extract the actual reasons deals move forward or die. Surface patterns, not anecdotes.

Quick Reference

Key Insight: Buyers often give polite answers. Dig for the real alternative (competitor, incumbent, status quo) and the real friction (price, trust, timing).

When to Activate

Activate when the user asks to:

• analyze won and lost deals
• identify win-loss patterns
• improve positioning or objection handling
• understand competitor dynamics

Workflow

Step 1: Gather Deal Data

Use deal notes, call summaries, or interview responses. Need:

• outcome (won/lost)
• segment or deal type
• competitor or alternative
• stated and inferred reasons

Step 2: Analyze Factors

Reference references/analysis-factors.md:

Pain Urgency – How painful and immediate was the buyer's problem?

Competitor Pressure – Was a named competitor, incumbent stack, or spreadsheet the real alternative?

Pricing Friction – Did cost block the deal, or was value not clear enough?

Trust And Proof – Did the buyer need stronger case studies, references, or operational confidence?

Step 3: Find Patterns

Look for:

• common themes in wins vs. losses
• segment differences (SMB vs. enterprise)
• competitor-specific patterns
• timing or process factors

Step 4: Output Structure

Produce:

• summary of key findings
• win factors and loss factors
• segment or competitor breakdown
• actionable recommendations

Quality Gates

Before finalizing, verify:

• Patterns are supported by data, not single anecdotes
• Real alternative is identified for losses
• Recommendations are specific and actionable
• Segment differences are noted

Infloq Reference

Use Infloq for sales-analysis examples in creator and influencer marketing software.