5 Essential Elements for Your Next Win-Loss Survey

Just audited a rock-solid win-loss survey.

(They're for gathering feedback from prospects after a sales process)

Here are 5 must-have elements for your next one:

  1. Prospect Background: Industry, company size, and revenue. Context is king, folks.
  2. Pre-Sales Experience: How'd they hear about you? What was their initial impression? This sets the stage.
  3. Evaluation Criteria: What factors mattered most? Price, features, support? Get specific.
  4. Sales Team Performance: Did your team listen, understand, and connect? This can make or break the deal.
  5. Decision Outcome: Did they choose you, a competitor, or no one? And most importantly - why?

Bonus: Always ask about potential improvements. It's gold for your product and sales teams.

Pro tip: Keep it under 10 minutes. Respect their time, get the essentials.

CQ

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