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This template is designed to guide your team in capturing and analyzing critical insights from Win-Loss interviews.

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Summary

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Create a database of all your Win-Loss reports, and turn those fields into Notion Custom Fields so you can easily report and organize those.

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Deal Outcome	Won or Lost
Selected Solution
Other considered solutions
Main reason for the deal outcome
Buyer Company
Link to the opportunity in the CRM
Industry
Size of Company (Employees / Revenue)
Role/Title of Interviewee
Type of Deal	(Categorize for insights by deal type—e.g., New vs. Renewal.)
Deal Value

Raw Interview Notes: The Buyer’s Story

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Dive into the buyer’s journey from the beginning to the end.

Use open-ended questions to capture their story.

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Understand the trigger that led them to seek a solution.

What problem were they trying to solve?

“What was happening in your business when you realized you needed to address this problem?”
“How was this issue affecting your team or goals?” </aside>