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?