Win Capture Loop — Deal Learning Workflow

What this workflow produces: A structured win capture document extracting the key success factors from a closed-won deal for playbook use.

  1. Step 1 — Document the win

    Summarize the deal: size, vertical, buying committee, decision timeline, competitors, and what ultimately drove the decision.

  2. Step 2 — Run the Win Capture prompt

    Prompt: "Extract the repeatable win pattern from this deal: what discovery questions unlocked the deal, what proof point was most compelling, what objection handling was decisive."

  3. Step 3 — Add to win library

    Paste the win capture into your team's shared win/loss library in Notion or Confluence.

  4. Step 4 — Brief the team

    Share the pattern in your next team meeting. Identify which elements can be systematized in the playbook.