Blog · Published · Updated
AI for preparing a lost-deal review
Short answer
After a lost deal, an AI agent gathers the correspondence and notes for one sales opportunity, separates the client's statements from the salesperson's assumptions and prepares a history with questions for the team for the head of sales. The team draws the conclusions. The agent costs from €3,000 net at Syntalith and, with 60 lost deals a month at 40 minutes each, pays back in 3.3 months.
How we workDetails ↓
- 01Call30 minutes with an engineer, free
- 02PrototypeA working system on your process and data, free
- 03ImplementationTarget and fixed price in the contract; 50% at signing
- 04Acceptance50% once the agreed target is met
- net per agent for one process, build paid once
- from €3,000
- from signing the contract to acceptance
- 6–16 weeks
- free prototype on your cases
- €0
We belong to the OpenAI and Anthropic partner programmes and learn through their official courses. What this means ↓
Author: Syntalith · 3 min read
Statistics
Sales and AI: statistics 2026
3.3 mo.
payback of a €3,000 agent with 60 lost deals a month: €1,396 of work today, €493 with checking and the model. Scenario.
34.7%
According to Eurostat (2025), 34.7% of EU enterprises that use AI use it for marketing or sales.
Source: Eurostat, Use of artificial intelligence in enterprises (2025) ↗
40%
According to a study published in Science (2023), ChatGPT cut the time 453 professionals spent on writing tasks by 40%.
Source: Noy and Zhang, Science (2023) ↗
47%
According to the European Commission (2026), customer service is the most common use of AI among EU SMEs and mid-caps that already use it: 47%.
Source: European Commission, Flash Eurobarometer on AI and algorithmic management (2026) ↗
26.2%
According to Eurostat (2025), 26.2% of EU enterprises analysed data from transaction records such as sales and payment records.
Source: Eurostat, Digital economy and society statistics, enterprises (2025) ↗
Figures checked: 22 October 2026
The client postponed the project, the salesperson recorded price
A client replies to a services proposal: they are postponing the project because another undertaking has become the priority. Earlier, the salesperson heard a concern about the budget and closed the opportunity with the reason „price”. Both pieces of information matter, but they describe different things. A head of sales who looks only at the CRM field will draw a conclusion about the price list, while the reason may have been a change in the client's plans.
The agent sets the email about postponing the project beside the note from the earlier conversation and shows, for each piece of information, who gave it. It proposes a question for the salesperson: after the proposal was presented, did the client confirm that the budget was the obstacle? The answer „I did not ask” also tells you something, because it shows which explanation the company does not have. Some conversations happen by phone, so the draft shows gaps in the notes and the manager can ask for them to be filled in.
- 01Sourcesemails, call notes and CRM fields of one opportunity
- 02Statementsthe client's words kept apart from the team's guesses
- 03Gapsconversations without notes and questions without answers
- 04Questionsspecific questions for the salesperson before the meeting
- 05Conclusionthe team records the agreed reason and the next step
What it costs and when it pays back
- Today
- 60 lost deals × 40 min = 40 h (€1,396)
- With the system, a person checks the output in 35% of the time
- €489
- Model, 2 calls per case, Claude Sonnet 5.5
- €5
- Cost of one case
- €23.27 today, €8.22 with the system
- Saving
- €903 a month
Payback of €3,000
3.3 months
The volume, the time and the checking share are the scenario's assumptions. €34.90 an hour is the EU average hourly labour cost for 2025 according to Eurostat. Model: 15,000 input and 1,200 output tokens per call at Anthropic's rates, converted at the ECB rate of 1.1205 USD per euro on 22 October 2026. The time covers reading the correspondence and notes of one opportunity and preparing questions for the meeting.
The count covers the work around a case: searching, reading, writing and passing things on. What remains is the time to check the output, 35% of today's work in the scenario. Before the quote we measure both times on 20 to 100 cases the team has already handled, in a €0 test that takes 5 working days.
When the reason field in the CRM is enough
A ready-made CRM helps you organise losses: Dynamics 365 Sales lets you link competitors with opportunities and analyse wins and losses. If salespeople fill in the reason and the competitor reliably, a CRM report is enough. An agent makes sense when the reason field says „price” and the real story sits in emails and notes. If the review shows that a proposal used an out-of-date rate, look separately at quote automation.
A few lost deals a quarter
a conversation with the salesperson
no build
Reason and competitor fields filled in reliably
a report in the CRM
configuration
Dozens of deals, the history in emails and notes
an agent that prepares the review
from €3,000
Where to start
The first scope covers one sales team and the deals closed in the last quarter. The manager names the materials used for the review and who may read them. We build this as part of AI agents. For the free process review, a description of one case from recent weeks and the tools it ran through is enough. You do not need to send confidential documents, and you get a written plan within 2 working days.
Worked example · Scenario
How we count the payback: CRM in B2B sales
We run the same count for your team in the free process review.
€698
a month for entering 300 CRM updates by hand
Payback: 5.1 mo.
4 minutes per CRM update and checking in 15% of the old time are our assumptions. €34.90 an hour is the EU average hourly labour cost for 2025 according to Eurostat, for companies with 10 or more employees. Model cost: Claude Sonnet 5.5, about 3,000 + 500 tokens per update, at the ECB rate of 1.1205 USD per euro on 22 October 2026. The extra margin is a scenario: we assume that 1 in 400 updates that get lost today ends in an order, with a margin of €459. In the review we count it on your sales process.
See the full calculation →
