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Win-Loss Analysis Meeting Template

Interview your prospects or customers to better understand the reasons why a sales opportunity was won or lost.

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What’s inside this Win-Loss Post-Deal Review Meeting Template:

1🤔 Decision-making process

Questions about your decision process that made us either win or lose the sale.

  • What was it about our company that initially attracted you?
  • What were the top 1-3 factors you were looking for?
  • What was the biggest consideration you based your decision on?
  • What key factor influenced your final decision?

2🛠 Our product

Questions about our product that made us either win or lose the sale.

  • When did you start investigating a new product/service?
  • Did you talk to any references about our product/service?
  • What’s our reputation in the industry?
  • What were your thoughts on our pricing?
  • In your eyes, what’s the biggest difference between us and the competition?

3💡 Sales process

Questions about our sales process that made us either win or lose the sale.

  • How did you feel about the timing of our sales process?
  • How well did we do in tailoring our presentation/product/service to your needs?
  • What was your experience with our team?
  • What’s one piece of advice you’d give us for the future?

4💬 Questions or additional feedback

End the meeting with an open-ended question for the prospect or customer to share their final thoughts.

  • What other suggestions would you add before we wrap up?
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About the author

Fellow is the meeting productivity and team management software where teams gather to build collaborative agendas, record decisions, and keep each other accountable.

  • Brittany Forsyth
    Former Chief Talent Officer, Shopify

    Fellow has been a game changer for us. I love how lightweight and easy it is to use. It intuitively builds into my day-to-day rhythm, and the natural flow of Shopify, making it so much simpler to have valuable conversations.”

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    VP of Customer Success, Motive

    “I've never seen an app spread so quickly. Within a few weeks, there were hundreds of people using Fellow to follow up on the action items that inevitably come out of every meeting. It's been a game-changer for our team.”

  • Sabrina Leblanc
    Director of Sales, SurveyMonkey

    “Fellow has increased my productivity and has resulted in more collaborative 1:1s & team meetings. My team loves capturing their own agenda items. Getting prompted to add talking points is super handy when jumping from one meeting to the next.”

  • Liam Martin
    Co-founder, Time Doctor

    “Fellow has completely changed the way we manage meetings at Time Doctor. With 100+ people in 32 different countries, Fellow was one of the tools that took our remote meetings from confusion to clarity.

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