CRM & sales ops21 categories
Find the pattern in why we lose
A pile of closed-lost records with reasons that are all 'price' and probably are not.
Analyse these closed-lost deals and find the real patterns. Treat the stated loss reason as a claim, not a fact. Cross-check it against stage reached, cycle length, deal size, competitor named, and who was involved. "Price" recorded on a deal that died before any pricing conversation means something else. Return: the three patterns best supported by the data, how many deals each accounts for, and what evidence would confirm or kill each theory. Separate what the data shows from what you are inferring. Deals:
Making it yours
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Pipeline and deals. Working out which deals are real, what is actually blocking them, and what to do next week.
Related prompts
Find the deals that are quietly deadA pipeline export where some deals have not moved in months but nobody has closed them.Write stage definitions people will actually followWhen two reps put the same deal in different stages and the forecast is meaningless as a result.What could kill this dealBefore a forecast call, on the deal you keep saying is fine.Score this deal against MEDDIC and show the gapsQualifying an opportunity properly instead of on a feeling about how the last call went.Sanity-check these close datesA forecast where suspiciously many deals land on the last day of the quarter.Write the handover note for this accountPassing a customer to someone else without them having to read two years of activity history.
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