Revenue Execution ·

Win-loss & competitive intelligence

Capture the loss reason

Get the real reason a deal is ending before it's marked closed-lost.

Best for

Account Executive, Sales manager

Cadence

When a deal goes quiet or a buyer says no

Choose how to run it

Ways to get this done with Avoma

Pick the approach that fits how your team works. You can start with one and add another later.

Agent

Prompt

How this works

Shown for:

1
Trigger
A buyer ends the evaluation or goes quiet
2
Context
An Avoma agent (Avoma agentic platform) watches the last calls and emails, the buyer's stated concerns, CRM stage
3
Reason
Compare the buyer's last stated concerns with what was never uncovered
4
Act
Draft a loss-reason summary and follow-up questions to confirm it, each time it's warranted
5
Human judgment
Rep confirms the reason with the buyer

Agent

Recommended

Agent

Understand why deals were lost. The agent identifies deals needing follow-up, reviews available conversations and CRM context, and drafts questions to confirm the reasons, objections, and decision-makers behind the outcome.

Avoma agent

Prompt

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Starts when

A buyer ends the evaluation or goes quiet

Uses

The last calls and emails, the buyer's stated concerns, CRM stage

Produces

A draft summary of possible loss reasons and follow-up questions for confirmation

How this works

Shown for:

1
Trigger
You ask Avoma
2
Context
Ask Avoma (Avoma agentic platform) reads the last calls and emails, the buyer's stated concerns, CRM stage, narrowed by what you ask
3
Reason
Compare the buyer's last stated concerns with what was never uncovered
4
Act
Draft a loss-reason summary and follow-up questions to confirm it, returned in Ask Avoma
5
Human judgment
Rep confirms the reason with the buyer

Prompt

Prepare win-loss follow-up questions using deal conversations and available CRM context to clarify objections, decision factors, and reasons behind the outcome.

Ask Avoma

Prompt

For [Deal], which has gone quiet or ended, tell me what the buyer last said about their concerns, what was never uncovered, and give me three questions I could ask in a short call to get the real reason.

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Copy prompt

Starts when

When you ask

Uses

Ask Avoma, across the last calls and emails, the buyer's stated concerns, CRM stage

Produces

Suggested follow-up questions and a draft loss-reason summary for confirmation

What good looks like

The loss reason is easiest to get before the deal is closed out.

Ask within a week of the buyer going quiet

Buyers answer while the decision is fresh.

Ask 3 short questions

A short ask gets a reply.

Record the reason in the buyer's words

Dropdown reasons lose the detail.

Customer stories

What teams say

I used Ask Avoma to analyze how often our competitor came up in sales conversations, what objections buyers raised, and how those deals performed. The links back to the source calls made it easy to verify everything and review specific clips.

Christine

Avoma User