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What tips do you have for successful “win interviews” and who is typically involved?

Conducting interviews with new clients following the successful sale - goal is to collect insight on our sales process, the client’s perspective of our product over competitors, what content was influential, etc.
Ellie Mirman
Teikametrics Vice President Marketing7y
I prefer to have a two-person team to do interviews - one person to conduct the interview, the other to take in-depth notes and identify follow up questions. This can be ...
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676 Views
James Winter
Telescope Partners Head of Marketing | Formerly Nexmo, Dialpad, Aspire, Brandfolder8y
One other point to add on to Derek's excellent advice. When setting them up for a case study down the line, I'd also encourage the customer to start thinking about/tracki...
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609 Views
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Ryan Sorley
DoubleCheck Research Founder7y
Consider creating a pre-interview online survey and sharing with the interviewee prior to the interview. Done well, this will help you collect a ton of structured data ov...
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644 Views
Sam Curcuruto
Commvault Director of Product Marketing | Formerly OneTrust, Harness, Expanse, RiskIQ8y
I do win interviews alone, but often have a warm up call with them and our sales rep for introductions. I've found this helps ease some anxiety from the sales side (some...
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621 Views
Kristen Ribero
unitQ VP Marketing8y
I typically do them by myself without the sales person or product mgmt. I find the customer is more open about product and sales process that way pm and sales contribute ...
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958 Views
Be inquisitive, dig for the 'story'. Use open-ended questions. I agree with Derek. No salespeople. Keep them far away or you will get mixed results. Salespeople can be ...
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481 Views
Derek Frome
Ouster Vice President Marketing8y
You're trying to figure out why they bought your product, what materials and conversations were most useful in their process, and setting them up for a case study down th...
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1227 Views