Intern
What you actually do
Run steps 01 and 02 this week. Do not add a feature. A card cannot vanish.
Library / Guides / Why lost reasons matter
Teams skip lost because it feels negative. Then they keep buying the same channel, running the same script, and calling the stall a funnel problem. Lost reasons are how an intern learns the business and how a CEO decides what not to fund next quarter.
Lost is a stage, not a deleted card. Reasons are a short list, not a novel: price, timing, unfit, no-show, went dark, competitor.
Lost is a stage, not a deleted card. Reasons are a short list, not a novel: price, timing, unfit, no-show, went dark, competitor.
If everything is 'went dark', you do not have reasons. You have a shrug. Tighten follow-up or tighten the list.
Review them Monday in five minutes. One pattern is enough to change a week.
Intern
Run steps 01 and 02 this week. Do not add a feature. A card cannot vanish.
Operator
Protect the sequence. If everything is 'went dark', you do not have reasons. You have a shrug. Tighten follow-up or tighten the list.
CEO
Do not fund more traffic or more seats until the scoreboard in this lesson is a number you will defend. Review them Monday in five minutes. One pattern is enough to change a week.
A card cannot vanish.
Why: Vanishing is how reporting becomes fiction.
Done when: Won or lost. Always.
Six options. Max.
Why: A paragraph field will not be used.
Done when: A picklist a tired closer will actually click.
Use it rarely.
Why: Other is lost's junk drawer.
Done when: Other is <10%.
Five minutes.
Why: Unused reasons are decoration.
Done when: One sentence in the log.
Offer, source, or script — based on the pattern.
Why: Collection without change is bureaucracy.
Done when: A dated change.
If lost reasons say 'price' and you keep discounting in nurture, you are agreeing with them. If they say 'no-show', you have a show-rate system to install — not a new lead source.
Clicking a reason takes two seconds. Rebuying a bad channel for a quarter is slow.
Stages are labels. Nobody knows what 'won' requires.
Open the playbook ↗Working notes
The minimum CRM, pipeline, and nurture spec before you add more pages. Request the file. It arrives by email — not a public dump, not a drip of slogans.
Email and WhatsApp stay open. A call is for installing the system.