Capture structured buyer insights from sales deals with this win-loss interview template to improve alignment across teams.
This structured interview template helps you systematically capture insights from recent wins and losses, transforming client feedback into actionable intelligence for your organization.
• Deal Snapshot: Quickly document essential deal information including status, competitors, and primary decision drivers
• Buyer Journey Framework: Structured sections to capture the complete customer perspective—from initial problem recognition to final decision
• Cross-Functional Insights Table: Easily organize feedback by theme for product, sales, and marketing alignment
• Identify patterns in wins and losses to refine your sales strategy
• Understand competitor positioning and how to differentiate effectively
• Bridge gaps between product capabilities and customer expectations
Complete the template after interviewing decision-makers from recent deals. Use the suggested prompts during conversations to elicit meaningful feedback, then populate the takeaways section with actionable insights for your team.
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