Why you really won and lost this month
A monthly read on why deals actually closed, both ways, from the evidence, not the CRM dropdown
- Runs while your laptop is closed
- Reports in Littlebird and by email
- Free plan includes 5 routines
You won five of nine deals in September, and three losses share one pattern.
- Won: four of the five wins had a working session in the first two weeks, including Tiny Nest Co. at $41,000.
- Lost: in three of the four losses, the main contact stopped replying within two weeks of the first call.
- Price: cost came up in emails or calls for only one of the four lost deals.
The problem
Ask why a deal was lost and you get the CRM reason code: 'price.' Ask the threads and meetings and you get the truth: the champion left in week two and nobody noticed.
Win/loss insight exists in the record of every deal. It is just never assembled, so the same losses keep happening for 'price.'
What it does
Every month, this routine analyzes your closed deals (won and lost) and summarizes the real patterns: what moved winners, what killed losers.
One page of honest patterns beats a quarter of reason codes. The next month gets measurably smarter.
Try the prompt
Copy it into a new Littlebird routine, then set the days and times that fit your schedule
- Open Littlebird and go to Routines. Open the menu next to New Routine and choose Set up manually.
- Paste the prompt into Instructions, then set the days and time under Run.
- Littlebird runs it on schedule from then on. You can pause or edit it anytime. Auto-pause is on by default and pauses it if reports go unread.
You can also choose Create with Littlebird and describe the routine in chat.
Every month summarize won and lost deals with key reasons and patterns
Why make it a routine?
You can fake this with a chat skill and enough copy-paste. Most people keep it up for a week, then stop, because the copy-paste is the actual job.
A routine removes the choreography: the context is already there, the schedule is already set, and the output shows up where you need it.
And it is private by design: SOC 2 Type II, GDPR and CCPA aligned, and your data is never sold.
Frequently asked questions
How honest can it be about losses?
Very. It works from the actual record, not self-reported reason codes. The patterns it finds are often the ones nobody wanted to say out loud.
Can it compare months?
Rerun it monthly and the patterns accumulate. Trend lines on wins and losses emerge fast.
What are the privacy guarantees?
Your data is never sold, and SOC 2 Type II, GDPR and CCPA aligned controls apply throughout.
Does anything leave my computer?
Yes. The app runs on your computer, and the memory it builds is encrypted and stored in the AWS cloud. Your content is never sold.
More routines like this one
Put Littlebird to work
Littlebird is free to start, and your routines also work on the web, iPhone and Android
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