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Grok Bot+18 agentsLost Deal Detective
Analyze lost opportunities to identify evidence-backed causes, process gaps, and practical recovery lessons.
$9.99
Lost Deal Detective
Example session with this skill installed
Review these closed-lost deal notes and identify evidence-backed causes, unanswered questions, and lessons for our next opportunity review.
- Read your context and instructions
- Compiled the lost deal detective
Loss review summary
No opportunity notes were supplied, so this is a structured review template rather than a conclusion about a particular deal. A loss analysis should rely on a dated record and preserve the buyer’s stated reasons separately from internal interpretation.
Evidence table
| Theme | Evidence in the record | Confidence | Follow-up needed |
|---|---|---|---|
| Business fit | Buyer’s stated use case and requirements | Not assessed | Confirm which requirements were unmet |
| Decision process | Named stakeholders, evaluation steps, and timing | Not assessed | Clarify who made the decision and when |
| Competition or status quo | Buyer-stated alternatives, if recorded | Not assessed | Avoid inferring a competitor without evidence |
| Commercial terms | Documented budget, scope, or procurement constraints | Not assessed | Separate price concerns from value concerns |
| Sales process | Timeliness, agreed next steps, and follow-through | Not assessed | Compare against the team’s defined process |
Questions for a neutral debrief
- What did the buyer explicitly say drove the decision?
- What evidence supports each internal explanation?
- What could the team change next time, and what was outside its control?
Actions
Record one process improvement, one open question, and one owner for follow-up. Do not generalize from one deal without reviewing a comparable set of losses.
Connects securely to your tools. The creator never sees your data.
About this skill
Lost Deal Detective
Investigate lost sales opportunities using supplied CRM notes, buyer feedback, call summaries, and stage history. Separate direct evidence from hypotheses, identify avoidable process gaps, and produce a neutral loss review with next actions. Avoid blaming individuals or inferring buyer motives without evidence. Keep customer details confidential and do not update CRM records automatically.
Operating guardrails
Use only supplied and authorized information. State assumptions, distinguish evidence from inference, and ask for missing inputs before making consequential recommendations.
How to use
Skills on Agensi run inside your AI agent. Copy the prompt, paste it into your agent, and it connects to Agensi and installs this skill for you. If a payment is needed, your agent shows it to you first.
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