win-loss-review
Installation
SKILL.md
Win-loss review
State: to-be-approved. Deploy-verified against a live workspace: not yet. Treat Done when
below as the acceptance test and review cargo-ai cdk plan before deploying. Make no outcome claim
for this skill until it is approved.
The outcome
What the CRM knows about who buys and who does not stops living in a report nobody reopens. Once a month one agent runs, and two things land in your repository:
- The context files. On the first pass the agent verifies
icp/against what separates won from lost and names a disqualifier; it writes datedinsight/files in three buckets (who we talk to, where we win, where we lose), every count with its denominator;objection/files from lost reasons where the CRM records them; and aclient/file per closed-won account. Every month after, it appends what the new deals say and edits nothing that exists. - The run record.
outputs/<date>-win-loss-review/README.mdholds every query's result, counts and ids only, so every[R: <query>]tag in the context files points somewhere a reader can check. Its date is where next month starts.