Rizer vs. Clozd Win-loss research vs. closed-lost analysis

Clozd interviews a sample of your buyers. Rizer’s Intelligence Agent reads every loss you have.

Depth on a sample, or coverage across all of it.

A win-loss research program interviews the buyers who agree to talk, and does it properly, in their own words. Rizer’s Intelligence Agent analyses every closed-lost deal and disqualified lead in HubSpot automatically, so the pattern comes from the whole population rather than a sample, and the Recycling Agent acts on the accounts that can come back. These are different instruments, and the honest comparison is coverage against conversation.

Which one do you actually need?

Choose Rizer when

  • You lose more deals per quarter than anyone could interview.
  • You need answers continuously, not on a research calendar.
  • Disqualified leads matter as much as closed-lost deals.
  • You want the analysis to end in re-engaged accounts, not only a report.

Choose Clozd when

  • Deal sizes are large enough to justify interviewing buyers one by one.
  • You need direct quotes and narrative for board or product decisions.
  • You want an outside team to run the research program for you.
  • Your loss volume is low enough to interview a meaningful share of it.

Run both when

  • You want interviews aimed at the segment that is actually bleeding.
  • Qualitative depth needs quantitative backing to be believed.
  • Research findings need a recovery motion attached, which is the Recycling Agent’s job.

What a full-population read looks like.

Not a research report. The Intelligence Agent ranks what is costing you revenue across every loss, with an owner on each line; the Recycling Agent queues the lost deals whose blocking reason no longer applies.

Intelligence AgentLoss drivers, ranked by revenue 412 losses analysed · last 12 months
  1. 01 Priced above the competitor on 50+ seat deals Owner: Pricing $1.24M31% of lost revenue
  2. 02 Missing NetSuite integration Owner: Product $760K19% of lost revenue
  3. 03 Failed the security review Owner: Product $560K14% of lost revenue
  4. 04 Wrong-fit leads from paid search Owner: Marketing $480K12% of lost revenue
  5. 05 No follow-up within 14 days of demo Owner: Sales $360K9% of lost revenue
Recycling AgentCallback list, top of queue Blocking reason expired
  • Northwind Logistics $85K Lost 8 months ago: no NetSuite sync NetSuite sync shipped in Q2
  • Ardent Health Group $120K Lost 11 months ago: price, went to a competitor Their contract renews in 47 days
  • Bellrose Group $64K Disqualified 6 months ago: budget frozen Announced a funding round in March

Sample output with illustrative figures. Every line in a real report links back to the specific HubSpot leads and deals behind it, so you can open the evidence before you act on the number. Ask us for a live walkthrough on your own data.

Feature by feature, without the spin.

The last group is the one worth reading: it lists where Clozd is the better buy and Rizer is not. If a comparison table written by a vendor never loses a row, it is an ad, not a table.

Capability RizerClosed-lost AI agents ClozdWin-loss research programs
Coverage and cadence
Analyses every closed-lost deal Interview programs work from a sample by design, because buyers have to agree to talk.
Rizer: Yes
Clozd: No
Includes disqualified leads
Rizer: Yes
Clozd: No
Buyer interviews in their own words
Rizer: No
Clozd: Yes
Runs continuously rather than in cycles
Rizer: Yes
Clozd: Partial
What you get back
Loss drivers ranked by revenue impact Rizer: Intelligence Agent.
Rizer: Yes
Clozd: Partial
Qualitative narrative and direct quotes
Rizer: No
Clozd: Yes
Fixes assigned to product, pricing, and marketing Rizer: Intelligence Agent, which routes each fix to the team that owns it.
Rizer: Yes
Clozd: Partial
Winback and callback lists with timing Rizer: Recycling Agent, which scores re-engage readiness on fit, timing, resolution, and engagement.
Rizer: Yes
Clozd: No
Re-engages lost accounts inside HubSpot when they are ready The Recycling Agent enrolls contacts into nurture and creates re-engage deals, in Managed or Auto-pilot mode.
Rizer: Yes
Clozd: No
Effort to run
No buyer scheduling or interview logistics
Rizer: Yes
Clozd: No
First findings the same day you connect
Rizer: Yes
Clozd: No
Where Clozd is the better buy
A managed service: someone else runs it for you Rizer is a pair of AI agents, not a research engagement. There is no research team attached to it.
Rizer: No
Clozd: Yes
Yes Partial No

Rizer vs Clozd, answered

Is Rizer a win-loss interview service?

No. Rizer does not interview buyers. It analyses the lead and deal history in HubSpot, which is why it can cover every loss rather than a sample, and why it cannot tell you what a buyer was thinking.

Can Rizer replace our win-loss program?

The Intelligence Agent replaces the part that is really pattern-finding across many losses, and it does that across all of them rather than a sample. The Recycling Agent adds what research programs usually lack: a way to act on the accounts that can come back. If you specifically need the buyer’s own account of a decision, whether for a board deck, a positioning rewrite, or a product bet, interviews still do something Rizer does not.

What about deals with almost no notes?

Thin records still carry signal: segment, source, timing, competitor fields, stage reached, and how the deal moved. Rizer reads the pattern across many of them rather than depending on any single record being well written. Where the signal genuinely is not there, the report says so instead of inventing a reason.

Why not just build a HubSpot report, or export closed-lost to a spreadsheet and ask ChatGPT?

A HubSpot report can only group by the closed-lost dropdown, so it tells you what reps typed, not what happened. A spreadsheet export plus a chat model gets closer, but it reads the records you happened to export, has no view of stage movement, competitor fields, email and note history, or the leads that never became deals, and it produces a different answer every time you ask. Rizer’s Intelligence Agent runs the same analysis against your full history and every new loss, keeps the evidence trail per finding, and the Recycling Agent turns it into a callback list rather than a paragraph.

We run on Salesforce, not HubSpot. Can we use this?

Salesforce support is on the roadmap. Rizer runs on HubSpot today because the analysis is built around how HubSpot models lead and deal history, and doing that properly per CRM is the work. If you are on Salesforce, talk to us now and we will line you up for it.

How do we know the analysis is not just guessing?

Every verdict is traceable. Open any loss driver and you get the individual deals and leads it was built from, and the fields and history that produced the classification. Check the evidence on a handful of deals you remember personally before you trust the aggregate. That is the review we ask new customers to do first.

What does Rizer get access to, and what does it write back?

Rizer connects to HubSpot and reads contacts, companies, pipelines and stages, lost deals and disqualified leads, including the notes, emails and activity behind them. What it writes depends on the agent: the Intelligence Agent writes a loss intelligence card on the HubSpot deal, and the Recycling Agent, if you add it, enrolls contacts into nurture workflows, creates re-engage leads or deals, and pushes winback playbooks into HubSpot. In Managed mode Rizer does not create deals on its own: nurture enrollment is approved manually and re-engage leads or deals are created step by step. Data is encrypted in transit and at rest, and our SOC 2 Type II audit is in progress.

How long until the first real answer?

Connecting HubSpot is a standard OAuth flow, and the free audit takes about ten minutes to set up. The Intelligence Agent runs against history you already have, so the first answers come back the same day, then keep updating as new losses land. There is no data collection period to wait through.

What does it cost?

Pricing is monthly or annual and scales with the number of deal owners in HubSpot, so it grows with your team and your deal volume. Annual plans save 20%, and there are no contracts. Current tiers are on the pricing page; the Intelligence Agent is the base plan and the Recycling Agent is an add-on. If your setup is unusual, contact us for a custom plan.

Interviews explain the losses you can get on a call. See the pattern across all of them.

The free audit runs the Intelligence Agent on your full HubSpot history and returns your own ranked loss drivers the same day. Then point your interviews at whatever it surfaces.

Free 10-minute audit. No credit card. No buyer scheduling.