Two colleagues discussing a deal at a laptop

Coach the team from recent wins and losses

The patterns of won deals, turned into lessons and questions.

For
Revenue Enablement
Routine
Every month
Setup
Juno + 2 tools
You approve
every draft

What you get

Example data

The prompt

Written to ask before it assumes, check what already exists, and stop before anything goes live.

Works in Claude, ChatGPT, Copilot
I want to coach our team from recent wins and losses: what winning deals had in common, where lost ones went wrong, and training that fixes the pattern.

Use the Juno Journey connector for anything in Juno. If it isn’t connected, stop and tell me how to add it (https://docs.junojourney.com/mcp/overview).

Before you build anything, ask me:
1. Whether we keep deals and call notes in a tool (a CRM, a call recorder, spreadsheets) and which, or I’ll upload exports
2. Which period and which team
3. How many deals to review, and what counts as a win or a loss
Ask these in one message, then wait for my answers.

In that same first message, also ask me my role and the team I support, and which call recording or meeting notes tool and CRM we use. Then check each one is connected in this chat; if not, I'll connect it or upload an export. Never guess what is in it.

For each source, check it’s connected in this chat; if not, I’ll connect it or upload an export. Never invent a deal, a quote or a reason for a loss.

Give me the patterns first, with the deals each one is based on. Then search Juno for existing training on those skills.

Propose a short coaching lesson or practice scenario per pattern, reusing what exists. Build only what I approve, with customer names removed: courses as drafts; an interactive HTML lesson goes live when saved, so preview it and save only when I say so. Don’t publish, assign or notify anyone until I say so.

Routine: after the first run, offer to repeat this every month. If this assistant can run scheduled tasks, set one up only after I approve it; if not, give me a one-line prompt I can re-run.

Your AI asks you

  1. Q1Whether we keep deals and call notes in a tool (a CRM, a call recorder, spreadsheets) and which, or I’ll upload exports
  2. Q2Which period and which team
  3. Q3How many deals to review, and what counts as a win or a loss

The routine

  1. 01

    Connect

    Juno and the tools below

  2. 02

    Answer

    the questions, one message

  3. 03

    Review

    the draft or the view it builds

  4. 04

    You approve

    before anything goes live

Routine: Every month. The prompt offers to set it up as a scheduled task in your assistant, only after you approve.

What it connects

  • Gongvia your AI assistant
  • SalesforceNative
  • JunoRequired

Your AI assistant reads the tools it can reach and drives Juno.

Where this Journey Play works