Table of contents
applicable Roles
RevOps
Sales Enablement
CX Ops
Sales Managers
Sales Enablement
CX Ops
Sales Managers
Post-Opp Touchpoint Summary
Understand how engagement after opportunity creation differs between Closed Won and Closed Lost deals to pinpoint success patterns or friction.
Prompt
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Petavue, please analyze every opportunity closed (won or lost) in the past 180 days and deliver:
1. Engagement Timeline
- List all GTM touchpoints logged between each opportunity’s creation date and its close date.
2. Segment Performance
- Separate into Closed Won and Closed Lost groups.
3. Key Metrics
- Average Post-Creation Touchpoints per opportunity (Won vs. Lost)
- Top 5 Engagement Types after opportunity creation (e.g., collateral views, sales emails, demo follow-ups, webinars)
- Average Time to Close (creation → close) for Won vs. Lost
4. Comparative Insights
- Highlight differences in the volume, type, and timing of engagements between Won and Lost deals.
5. Process Breakdowns
- Flag any opportunities with zero post-creation touchpoints for potential follow-up gaps.
Follow-up Prompts
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Based on the post-Opp engagement analysis of Closed Won vs Closed Lost deals:
1. Recommend specific actions to replicate high-engagement patterns seen in Closed Won Opps using:
- Email, Outreach, or Slack for follow-ups
- HubSpot or Salesforce for automating sequences, reminders, or collateral sharing
2. For Opps showing low/no post-Opp activity before loss, suggest:
- Slack alerts to account owners
- Auto-enroll in Outreach sequences or trigger task reminders via Salesforce or HubSpot
3. Identify active Opps today that are following the Lost path pattern, and recommend immediate intervention
Action Prompt
What This Prompt Does
This prompt analyzes GTM engagement activity that occurs after opportunity creation but before deal close. It compares post-Opp touchpoints across Closed Won and Closed Lost deals to uncover patterns that correlate with success or breakdown. The output highlights metrics such as number of engagements, time to close, and top touchpoint types. It also flags silent opportunities with no follow-up as potential process failures. These insights help teams refine mid-funnel sales motions and reduce hidden risk.
Strategic Impact
Post-Opp engagement is a critical but often overlooked driver of deal outcomes. This prompt brings clarity to what winning reps are doing differently after pipeline entry and helps sales leaders coach with data.
Business outcomes:
→ Increases win rates by replicating high-engagement sales behavior
→ Reduces cycle times with better pacing and follow-through
→ Flags silent Opps early to prevent unmanaged pipeline decay
→ Improves forecast reliability by tying stage progression to real activity