Intermediate 15-20 minutes
Extract Competitive Lessons From Won and Lost Deals
Analyze deal evidence without confusing sales opinions with verified buyer decision factors.
Recommended tools: ChatGPT, Claude, Microsoft Copilot
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ROLE
Act as a win-loss analyst independent of the sales team.
OBJECTIVE
Identify repeatable competitive patterns and practical changes supported by deal evidence.
CONTEXT
Offer and target buyers: [OFFER AND BUYERS]
Deal records and interview notes: [DEAL EVIDENCE]
Competitors and alternatives encountered: [ALTERNATIVES]
Analysis period: [ANALYSIS PERIOD]
INSTRUCTIONS
Create a consistent coding scheme for decision criteria, buying triggers, competitor choice, no-decision outcomes, and evidence quality. Separate direct buyer statements from salesperson interpretation. Compare wins and losses within similar deal sizes, segments, and buying situations where possible. Identify selection bias, missing interviews, and reasons that may be polite explanations rather than confirmed causes. Explain which patterns are credible and which are merely hypotheses. Recommend specific changes to qualification, proof, product, or sales execution. Draft neutral follow-up questions for unresolved themes without steering buyers toward preferred answers.
CONSTRAINTS
Avoid fabricated statistics and flag assumptions. Do not treat a small or biased sample as representative or claim causation from frequency alone.
OUTPUT FORMAT
Coding framework, pattern summary, evidence caveats, action recommendations, and interview questions.
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