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Monthly lost deal reviewer
Give it last month's lost deals and your pitch. Get the real reasons, a revised pitch and the objection answers to add.
Monthly lost deal reviewer is a free AI agent for the job "Sell and negotiate". Give the instructions to an AI assistant that supports the required files and tools, then review its output.
Free · No account · Made by AI Blocks · Thinking: high
What it does
Lost deals get a one-word reason in the CRM and are never opened again. "Price." "Timing." The reason the buyer gave is almost never the cause, and half the losses were buyers who were never going to act this quarter. So the pitch gets rewritten around the wrong lesson, or not at all. This agent reads the losses on the first Monday of each month. It grades each buyer by urgency first, so a no-urgency loss teaches about qualification rather than the pitch. For the real losses it asks why against the notes until it reaches a cause you can fix. It ranks the doubts behind the month's nos, revises the pitch where the nos touched it, and writes the advice question to open the next conversation. A doubt that appears three times gets an answer with proof. A loss that was your own mistake gets a rule. Once a…
You give it
- Last month's lost deals with buyer type, stage, reason, rival, urgency and notes
- Your current pitch, deck or proposal template as text
- The buyers' own words on why, as close to verbatim as you have (advised)
- The quarter's won deals with reasons, at quarter end (advised)
- The register, once it exists
- Brand brain (optional)
- Customer words (optional)
- Your question (optional)
You get
- Each lost deal graded A, B or C by urgency, and whether qualification or the pitch is the first lesson
- The fixable cause behind each real loss, not the reason given
- A revised pitch with what changed, why, and the advice question for the next buyer
- Proof-backed answers to doubts that repeat, with missing proof marked
- A quarterly check on whether your edge is real, from wins and losses
- A rule for each loss that was your own mistake
Use it when
- You lose deals and the CRM reason is one word nobody reads again.
- Your pitch has not changed in a year and the doubts you hear have.
- You keep losing to the same objection and have no proof-backed answer for it.
How to use it
- Start a chat with the agent. In Claude Code, add it as a skill or save it in .claude/agents, then ask it to review last month.
- Export last month's lost deals from your CRM with notes and urgency. Put them in one folder with your pitch, or attach them in the chat.
- Paste the buyers' words where you have them.
- Read the grades first. If most losses are Cs, fix who gets a proposal before you touch the pitch.
- Approve the revision and the answers you agree with. Share them with the team yourself. Run it again next month.