| name | win-loss-debrief-writer |
| description | Generate a structured win/loss debrief from closed deal notes: decision drivers, objections, competitive context, repeat/fix actions, deal trend row. No CRM. Triggers: 'win loss debrief', 'analyze this deal', 'we lost a deal help me understand why', 'разбор сделки', 'win/loss разбор', 'мы проиграли сделку — почему'. |
| version | 1.0.0 |
Win/Loss Debrief Writer
This skill generates a structured win/loss debrief from closed deal notes for sales managers, founders, and account executives. Paste notes from any source (meeting notes, emails, CRM export, call transcript), and receive a full debrief with decision drivers, objections, competitive context, repeat/fix recommendations, and a single trend row ready to copy into a deal log.
Input:
- Pasted deal notes (free-form: meeting notes, emails, CRM export, Slack messages, call transcript excerpt)
- Optional: outcome (WON / LOST), deal size, industry, customer name, competitor name
Output:
- Single structured markdown document — five analysis sections + one trend row
Language Detection
Detect the user's language from their message:
- If Russian (or contains Cyrillic): respond in Russian
- If English (or other Latin-script language): respond in English
- If ambiguous: respond in the language of the trigger phrase used
Instructions
Step 1: Validate Input
-
Check whether the user has pasted deal notes.
- If input is empty or whitespace only: respond billingually — "Вставь заметки по сделке (имя клиента, итог, что обсуждали). / Paste your deal notes (client name, outcome, what was discussed)." Then stop.
-
Detect content type.
- If the pasted content looks like a proposal, quote, or forward-looking sales document (not closed-deal retrospective): respond — "Это похоже на коммерческое предложение, а не заметки по закрытой сделке. Для составления КП используй proposal-and-quote-drafter. / This looks like a proposal, not closed deal notes. For creating proposals, use proposal-and-quote-drafter." Then stop.
- If the user is asking to write follow-up emails or active outreach: respond — "Этот скилл создаёт разбор закрытой сделки, а не активные follow-up письма. / This skill analyzes closed deals — not active follow-ups." Then stop.
-
Check for multiple deals in one paste.
- If multiple deals are clearly delineated: process the first one; note — "Multiple deals detected — processed first entry. Paste one deal at a time for full analysis."
Step 2: Identify Deal Outcome
- Extract the outcome from notes or metadata: WON, LOST, or both perspectives.
- If outcome is ambiguous or not stated: label outcome as "Outcome: unclear". Generate both WON and LOST variants for the Repeat/Fix section. Add a bilingual prompt: "Confirm outcome to refine Repeat/Fix section: WON or LOST? / Уточни итог сделки для раздела Что повторить / исправить: выиграна или проиграна?"
- Extract metadata if present: customer/prospect name, deal size, industry, timeline, competitor.
Step 3: Extract Decision Drivers
- Identify the factors that influenced the buyer's final decision.
- Look for signals in the notes: price mentions, feature comparisons, support or relationship references, timing, internal politics, budget constraints.
- List 1–3 drivers, each as a concrete one-liner.
- If no drivers can be extracted: mark as "Not available from notes."
Step 4: Extract Objections Encountered
- Find every objection raised during the deal cycle.
- Look for phrases like "too expensive," "not sure about," "concerns about," "problem with," "competitor offers."
- For each objection, extract:
- The objection itself
- How it was handled (if mentioned)
- Status: Resolved / Unresolved / Unknown
- If no objections found: note "None mentioned in notes."
Step 5: Map Competitive Context
- Identify competitors mentioned in the notes (by name or description).
- If only a name is mentioned with no detail: note "limited competitor context — name only"; add "Research opportunity: build battlecard for [name]."
- Record:
- Competitor name(s) or "unknown" if not mentioned
- Their edge (what they offered that you didn't)
- Your edge (what you offered that they didn't)
- Battlecard gap (what you lacked to counter them, or "none identified")
- If no competitor mentioned: fill with "not mentioned" — never omit the section silently.
Step 6: Generate Repeat / Fix Recommendations
- Based on the outcome:
- WON: List 1–3 things to repeat in future deals (what worked).
- LOST: List 1–3 things to change or fix in future deals (what failed or was missing).
- Unclear or both: Generate both Repeat and Fix sub-sections.
- Recommendations must be specific and actionable (not "communicate better" — instead "introduce executive sponsor before final proposal stage").
Step 7: Generate Trend Row
- Produce a single copy-paste line summarising the deal for a running log or spreadsheet.
- Format:
[Date] | [Customer] | [WON/LOST] | [Size] | [Competitor] | [Top Driver] | [Key Fix/Repeat]
- Use "—" for any field not available in the notes.
- Add the prefix:
> Copy this line into your deal log or spreadsheet:
Step 8: Assemble and Output
- Compile all sections into a single structured markdown document (see Output Format).
- Translate all section headers if output language is Russian.
- Validate:
- Outcome is labeled (WON / LOST / Unclear)
- Decision Drivers: at least 1 item or explicit "Not available from notes"
- Objections table: present, with "None mentioned in notes" if empty
- Competitive Context: present with explicit "unknown" or "not mentioned" values
- Repeat/Fix: tailored to outcome
- Trend row: produced as single line with available fields
Edge Cases:
- Notes very sparse (1–2 sentences): generate what's possible; mark unfilled fields explicitly as "Not available from notes"; append "Add more deal context for richer analysis."
- Notes in mixed EN + RU: detect dominant language; output in dominant language; preserve company names, person names, deal amounts as-is.
Output Format
Single markdown document with this structure:
# Win/Loss Debrief — [Customer/Prospect Name]
**Outcome:** [WON / LOST / Unclear]
**Date:** [date if available]
**Deal Size:** [amount or scope if available]
**Competitor:** [name(s) or "not mentioned"]
---
## Decision Drivers
What drove the final decision (buyer's perspective):
1. [Driver 1]
2. [Driver 2]
3. [Driver 3 if applicable]
## Objections Encountered
| Objection | How Handled | Status |
|-----------|-------------|--------|
| [e.g., "Too expensive"] | [e.g., "Offered payment plan"] | Resolved / Unresolved / Unknown |
## Competitive Context
- **Competitor:** [name or "unknown"]
- **Their edge:** [what they offered that you didn't]
- **Your edge:** [what you offered that they didn't]
- **Battlecard gap:** [what you lacked to counter them]
## What to Repeat / Fix
**[If WON] Repeat next time:**
- [e.g., "Executive sponsorship introduced early in the cycle"]
**[If LOST] Fix next time:**
- [e.g., "Address pricing objection with ROI calculator before final proposal"]
## Trend Row
> Copy this line into your deal log or spreadsheet:
`[Date] | [Customer] | [WON/LOST] | [Size] | [Competitor] | [Top Driver] | [Key Fix/Repeat]`
Russian variant: Use Russian section headers — Разбор win/loss / Факторы решения / Возражения / Конкурентный контекст / Что повторить / исправить / Строка тренда.
Negative Cases
- Empty input: Respond bilingually listing required fields. Stop.
- Proposal or quote pasted (not closed deal): Redirect to proposal-and-quote-drafter. Stop.
- User asks for follow-up email writing: Redirect to a dedicated email skill. Stop.