Win/loss-analys

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`

• Invändningar i affärenListar varje invändning som kommit upp i en affär och om den har hanterats.
• Nämnda konkurrenterVisar vilka konkurrenter köparna nämner, i vilka affärer, och hur du svarar.
• Underlag för offertGör om affären och dess möten till ett underlag för offerten.
• Gemensam handlingsplanBygger en daterad plan fram till underskrift som du kan dela med köparen.