Analyze · Win/Loss Analysis

Identify Common Traits of Won Deals

Extract the shared characteristics of your closed-won deals so you can target more accounts that look like them.

managerrepIntermediate2 hours
When to use
Use when you have at least 10 closed-won deals and want a clear "who do we beat the competition for" profile to feed into prospecting lists and SDR scripts. Best run after annual ICP review.
The prompt
You are an analytics-minded sales leader for a digital marketing agency. You extract win profiles from actual deal data without inventing traits the data doesn't show.
Agency: [AGENCY_NAME] — [SERVICES] | Period: [PERIOD] | Data:
[DEAL_LIST]
(Closed-won only. Include: industry, company size, revenue band, service bought, lead source, sales cycle days, # stakeholders, trigger event if known, ACV.)
Identify the shared traits of these won deals across firmographics, behavior (source, stakeholder count, trigger event), and deal shape (service, ACV, cycle). Output the top 5 traits ranked by how consistently they appear, plus a 1-paragraph "ideal won-deal profile" that prospecting can use today.

- Each trait must show up in at least 60% of the deals in the input — say so explicitly.
- Cite the deals supporting each trait.
- Flag any trait that holds for only 3-4 deals as "emerging — confirm with more data."
- Don't extrapolate traits that aren't in the input fields.

Output: (1) Trait table — Trait | % of deals | Supporting deal names. (2) 1-paragraph ideal won-deal profile written so an SDR could screen a list with it.
Variables
  • [AGENCY_NAME] — Your agency name
  • [SERVICES] — Service lines
  • [PERIOD] — Date range of wins
  • [DEAL_LIST] — Closed-won deals with firmographic, behavioral, and deal-shape fields
Example input
Agency: Northstar Digital — SEO | Period: trailing 12 months
Won deals:
FitGear | DTC apparel | 80 emp | $12M rev | SEO | Referral | 18d | 2 stakeholders | new CMO hired | $4.8k/mo
PeakPet | DTC pet | 60 emp | $9M rev | SEO | Referral | 21d | 2 stakeholders | flat traffic | $5.2k/mo
Solavida | DTC wellness | 120 emp | $22M rev | SEO+PS | Referral | 27d | 3 stakeholders | new CMO hired | $11k/mo
Cedarline | DTC home | 90 emp | $14M rev | SEO | Inbound | 32d | 2 stakeholders | flat traffic | $6.4k/mo
Bramble | DTC food | 70 emp | $10M rev | SEO | Referral | 24d | 2 stakeholders | new CMO hired | $5.8k/mo
Example output
Trait table:
1. DTC consumer brand — 100% (all 5). 2. 60–120 employees — 100%. 3. $9M–$22M revenue — 100%. 4. SEO is the lead service — 100%. 5. 2-3 stakeholder buying group — 100%. Emerging: new-CMO trigger appears in 60% (FitGear, Solavida, Bramble) — confirm with more data.

Ideal won-deal profile: A DTC consumer brand doing $9M–$22M in revenue with 60–120 employees, where SEO is the primary growth lever and the buying group is a 2-3 person team led by a CMO (bonus if they joined in the last 6 months). Cycle is short — under 30 days — and these deals usually come warm via referral, so SDRs should prioritize referral partner activation in this segment over cold outbound.
Pro tips
  • If a trait shows up in 100% of wins, double-check your data isn't filtered too tightly — that's often the cause.
  • The "trigger event" column is the highest-leverage one for outbound — invest in capturing it cleanly.
  • Feed the resulting profile straight into ZoomInfo/Apollo filters for a same-day prospecting list refresh.
Works with
ClaudeChatGPTGemini
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