Find out why you lose B2B deals
This ten-page guide is a win-loss review workflow for B2B founders and sales teams. Use ChatGPT or Claude to turn lost-deal notes, emails, proposals or your memory into deal cards, evidence-backed reasons and a pattern to investigate.
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About this guide
You can start with three lost deals from the last six to twelve months. The workflow compares the losses with a few wins, separates eight possible reasons and helps you choose one change to track for ninety days. The worked example uses a made-up consultancy; its results are illustrative.
What's inside
Four ready-to-use prompts
Collect deal cards, examine each loss, find patterns and draft a fix plan.
Eight reasons to check
Fit, timing, price, proof, follow-up, the buyer, competitors and an unclear offer.
A lost-deal scorecard
Record the stage, the buyer's words, the likely reason, the evidence and your confidence.
An eight-deal worked example
Follow a fictional consultancy through the review, including a comparison with won deals.
A first fix and a number to watch
Choose a change tied to the main pattern and review it over the next ninety days.
A message for lost buyers
A short message and questions to ask the people who said no, plus common review traps.
Who it's for
- B2B founders and sales teams who keep logging losses as price or timing.
- Teams with a few lost deals, even if the records are incomplete.
- People deciding which part of their sales process to fix first.
What you'll be able to do
- Turn scattered deal notes or memories into a consistent review.
- Separate what the buyer said from what the evidence supports.
- Compare losses with wins and identify a pattern worth testing.
- Choose one sales-process change and a number to review.
Before you start.
Can I use this without good CRM notes?
Yes. The first prompt interviews you about each deal and creates a short deal card. Start with at least three lost deals from the last six to twelve months.
Which AI tools does it work with?
The four prompts are written for ChatGPT or Claude. You provide the deal information and check that the output is supported by your notes.
Can it prove why a buyer said no?
No. It asks the AI to show evidence and confidence, and to say when the information is insufficient. The guide also includes a message for asking lost buyers directly.
How do I get the guide?
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