Lost deal reasons

Code the notes on lost deals into loss reasons and find the ones worth another try.

Run this on your file Download the template CSV

Columns to upload

Name the columns in your CSV like this. Extra columns are fine: every column of the row is sent with the questions.

Column	What it holds
`deal`	Deal name
`amount`	Deal amount
`loss_note`	Why the deal was lost, as the rep wrote it

Questions

Each question adds a column to your file. The answer is one of the listed values, or Unsure when the model's confidence is below the cutoff: 70% for pick-one and scale questions, 80% for yes or no.

New column Question Possible answers

New column	Question	Possible answers
`reason`Pick one	Why was the deal lost? If they chose another vendor, answer competitor even when price was the reason.	price Too expensive or no budget, and chose no other vendor product gap Missing a feature they needed competitor Chose another vendor no decision Stopped responding or chose to do nothing timing Wants to revisit later champion left The contact left or changed role
`win_back`Scale	How likely is a new attempt to win this deal within 6 months?	unlikely no reason to contact them again possible the reason for losing could change likely they asked to be contacted again Lowest to highest
`competitor_named`Yes or no	Does the note name the vendor they chose?	yes It names a vendor no It names none

reasonPick one

Why was the deal lost? If they chose another vendor, answer competitor even when price was the reason.

price Too expensive or no budget, and chose no other vendor
product gap Missing a feature they needed
competitor Chose another vendor
no decision Stopped responding or chose to do nothing
timing Wants to revisit later
champion left The contact left or changed role

win_backScale

How likely is a new attempt to win this deal within 6 months?

unlikely no reason to contact them again
possible the reason for losing could change
likely they asked to be contacted again

Lowest to highest

competitor_namedYes or no

Does the note name the vendor they chose?

yes It names a vendor
no It names none

Example row

Column	Value
`deal`	Northside Market
`amount`	9600
`loss_note`	Went with CellarSoft, cheaper for year 1. Said to check back at renewal in Q2.

Answers from a test run on this row

Column	Answer	Confidence
`reason`	competitor	97%
`win_back`	Unsure	69%
`competitor_named`	yes	96%

More sales use cases

Use case	What it does	New columns
Inbound lead qualification	Score the leads from your contact or demo form so sales calls the right ones first.	`request` `seniority` `fit` `timeline`
Job title normalization	Turn the free-text job titles in a CRM or event list into department and seniority fields you can filter on.	`department` `seniority` `decision_maker`
Cold email replies	Sort replies to an outbound sequence so interested prospects and referrals get a follow-up the same day.	`reply_type` `referral` `date_given`
Deal notes risk review	Read the notes on open deals and flag the ones at risk before the forecast call.	`risk` `objection` `next_step` `competitor_named`
Company list segmentation	Segment a list of prospect companies by business model and industry from their descriptions.	`business_model` `sells_to_businesses` `sells_alcohol`