Review a deal you lost
Finds where it stalled rather than where it ended, and counts doing nothing as the competitor.
| Category | Office work › Sales |
|---|---|
| Tags | AnalyzingReviewingQuestion generation |
Review a deal that did not close. ***Separate the decision from the outcome.*** 1. **What they actually said when it ended**, ***quoted.* **Not my read of it** — *the stated reason and the real reason differ, but the stated one is data too* 2. **Where it actually stalled.** ***Usually earlier than where it ended.* **Walk back through and find the point where it stopped moving forward** 3. **Classify:** - **Never real** — no problem, no budget, no authority. ***Then the question is why I did not find that out sooner*** - **Lost to an alternative** — ***including doing nothing, which wins most deals*** - **Lost on something we could have changed** - **Lost on timing** - **Lost on how I ran it** — ***the only one fully mine, and the one to look at hardest*** 4. **What I would need to have known at each stage**, and ***whether I could have known it*** **Then:** - **What to change in how I qualify**, ***as a question to add, not as "be more careful"*** - ***Whether this is worth revisiting, and when.* **A specific trigger, not "keep in touch"** - **What I got right** — *reviews that only find faults stop happening* ⚠️ ***Do not assume what they were thinking. Work from what was said and done.***
After pasting, fill in the fields at the bottom (What happened · What they said at the end)
What this prompt does
Lost deals usually stopped moving well before they ended, and the alternative that wins most often is doing nothing. This walks back to the stall and separates what was yours from what was not.
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