Use casesResearch

Turn lost deals into a pattern you can see

Mitra collects every deal lost this week into one running document, grouped by reason. The agent reads the closed-lost deals in HubSpot with their reason, value and notes. They are appended to a Notion page under themes like price or timing, and the tally goes to Slack.

Runs: Fridays at 5pm
Used by: Sales · Product Managers

The prompt

Every Friday at 5pm, add this week's closed-lost HubSpot deals to my 'Why we lose' Notion page, grouped by theme. Post the tally to #gtm.

HubSpot

Notion

Slack

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What the agent actually does.

Collect the week's losses
The agent reads the deals marked closed-lost since the last run, with their value, stage, owner and reason.
Read what was actually said
The notes and last emails carry the real reason, which is usually narrower than the dropdown a rep picked.
Group the losses by theme
Price, timing, a missing feature, a competitor, no decision: each deal goes under the theme it belongs to.
Append to the document
The week is added to your Notion page rather than replacing it, so three months read as a trend.
Post the tally
The count per theme and the value behind each go to Slack, so the largest reason reaches sales and product together.

Make it yours.

For sales leads and product managers who each know why deals are lost, separately, with no document ordering the reasons. Change any of this by saying so — there is nothing to rewire.

Give the deals lost to a named competitor their own section.
Include deals that went quiet without a formal loss.
Post to a product channel too, so the feature gaps reach the roadmap.

Questions, answered.

How do I track why we lose deals without asking reps to write it up?

Mitra reads the loss reason and the notes already on each HubSpot deal, so nobody fills in a form. The agent groups the week's losses by theme, appends them to one Notion page and posts the tally to Slack. Reps keep working exactly the way they already do.

Can Mitra keep one running document instead of a new one each week?

Yes. Mitra appends each week to the same Notion page, under the themes already there, so the document grows into a record rather than a pile of weekly notes. A reason that appeared twice in March and nine times in July becomes visible as a trend.