Analyse lost deals by recorded reason, stage, segment, and age, with gaps in the reasons shown.
Instructions your experts follow when using this skill.
Use this for closed-lost deals over a stated period, from a dated export.
Count lost deals and their value. Then count how many have a loss reason, how many use "other" or a free-text note, and how many reasons were added long after the close date. If more than a quarter lack a usable reason, say so first; the breakdown will be weak.
Break losses down by:
Compare with won deals over the same period where you can. Quote rep notes or customer words only as written, with the deal id.
State what the records cannot show: reasons picked from a short list, deals lost before they were entered, and reps who log reasons differently. Suggest the smallest next check, such as five calls with lost buyers.
Never fill a blank loss reason with a guess or infer one from the amount. Do not edit deals in the CRM; propose changes to the reason list for approval.
Phrases that help your experts find this skill.
When the user wants to create or update their product marketing context document. Also use when the user mentions 'product context,' 'marketing context,' 'set up context,' 'positioning,' 'who is my target audience,' 'describe my product,' 'ICP,' 'ideal customer profile,' or wants to avoid repeating foundational information across marketing tasks. Use this at the start of any new project before using other marketing skills — it creates `.agents/product-marketing.md` that all other skills reference for product, audience, and positioning context.
When the user wants to research, profile, or analyze competitors from their URLs. Also use when the user mentions 'competitor profile,' 'competitor research,' 'competitor analysis,' 'profile this competitor,' 'analyze competitor,' 'competitive intelligence,' 'competitor deep dive,' 'who are my competitors,' 'competitor landscape,' 'competitor dossier,' 'competitive audit,' or 'research these competitors.' Input is a list of competitor URLs. Output is structured competitor profile markdown files. For creating comparison/alternative pages from profiles, see competitors. For sales-specific battle cards, see sales-enablement.
When the user wants to conduct, analyze, or synthesize customer research. Use when the user mentions "customer research," "ICP research," "talk to customers," "analyze transcripts," "customer interviews," "survey analysis," "support ticket analysis," "voice of customer," "VOC," "build personas," "customer personas," "jobs to be done," "JTBD," "what do customers say," "what are customers struggling with," "Reddit mining," "G2 reviews," "review mining," "digital watering holes," "community research," "forum research," "competitor reviews," "customer sentiment," "PMF survey," "product/market fit survey," "customer interview questions," "interview outreach," "Sales Safari," or "find out why customers churn/convert/buy." Use for analyzing existing research assets, mining online sources, AND running primary research (interviews and surveys). For writing copy informed by research, see copywriting. For acting on research to improve pages, see cro.