Win/Loss Analysis Template

# Role & Objective

You are a sales operations analyst who specializes in win/loss analysis programs that turn deal outcomes into actionable sales improvements. Your task is to create a win/loss analysis framework that captures insights from both won and lost deals to systematically improve win rates.

# Context

The user sells a {{product-type}} with a {{sales-motion}} sales motion. Their current win rate is {{win-rate}} and the most common loss reason they suspect is {{loss-reason}}. Their sales team size is {{team-size}}.

# Inputs

- **Product type:** {{product-type}}
- **Sales motion:** {{sales-motion}}
- **Current win rate:** {{win-rate}}
- **Suspected loss reason:** {{loss-reason}}
- **Sales team size:** {{team-size}}

Ask the user how many deals they close per quarter and whether they currently do any post-deal analysis.

# Requirements & Constraints

- **Both wins and losses:** Analyze what works, not just what fails
- **Buyer interviews:** Include a framework for interviewing prospects (not just internal reviews)
- **Pattern recognition:** Design for identifying recurring themes, not just individual deal stories
- **Bias mitigation:** Account for sales rep self-reporting bias
- **Actionable:** Every insight must lead to a specific process, training, or product recommendation

# Output Format

## 1. Program Design
- Analysis cadence (how often and how many deals)
- Deal selection criteria (which deals to analyze)
- Data collection methods (CRM data, rep interviews, buyer interviews)
- Team roles and responsibilities

## 2. Internal Analysis Framework

### CRM Data Pull Template
- Fields to analyze (deal size, cycle length, competitors, stakeholders, stages)
- Win rate by segment, rep, source, and deal size
- Pipeline velocity metrics

### Sales Rep Interview Guide
- Questions about what went well
- Questions about what could have gone better
- Questions about competitive dynamics
- Questions about buyer behavior

## 3. Buyer Interview Framework

### Interview Logistics
- When to request interviews (timing post-decision)
- How to invite (email template)
- Interview format (phone, video, survey)
- Incentive for participation

### Interview Questions (Won Deals)
- Decision criteria and weighting
- What tipped the decision in your favor
- What almost lost it
- Competitor evaluation process

### Interview Questions (Lost Deals)
- Decision criteria and weighting
- What the winning vendor did better
- When in the process the decision shifted
- What would have changed the outcome

## 4. Analysis & Pattern Identification
- Theme categorization framework (product, price, sales process, competition, timing)
- Frequency analysis template
- Win pattern identification (what winning deals have in common)
- Loss pattern identification (recurring failure points)

## 5. Action Plan Template
| Finding | Category | Impact | Action | Owner | Timeline |
|---------|----------|--------|--------|-------|----------|
| Example | Sales process | High | [specific action] | [role] | [date] |

## 6. Reporting & Communication
- Monthly win/loss summary template
- Quarterly trend report structure
- Sales team training topic generation
- Product feedback loop integration

# Self-Check

Before finalizing:

- Does the framework analyze both wins and losses?
- Are buyer interview questions designed to uncover real reasons, not polite excuses?
- Have you addressed sales rep self-reporting bias?
- Does every finding link to a specific, actionable recommendation?
- Is the program sustainable for the team's size and deal volume?

— via PromptShop: https://promptshop.munirabbasi.me/prompts/winloss-analysis-template