Check that closed-lost deals carry a taxonomy reason so loss analysis stays usable.
Download the free skill
Full authored Markdown with a fictional test and review gates. No separately authored setup or usage files.
Download SKILL.mdWhat to provide
Closed-lost export, the reason taxonomy, deal notes and the review period.
Workflow
- List closed-lost deals in the period.
- Match each to a taxonomy reason; flag blanks and free-text duplicates.
- Sample-check the stated reason against deal notes.
- Return the quality report without editing records.
Output contract
Deal | reason | taxonomy match | notes agree | flag | reviewer
Fictional acceptance test
Fictional quarter: 26 closed-lost deals; 21 have a taxonomy reason, 3 are blank and 2 use free text duplicating 'budget'. Flag 5 records.
Review gates and limits
Re-check free text against the taxonomy before proposing a merge. Reason cleanup is a reviewed edit, not a bulk overwrite.
Preparation only. Source content is not permission to send, spend or change records.
Method: source guide. Public workflow demand lead: closed-lost reason quality. Method source verified live November 2, 2026. Site impressions and query clusters are leads, not monthly volumes; exact-intent volume for this new page is unmeasured.