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.
Open Claude or ChatGPT.
Either works. The skill is just text.
2.
Inspect the real preview, then unlock the full file.
One click; no install, no setup.
3.
Paste it as your first message.
The assistant now knows how to do this one job.
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

Run once

Advanced

Install permanently ↓

Install as agent behavior

Permanent agent install needs the full body.

This page is only showing a preview. Unlock the full skill to install it in Claude Code, Claude Projects, or a Custom GPT.

Unlock full skill →

# 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

[Preview stops here. Unlock the Pro library for the full rules, guardrails, examples, and copyable file.]

The rest is in the Pro library.

This preview is cut from a real Pro workflow. Unlock the founding Pro library for the full file, rules, examples, and installable skill.

Full Pro file includes

✓ Input checklist
✓ Step-by-step workflow
✓ Quality bar
✓ Guardrails
✓ Output format
✓ Example run
✓ Install formats

Unlock the library →

Other things on the BD & Sales shelf

ID B01

Draft a cold email

ID B02

Reply to an objection

ID B03

Build a target account list