Home · Selling & quotes · Record why a deal was won or lost
Each closed deal has a reason note that quotes what the buyer actually said.
Specification only. SME Automation does not build, support or troubleshoot implementations; use your own team, an AI agent or an implementer.
Loading the outline…
A deal is moved to closed won or closed lost Nothing is sent yet.
A draft is made from the last email or call note. A person reads it before it goes anywhere.
A person keeps the accepted text on the page.
Use ChatGPT to record why a deal was won or lost
Each closed deal has a reason note that quotes what the buyer actually said.
A closed deal, then a reason draft, then the note.
Checking your account…
The outline above is public. The specification — setup, prerequisites, settings, prompts, mappings, tests, and failure handling — needs a free account.
Free during launch. There is no charge and no monthly limit.
Create a free account