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Blackblot PMTK
Win/Loss Analysis
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Questionnaire
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Company Name:
Product Name:
Date:
Contact:
Department:
Location:
<Enter location>
Email:
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Telephone:
Revision
<Revision #>
Blackblot_PMTK_Win_Loss_Analysis_Questionnaire.docx
Revised By
<Enter your name>
Page 1 of 7 Pages
Approved By
<Enter name>
www.blackblot.com
Table of Contents
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4.
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2.
INTRODUCTION ...................................................................................... 3
1.1.
DOCUMENT OBJECTIVE ........................................................................ 3
WIN/LOSS ANALYSIS OBJECTIVES ......................................................... 3
2.1.
SECTION OBJECTIVE ........................................................................... 3
2.2.
WIN/LOSS ANALYSIS OBJECTIVES........................................................... 3
2.3.
WIN/LOSS ANALYSIS DESIRED OUTCOMES ................................................ 3
PRODUCT/MARKET OVERVIEW ............................................................... 3
3.1.
SECTION OBJECTIVE ........................................................................... 3
3.2.
MARKET/CUSTOMER DESCRIPTION .......................................................... 4
3.3.
PRODUCT DESCRIPTION ....................................................................... 4
WIN/LOSS ANALYSIS QUESTIONNAIRE/FORM....................................... 4
4.1.
SECTION OBJECTIVE ........................................................................... 4
4.2.
WIN/LOSS ANALYSIS QUESTIONNAIRE/FORM ............................................. 4
4.3.
PARAMETERS LIST .............................................................................. 5
4.4.
COMPETITION SUMMARY TABLE .............................................................. 6
SUPPORTING DATA ................................................................................. 6
5.1.
SECTION OBJECTIVE ........................................................................... 6
5.2.
ASSUMPTIONS .................................................................................. 6
5.3.
RESEARCH INFORMATION ..................................................................... 6
5.4.
PRODUCT DIAGRAM/ARCHITECTURE ......................................................... 7
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Introduction
1.1.
Document Objective
The purpose of this document is to present a sales process and product
oriented questionnaire, used to elicit unbiased feedback from company
employees and customers involved in the sales effort and buying decision
process, after winning or losing a deal.
<Comment: Win/Loss Analysis is a process whose output helps improve
products and develop better sales functions.>
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2.3.
3.
Product/Market Overview
3.1.
Section Objective
This section provides a general overview of the product and market.
<Comment: This section helps clearly define baseline information for the
reader and interviewer, before doing the actual Win/Loss analysis
interview.>
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Market/Customer Description
<Define and describe the target market and customer profile the product is
targeted at. Also list the key characteristics of the target market and
customer.>
3.3.
Product Description
<Define and describe the product which solves the market problem.>
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3.2.
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4.2.
Win/Loss Analysis Questionnaire/Form
Background Information
Details
Date
<Enter text.>
Company Name
<Enter text.>
Company Address
<Enter text.>
Interviewee #1 (Name, Title, Phone, Email) <Enter text.>
Interviewee #2 (Name, Title, Phone, Email) <Enter text.>
Interviewer Details
<Enter text.>
Relevant Product(s) or Product Line
<Enter text.>
Original Deal Outcome (Win/Loss)
<Enter text.>
Comments:
<Enter text.>
Answer
<Enter text.>
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Interview Questions
Corporate Identity and Perception
How do you perceive our company? (leader,
follower, innovator)
What is your general opinion or impression
of our company?
What is your general opinion or impression
of our products?
What are our company's merits?
What are our company's faults?
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<Enter text.>
<Enter text.>
<Enter text.>
<Enter text.>
<Enter text.>
<Enter text.>
<Enter text.>
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been improved?
Are you satisfied with the offer that was
made to you? (presentation, wording,
clarity, price, projected value, extras)
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<Enter text.>
<Enter text.>
<Enter text.>
<Enter text.>
<Enter text.>
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Win/Loss Outcome
<Enter text.>
What were the reasons for our win (or
loss)?
What were the reasons for our competitors'
<Enter text.>
win (or loss)?
What were our strongest/weakest points in
<Enter text.>
the entire process?
What were our competitors'
<Enter text.>
strongest/weakest points in the entire
process?
<Comment: Many additional topics and questions can be added to the
questionnaire, subject to necessity. In the actual interview, make sure you
constantly focus on the main points you wish to illicit and be concise.
Avoid developing a questionnaire that is overbearing and/or excessively
granular.>
4.3.
Parameters List
The following is a list of parameters that can be used to assist (or confine)
the interviewee when answering the Win/Loss analysis questionnaire.
Company Financial viability
Company Key partnership
Company Local presence
Company Visibility
Price ROI
Price Structure/Model
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<1.
Disadvantage.>
<2.
Disadvantage.>
<3.
Disadvantage.>
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<1. Advantage.>
<2. Advantage.>
<3. Advantage.>
Comment /
Recommendation
for Improvement
<Enter
Recommendation for
Improvement.>
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<Competitor
Name.>
Their Top 3
Disadvantages
4.4.
Competition Summary Table
Competitor
Their Top 3
Advantages
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Supporting Data
5.1.
Section Objective
This section provides data in support of claims, assertions, assumptions,
and statements made throughout this document.
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5.2.
Assumptions
<Describe any assumptions made when writing this document.>
5.3.
Research Information
<If relevant, describe and list the type and scope of research conducted in
the course of writing this document.>
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Product Diagram/Architecture
<If relevant, describe the product's architecture and modules accompanied
by a schematic diagram.>
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5.4.
www.blackblot.com
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