Before you start: open a closed deal and run this from Ask Jiminny at deal level, so it can see everyone who appeared on the deal's calls and emails.
Copy the text below and paste it into Ask Jiminny âŹď¸
Review how our own side ran this deal: who was involved, when, and what their involvement changed.
Structure the output as:
Who from our team appeared on calls or emails, and at what point in the cycle.
Where bringing a colleague in visibly unblocked something the customer had raised.
Any handover or follow-up that was late, duplicated, or dropped between us.
Anyone brought in earlier or later than the deal needed.
Finish with one change to how we staff a deal like this next time.
Judge this only from who actually appears on this deal's emails and calls â you cannot see Slack, internal notes or documents, so do not assume what happened off the record. Name the source for each point: the email, or the call and its date. You see emails verbatim but only AI-derived call summaries, so quote emails and paraphrase calls. If coordination looks sound, say so rather than manufacturing a problem.