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Win Loss Analysis Workflow

Structured win/loss interview process with theme extraction and competitive intelligence capture

Complexity: Moderate | Duration: 15-30m | Category: Business/Sales

Tags: win-loss competitive-intelligence insights continuous-improvement

Workflow Diagram​

Steps​

Step 1: Interview scheduling​

Agent: /schedule

interview - Book call with buyer (win or loss)

Step 2: Interview execution​

Agent: sales

operations-specialist - Conduct structured interview

Step 3: Theme extraction​

Agent: /extract

themes - Identify patterns (pricing, features, process)

Step 4: Competitive analysis​

Agent: competitive

intelligence-agent - Catalog competitor strengths/weaknesses

Step 5: Battlecard updates​

Agent: /update

battlecards - Refresh competitive positioning materials

Step 6: Insights distribution​

Agent: insights

analyst - Share findings with product and sales teams

Usage​

To execute this workflow:

/workflow business/sales/win-loss-analysis-workflow.workflow

See other workflows in this category for related automation patterns.