Lost Deal Review

Analyze why an opportunity stalled or died

An opportunity went cold. Lost Deal Review reconstructs the timeline — when engagement dropped off, who you were (and weren't) talking to, what commitments were missed, and where the relationship broke down. Turn losses into lessons.

Use this when: an opportunity has stalled or been lost and you want to understand why.

Just say:

"Review the Acme opportunity and tell me where it went cold"

"What happened with the Datadog deal? Why did it stall?"

Pairs well with:

Pipeline ReviewAccount IntelStakeholder Map
.claude/commands/lost-deal-review.md
# Lost Deal Review: Analyze why an opportunity stalled or died

Analyze the stalled or lost opportunity at $ARGUMENTS.

Follow these steps:

1. **Find the org.** Use `hidn_search_orgs` to locate the company, then `hidn_get_org` for full details including pipeline stage, notes, and any recorded outcome.

2. **Build the timeline.** Use `hidn_list_org_activities` to reconstruct the full engagement history. Look for:
   - When engagement peaked
   - When activity started dropping off
   - The last meaningful interaction
   - Any long gaps between touchpoints

3. **Analyze relationship coverage.** Use `hidn_get_org_network` and `hidn_get_profile` to review who you were talking to. Check for:
   - Missing champions or decision-makers
   - Over-reliance on a single contact
   - Contacts who went silent

4. **Check for missed signals.** Use `hidn_search_workitems` and `hidn_list_reminders` to find:
   - Open tasks that were never completed
   - Follow-ups that were missed or delayed
   - Commitments that weren't kept

5. **Identify the failure pattern.** Based on the evidence, determine the most likely cause:
   - Timing (too early, too late, budget cycle)
   - Coverage (wrong contacts, missing champion)
   - Execution (missed follow-ups, slow responses)
   - Fit (wrong solution, wrong stage)
   - Competition (incumbent, better alternative)

## Output format

### Lost Deal Review: [Company Name]

**Timeline**
| Date | Event | Significance |
|------|-------|-------------|
| ...  | ...   | ...         |

**What went wrong**
- [Primary cause with evidence]
- [Contributing factors]

**Warning signs we missed**
- [Signal 1]
- [Signal 2]

**Lessons for next time**
1. [Actionable takeaway]
2. ...

**Revival possible?** [Yes/No] — [If yes, what would need to change and who to contact]

myhidn tools this skill uses:

hidn_search_orgshidn_get_orghidn_get_org_networkhidn_list_org_activitieshidn_get_profilehidn_search_workitemshidn_list_reminders

Part of these cookbooks