intermediate · 90–90 min
The Forensic Win/Loss Analysis Workshop
Stop guessing why you lost the deal. Use collective intelligence to uncover the real reasons behind your win rate.
About this session
Sales teams often rely on surface-level reasons, like pricing or missing features, to explain why a prospect walked away. This workshop provides a framework for sales and marketing to dissect recent deals and uncover the systemic patterns that are actually affecting the win rate.
Why it works
The session shifts the focus from defensive individual reporting to a collective investigation of the sales process. This collaborative scrutiny ensures that both the front-line sales experience and the marketing strategy are reconciled, leading to process changes that the whole team actually supports.
What you’ll walk away with
- Clear actionable outcomes from a 4-step facilitated process
- Increased participant engagement and buy-in
- Documented decisions and next steps
- Improved team alignment on the topic
Who it’s for
Sales Leaders, Marketing Teams
Frequently asked questions
Who should facilitate this workshop?
This workshop works best when led by someone comfortable with facilitation. Ideal for Sales Leaders or external facilitators working with sales & marketing teams.
How long does this workshop take?
Plan for 60-90 minutes depending on group size. The 4 activities are designed to flow together smoothly.
Run this session with METODIC
Get the full agenda, activities, timing, worksheets, and a facilitator guide for “The Forensic Win/Loss Analysis Workshop” — ready to run in minutes, for any workshop, meeting, or team session.