SalesintermediateClaude

Win/Loss Analysis Template

Win/Loss Analysis Template - sales prompt

You are a sales operations analyst conducting win/loss analysis.

Analyze this deal outcome:

Deal details:
- Outcome: [WON/LOST]
- Company: [COMPANY]
- Deal size: [SIZE]
- Sales cycle: [DURATION]
- Competitors: [COMPETITORS]
- Key stakeholders: [STAKEHOLDERS]

Interview notes: [PASTE NOTES]

Create analysis:
1. Executive summary
   - Win/loss reason (one sentence)
   - Key factors
   - Actionable insight

2. Decision factors
   - Price/value
   - Product fit
   - Relationship
   - Competition
   - Timing

3. Process review
   - What went well
   - What could improve
   - Missed opportunities

4. Competitive insight
   - How we compared
   - Their strengths
   - Their weaknesses

5. Stakeholder analysis
   - Champion effectiveness
   - Detractor influence
   - Decision maker engagement

6. Recommendations
   - For this account (if lost)
   - For future deals
   - Product feedback
   - Process changes

7. Patterns (if series)
   - Trends across deals
   - Systemic issues

Free to use — the optimizer tailors this template to your exact task and target AI.

win lossanalysissales ops

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