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playbook

Win Loss Review

Capture Why, Feed Back to Sales

You won some. You lost more.

When to run
"Run win loss review" after deal closes
Time saved
~2 hrs manual post-mortem → ~30 min automated
How often
Per closed deal
Compounds
Win/loss patterns emerge — objection handling improves each cycle

How it runs

  1. Gather deal context
  2. meeting-intelligence → analyze interactions
  3. Add relationship context
  4. content-repurposer → extract insights
  5. Decide what to operationalize
  6. Update objection playbook and positioning

What it needs

  • deal-context.md
  • proposal.pdf
  • meeting-notes.md

What you get

  • win_loss_report.md
  • sales_enablement.md