Win-Loss Forensics: Use AI to Decode Why You Lose Deals and Fix Your Sales Process

Most technology advisors treat lost deals as one-offs or bad luck. This episode flips that mindset: every lost opportunity is a data point you can mine for repeatable improvements. Bob interviews AI automation expert Alex Ramariz to walk through a lean, repeatable win-loss forensics workflow an advisor can run in under an hour. Youll learn what data to pull from your CRM and call recordings, how to feed it into an AI model safely, how to read the root-cause signals (pricing, timeline, stakeholder mismatch, demo gaps), and three prioritized fixes you can deploy immediately. The goal is practical: teach something real, solve a problem you face (why deals slip away), and give one concrete action to move your pipeline forward. No heavy engineering, no consultants—just templates, prompts, and a repeatable playbook every advisor can use this week.