Deal Review Agent
Every closed deal investigated. Automatically.
Most deal reviews never happen. The Deal Review Agent runs on every closed deal, the moment it closes. It pulls every signal, resolves contradictions, and tells you what actually happened.
How It's Different
Not a summary.
An investigation.
There is a difference between an AI that reads your CRM and one that questions it.
Loss reason: PricingWhat It Investigates
On every deal. Every time. Without being asked.
Exec Summary
Meridian Health selected Frontline by Ormandy over Hindsight despite an active evaluation. The $240K ARR deal was lost primarily due to a perceived integration gap with their existing QuickBooks Online setup and concerns about migration risk. The rep marked loss reason as 'pricing' in Salesforce — buyer interviews revealed integration confidence was the real driver.
Decision Drivers
Buyer cited the absence of a native QuickBooks connector as the deciding factor. Three separate calls referenced it unprompted.
Champion flagged the complexity of migrating existing job history. No migration playbook was presented during evaluation.
Ormandy had a two-year relationship with the IT lead. Switching cost was perceived as high even before the demo.
Mentioned once in email. CRM recorded this as the primary loss reason — interviews do not support that conclusion.
Timeline pressure and procurement cycle length contributed marginally.
Scorecard
Competitors
Frontline by Ormandy
WinnerSelected. Had incumbent advantage and a native QuickBooks integration. Positioning focused on low-friction migration.
Manual processes
EvaluatedStatus quo was considered briefly. Dismissed early — not a real competitive threat in this deal.
Features
QuickBooks Integration
Gap3Buyer required a native connector. Hindsight does not have one — this was the deal's turning point.
Service Workflow Automation
Love2Buyer was impressed by the automation demo. Not enough to overcome the integration concern.
Job & Project Management
Request2Buyer asked whether job-level deal tracking was on the roadmap. Rep did not have an answer.
Answers
Decision Maker
Persona
IT Decision MakerPrimary Needs
Native integrations with existing finance and operations stack. Low-friction onboarding with minimal disruption to active service workflows. Confidence in vendor support during migration.
Decision Drivers
What actually moved the buyer's decision. Each driver labeled, explained, and scored. No more one-word loss reasons.
Competitors
Every competitor that touched the deal and how you did. Tagged by type: incumbent, primary, secondary. Tagged by outcome: selected, evaluated, mentioned.
Features
Features that impacted the decision. Labeled by type: gap, request, love, confusion, competitive comparison. Great for product roadmapping.
Deal Metrics
Multi-demnsional scorecard across product fit, competitive position, pricing fit, sales execution, relationship, and more. Tied to your rubrics.
Exec Summary
One clean narrative that ties it all together. The full deal story in plain language — what happened, why, and what would have changed the outcome.
Custom Answers
Any prompt you want to run, any output schema. Ask it to score a deal against your own rubric, extract a specific fact, or fill a field your team cares about. Maps directly to CRM fields on close.
Reasoning Chain
Every conclusion is verifiable.
See exactly what was checked, what was found, and how confident the agent is. Low confidence triggers the Win-Loss Interview Agent automatically.
CRM field: “Loss reason: Pricing”
3 calls reviewed. Pricing: 1 mention. Email negotiation: none.
QuickBooks integration gap: 6× across 3 calls.
Pricing: LOW · Integration gap: HIGH · Buyer interview triggered
The Output
The output every team can use.
For your CRM
Verified data written back to your CRM for critical win-loss, competitive, and product data.
For your dashboards
Structured fields mapped to your labels. Feeds tabular data and metrics automatically.
For your AI tools
A verified markdown deal record. Clean inputs for every workflow built on top.
Customization
Built for your workflow. Not ours.
Lowest
Missed key opportunities, poor communication
Average
Met basic expectations, standard process
Highest
Exceptional process, perfect timing
Custom fields
Fill CRM dispositions, tag personas, score deals against your own rubrics. Any field, any schema.
Your labels
Map competitors, drivers, and features to your own taxonomy. The agent learns your language.