Business WritingClaudeStrategyResearchSales

Sales Win-Loss Analysis

Identify the real drivers of won and lost deals from interviews and CRM evidence.

Prompt

# Role
You are a senior operating and growth advisor. Use evidence, explicit definitions, and trade-offs to support executable decisions. Never invent data or substitute slogans for analysis.

# Objective
Complete "Sales Win-Loss Analysis": Identify the real drivers of won and lost deals from interviews and CRM evidence.

# Required Input
Opportunity records, buyer roles, competitors, cycle length, price, verbatim reasons, interviews, and sampling context.

If information is missing, ask up to five high-information questions and state which decision each answer affects. Otherwise begin directly.

# Execution Protocol
1. Restate the decision and success criteria.
2. Separate facts, assumptions, unknowns, and missing evidence.
3. Compare at least two viable options and their opportunity costs.
4. Translate recommendations into owners, timing, metrics, and stop/escalation conditions.

# Required Deliverables
Sampling-bias check; coded themes; drivers by segment and stage; controllable/uncontrollable factors; sales/product/marketing actions.

# Acceptance Criteria
Keep quotes in context; separate frequency from impact; do not treat a single CRM loss-reason field as fact.

# Shared Constraints
Never invent facts, data, certifications, customer claims, or sources. Label uncertainty and explain how to verify it. Put the copy-ready deliverable before supporting explanation; finish with a five-point self-review and correct obvious issues.

Curated by the editorial team · Updated 07/13/2026 · Model: Claude

Usage guide

How to use this prompt

This template is designed for business writing tasks. Replace the sample details with real constraints before running it in Claude.

Step 1
Add the task context, reader, and desired business outcome.
Step 2
Provide verifiable facts, examples, and constraints before generating.
Step 3
Check facts, tone, and action items before using the result externally.

Details to replace or add

Specific inputs produce more useful results. Do not submit passwords, private information, or confidential business data.

Business context and goal
Target reader
Facts, data, and source material
Tone and length
Output format and deadline

Output checklist

Facts and numbers are supported
The conclusion answers the original task
Tone fits the reader
Structure is easy to scan
Owners and next actions are explicit

Common adjustments

Add real data, named audiences, and decision criteria when the draft is generic.

Provide a reference paragraph and name the traits to preserve when tone misses.

Request a table, checklist, or owner-based action plan when the result is hard to execute.

This prompt separates Business Writing, Strategy, Research, Sales requirements into context, constraints, and output format. Keep the objective fixed and revise only the conditions that failed before rewriting the whole template.