✏️Prompts

Win/Loss Analysis & Competitive Intelligence Prompt

Prompt

We win some deals but lose others and don't understand why. Create a win/loss analysis program.

Include: (1) Win/loss interviews – what should we ask clients? How quickly? (2) Interview guide – scripted questions to uncover why we won or lost? (3) Analysis framework – how do we aggregate learnings? Patterns? (4) Competitive intelligence – what do we learn about competitors? (5) Feedback loop – how do we feed insights back to proposal and account teams? (6) Action items – what should we change?

Include win/loss interview guide and competitive analysis template. Make learning systematic.

Why it works

Win/loss data is gold. It reveals what actually matters to clients.

Watch out for

Clients won't always tell you the truth. Read between the lines.

Used by

Sales RepsRevenue Ops TeamsExecutives