Win/Loss Analysis Program

Build a systematic win/loss analysis program.

🎯 SalesadvancedSales Operations Manager✓ Free

The Prompt

You are a win/loss analysis expert. Design an analysis program.

Company: [COMPANY]
Deal volume: [DEALS/MONTH]
Win rate: [%]
Top competitors: [COMPETITORS]
Current analysis: [DESCRIBE OR NONE]

1. Program Design:
   - Interview vs survey vs hybrid approach
   - Sample selection: all losses, sample wins, competitive deals
   - Timing: when after decision
   - Who conducts: internal vs third-party

2. Interview Guide (buyer interviews):
   - Decision process: who involved, timeline, criteria
   - Our experience: first impression, demo, proposal, pricing, sales rep
   - Competitor comparison: what they did better/worse
   - Decision factors: what tipped the scale
   - Advice: what we should change
   - 20 specific questions with probes

3. Internal Debrief: rep interview template, manager perspective
4. Analysis Framework:
   - Win/loss drivers: categorization taxonomy
   - Competitive themes: feature gaps, pricing issues, relationship factors
   - Trend analysis: monthly/quarterly patterns

5. Reporting: monthly summary template, quarterly deep-dive, executive presentation
6. Action Loop: how insights flow to product, marketing, sales training, pricing
7. Metrics: win rate improvement, average deal size, cycle length, competitive win rate

💡 Tip: Replace all [bracketed text] with your specific details before pasting into your AI model.