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?