Timing is Everything in Win/Loss Interviews
In a recent webinar I learned a few new things about the psychology behind conducting win/loss interviews. I have always told clients to makes sure that the sale is complete and implemented before handing them off to me to interview. Win/loss learning is often more about the failure of the selling process rather than selling the product. if you just have one time to conduct win/loss interviews, wait until after implementation or a rule of thumb is wait 2-3 months after the sale closes. If you wait too long, they’ll forget the details around the sales event that you are trying to collect and analyze.