Review your team’s wins and losses.

It is a Trig agent set up to show why your sales team won and lost deals each quarter. Agents can be fully customized to work based on your own unique win-loss signals, conditions, and situations. In this configuration, the agent runs in the first week after each quarter closes, with a monthly tally on the first working day of each month. The agent sorts every closed deal by reason, sets the recorded reason beside the customer’s words, and drafts findings for other teams.

Agents can be configured to compare the reason recorded in the CRM with what the customer said on calls and in emails. In this template, reasons come from your team’s own list or a default list, such as price or budget, missing capability, or competitor chosen. A deal with no recorded reason and no customer words is marked unstated. Patterns are compared only when each side has at least five deals, and a competitor counts only when a customer named it.

In this template, the agent is configured to deliver a quarterly review of the closed deals that meet your targeting conditions. It opens with deals closed by outcome and the win rate by count and value. Then it groups deals by reason, shows each competitor’s record and the capabilities that cost deals in customers’ words, and lists findings for Product, Marketing, Enablement, and the sales process owner. It ends with a blank section, one prompt per finding, for the changes you decide on.

No. Trig never contacts customers directly without express approval, which is controlled at the code level. In this template, the agent reads closed deals and never names, ranks, or judges an account manager, even when it cites an internal message. It never invents a quote or a reason, and it gives Product’s roadmap only as Product’s plan, never as a promise.

The deals your team closed in the quarter, with amount, close date, lead source, competitor, and recorded reason. Call transcripts, customer emails, competitor notes, your team’s reason list, and Product’s roadmap add useful additional context where available. In Trig, you choose which connected sources agents can read, and you approve whether each assignment may send messages or update records before it runs.

Yes. A template sets up the assignment: what to produce, which accounts it covers, when it runs, and which tools it can use. You review the plan before it runs, and you can edit its instructions, accounts, recipients, or timing at any time, or pause it.

A few clicks. Once the tools it reads from are connected to Trig, you can set up this template almost instantly, review its plan, and the agent starts work on your team’s closed deals.