intermediate · 60–60 min
From Lost Deals to Won Insights Workshop
Uncover the real reasons why deals stall and how to fix your sales process using peer wisdom.
About this session
When high-potential deals stall, teams often rely on guesswork or individual post-mortems that fail to change future outcomes. This session uses the collective experience of sales and marketing to pinpoint exactly where prospects drop off and turns those failures into a revised tactical playbook.
Why it works
Moving the discussion from individual blame to shared analysis allows sales and marketing to identify patterns that are invisible to a single person. The structured sequence ensures the team transitions from identifying friction points to committing to specific process changes that everyone has helped design.
What you’ll walk away with
- Clear actionable outcomes from a 3-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 3 activities are designed to flow together smoothly.
Run this session with METODIC
Get the full agenda, activities, timing, worksheets, and a facilitator guide for “From Lost Deals to Won Insights Workshop” — ready to run in minutes, for any workshop, meeting, or team session.