How do you write a lost deal summary with AI?

What goes into a lost deal summary

A lost deal summary records what the buyer decided, why they said they decided it and what the team thinks really happened, kept in separate lines. Mixing the three is how a loss to a slow follow-up gets filed as a loss on price.

Price is the easiest reason for a buyer to give, and it is rarely the whole story. The thread may show that a missing integration, a late proposal or a champion who left mattered just as much.

• The decision, its date and who made it.
• The reasons the buyer gave, in their words where possible.
• The team's own reading, marked clearly as opinion.
• The furthest stage the deal reached and where it stalled.
• Whether to contact them again, and when.

Where do closed lost reasons come from

Closed lost reasons come from three places: what the buyer wrote, what they said on calls and what the deal history shows. The email declining the proposal is usually the clearest statement; call notes add what was said aloud; the deal record shows how far it got.

Pebbles Ai's assistants can search and read threads in a connected Gmail or Outlook inbox, and reading needs no approval. For calls, paste your notes or upload the recording for transcription, up to 25 MB, so the summary rests on the conversation itself rather than a paraphrase.

How should you record lost deal notes in the CRM

Record lost deal notes in the same place and the same shape every time, so one loss can be set beside another. Free text is good for reading but hard to count, so pair the note with a short pick list of reasons.

In the Pebbles Ai CRM, in Beta, an admin can add a Choice custom field for the loss reason. When the assistant adds the summary as a note or sets that field, it is a CRM write: Manual asks first, Plan holds it in the queue and Auto writes it straight away.

How do you turn summaries into a loss review

Turn summaries into a loss review by reading a quarter's worth together and looking for the reasons that repeat. A single loss teaches little; a stack of summaries in the same shape shows whether you keep losing at the proposal stage, or to the same alternative.

Ask the Strategy assistant to group the stated reasons from the summaries you collected, with the buyers' words kept beside each group. Take the result to whoever owns pricing, product or positioning as a starting point for discussion, not a verdict.