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What is your framework for win/loss analysis, and how do you operationalize the insights across teams?

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2 Answers
  1. Katie Walsh
    Katie Walsh

    HubSpot Director of Sales • 4mo

    Capture the reality, identify patterns, and turn insights into behavior change. If it doesn’t change how teams sell, it’s just reporting. First, I focus on getting clean, consistent inputs. Every deal is reviewed using the same core questions. Second, I separate deal-level learning from trend-level learning. At the deal level, managers use wins and losses as coaching moments: What would we repeat? What would we do differently next time? At the trend level, I look across deals to spot systemic th ...Read More

    445 Views
  2. Sarah Mercedes (Osborne)

    HubSpot Director of Sales • 5mo

    We run a consistent program referred to as What a Deal Wednesday (WADW). Every week, a different team within our sales org takes turns sharing a full breakdown of a significant deal they recently closed. It covers the following: Deal Team Company Overview Deal Source Business Challenges & Goals How & Why we Won Key Learnings We have a NotebookLM where all of these write ups are collected, which is a great resource for new reps and tenured reps alike to pull best practices and search for ...Read More

    418 Views

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