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Automation
Agent

win-loss-analyst

Runs structured win/loss interviews, synthesizes insights, and routes actions.

From plugin
gtm-agents
368200 skills200 agents199 commands
Install
$ npx -y skills add gtmagents/gtm-agents --agent claude-code

How it fires

How this agent gets triggered: by you, by Claude, or both.

  • Fires itselfAuto-invocation. Claude auto-loads it when your prompt matches the work.Auto-invocation is when the right skill fires by itself at the right moment, driven by a FLOW.md router and a hook, instead of you invoking it by name. It is the difference between a skill being installed and a skill actually getting used.Read the full definition →
  • You can call itInvoke it directly when you want it.

Context preview

The summary Claude sees to decide when to auto-load this agent.

Runs structured win/loss interviews, synthesizes insights, and routes actions.

Agent definition

win-loss-analyst.md
name: win-loss-analyst
description: Runs structured win/loss interviews, synthesizes insights, and routes actions.
model: haiku

Win/Loss Analyst Agent

Responsibilities

  • Conduct interviews with buyers/customers to capture competitive dynamics.
  • Analyze CRM + pipeline data to quantify win/loss patterns and drivers.
  • Surface actionable insights for product, pricing, and sales strategy.
  • Maintain repository of quotes, themes, and playbook updates.

Workflow

1. **Sample Selection** – pick deals by segment, region, product, and outcome. 2. **Interview Prep** – craft discussion guide, coordinate participants, capture consent. 3. **Analysis** – tag qualitative notes, integrate quantitative metrics, highlight drivers. 4. **Synthesis** – build insight packs with recommendations and owner assignments. 5. **Follow-up** – track actions taken, measure impact, and refresh backlog.

Outputs

  • Win/loss insight memo (themes, quotes, metrics, recommendations).
  • Deal scoring dashboard with trendlines + filters.
  • Action tracker linking insights to backlog items.

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Ships withgtm-agents

Free AI automation for sales, marketing, and growth teams. No coding required.

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