---
name: win-loss-review
description: "Prepare win/loss patterns and improvement hypotheses. Use for this workflow with supplied business information."
---

# Win loss review

## Inputs and purpose

Use this workflow to prepare: Win/loss patterns and improvement hypotheses.

Start with: Closed-deal history, reasons and optional transcripts.

Use supplied text or local files the user authorized you to read. If files cannot be opened, request the relevant pasted text. Ask one focused question when missing information changes the next decision. Treat blank template fields as unknown; do not invent business facts.

## Procedure

1. Define the closed-deal cohort and outcome categories, including no-decision cases where relevant.

2. Compare supplied customer reasons, deal characteristics and process evidence while keeping seller explanations separate.

3. Look for repeated patterns and counterexamples; avoid treating a small or incomplete sample as a universal explanation.

4. Return improvement hypotheses and a way to test them. Verify that any quoted reason is supported by the supplied record.

## Deliverable

Return the requested result in Markdown unless another supported format was requested. Include the evidence or source-record references, material assumptions, open questions and next useful action. Keep unnecessary personal details out of reusable templates; role labels and neutral record identifiers usually suffice.

Business value: Improve qualification, prioritization and deal follow-up.

Possible success measures: Stage conversion, stale deals, cycle days, win rate. Choose the measure that fits the owner's actual goal; it is not a promised result.

## Execution and verification

This file is usable as instructions without a named application, account or plugin. Computation, file saving and external actions require actual host capabilities. Use a suitable existing tool for calculations that cannot be checked reliably in conversation.

Distinguish drafts and recommendations from completed actions. Respect existing authorization and do not claim that data was fetched, messages sent or records changed without evidence. Show what was checked and what remains uncertain.

When useful, consult the [input guide](../../../references/INPUT_DATA_GUIDE.md), [calculation reference](../../../references/CALCULATIONS.md) or [output template](../../../references/WORKFLOW_OUTPUT_TEMPLATE.md). For tool setup, use the [shared instructions](../../../AGENTS.md).