Find patterns in lost deals
Ask why you lose and get an answer from the actual call notes.
Sales · When you ask · Updated
Works with
Slack
HubSpot
Salesforce
Attio
Pipedrive
Granola
Fireflies
Fathom
Otter.ai
Read AI
ZoomHow do you run a win loss analysis?
To run a win loss analysis, ask Maito in Slack why you lost deals this quarter. It reads the loss reasons in your CRM and the call transcripts, counts the real reasons, compares them with what reps logged, and returns the patterns with quotes, company, date and deal size.
How it's done today
Loss reasons are a dropdown nobody fills in honestly.
What Maito does
- Read notes and transcripts for lost deals
- Group the reasons
- Quote the strongest examples
Example
@Maito why did we lose deals last quarter?
Q3: 28 deals lost, $1.1M. I read the HubSpot loss notes and 19 Fireflies transcripts. The other 9 have no recording. As logged: • Price: 9 deals, $340k • Missing SSO: 6, $290k • Chose incumbent: 5 • Other: 8 Catch: on 4 of the 9 'price' deals, the transcript shows SSO or security came up first and price only at the end. Counting those, SSO is closer to 10 deals and price 5. Strongest quote, Initech, Aug 19: 'We'd pay your price, but we can't go live without SSO.'
@Maito put the 10 SSO examples in a doc for Leo.
Attached: lost-deals-sso-q3.docx. 10 quotes, each with company, date and deal size.
Dana (3:30 PM):
why did we lose deals last quarter?
Maito (3:42 PM):
Q3: 28 deals lost, $1.1M. I read the HubSpot loss notes and 19 Fireflies transcripts. The other 9 have no recording.
As logged:
• Price: 9 deals, $340k
• Missing SSO: 6, $290k
• Chose incumbent: 5
• Other: 8
Catch: on 4 of the 9 'price' deals, the transcript shows SSO or security came up first and price only at the end. Counting those, SSO is closer to 10 deals and price 5.
Strongest quote, Initech, Aug 19: 'We'd pay your price, but we can't go live without SSO.'
Dana (3:45 PM):
put the 10 SSO examples in a doc for Leo.
Maito (3:47 PM):
Attached: lost-deals-sso-q3.docx. 10 quotes, each with company, date and deal size.
How to set it up
- Set up
Nothing to set up. Ask in Slack or by email whenever you need it.
- Connect CRM
- HubSpot
- Salesforce
- Attio
- Pipedrive
- Connect call notes
- Granola
- Fireflies
- Fathom
- Otter.ai
- Read AI
- Zoom
Not connected yet? Your agent sends you a link to sign in.
What it won't do
A pattern from a few dozen deals is a signal, not proof. Deals with no transcript or notes can't be explained.
Questions
Granola, Fireflies, Fathom, Otter.ai, Read AI or Zoom, along with HubSpot, Salesforce, Attio or Pipedrive for the deals.
Maito reports how many it could read and relies on the CRM notes for the rest, so the sample size is clear.
Yes. Ask for them and Maito attaches a document with each quote, company, date and deal size.
