10) Win/Loss Capture → Learning Log
On close, log reason/competitor/ACV/cycle time to Notion/Sheets and post weekly Slack rollups.
Trigger
HubSpot → Deal Closed Won/Lost
Modules
- Notion → Append to “Win/Loss” database
- Google Sheets → Update metrics
- Slack → Post summary and tag PMM/Founder
Step-by-Step
- Write line items on close; Weekly: roll up metrics in a chart and share.
Implementation Support
Want us to wire this into your stack and tune it for conversion? We’ll implement and document it end to end.