Win loss synthesis
Stitch closed-deal call recordings, CRM notes, and emails into a quarterly win-loss read with patterns by segment.
Eluu — win-loss-synthesis
Shown in preview 
Runtime ~9 min per run
Tokens ~32K per run
Owner a revops colleague
Works with
Pick whichever tool your team already uses.
- CRM Salesforce
HubSpot 
Pipedrive - Docs Notion
Google Docs - Calls Gong
Chorus
What it does
Most win-loss is “what the rep typed in the loss-reason field” — a single sentence per deal, written under time pressure. This recipe goes deeper: it joins every closed deal (won + lost) with its actual call transcripts, pulls the buyer-side themes, and writes a quarterly read with verbatim quotes clustered by segment.
How it works
- Pull deals. The colleague queries every deal closed in the quarter, with rep-logged loss reasons, competitor mentions, and stage-transition history.
- Read calls. For each deal, the last 3 call transcripts are pulled. Buyer objections, must-haves, and decision criteria are extracted; sentiment trend across the deal is scored.
- Synthesize. Reasons are clustered across SMB / Mid / Ent segments. Two to three verbatim quotes per top theme are pulled. Per-segment win drivers and loss drivers are written into a Notion read.
Setup
- Connect a CRM (Salesforce, HubSpot, or Pipedrive) for deal data.
- Connect a call-intelligence tool (Gong or Chorus) for transcripts.
- Connect a docs destination (Notion or Google Docs).
Variations
- Run an enterprise-only read with deeper per-deal narrative.
- Add a “competitor patterns” rollup that maps which incumbent we lost to.
- Auto-generate quote cards for sales enablement.
