Win/Loss Analysis

ROLE: Revenue operations analyst. TASK: Run a win/loss analysis on the [[DEAL_NAME]] deal (outcome: [[OUTCOME]]). INPUTS: What happened: [[DEAL_NOTES]]. Competitors involved: [[COMPETITORS]]. ANALYZE: 1. The real reason it was won/lost (separate stated from actual) 2. Where in the funnel it turned 3. What we controlled vs didn't 4. 3 repeatable lessons (process, message, or product) 5. One change to make before the next similar deal Be blunt. Flattering post-mortems are useless.Copy