Use casesResearch

Turn lost deals into a pattern you can see, instead of a story someone remembers

Mitra collects every deal lost this week into one running document, grouped by reason. The agent reads the closed-lost deals in HubSpot with their reason, value and notes, appends them to a Notion page under themes like price or timing, and posts the week's tally to Slack.

Runs: Fridays at 5pm
Used by: Sales · Product Managers

The prompt

Every Friday at 5pm, find the HubSpot deals that closed lost this week, read the loss reason and the notes on each, then add them to my 'Why we lose' page in Notion under the theme they belong to and post the week's tally to #gtm in Slack.

HubSpot

Notion

Slack

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What the agent actually does.

Collect the week's losses
The agent pulls the HubSpot deals marked closed-lost since the last run, with their value, stage, owner and the reason recorded on each.
Read what was actually said
The notes and last emails on a deal carry the real reason, which is usually narrower than the dropdown the rep picked in a hurry.
Group the losses by theme
Price, timing, a missing feature, a competitor, no decision — each deal goes under the theme it belongs to, and a new theme appears when the same reason repeats.
Append to the running document
The week is added to your 'Why we lose' page in Notion rather than replacing it, so three months of losses read as a trend and not as twelve separate notes.
Post the tally to Slack
The count per theme and the value behind each one go to #gtm, so the largest reason reaches sales and product at the same moment.

Make it yours.

For sales leads and product managers who both know why deals are lost, separately and anecdotally, with no document that puts the reasons in order of size. Change any of this by saying so — there is nothing to rewire.

Give the deals lost to a named competitor their own section.
Include deals that went quiet without a formal loss, not only closed-lost.
Post to a product channel as well, so the feature gaps reach the roadmap.

Questions, answered.

How do I track why we lose deals without asking reps to write it up?

Mitra reads the loss reason and the notes already on each HubSpot deal, so nobody fills in a form. The agent groups the week's losses by theme, appends them to one Notion page and posts the tally to Slack. Reps keep working exactly the way they already do.

Can Mitra keep one running document instead of a new one each week?

Yes — Mitra appends each week to the same Notion page, under the themes already there, so the document grows into a record rather than a pile of weekly notes. A reason that appeared twice in March and nine times in July becomes visible as a trend.