THE PLAYBOOKS / AI RESEARCH

Lost-deal evidence ledger

Keep customer statements, staff interpretations, and unknowns distinct. Work from your own evidence; fictional examples are optional. Do not enter confidential records.

01Decision, time period, eligible opportunities, and exclusions

Use de-identified evidence IDs; keep confidential records in approved systems.

02Approved tool/data handling and human reviewer

Use de-identified evidence IDs; keep confidential records in approved systems.

03Deal ID ____ Evidence ID ____ Source type ____ Date ____

Use de-identified evidence IDs; keep confidential records in approved systems.

04Outcome: won / lost / pending / unknown

Use de-identified evidence IDs; keep confidential records in approved systems.

05Exact excerpt and location of original record

Use de-identified evidence IDs; keep confidential records in approved systems.

06Tentative theme supported by the excerpt

Use de-identified evidence IDs; keep confidential records in approved systems.

07Contradictory evidence or alternative explanation

Use de-identified evidence IDs; keep confidential records in approved systems.

08Unique deals with theme ____ reviewed deals ____

Use de-identified evidence IDs; keep confidential records in approved systems.

09Question about actual behavior that could change our view

Use de-identified evidence IDs; keep confidential records in approved systems.

10Proposed response, evidence needed, and owner

Use de-identified evidence IDs; keep confidential records in approved systems.

11Time saved by AI minus preparation and verification time

Use de-identified evidence IDs; keep confidential records in approved systems.

12Review result: unsupported claims, missed themes, next change

Use de-identified evidence IDs; keep confidential records in approved systems.

Notes are yours; example answers are hypothetical. Field completion does not validate a plan.

PUT YOUR NOTES TO WORK

Verify one pattern against the source evidence.

Choose one proposed theme and read the supporting source material. Keep direct customer statements separate from interpretations.
Look for contradictory evidence and missing context. Remove unsupported explanations, even when they sound plausible.
Choose one follow-up question or small offer experiment. Track whether new evidence supports the hypothesis before changing your wider strategy.

WORK THROUGH IT WITH ASHLEY

Want a second pair of eyes?

Have a pile of lost-deal notes but no clear next decision? Bring a de-identified summary and one business question to a free 15-minute fit call.

Book a free 15-minute fit call

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The call checks fit. Any paid review or implementation is scoped and priced before you commit. Your worksheet notes are not sent when you follow these links.