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Win-loss template

Win-loss interview questions

Questions for the people who chose you and the ones who didn't — surfacing the real evaluation criteria, the deciding factor, and where your sales story landed or missed.

Who this is for

Founders, product marketers, and sales leaders — they spend their days in the pipeline — coaching reps, refining positioning, and trying to understand which deals are winnable and why the lost ones got away.

What they're trying to learn
learn the real reasons deals are won and lost so they can sharpen positioning, pricing, and product priorities.
Who they interview
recently won and lost buyers (ideally the actual decision-maker)
When to use it

Run these within a few weeks of the deal closing — won or lost. The most valuable interviews are with buyers who seriously evaluated you and chose a competitor.

The template

Win-loss interview questions to copy & run

01

The buying process

  1. 1.What first prompted you to look for a solution like this?
  2. 2.Who was involved in the decision, and what did each person care about?
  3. 3.What was your process for evaluating options?
  4. 4.What were the must-haves versus the nice-to-haves?
02

The evaluation

  1. 1.Which options made your shortlist, and why?
  2. 2.How did we compare on the things that mattered most?
  3. 3.What was your impression of us during the process?
  4. 4.Was there anything that gave you pause about us?
03

The decision

  1. 1.What was the single biggest factor in your final decision?
  2. 2.If you chose someone else — what did they offer that we didn't?
  3. 3.If you chose us — what tipped it in our favor?
  4. 4.Looking back, is there anything we could have done differently?
How to run it well

Tips for better answers.

  • Interview the actual decision-maker, not just your champion — the real criteria often live a level up.
  • Use a neutral interviewer where possible; buyers are more candid when it isn't the rep who worked the deal.
  • Ask about competitors by name and where they beat you — that's your product and positioning roadmap.
  • Balance wins and losses. Wins tell you what's working; losses tell you what to fix.
FAQ

Questions about this template.

What is a win-loss analysis?

Win-loss analysis is the practice of interviewing buyers after a deal closes — won or lost — to understand the real factors behind their decision. It informs positioning, pricing, sales enablement, and product priorities with the buyer's own words instead of the rep's guess.

Should the sales rep run win-loss interviews?

Ideally not for their own deals. Buyers are more honest with a neutral third party — a product marketer, researcher, or external firm. If the rep must run it, acknowledge the dynamic and emphasize you're there to learn, not to re-open the deal.

How many win-loss interviews should I do?

Aim for a steady cadence rather than a one-time batch — even 2–4 per month builds a living picture of why you win and lose. Patterns by competitor, segment, and objection emerge quickly once you synthesize across interviews.

Don't just ask the questions — synthesize the answers.

Save these questions as a template in Intervool, capture the interview, and let AI turn every conversation into insights, personas, and a prioritized roadmap. Free for 30 days.