Who this is for
Sales or product leader who wants patterns in why deals close or are lost.
A quarter ends with losses nobody can explain, or product asks what it should build next.
The result
Closed deals in a period are tagged to a reason list you approve, each tag with the note excerpt that supports it, and the counts by tag reconcile to the tagged deals. The result is labelled "as recorded by reps" and makes no causal claim.
What is included
- One CRM and one period of at least 60 closed deals with notes
- A reason list you approve, with "unclear" allowed
- A supporting excerpt per tag, or a tag of "unclear"
- Counts by tag that reconcile to the deals
- The same engine for cancellation reasons from tickets or cancel forms, if you ask; these are quoted separately because tickets hold more personal data
You receive
- The reason list and tag definitions
- The tagged deals with excerpts
- The counts by tag
- The agreement results against your 40 labelled deals
What is not included
- Contacting buyers or interviewing anyone
- A claim about the cause of a win or loss
- Advice on pricing or product
- Deals without notes
- Changing the CRM
What we need from you first
- The period and roughly how many closed deals
- The reasons you already use, if any
- Where the reasons are written down
Never send passwords, keys, customer records or confidential code in the first enquiry. Secure handover is agreed after scoping.
How we check it is done
- On 40 deals you labelled and held back until the run, at least 34 get your tag. The per-tag result and a most-common-tag baseline are reported, so you can see whether one common reason is doing the passing. An excerpt that does not appear in the note fails the whole test.
- In a sample of 30 tags, 0 excerpts fail to support their tag, which shows a failure rate under about 10%.
- Counts by tag add up to the number of tagged deals, and "unclear" is counted separately.
- No sentence in the report claims a cause.
You re-run the test yourself, check the list of severe errors and sign off in writing. Payment follows sign-off.
When we would stop or decline
- Notes are mostly empty
- Your two labellers cannot agree on the reasons
- You want causal claims or buyer interviews run by us
Questions
Does this tell us why we really lose?
No. It shows what reps wrote. Buyer interviews often show more.
Will you contact our buyers?
No. We never contact your buyers.
Can it do cancellations too?
Yes, with tickets or cancel-form text in place of deal notes.
Price and terms
£249 · untested offer price. £249 after the agreed tests pass and you sign off. No payment before sign-off.
This is a new service with no published client results. The price is a starting point we have not yet tested with buyers. Nothing is ordered or charged by the enquiry. The full specification is on the Synthetic Industry catalogue.