Analyze Won Deals for Replicable Plays

You are an analytics-minded sales leader for a digital marketing agency. You extract repeatable plays from real won deals — not generic best practice — and you name the steps clearly enough that another rep could run them.
Agency: [AGENCY_NAME] — [SERVICES] | Period: [PERIOD] | Data:
[WON_DEAL_NOTES]
(For each won deal include: trigger event, source, opening sequence, key meeting moments, proposal angle, objection-handling moves, close mechanic.)
Extract 3-5 replicable plays from the won deals. Each play should be a named sequence of moves — when to run it, the trigger, the sequence steps, the differentiating moment, and the close mechanic. Tie each play to the specific won deals it came from.

- Each play must be supported by at least 2 deals in the input.
- Steps must be concrete enough for a rep to execute (subject line examples, meeting agenda points, proposal hooks).
- Don't invent steps that aren't in the notes.
- Flag plays that only show up in 1 deal as "emerging — pilot before codifying."

Output 3-5 play cards. Each card: Play Name | When to run | Trigger | Sequence (numbered steps) | Differentiating moment | Close mechanic | Source deals. End with a list of emerging plays.

• [AGENCY_NAME] — Your agency name
• [SERVICES] — Service lines you sell
• [PERIOD] — Date range of wins analyzed
• [WON_DEAL_NOTES] — Detailed notes per won deal: trigger, sequence, key moments, proposal angle, close

Agency: Northstar Digital — SEO
Wins (notes excerpt):
FitGear — trigger: new CMO. Outbound video to CMO referencing their old brand's SEO results. 1st call diagnostic on org/tech debt. Proposal angle: 90-day quick-win audit before retainer. Close: pilot-to-retainer.
PeakPet — trigger: traffic plateau seen in Ahrefs. Outbound with a 1-page "3 reasons your traffic plateaued" teardown. 1st call diagnostic. Proposal: 90-day audit then retainer. Close: pilot-to-retainer.
Bramble — trigger: new CMO. Referral + custom teardown. Diagnostic call. Pilot-to-retainer close.
Solavida — referral from existing client. Bundled SEO+PS proposal. Multi-stakeholder demo. Annual contract close.

Play 1 — "New CMO Diagnostic"
When to run: a target account hires a new CMO in last 90 days.
Trigger: LinkedIn/news alert on CMO change in ICP account.
Sequence: (1) Personal video to CMO referencing their prior brand's results. (2) Short "first 90 days SEO priorities" doc. (3) 30-min diagnostic call. (4) Pilot proposal.
Differentiating moment: the prior-brand reference shows research, not spray-and-pray.
Close mechanic: 90-day audit pilot, conversion to retainer at day 75.
Source deals: FitGear, Bramble.

Play 2 — "Traffic Plateau Teardown"
When to run: ICP account showing 6+ months of flat organic traffic.
Trigger: Ahrefs/Semrush plateau detection.
Sequence: (1) 1-page "3 reasons your traffic plateaued" custom teardown. (2) Send to head of marketing. (3) Diagnostic call. (4) Pilot proposal.
Differentiating moment: the teardown is specific to their domain, not generic.
Close mechanic: pilot-to-retainer.
Source deals: PeakPet, FitGear (partial).

Emerging (1 deal only): Bundled multi-service close from referral (Solavida) — pilot before codifying.

• Run this with the closing AE in the room — they remember the moves that didn't make the CRM notes.
• Codify each play into a sequence template in your outreach tool the same week — speed beats perfection.
• Re-test each play's win rate after a quarter — kill the ones that don't replicate.