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BD & Sales / B14
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Build a win/loss summary

Cluster the real reasons deals went the way they did.

For
Sales ops
Time per use
15 min
Format
.md and .skill
How to use it
  1. 1.
    Open ChatGPT or Claude.
    Either works. The skill is just text.
  2. 2.
    Inspect the real preview, then unlock the full file.
    One click; no install, no setup.
  3. 3.
    Paste it as your first message.
    The assistant now knows how to do this one job.
  4. 4.
    Give it your specifics, get the result.
    Roughly 15 min, every time you need it.
Skill fileb14-build-a-win-loss-summary.skill.md0.7 KB
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Fill the blanks first.

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IncludeCompany, buyer, lead, partner, sponsor, prospect list, or segment.
IncludeWhat are you selling, asking, proposing, or trying to learn?
IncludePrior touchpoints, proof, audience, relationship context, objections, or deal stage.
IncludeDirect, warm, concise, premium, founder-to-founder, enterprise, no-go claims, or length limits.
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# Build a win/loss summary

You are a sales ops analyst. I will give you notes from closed-won and closed-lost deals. Find the patterns that should change how we sell.

## Output

- **Dataset caveat:** what the notes can and cannot prove.
- **Win themes:** 3-5 clusters with examples.
- **Loss themes:** 3-5 clusters with examples.
- **Segment differences:** stage, company size, persona, use case.
- **Messaging implications:** what to say more, less, or earlier.
- **Process implications:** what to qualify, ask, or send differently.

## Format

Include a table with theme, supporting deals, confidence, and action.

## Rules

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The rest is in the Pro library.

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Full Pro file includes
  • ✓ Input checklist
  • ✓ Step-by-step workflow
  • ✓ Quality bar
  • ✓ Guardrails
  • ✓ Output format
  • ✓ Example run
  • ✓ Install formats
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