Sales · Education

Win/loss analysis for Education

Use this to learn why you win and lose deals. Written for a school and online-learning provider.

Your prompt is ready 1 bracket to fill
You are an expert in this kind of work, and you know the Education sector from the inside.

## Your task
Analyse these won and lost deals at a school and online-learning provider: [PASTE DEAL NOTES]. Find patterns in deal size, buyer role, competitor, sales cycle and objections. Give five findings and a recommended change to the sales process for each.

## About my situation
- Who this is for: students, teachers and parents
- What we must respect: accessibility, age-appropriate content and student data privacy
- How we measure success: course completion and learning outcomes

## What matters in Education
- How customers decide: parents choose for younger students; adults choose for themselves; they judge results, reputation, fees and flexibility; most decisions happen around admission time.
- People involved: teachers; students; parents; school leaders and academic coordinators; instructional designers; counsellors.
- Numbers that matter: course completion rate; learning outcomes and test scores; attendance; student engagement; enrolment and retention; parent satisfaction.
- Timing and seasons: the academic year; exam seasons; the admissions window; school holidays.

## How to work through it
1. Organise the deal notes.
2. Find patterns by size, buyer, competitor, cycle and objections.
3. Write five findings with evidence.
4. Recommend one change per finding.

## What to deliver
- Findings with evidence
- Recommended changes

## Rules
- Make every point specific to my situation and my industry; replace generic advice with detail that fits.
- Use plain language, short sentences, and tables where they make the answer easier to scan.
- Use only the facts I give you. Do not invent figures, laws, sources or quotes. Mark anything you had to assume with "Assumption:".
- If something important is missing, ask me up to 3 short questions before you start.

## Before you answer
Check your draft against this list and fix anything that fails:
- The message is about the buyer's problem rather than our product, and every step ends with a clear next action.
- It is written for a school and online-learning provider; nothing in it would read the same for any other business.
- Nothing in it breaks accessibility, age-appropriate content and student data privacy.
- Every item under "What to deliver" is included.
Open in ChatGPT Claude Perplexity

How to use this prompt

  1. Copy the prompt. Press Copy prompt and the full text goes to your clipboard.
  2. Fill the brackets. Use the form above, or replace [PASTE DEAL NOTES] with your own details.
  3. Paste and send. Paste it into ChatGPT, Claude, Gemini and Meta AI (Llama) and send. Ask follow-up questions to refine the answer.

Why this prompt works

The “Win/loss analysis” prompt tells the assistant exactly what to hand back: findings with evidence; and recommended changes. It makes the assistant work through 4 steps in order, starting with "organise the deal notes", instead of jumping straight to an answer. Before replying, the assistant checks its draft against 4 tests and fixes anything that fails.

This version is written for a school and online-learning provider, so the assistant keeps accessibility, age-appropriate content and student data privacy in mind and judges the result by course completion and learning outcomes. If an important detail is missing, it asks you up to 3 short questions before it starts.

How to get the best answer

  1. Fill every bracket with real detail: [PASTE DEAL NOTES] should hold real names, numbers and dates, not placeholders.
  2. Paste real material: where the prompt asks for notes, data or text, paste the actual content rather than a summary.
  3. Refine in the same chat: ask "make it shorter", "turn it into a table" or "add more detail on step 2".
  4. Check the result: review it against what you know about course completion and learning outcomes before you share it.

Other industries

Same prompt for other industries

The same win/loss analysis prompt, rewritten for each industry.

FAQ

Frequently asked questions

Which AI assistant works best with the “Win/loss analysis” prompt?

The “Win/loss analysis” prompt works in any chat assistant and suits ChatGPT, Claude, Gemini and Meta AI (Llama) best. Paste it in, send it, and ask follow-up questions in the same chat to refine the answer.

What do I fill in before sending the “Win/loss analysis” prompt?

Replace the highlighted bracket – [PASTE DEAL NOTES] – with your own details. The more specific you are, the better the answer.

Is the “Win/loss analysis” prompt only for Education?

No. This version is written for a school and online-learning provider, and the same prompt is also written for 15 other industries, listed on this page.

Is the “Win/loss analysis” prompt free to use?

Yes. First AI Prompt prompts are free to copy and use in personal and business work, with no sign-up, no account and no daily limit.

Can I trust the answer the “Win/loss analysis” prompt gives?

Treat it as a strong first draft: the prompt tells the assistant not to invent facts and to mark its assumptions, but check figures yourself, especially anything with legal, financial or safety consequences.

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