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