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ToB Win-Loss Review Assistant

Business Operations Updated 2026.08.29

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About this skill

What it addresses

After a ToB deal is lost, teams often hear scattered explanations but struggle to isolate whether the issue came from pricing, POC, decision chain, or value packaging. tob-win-loss-review turns industry context, sales stage, and key events into root-cause signals and actionable follow-ups, so review becomes a traceable rule match rather than only a narrative.

How it works

The skill is a rule-based engine that does not read or package customer business assets and can run offline by default. Core steps include:
- Industry rules: identify common industry risks and value-packaging priorities
- Stage rules: check control-point gaps in quotation, POC, solution, and contract stages
- Event rules: trigger risk patterns from pricing, competitors, decision chain, and POC events
- Ranked causes: separate core causes, contributing factors, and potential risks
- Action output: propose short-term actions, mid-term capability, and long-term system improvements

Boundaries

The output is structured as project profile, root-cause analysis, risk signals, and improvement advice, with rule-based rationale for causes. It is intended for review and next-step planning, not a substitute for real customer interviews or full commercial decision reconstruction.

Use Cases

  • Map industry, stage, and key events during monthly review to find pricing or POC root causes.
  • Generate rule-based causes, risk signals, and short/medium/long-term actions for lost-deal writeups.
  • Turn a lost deal into discussable risk patterns for sales training using industry/stage/event matches.
  • Prioritize next actions from core causes, supporting factors, and potential risks.

Best For

  • Sales owners reviewing ToB lost deals who need scattered cases turned into actionable improvements.
  • Solutions presales consultants who need to find control-point gaps after quote or POC failure.
  • Sales operations managers who want typical lost-deal cases broken into industry/stage/event templates.
  • Sales supervisors writing quarterly reviews who need one lost deal turned into causes, risks, and actions.