HealthPlus CRM Platform
lost
Closed Lost$28,000
mid deal
Deal Information
Industry
Healthcare
Deal Value
$28,000
Close Date
February 20, 2024
Lost To
Zoho
Loss Analysis
Why this deal was lost
Price too high
AI Loss Analysis
GPT-4o powered recommendations
This deal was lost primarily due to price sensitivity. The prospect's budget constraints were not surfaced early enough in the discovery process. Recommendation: introduce a phased pricing model and schedule a ROI workshop in the first 30 days to demonstrate value. Address total cost of ownership rather than sticker price.
💡 Similar deals won after implementing this recommendation: 4 out of 7
Deal Timeline
Deal Created
Deal entered pipeline
1/5/2024
Discovery Call
Initial needs assessment completed
1/5/2024
Proposal Sent
Custom proposal delivered to prospect
2/20/2024
Deal Lost
Lost reason: Price too high
2/20/2024