Can I generate monthly win rate reports automatically?

Yes. Use a scheduled workflow (monthly) that queries all pursuits moved to Won and Lost in the past month, calculates win rate and total value, and delivers the report via email and Slack to leadership.

What if our team forgets to do a debrief after a loss?

The workflow sends an initial debrief reminder immediately when a pursuit moves to Lost. You can add a scheduled follow-up workflow that checks if a debrief note has been logged within 7 days — if not, it sends an escalation reminder to the BD lead and their manager.

Who it's for: BD leaders and executives at government contracting companies who need systematic win/loss tracking, automated celebration and debrief workflows, and data-driven pipeline performance insights.
What it does: Triggers on pursuit.phase_changed to Won or Lost. Wins fire celebration announcements (Slack/Teams/email), log notes, and transition-planning notifications. Losses fire debrief reminders, lessons-learned prompts, and root-cause tagging. Scheduled monthly workflows generate win rate reports.
Key outcomes: Every win is celebrated and transitioned cleanly. Every loss is debriefed. Monthly win rate and pipeline performance metrics are delivered automatically.

Track Wins, Losses & Lessons with Automated Workflows

When a pursuit moves to Won, CLEATUS announces the victory and kicks off transition planning. When it moves to Lost, it initiates the debrief process. Monthly reports track win rate, total value captured, and patterns — so your team keeps getting better.

Trusted by 500+ contractors

Win Celebrations

Celebrate Wins and Kick Off Transition Planning Instantly

The moment a pursuit moves to Won, CLEATUS fires a Slack announcement with contract details and value, emails leadership with a win summary, logs the award, and notifies the contracts and finance teams to begin transition planning. No manual announcements needed — the win is visible company-wide in seconds.

Instant Slack/Teams win announcements with contract value

Leadership email with win summary and next steps

Contracts and finance teams notified for transition

Automatic log note with award details for audit trail

CLEATUS workflow announcing a contract win across Slack and email

Loss Debriefs

Turn Every Loss into a Lesson — Automatically

When a pursuit moves to Lost, CLEATUS notifies the BD lead and capture manager to schedule a debrief, sends a follow-up reminder if no debrief is completed within 7 days, and logs the loss with context. Monthly scheduled workflows roll up all losses into a lessons-learned digest so patterns become visible.

Automatic debrief reminders on every loss

Follow-up nudges if debrief isn't completed

Monthly lessons-learned digest for leadership

Pattern detection across losses over time

CLEATUS workflow initiating debrief process after a contract loss

Ready to Systematize Your Win/Loss Process?

Celebrate wins instantly, debrief losses consistently, and track your win rate automatically

Company-wide win announcements via Slack, Teams, and email

Automatic debrief workflows on every loss

Monthly win rate and pipeline performance reports

Transition planning notifications on contract awards

Lessons-learned patterns surfaced automatically

Join 500+ contractors already using CLEATUS

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Workflow FAQ

Frequently Asked Questions

CLEATUS triggers on the pursuit.phase_changed event. When you move a pursuit to your Won or Lost column in the pipeline, the workflow fires automatically. You can also set up award monitoring workflows that detect awards from public data and update the pipeline.