Setup time
20 min
One-time
Time saved
2–3 hrs
/mo on ad hoc deal reflection
Tools
Claude
Free tier works
Difficulty
Beginner
No code
Cost · AIM Pro
R299
approx. €16
Once-off to unlock
What this workflow does
Takes the raw facts of a closed deal — won or lost — and produces a structured debrief: what happened at each stage, why the deal went the way it did, what you would do differently, and what to carry into the next opportunity. Run individually after each deal, and monthly across all deals to find the patterns. Over time it becomes your most valuable sales asset.
Who it's for
- Consultants and founders who close deals but rarely stop to learn from them
- Small sales teams who debrief informally but never document the lessons
- Solo operators who want to improve their close rate without hiring a sales coach
- Anyone who has lost a deal and moved on without understanding why
Input
Deal notes and outcome
What happened, who was involved, what was decided
20 min
Output
Structured win-loss debrief
What happened · why · what to change
What you'll need
Claude (preferred)ChatGPTNotion or Google Docs
What good looks like
Win-Loss Debrief
Example output
- A factual summary of the deal: size, timeline, stakeholders, and outcome
- A stage-by-stage assessment of what went well and what didn't
- A clear diagnosis of the deciding factor — the real reason it was won or lost
- Two or three specific changes to make before the next similar deal
- A one-paragraph summary you can save and reference when a similar opportunity appears