Learn why you lose to each competitor

When a deal closes lost, AI reads the loss reason and notes, records which competitor won and why, saves the account to a lost-to-competitor audience, and posts the reason to Slack.

Use this workflowHow it works

5 stepsEach lost deal

The workflow diagram

Learn why you lose to each competitor: workflow diagramThe 5 steps of this workflow, from its trigger to the final step.When a deal moves to closed lost. OutreachBWWHENTRIGGERWhen a deal moves toclosed lostOutreachRead the loss reason. Waits and logicBWTHENRead the loss reasonWaits and logicRecord the competitor and reason. Audiences and recordsBWTHENRecord the competitor andreasonAudiences and recordsLost to a competitor?Lost to acompetitor?Save to the lost-to-competitor audience. Audiences and recordsBWTHENSave to thelost-to-competitor…Audiences and recordsPost the reason to Slack. IntegrationsINTHENPost the reason to SlackIntegrationsThis path stops hereThis path stops hereYesNo
This is the workflow BrandWell builds on your canvas when you add it. You can change any step.

What this workflow does

When a deal closes lost, AI reads the loss reason and notes, records which competitor won and why, saves the account to a lost-to-competitor audience, and posts the reason to Slack.

Why it works. Loss reasons collected every time, by competitor, show which objection to fix first and which accounts to win back later.

Runs on its own. It only updates records and posts to your team.

How it works

It starts: When a deal moves to closed lost.

  1. 1

    Read the loss reason

    AIMEE classifies, extracts or writes using your instruction.

  2. 2

    Record the competitor and reason

    Saves what was found onto the record.

  3. 3

    Lost to a competitor?

    If yes, it goes on to "Save to the lost-to-competitor audience". If no, it stops for that person.

  4. 4

    Save to the lost-to-competitor audience

    Saves the people to an audience you can use anywhere.

  5. 5

    Post the reason to Slack

    Posts a message to your team chat.

What you need

  • Outreach in your BrandWell plan
  • Your CRM
  • Slack

What it costs

Uses what is already in your plan. Nothing is charged per result.

  • Assumes Outreach is already enabled in your plan. Subscription fees are separate.
  • Execution estimates are not a total campaign price. External tool subscriptions, model usage, advertising spend and delivery costs are separate unless explicitly itemized.

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