Win Rate Memory, for win centers and big-deals teams

An intelligence layer built from what your pursuit teams learned on every large deal, and your Copilot answers from it.

We interview your pursuit team after every large deal, send you a monthly debrief, and build a memory bank your team queries from Copilot, with the answers ready to import into your CRM and your RFP library.

See the six-week pilot   How it works

Why did we lose the banking bid?

From your memory bank, in Copilot: The bank had hired a new CISO shortly before the RFP, and the evaluators asked us two security questions during the process. The team expected price to decide the bid, and security decided it. Next time, give the security expert more time in the finalist meeting. Source: the debrief with the account lead and the solution lead. (Illustrative example.)

How it works

Each person on the pursuit team spends 20 minutes with us, and we do everything else.

We interview your pursuit team

Within two weeks of every large win or loss, we talk to the account lead, the solution lead, the pricing lead and the bid manager for 20 minutes each. Nobody has to write anything. People say in conversation what they never type into a CRM.

You get a monthly debrief

Once a month, we send you a document with your team's distilled insights: what surprised them, suggestions on what to do differently next time, how to make these ideas more actionable. We also file a five-line summary in your CRM for every deal.

Your team queries the memory bank

Every insight goes into a memory bank your team queries from Copilot. A bid writer can ask "what's the best way to engage the CIO" or "what has resonated with telecom clients?"

What we find

The reasons people write down after a loss are too vague to act on, but in an interview the same people explain what happened and what to do about it next time.

What gets written in the CRM

What the team told us

What we put in the debrief

"Pricing was a factor."

→

The evaluators compared first-year prices, because nobody showed them the cost over the full contract.

→

Change the conversation to Total Cost of Ownership, and ask the CFO's office to compare bids on that basis.

"The relationship could have been stronger."

→

Nobody had met the executive who owned the budget.

→

Ask a partner that already works with the client to co-host a lunch with that executive.

"Resourcing was tight."

→

The delivery lead we named was committed to another client.

→

Name a backup delivery lead, and have both managers confirm their time in writing.

15%

of loss reasons recorded in CRM systems matched what buyers said in interviews.

Clozd

85%

of employees said they had felt unable to raise an important issue with their boss.

Milliken, Morrison and Hewlin, 2003

9

people contribute to each RFP response on average, and each of them hears different things from the client.

Loopio, 2026

The examples are composites of pursuits people described to us.

The memory bank

Turn your tools from generic interns to insightful colleagues, supercharged with your team's intelligence.

The memory bank holds every insight and every expert answer we capture, each with its source and date. We connect it to Copilot through an MCP connector, or deliver it as a monthly file your Copilot already indexes, and we deliver the expert answers in your RFP library's import format.

At pursuit kickoff

"What have we learned on banking bids in the last two years?" The pursuit lead gets a one-page brief: why the last four were won or lost, which competitor showed up, and what procurement benchmarked price against.

While writing the response

"Who has delivered a phased S/4 cutover around a client's peak season?" The bid writer gets the solution lead's answer from a previous deal, with the name and date, instead of chasing an expert for three days.

Before orals

"What did evaluators in this sector ask twice?" The team prepares for the questions that decided the last bid.

When nobody has answered a question yet, we ask the right expert and add the answer, so the bank grows every month.

Confidentiality

Your firm receives the findings, and nobody receives the recordings.

We write every finding in our own words, with no names and no quotes. Each person approves their own points before we use them. Read the protocol your team will see.

Where to start

In six weeks, we debrief three of your recent decisions and hand you the first month's memory bank.

WeeksWhat happens
1We agree the setup with your win-center lead: which deals qualify, who we interview, and where the outputs land (Copilot, your CRM, your RFP library). You pick two wins and one loss from the last six months.
2 to 4We interview four to five people per deal, fifteen conversations in all.
5We deliver the CRM summaries and the first memory bank file, and we connect Copilot to it.
6We present the debrief to your leadership, next to what your CRM recorded for the same three deals.

$35K to $50K

This is a fixed fee under one statement of work. After the pilot, the program runs every month for one region at $150K to $300K a year, sized to your deal volume.

Next step

Pick three recent decisions, and we will show you what your team knew and nobody recorded.

We reply within one business day to schedule the setup call.