Win/Loss Analyst
Reads every pitch, every lost deal, every won deal — and tells you exactly which methodology slides keep landing.
Every lost pitch costs the firm days of unbilled partner time. The post-mortem is a partner meeting where everyone has a theory and nobody has the data. Six months later you're losing the same pitches for the same reasons because the lessons stayed in someone's head.
The Win/Loss Analyst reads your proposal decks, the meeting recordings, the email threads, and the eventual decision — and surfaces the patterns. Which methodology slides land. Which references close deals. Which sectors fit and which don't. The partner team gets a quarterly read on what's actually working.
After two quarters of pattern application
From learning faster what not to pitch
- → Proposal decks and submitted RFPs
- → Meeting recordings and call notes
- → Email threads with prospects
- → Final outcome (won / lost / no-decision) with stated reasons
- → Quarterly win/loss pattern report
- → Methodology-slide effectiveness scorecard
- → Sector-fit recommendations
- → Reference-library hit-rate dashboard
Common questions about the Analyst.
What does the Analyst Agent do?
+
The Win/Loss Analyst reads your proposal decks, the meeting recordings, the email threads, and the eventual decision — and surfaces the patterns. Which methodology slides land. Which references close deals. Which sectors fit and which don't. The partner team gets a quarterly read on what's actually working.
Who is this agent built for?
+
The Analyst Agent is built for Managing Partners, BD Leads, Practice Heads at boutique consulting firms. You have an AI mandate, partner-level alignment, and a 90-day window to show results.
How long does it take?
+
6–8 weeks to production. Yours forever — full ownership, no recurring fees. We agree the scope and the timeline on the contract before we start.
What technology stack does it use?
+
The Analyst Agent integrates with: Your CRM, Claude / OpenAI, Gong / Otter (call recordings), Notion / Confluence. We're tool-agnostic — we work in your existing stack. The agent is the deliverable, not the model.
Other agents we build.
Proposal Generator
Turns every qualified visitor into a bespoke proposal a Managing Partner can sign in 20 minutes. Same day, not next week.
BRAND · THOUGHT LEADERSHIPPartner POV Drafter
Drafts your partners' published POVs in their actual voice. Approval-gated. Sourced. On a cadence the partner doesn't have to maintain.
ACCOUNT MANAGEMENT · EXPANSIONQBR Synthesizer
Every bi-weekly recap, every QBR, every expansion narrative — assembled from live data, ready when the partner walks in.
MARKET INTELLIGENCESector Trend Monitor
Watches the sector your firm sells into. Tells your partners what's moving — with the source, the date, and the slide-ready takeaway.
BD · OPSPitch Gap Scorer
Scores every inbound opportunity against your firm's actual win profile. Tells you which to chase — and which will cost partner time you won't get back.
Start with the free call.
30 minutes. No deck. No follow-up sequence. We listen, we diagnose, you leave with a point of view. If we can help, we'll tell you. If we can't, we'll tell you that too.