Win Loss Analysis

Understand why recent evaluators of the product did or did not buy and what steps they took in the buying process.

Want a refresh? Check out Foundations On-Demand

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PAC Discussions

Win/Loss Lessons Learned
Here members exchange their approaches, tools and pitfalls to avoid from their own win/loss journeys.

How to Tackle W/L When It Comes To Product Upgrades
In this exchange, peers share the differences between a net new W/L program vs. those looking to learn more about the value of new capabilities.  

Peer Shared Win/Loss Questions
This thread shares Win/Loss questions peers utilize when looking for feedback within their markets.

Peer Materials to Help Others Understand The Power of Win/Loss
In this thread members share videos, peer samples and templates to help others kick-off or elevate their W/L programs.

How do you Utilize Win/Loss Reason Codes
Here members share input on win/loss reason codes and why many prefer interviews over the coding process.

New Member Shares Win/Loss Thoughts
This is an introduce yourself thread where members got to chatting about Win/Loss. Not only is there good topical info contained, but this is a great example of why it's so valuable to introduce yourself to the community.

Pragmatic in Action: Win/Loss
This Pragmatic In Action thread is all about the Win/Loss Process

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Articles, Blogs & Reports

2023 Pragmatic and Clozd Win/Loss Report
Report: Sponsored by Pragmatic Institute and Clozd, the survey gathered insights from hundreds of executives, sales, marketing, and product professionals to learn how they approach win-loss analysis

Scenario Solutions: Why is your product winning (or losing)?
Blog Series: Tap these powerful resources when looking to implement a win/loss program, finding customers to talk to and overall ways to ensure you are winning when it comes to win/loss.

7 Steps for Launching A Win-Loss Program
Infographic: This infographic offers a strong snapshot of the 7 crucial steps you should be implementing when launching a successful win/loss program.

How to Implement a Win/Loss Program
Article: Is adding a win/loss program on your list of things to do? If so, then check out this article that outlines the seven key steps needed to implement a successful win/loss analysis program!

Starting and Running a Win/Loss Program
Article:Poor concepts and badly designed products account for some product failures, but often the biggest culprit is a weak product launch.

Win/Loss Science
One Sheeter: This resource offers helpful statistics on win/loss analysis programs!

Competitive Intelligence Gathering Through Win/Loss
Article: In this article, Pragmatic gives a breakdown of why it's not about whether you lose or win one deal, but instead about why you lost or won the last 10 deals and the value win/loss interviews provide in seeing this. 

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Videos, Webinars & Podcasts

How To Optimize Win/Loss Analysis And Increase Your Win Rate
Webinar: In this product chat, we are joined by Andrew Peterson, Co-Founder of Clozd for a conversation on how to optimize your win-loss analysis program. Whether you are just getting started or leveling up your current program, Andrew has expert advice on win-loss best practices that can help increase your win rate.

Win More, Lose Less
Workshop: A guided win/loss workshop with instructor and innovation expert Diane Pierson. In this session, Diane provides a win/loss refresher and breaks down the steps of a successful win/loss analysis utilizing real client journeys. We’ll then discuss the best approaches for conducting and implementing these programs and perform exercises so you can walk away with your very own W/L action plan.


Key Components of a Structured Win/Loss Program
Podcast: In this episode of Pragmatic Live, Rebecca Kalogeris, VP of marketing for Pragmatic Institute, interviews two experts from DoubleCheck Research Diana Igua, director of marketing & operations and Jen Doyle, research director, about why win/loss is an essential activity for any company.

Win/Loss 2.0
Podcast: Product strategy guru and kite-flying enthusiast Mike Smart from Egress Solutions joins Pragmatic Institute for a  look at how data is changing the way we’re doing win/loss analysis. More than just understanding why someone did or did not purchase your product, pulling larger amounts of data from larger quantities of buyers can give you deeper insight into market problems and product possibilities. Understand how to balance the quantitative data with the qualitative data and uncover new opportunities for your business.


Win/Loss Analysis: Why You Should Be Doing It
Podcast: Looking for a better understanding of what win/loss means and the value it serves? In this podcast we are joined by Richard Schroder who is an expert in win/loss analysis. In this he provides insight into win/loss and best practices that can be put in place when implementing it.

Win/Loss Analysis: Discover What Makes Your Customers Tick
Podcast: In this podcast we are provided insight into how to conduct win/loss analysis interviews keeping the customer top of mind. This discussion highlights the importance of the customer and what you can get from them and their testimonies. 


Win/Loss Analysis: How You Should Be Doing It
Podcast: Richard Schroder is back to provide further insight into win/loss analysis! In this discussion, Richard covers in greater detail what win/loss analysis looks like in todays world and how it can be best implemented. 

Foundations Review: Win-Loss Interviews
Video: Looking for a quick reminder for Win-Loss interviews and analysis? Join Pragmatic Instructors Amy Graham and Paul Young as they walk you through the evaluator process, and all things Win-Loss interviews.
This review video is great for those who want a refresher in Win-Loss interviews, and how to move beyond looking just at price, features, and relationships.

How to Use Win/Loss Intel When Developing Buyer Personas
Office Hours: In this session instructor Rick Nutinsky talks about how to use win/loss intel for buyer personas, when to create new product roadmaps, spec writing and more.