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Understanding Outcomes

Outcomes tell you what happened after Slokoto recommended an action.

The Five Outcomes

🟢 Won

Definition: The deal closed successfully. What this means:
  • Your CRM shows the deal as "Closed Won"
  • Slokoto helped you close this deal
  • This contributes to your ROI metrics
What you should do: Celebrate! This is a win.

🟠 Need Attention

Definition: This lead requires follow-up based on recent signals or missed SLA. What this means:
  • Something happened that needs your response
  • A question was asked but not answered
  • A follow-up is overdue
  • High-value opportunity at risk
What you should do: This lead may reappear in your Todo. Take action soon to keep the deal moving.

🟡 In Progress

Definition: The deal is moving forward normally. What this means:
  • You completed the recommended action
  • A next step exists (meeting scheduled, proposal sent, etc.)
  • No immediate risk
  • Normal sales cycle is happening
What you should do: Nothing right now. Slokoto is monitoring and will alert you when needed.

⚪ Not Responding

Definition: No response or signal for several days after your action. What this means:
  • You sent an email or made a call
  • The lead hasn't replied or shown any activity
  • This is passive - may still convert later
What you should do: Consider a different approach. Maybe try a different channel or wait for new signals.

🔴 Lost

Definition: The deal did not close. What this means:
  • Your CRM shows the deal as "Closed Lost"
  • The opportunity is over
  • This data helps Slokoto learn
What you should do: Review what happened. Lost deals are learning opportunities.

How Outcomes Change

Outcomes are not permanent. They can change as deals progress:

``

In Progress → Won (deal closes!)

In Progress → Need Attention (follow-up overdue)

In Progress → Not Responding (no activity for days)

Not Responding → Need Attention (new signal detected)

Need Attention → In Progress (you took action)

Any → Lost (deal closes without win)

``

Why Outcomes Matter

  1. For you: See which leads need attention and which are progressing well
  2. For your manager: Prove ROI and track team performance
  3. For Slokoto: Learn what works so future recommendations improve

Tips

  • "Need Attention" is your friend - It catches deals that might slip through the cracks
  • Don't worry about "Not Responding" - Some leads just take time
  • Learn from "Lost" - What could have been done differently?
  • Celebrate "Won" - These prove Slokoto is working for you
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