Win and loss review

It is free to fill in online, needs no account, and downloads as a Word document or a PDF. See all Sales and marketing templates

• Deal or customer

  For example: Harbor Logistics, fleet tracking contract

• Outcome

• Sales owner

  For example: Hamza Idrissi

• Review led by

  For example: Maria Costa, Sales Manager

• Review date

  For example: 12 June 2029

• Currency

  For example: USD

• Deal value

  For example: 48,000

• Length of the sales cycle

  For example: 11 weeks

• Why the buyer decided

  Use the buyer's own words where you can. Ask them if possible.

  For example: The buyer said our reporting was clearer and our onboarding plan was faster. They chose the other vendor only on price.

• Competitors involved (optional)optional

  For example: RouteWise (chosen), FleetOne

• Key moments

  One row for each moment.

  For example: 2 March | First call 20 March | Demo to operations team 10 April | Price sent 2 May | Buyer asked for a lower price 20 May | Lost

• What went well

  For example: The demo matched their daily work. The champion inside the buyer pushed for us.

• What went wrong

  For example: We met the finance director too late. We had no answer on the one-year price lock.

• What we will change

  One action per line, with an owner.

  For example: Meet the budget holder by the second call. Prepare a standard answer on price locks.

• Follow-up with the buyer (optional)optional

  For example: Check in again in 6 months, when their contract with RouteWise renews.

1. 11. Why the buyer decided
2. 22. Competition
3. 33. Key moments
4. 44. What went well
5. 55. What went wrong
6. 66. What we will change
7. 77. Follow-up with the buyer

1. 01

   Fill in

   Type your details in the form. The document fills itself in as you type; click any gap to jump to its field.

2. 02

   Check

   Read it through. Gaps you have not filled stay marked, so nothing goes out half done.

3. 03

   Download

   Save it as a Word document to edit further, or as a PDF to send or print.

What details does this template ask for?

The form asks for 15 details, starting with Deal or customer, Outcome, Sales owner, Review led by, Review date. 2 more are optional.

Can I download this template as Word or PDF?

Yes. When you have filled in the form, save it as a Word document to keep editing, or as a PDF to send or print. It is free and needs no account.

Is what I type sent anywhere?

No. What you type stays in your browser while you fill in the document. It only goes to nerix if you choose to open the template in the chat.

Are these marketing templates free?

Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price.

Do I need a customer's permission for a case study?

Yes. Get the customer's written approval of the text, the quotes and any logo before you publish. The case study template has a field for it.

Can nerix improve the wording?

Yes. Open the template in the nerix chat and ask for a shorter, warmer or more formal version, then check every fact before you publish.

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