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Customer Experience

Win-Loss Interview Survey

Why deals were won or lost – from the buyer, after the pressure is off.

4 questions · 1 page · about 2 minutes to answer · fully editable after you start

Sales teams explain losses with price and wins with skill; buyers know better on both counts. This win-loss survey goes to decision-makers after the deal closes either way, when candour is cheap: what drove the decision, how the alternatives compared, where your sales process helped or hurt, and what nearly changed the outcome.

Run it on every meaningful deal, won and lost equally – win reasons decay into myths fastest of all, and the nearly-lost warnings inside won deals are the cheapest coaching sales will ever get.

Template preview

This is a picture of every question as a respondent would see it, so nothing on it can be clicked or typed into. Use this template to get your own editable copy.

Opens in the Light theme, or in your own default theme if you have set one — change it anytime to any of the 4 built-in looks, or build your own on a paid plan.

Page 1

About your decision

Thank you for considering us. This survey asks what drove your decision and how our sales process felt, so we can get better at helping buyers. It takes about 2 minutes.

Q1.What most drove your final decision?*

  • Product capability fit
  • Price and commercial terms
  • Confidence in the team/support
  • Integration or technical fit
  • Timing and urgency
  • Other…

Q2.How did our sales process feel?

PoorOKGoodNot applicable
Understanding your needs
Honesty about limitations
Responsiveness
Pressure level (reverse-scored!)

Q3.What nearly changed the outcome - either direction?*

Respondent types their answer here…

Q4.What should we change for the next buyer like you?

Respondent types their answer here…

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