Template 13 · Worksheet · Audit

Win/Loss Intake Template

Capture deal post-mortems in a way that maps to positioning gaps, not just sales objections.

Most win/loss intake catches the symptom ("the buyer chose price"). This template catches the positioning failure underneath ("the buyer never understood what we replaced"). Twelve sections, twenty minutes per deal.

~20 min to completeDOCX · 32 KBWin/Loss Analysis · Positioning Audit
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Win/Loss Intake Template

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What's inside

The structure. Section by section.

  1. 01Deal facts
  2. 02Positioning intake
  3. 03How the buyer described us
  4. 04Where we won/lost the frame
  5. 05Pattern across deals

An online version is on the roadmap. For now, the downloadable artifact is the fastest path — fill it on paper or in your editor of choice.

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