Win Loss Analysis
Turn win and loss interviews into patterns your team can act on, separating what buyers said from what the evidence actually supports.
Analyze these win and loss interviews and tell me what to change. Interview notes or transcripts: """ [PASTE ALL INTERVIEWS. LABEL EACH AS WON OR LOST AND INCLUDE DEAL SIZE AND SEGMENT IF KNOWN.] """ What we currently believe about why we win and lose: [OUR ASSUMPTIONS] Produce: 1. **Stated reasons versus revealed reasons.** For each interview, the reason the buyer gave and the reason the details of their story actually support. These differ often: buyers cite price when they mean they never saw the value, and cite a missing feature when they mean the evaluation lost momentum. Quote the evidence for any divergence rather than asserting it. 2. **Patterns**, only where they hold across three or more interviews. State each with the count and the segment it applies to. Where a pattern appears in only one or two, list it separately as a signal to watch, not a finding. 3. **Where the buying process broke**, by stage: what happened in the deals we lost between first call and decision, and what was different in the ones we won. 4. **Assumption check.** For each of our stated beliefs, does the evidence support it, contradict it, or say nothing? Contradicted beliefs first. 5. **Actions**, split by owner: product, marketing, sales. Each action tied to the specific pattern it addresses and the evidence count behind it. No action supported by fewer than three interviews unless the stakes justify it, and say so when they do. 6. **Sample honesty.** What this set of interviews cannot tell me: who is missing, which segments are underrepresented, and how the selection of who agreed to be interviewed biases the result. Rules: never generalize from a single interview without labeling it as such. Quote buyers word for word when their phrasing is the finding. Do not soften a pattern because it implicates a team.
How to use
Section 1 is why this is worth doing at all. Loss reasons recorded in a CRM are mostly the polite reason a buyer offered to end the call, and 'too expensive' is the most over-recorded and least informative of them. The sample-honesty section keeps the analysis from being over-claimed in a leadership deck: the buyers who agree to a loss interview are systematically different from those who ghost, and knowing that is part of reading the result.
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