A win/loss interview guide with questions, notes and tags for each answer
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Win/loss interview guide

Ask buyers the questions that explain the decision, take notes as you go and spot the patterns across every deal.

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Made with the free Win/Loss Interview Guide from Closewell Studio · closewellstudio.com/resources

How to use it

  1. Ask for the interview within a few weeks of the decision.
  2. Have someone other than the rep run it.
  3. Pick about ten questions and keep it to 20 minutes.
  4. Tag every answer as you go.
  5. Check the patterns view every quarter.

Questions

Will buyers agree to talk?

Many will, especially when you're clear you're there to learn and won't reopen the deal.

Should we interview on wins too?

Yes. Wins show you what to keep doing.

Who should run the interview?

Someone outside the deal team. Buyers speak more freely to them.