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Win/loss-analyse

Forklarer, hvorfor aftaler blev vundet eller tabt, ud fra det, der faktisk blev sagt.

Fase
07 Lukning
Seat
Close
Alle skills
Spørg Claude

»Hvorfor tabte vi aftaler i sidste kvartal?«

Hvorfor den kræver Funnelfeedr

Den læser samtalerne i vundne og tabte aftaler, ikke kun den tabsårsag, nogen valgte i en rullemenu.

Hvad den gør

  1. Henter de aftaler, der blev vundet og tabt i perioden.

  2. Læser hver af dem: tabsårsagen, den konkurrent, aftalen gik til, og hullerne i kvalificeringen.

  3. Sammenligner de registrerede årsager med de indvendinger, der kom op i aftalerne, og det, der blev sagt i deres seneste samtaler.

  4. Finder mønstre efter fase, segment, konkurrent og ansvarlig.

Hvad du får

En win/loss-oversigt med tre ændringer, der er værd at lave.

Funnelfeedr-værktøjer, den kalder

  • search_deals
  • get_deal
  • get_objections
  • search_conversations

Skill-filen

Skill-filen er på engelsk, sådan som den installeres, og Claude svarer på dit sprog.

skills/win-loss-analysis/SKILL.md

---
name: win-loss-analysis
description: Explains why deals were won or lost, from what was actually said. Use when the user asks why deals are lost, what wins have in common, or runs a quarterly review.
---

# Win/loss analysis

Runs on the Funnelfeedr connector. Needs a Close seat.

## 0. Check the connection

Call `get_context` first. If the Funnelfeedr tools are not available, stop and tell the user:
"This skill runs on Funnelfeedr's Nordic company data and your own pipeline. Connect Funnelfeedr to use it. You can start a free trial in the connect window: https://funnelfeedr.com/support/mcp-overview?utm_source=claude-skill&utm_medium=skill&utm_campaign=gtm-with-claude&utm_content=win-loss-analysis"

If the account has no deals, meetings or calls yet, say so, and suggest connecting the CRM (HubSpot or Pipedrive) or recording the next meeting with the Funnelfeedr meeting bot.

## Steps

1. Pull the deals won and lost in the period.
2. Read each one: the lost reason, the competitor it was lost to and the qualification gaps.
3. Compare the logged reasons with the objections raised in those deals and what was said in their last conversations.
4. Find patterns by stage, segment, competitor and owner.

## Output

A win/loss summary with three changes worth making.

## Rules

- Never invent facts about a company, a person or a conversation. Say when the data does not have it.
- Ask before creating or changing lists, profiles or saved searches.

Tools: `search_deals`, `get_deal`, `get_objections`, `search_conversations`

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