kenny589/gtm-flywheel/deal-patterns

CLOSED-WON ANALYSIS: {{N}} deals
 
Company Size Distribution:
| Size Bucket | Deals Won | % of Wins | Avg Deal Size | Avg Cycle (days) |
|------------|-----------|-----------|---------------|-----------------|
| 1-50 emp | __ | __% | $__ | __ |
| 51-200 emp | __ | __% | $__ | __ |
| 201-500 emp | __ | __% | $__ | __ |
| 501-1000 emp | __ | __% | $__ | __ |
| 1000+ emp | __ | __% | $__ | __ |
 
Sweet spot: {{size range with highest win concentration and best unit economics}}

Channel Performance:
| Channel | Deals Won | Avg Deal Size | Avg Cycle | Win Rate | Revenue |
|---------|-----------|---------------|-----------|----------|---------|
| Outbound (cold) | __ | $__ | __ days | __% | $__ |
| Inbound (content/SEO) | __ | $__ | __ days | __% | $__ |
| Referral | __ | $__ | __ days | __% | $__ |
| Events/conferences | __ | $__ | __ days | __% | $__ |
| Partner | __ | $__ | __ days | __% | $__ |
 
Best channel by revenue: ___
Best channel by win rate: ___
Best channel by speed: ___

What triggered the winning deals:
| Trigger | Frequency | Avg Deal Size | Avg Cycle |
|---------|-----------|---------------|-----------|
| ___ | __% | $__ | __ days |
| ___ | __% | $__ | __ days |
| ___ | __% | $__ | __ days |
 
Insight: {{which triggers predict the largest, fastest deals}}

Who championed the winning deals:
| Champion Title | Frequency | Avg Deal Size | Avg Cycle | Win Rate |
|---------------|-----------|---------------|-----------|----------|
| ___ | __% | $__ | __ days | __% |
| ___ | __% | $__ | __ days | __% |
| ___ | __% | $__ | __ days | __% |
 
Best champion: {{title that leads to the highest win rate and largest deals}}

| Loss Reason | Frequency | Avg Deal Size | Stage Lost | Could Have Prevented? |
|------------|-----------|---------------|-----------|---------------------|
| Went with competitor | __% | $__ | ___ | Y/N — How: ___ |
| No decision / status quo | __% | $__ | ___ | Y/N — How: ___ |
| Budget not approved | __% | $__ | ___ | Y/N — How: ___ |
| Timing — pushed to next quarter | __% | $__ | ___ | Y/N — How: ___ |
| Champion left the company | __% | $__ | ___ | Y/N — How: ___ |
| Requirements changed | __% | $__ | ___ | Y/N — How: ___ |

SPEED ANALYSIS:
 
Deals that closed in < 30 days:
- Common traits: ___
- Avg committee size: ___
- Typical trigger: ___
- Champion title: ___
 
Deals that took 90+ days:
- Common traits: ___
- Avg committee size: ___
- Typical friction point: ___
- What slowed them down: ___
 
Speed accelerators:
1. {{factor that correlates with faster closes}}
2. {{factor}}
3. {{factor}}
 
Speed killers:
1. {{factor that correlates with slower closes}}
2. {{factor}}
3. {{factor}}

DEAL SIZE ANALYSIS:
 
Deals > ${{threshold}} (top quartile):
- Company size: ___
- Industry: ___
- Champion title: ___
- Trigger: ___
- Average number of stakeholders: ___
 
Deals < ${{threshold}} (bottom quartile):
- Company size: ___
- Industry: ___
- Champion title: ___
- Trigger: ___
- Average number of stakeholders: ___
 
What correlates with larger deals:
1. ___
2. ___
3. ___

THE IDEAL DEAL PROFILE
 
Company:
- Size: {{range}}
- Industry: {{verticals}}
- Stage: {{growth stage}}
- Trigger: {{what happened}}
 
Stakeholders:
- Champion: {{title}} — enters at {{stage}}
- Economic buyer: {{title}} — enters at {{stage}}
- Committee size: {{number}}
 
Deal characteristics:
- Expected size: ${{range}}
- Expected cycle: {{days}} days
- Source channel: {{channel}}
- Number of touches to close: {{range}}
 
Red flags (walk away if):
- {{red flag 1}}
- {{red flag 2}}
- {{red flag 3}}
 
Green flags (accelerate if):
- {{green flag 1}}
- {{green flag 2}}
- {{green flag 3}}

# Deal Pattern Report
# Period: {{date_range}}
# Deals Analyzed: {{won}} won, {{lost}} lost
# Analyst: {{name}}
 
## Key Findings
 
### The Ideal Deal Looks Like:
{{1-2 sentence summary of the ideal deal profile}}
 
### Top 3 Win Predictors:
1. {{predictor}} — {{evidence}}
2. {{predictor}} — {{evidence}}
3. {{predictor}} — {{evidence}}
 
### Top 3 Loss Predictors:
1. {{predictor}} — {{evidence}}
2. {{predictor}} — {{evidence}}
3. {{predictor}} — {{evidence}}
 
### Recommended Changes
| Area | Current | Recommended | Expected Impact |
|------|---------|-------------|----------------|
| Targeting | ___ | ___ | ___ |
| Qualification | ___ | ___ | ___ |
| Messaging | ___ | ___ | ___ |
| Process | ___ | ___ | ___ |