Lost deal analysis that shows its evidence.
Your CRM tells you a deal was lost. It rarely tells you why. This system reads the history of every lost deal and names where the process broke, with the evidence and how sure it is.
Why the "lost reason" field doesn't help
When a deal is marked lost, someone picks a reason from a dropdown, usually "price" or "no response". It is filled in fast and it rarely matches what happened.
The real cause is usually sitting in the timestamps. The first call came 53 hours after the form. Nobody was ever assigned. The follow-up tasks were created after the deal was already gone. Nobody has time to dig through that for every lost deal, so the same leak keeps costing you.
Five steps, every time.
Lead Autopsy
Every cause is labeled by how sure it is. Anything marked likely is checked by a person before it turns into a conversation with the team.
- Confirmed
- Likely
- Not enough data
How a cause gets named
Evidence first
The system collects what the CRM knows: when the lead came in, who owned it, every call and email, notes, tags and tasks that were never finished.
Confirmed
The data proves it. For example, a competitor called back the same day and the first recorded call came two days later.
Likely
Strong signs, but not proof. These are marked clearly so nobody treats a guess as a fact.
Not enough data
If the CRM doesn't hold enough to say, the report says so instead of inventing a story.
One fix per deal
Each deal comes with the one change that would most likely have saved it, so the report ends in something you can act on.
Works with your tools
Built on GoHighLevel with a daily PDF by email. The same logic works in HubSpot or any CRM with an API. See all integrations.
What you get
- A map of your process, agreed before we build
- The system running inside your own tools
- Testing on your real data before anything reaches a customer
- A log of every action and the reason for it
- Documentation your team can read, and a fixed price with no retainer
Questions, answered.
How is this different from the lost reason field?
The field is one person's quick answer. This looks at the full history of the deal and shows the evidence behind each cause.
Does it blame individual reps?
It reports where the process broke, like slow first response or no owner, with the evidence. Likely causes are checked by a person before anyone acts on them.
Does AI decide the cause?
AI reads the notes and history and suggests a cause. A cause is marked confirmed only when the CRM data proves it.
How much history does it need?
It works from the first lost deal. The patterns get clearer after a few weeks of reports.
Can the report be weekly instead of daily?
Yes. Daily, weekly, or both, sent to whoever needs it.
How long does it take to set up?
Usually one to two weeks, including a test run on your past lost deals.
Losing deals without knowing why?
Bring your pipeline to a 30-minute call. We'll show you what a report on your lost deals would look like.
Not ready for a call? Describe one process in writing and we'll reply with what we'd build.