Win-rate forensics for B2B revenue teams

Your CRM says you lost on price.
Find out what your data really says.

A 60 day services engagement inside your RevOps team. We connect your CRM, calls, email and Slack inside your own cloud, count what separates your wins from your losses. Your team runs it by day 60 and keeps everything we build, on the AI license you already pay for.

60 days, fixed feeYours to keep
Win/loss analysis · 2:10 walkthrough

Win/loss analysis that counts every deal you closed.

Most win/loss programs run on a dropdown of loss reasons and a handful of buyer interviews. Rev-Lens joins the calls, email, Slack threads and CRM history behind every closed deal, then counts which patterns separate your wins from your losses.

Shown on anonymised deal data. Names are changed. No customer is identified.

Two minutes, from the raw material to the findings: twelve months of closed deals and the calls recorded against them, then why deals were lost, why the won ones were won, and what is sitting in the live pipeline right now. The example comes from a real engagement.

01

The loss reason was picked at close, under time pressure.

A rep chooses a dropdown at close, under time pressure, about a deal they just lost. Price wins that vote because nobody argues with it. Treat the field as a hypothesis to test, not a finding.

02

Interviews tell you what buyers say. Deal data shows what your team did.

Buyer interviews are worth doing, but you get a few a quarter and they skew toward buyers willing to talk. Behaviors like late discounting, descoping or a missing executive sponsor sit in your own records for every deal. Start with the source that covers all of them.

03

A finding without a denominator is an anecdote.

"We keep losing to the same competitor" means little until you know how many deals, out of how many, and what happened in the ones you won. Every finding we deliver carries the count and the source records behind it, so your team can check it rather than take it on trust.

04

A win/loss report without an owner gets read once.

Each finding comes with a recommended action, a named owner and a time frame. The goal is a change in this quarter's plan, not a slide for next year's offsite. By day 60 your RevOps team runs the analysis themselves.

The evidence

The truth about a deal is spread across five systems. The CRM holds the least of it.

What the CRM recorded

Closed lost. Reason: Price.

Stage, amount, close date, and whatever a rep had time to type. It is the field your forecast, your board deck and your comp plan all read.

What actually happened

The team downsized the configuration to fit the budget and communicated it in Slack. The buyer then downloaded the competitive comparison document from your website and went quiet.

Said on a pricing call, agreed in an internal thread, sent as a revised quote. None of it reached a system of record.

CRM
Opportunity openedabove $50KAmount revised downno reason setClosed lostreason: price
Recorded calls
Budget ceiling stateddiscoveryConfiguration removed to fitpricing call
Email
Revised quote sentreduced scopeThread goes quiet21 days
Slack / Teams
Internal descope agreednever reaches CRM
Website visits
Viewed configuration pagespre-callCompetitive comparison downloadedlate stageVisits stoppost-download
Action
Change the tactic on budget-constrained deals, or defocus them fast. Owner: sales management, to inspect these deals and coach the reps. This quarter.

How many of the deals in your pipeline share this pattern right now?

Read Case 01 in full →
Why it's different

Agents can reach your systems one question at a time. Counting your GTM execution across every deal is a different job.

The agents in your stack flag which deal is at risk, one deal at a time. Rev-Lens joins every opportunity in your history and shows which behaviors across your GTM process are associated with winning and losing.

In-app agent + MCP "What happened on this deal?"
CRMCALLSEMAILSLACK / TEAMSWEBSITEIN-APP AGENTThis deal onlyOTHER DEALS: NOT READ
Rev-Lens data lake "Which deals share the losing pattern, and how many?"
CRMCALLSEMAILSLACK / TEAMSWEBSITEJOINED DATA LAKEEVERY DEAL READ11 OF 30 SHARE A PATTERN

We work with what you run. Keep Gong for coaching, Salesforce for the record and your LLM for daily work; we join their history inside your infrastructure.

SalesforceHubSpotGongSalesloftZoomGmail · OutlookSlack · TeamsSnowflakeDatabricksBigQueryClaudeChatGPT EnterpriseAzure OpenAI
Read the white paper: Reach Is Not Analysis →
Who brings us in

Five leaders. One set of deals. One answer.

Built for B2B revenue teams with a working RevOps function and at least 80 closed deals in the period. Most have already tried pointing AI at their data and want the version that counts.

Sales leadership
"Where and how do we actually win?"
You get: the winning and losing deal patterns, with the calls behind them.
Marketing leadership
"Which pipeline turns into revenue?"
You get: source-to-close evidence your CFO can check.
Product leadership
"Is the market hearing what we built?"
You get: feature gaps priced in open pipeline.
Revenue operations
"Every cross-system question lands in my queue."
You get: the join you never had time to build, in your warehouse, and the training to run and extend it yourself.
CEO · Operating partner
"Three executives, three dashboards."
You get: one answer, with owners, before the next plan is set.
How it runs

60 days. Findings by day 50. Your team running it by day 60.

Week 1

Questions and access

Agree three questions and the sources that can answer them. The 60 day clock starts once access is in place; most of the setup work is ours.

Day 30

Go or no-go

Calls, email, threads and CRM history joined to the same deals, inside your infrastructure. We show you whether your data can answer the questions. If it can't, we stop there.

Day 50

Findings with owners

A prioritized set of findings, each counted across your deals, traceable to its source records, with a recommended action and a named owner. Challenge any of them.

Day 60

Your team runs it

Your RevOps team reruns a finding without us. Then you decide whether you want more help. Everything we built stays with you either way.

Everything we build is yours to keep: the joined dataset in your warehouse, the agents on your LLM license, and the findings with their owners.

See the full 60 day scope →

Your data stays where it is.

  • Access scoped to the sources you name
  • Built inside your infrastructure, not ours
  • Never pooled with another customer's data
  • Never used to train models
  • No platform license, no platform change
  • Terms in writing before access is granted
Who owns what, for your IT and security team →
Straight answers

What buyers ask on the first call.

We already pay for Gong. Isn't this what it does?

Gong is excellent at calls, coaching and deal-level insight, and its agents can now pull context from other systems through MCP. But they work one opportunity at a time, in Gong's cloud, and they don't count patterns across your pipeline. We use Gong's export as one of our inputs. You keep Gong. For the longer version, see how Rev-Lens compares to conversation intelligence, forecasting and win-loss research firms.

Couldn't we just point Claude or ChatGPT at our systems?

For a question about one deal, yes, and you should. For a question about 400 deals over a year, connectors return summaries one call at a time, with rate limits and no join between systems. You get a cited answer, not a counted one. We build the joined dataset so your LLM can count, and you keep it.

How is it priced?

A fixed fee for the 60 days, agreed in writing before any access and set by scope: the questions and the sources. Not by company size or seat count. If the day 30 check shows your data can't answer the questions, we stop there.

What will we pay for besides the engagement?

Your own cloud storage and model usage, billed to your accounts as they are today. We don't resell infrastructure or mark up compute. We'll check on the first call that your model license includes API access, because many chat subscriptions don't.

How far back do you look?

Usually six months of closed deals for sales cycles of 30 to 45 days, and twelve months for longer cycles, depending on what your systems hold.

What if our data can't answer the question?

We'll tell you on the first call if we can see it. If it only shows up once the data is joined, the day 30 check catches it: we stop there.

When does the 60 day clock start?

When access is in place. Security reviews and approvals sit on your side, so we don't let them eat into the work. Most of the setup is ours.

Who needs to be involved on our side?

One executive sponsor, one RevOps or data contact to grant access, and an hour from each leader whose question is in scope. We don't need rep time.

What does our security team need to know?

Access limited to the sources you name, a governed copy inside your own cloud account, your licensed model, no pooling, no training. We put the specifics in writing before any access is granted. The detail is in who owns what.

What happens at day 60?

Everything we built stays with you: the data lake, the agents and a runbook, with your RevOps team trained to run them. Then you decide whether you want more help. If you do, it's month to month: regular reads and tuning, or new questions and sources. No long-term contract.

Start here

Bring the one question your stack can't answer.

A 30-minute call. We'll check whether your data can support the question. If it can't, we'll say so.

Case studies, white papers and the podcast: Resources →

We take on a small number of engagements each quarter, so each one gets the founders' time.

  • What you'll get: a yes or no on feasibility, and the sources it needs
  • What it won't be: a demo, a license, a platform change
  • Who you'll talk to: the founder