Before you start: open Ask Jiminny Panorama and filter to calls from your closed-lost deals over the period you want to review.
Copy the text below and paste it into Ask Jiminny âŹď¸
Analyse these calls from lost deals and work out why the deals were lost and where momentum broke down.
Structure the output as:
The account, and the main reason the deal was lost
The contributing factors that made the loss more likely
Where the reason the customer gave differs from what the rest of the conversation suggests
What could have been done differently, and at which point in the conversation
Finish with the top three patterns across all the losses and one recommendation for each
Base every finding on what was actually said, quoting the customer where you can. Do not draw a conclusion for deals with too little conversation data â list those separately rather than inventing a reason.