# Lost-deal evidence ledger Outcome Driven ยท Ashley Kays Rabbitt Keep customer statements, staff interpretations, and unknowns distinct. Work from your own evidence; fictional examples are optional. Do not enter confidential records. ## 1. Decision, time period, eligible opportunities, and exclusions Use de-identified evidence IDs; keep confidential records in approved systems. [Your notes] ## 2. Approved tool/data handling and human reviewer Use de-identified evidence IDs; keep confidential records in approved systems. [Your notes] ## 3. Deal ID ____ Evidence ID ____ Source type ____ Date ____ Use de-identified evidence IDs; keep confidential records in approved systems. [Your notes] ## 4. Outcome: won / lost / pending / unknown Use de-identified evidence IDs; keep confidential records in approved systems. [Your notes] ## 5. Exact excerpt and location of original record Use de-identified evidence IDs; keep confidential records in approved systems. [Your notes] ## 6. Tentative theme supported by the excerpt Use de-identified evidence IDs; keep confidential records in approved systems. [Your notes] ## 7. Contradictory evidence or alternative explanation Use de-identified evidence IDs; keep confidential records in approved systems. [Your notes] ## 8. Unique deals with theme ____ reviewed deals ____ Use de-identified evidence IDs; keep confidential records in approved systems. [Your notes] ## 9. Question about actual behavior that could change our view Use de-identified evidence IDs; keep confidential records in approved systems. [Your notes] ## 10. Proposed response, evidence needed, and owner Use de-identified evidence IDs; keep confidential records in approved systems. [Your notes] ## 11. Time saved by AI minus preparation and verification time Use de-identified evidence IDs; keep confidential records in approved systems. [Your notes] ## 12. Review result: unsupported claims, missed themes, next change Use de-identified evidence IDs; keep confidential records in approved systems. [Your notes]