Learn why deals are actually won and lost
The sales team's loss reasons are 'price' and 'timing' forever, because that's what prospects say to end the call politely. The real criteria go unrecorded deal after deal.
The short way: A neutral third-voice survey to recent wins AND losses — criteria weighting, alternatives considered, the deciding factor — building the honest pattern sales notes never hold.
Ready-made templates for this
Prefer to start from a questionnaire rather than a description? These are already written.
Type this — that’s the whole job
“A win/loss survey: what mattered most in the decision, who else was considered, how we compared on each criterion, and what settled it”
Build it now — freeNo setup, no tutorial. The words above go with you — review what the AI builds, then share the link.
How it works — three steps
- 1
Describe your deal type; the AI drafts criteria and comparison questions neutrally worded.
- 2
Send it on every closed deal — your CRM's stage-change email can carry the link, with the deal ID as a link variable.
- 3
Read wins against losses; the criterion gap between them is the strategy memo.
What’s doing the work
Link variables
Your CRM's own closed-won/closed-lost email carries the link and the deal ID, while the decision is days old.
Matrix comparisons
Us vs the named competitor across five criteria, one grid.
Anonymous option
Lost prospects answer more honestly when it clearly isn't a sales re-engagement.
Questions people ask
Will lost prospects really respond?
Some do when it's short, neutral, and explicitly not a pitch. Response rates vary widely and are never guaranteed, but every answer you do get is a first-hand view of why you lost that you would not otherwise have.
Who should send it — the account rep?
No. A neutral sender (research@, a founder, or your CRM's automated email) makes honest answers more likely; the rep's name reads as a re-open attempt.
Minutes, not weeks. That’s the deal.
Start free