About
Uses your won and lost deals to describe firmographics, triggers and disqualifiers. The result is a filter your team can apply in the CRM, not a persona poster.
How to use
Export the last 50 closed deals and ask for the pattern behind the wins and the losses separately.
Step by step
- 01
Export the deals
Pull won and lost deals with industry, size and use case fields.
- 02
Separate the patterns
Ask for win patterns and loss patterns as two distinct outputs.
- 03
Write the filter
Turn the pattern into CRM-ready criteria and disqualifiers.
What you get
ICP criteria
Disqualifier list
CRM filter definition