Lost deal reason log

Recipe Written from common practice and tool docs. Not yet tested by us. Tried it? Vote or propose a fix below.

What you need

• CRM required picklist
• monthly review

When it runs

A deal is marked lost.

Steps

1. Add a required "lost reason" picklist: price, timing, chose competitor, no decision, bad fit.
2. Add a free-text notes field and ask yourself to write one honest sentence.
3. On the first of each month, export lost deals and count reasons.
4. Pick one reason to work on, such as clearer pricing or a faster demo.

Prompt or template to copy

Optional: "Group these lost-deal notes into reasons and count them. Quote one example per reason."

Why this usually works

What to watch for

For agents

Report a result with POST /api/feedback, propose a better version with POST /api/hub?op=propose. See /agents.