# Win and Loss Review Template, Free Source: https://nerix.ai/templates/win-and-loss-review Find out why a deal was won or lost, and what to change in how you sell. ## Fill it in and preview You are signed in. Fill it in your workspace and it is kept as a document you can send, share and have signed. [Open in your workspace](https://app.nerix.ai/documents/templates/win-and-loss-review) ### Win and loss review **Deal:** Harbor Logistics, fleet tracking contract **Outcome:** Outcome **Value:** 48,000 USD **Sales cycle:** 11 weeks **Sales owner:** Hamza Idrissi **Review led by:** Maria Costa, Sales Manager **Review date:** 12 June 2029 ## 1. Why the buyer decided The buyer said our reporting was clearer and our onboarding plan was faster. They chose the other vendor only on price. ## 2. Competition RouteWise (chosen), FleetOne ## 3. Key moments | Date | What happened | | 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 | ## 4. What went well The demo matched their daily work. The champion inside the buyer pushed for us. ## 5. What went wrong We met the finance director too late. We had no answer on the one-year price lock. ## 6. What we will change Meet the budget holder by the second call. Prepare a standard answer on price locks. ## 7. Follow-up with the buyer Check in again in 6 months, when their contract with RouteWise renews. Templates are a careful starting point, not legal advice. Where the law matters, check what applies where you are. Sales and marketing ## What this template is for A win and loss review template to learn why you won or lost a deal. Record the buyer's reasons, competitors, price, timing and what to change. Word or PDF. 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](https://nerix.ai/templates/sales-marketing) Sales and marketing ## What you fill in The form asks for 15 details. The document fills itself in as you type. - ### 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. Sales and marketing ## What is inside The parts of this document, in order. - 1 1. Why the buyer decided - 2 2. Competition - 3 3. Key moments - 4 4. What went well - 5 5. What went wrong - 6 6. What we will change - 7 7. Follow-up with the buyer Templates ## How it works - 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. - 02 ### Check Read it through. Gaps you have not filled stay marked, so nothing goes out half done. - 03 ### Download Save it as a Word document to edit further, or as a PDF to send or print. ### Make it yours with AI Open it in the chat and ask for changes: shorter, firmer, another situation, another language. [Adapt it with nerix](https://nerix.ai/try?template=win-and-loss-review) ### Was this template helpful? Sales and marketing ## Questions people ask ### 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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