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Market Research

Win-Loss Interview (AI Voice Debrief)

A voice AI debrief for closed deals — won or lost. Buyers tell an AI interviewer things they'd never tell the salesperson: the real decision criteria, who else was in the running, where the pitch missed, and what nearly changed the outcome. Structured questions make results comparable across deals.

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設問の例

テンプレートの内容をプレビューできます。すべての設問は公開前に自由に編集できます。

全6問・約10分
Q01
メッセージ

Thanks for making time — win or lose, your honest account of the evaluation helps us improve. This is an independent debrief: nothing you say goes back to any individual salesperson with your name on it. About 10 minutes.

Q02
音声AIインタビュー

Win-loss debrief interview

Conduct a buyer win-loss debrief. Learn: (1) the trigger that started the evaluation and what would have happened if they'd done nothing; (2) the shortlist — which vendors, how each was found, and first impressions; (3)…

Q03
選択式必須

What was the outcome of your evaluation?

  • We chose this product
  • We chose a competitor
  • We built something in-house
  • We decided to do nothing for now
Q04
ランク付け必須

Rank what mattered most in the final decision.

  1. Product capabilities and fit
  2. Price and total cost
  3. Ease of implementation
  4. Sales experience and trust
  5. Security and compliance
  6. References and reputation
ドラッグして順位を付ける
Q05
オピニオンスケール必須

How confident are you that the decision was the right one?

スケール: 1 – 7
最小:Not confident — could easily have gone the other way最大:Completely confident
Q06
メッセージ

Thank you! Your debrief joins an anonymized pattern analysis across deals — the fastest way for us to fix what actually loses evaluations.

含まれる機能

  • AIによる深掘り

    自由回答に合わせてAIが追加で質問し、固定のフォームでは拾えない具体的な内容を引き出します。

  • 注意確認設問

    急いだ回答や質の低い回答者を除外する仕組みを標準で備えています。

  • AIが作成する設問文

    文言、設問の順序、条件分岐をAIが調査の目的に合わせて作成します。

  • 自動レポート

    回答が集まると、テーマ、引用、わかりやすい要約が自動で作成されます。

他ツールとの比較

ほかのアンケートツールで最も近いテンプレートを調べました。それぞれの優れている点と、このテンプレートがさらに踏み込んでいる点をまとめています。

このテンプレートを選ぶ理由

  • An independent AI interviewer hears what buyers won't tell the salesperson — including where the pitch missed and what nearly flipped the outcome
  • Covers the full debrief: trigger, shortlist, real versus official criteria, buying committee, sales experience, and pricing honesty
  • A structured criteria ranking makes results comparable across every closed deal, win or loss
  • Voice interviews take buyers 10 minutes — far cheaper than third-party win-loss consultants per deal

Klue

The 31 Best Win-Loss Questions You Should Be Asking

A comprehensive question bank organized across 10 buyer-journey stages (role, awareness, evaluation bias, requirements, consideration, buying committee, demo, product, price, sales process) with strong program-design guidance. Very thorough as a question source, but it is a human-interviewer script; the depth depends on the interviewer probing well.

優れている点

  • Questions mapped to 10 distinct buyer-journey stages for full-funnel coverage
  • Includes buying-committee and evaluation-bias questions that surface hidden decision dynamics
  • Program guidance: align internally first, keep evergreen core questions while evolving others quarterly
  • Frames questions around what each internal team will actually use, tying research to decisions

物足りない点

  • It is a question list for a human interviewer, not an AI that conducts the buyer interview and adapts probes live
  • No voice-AI interviewer to run debrief calls at scale without a skilled analyst on every call
  • No auto-generated win-loss report; theming and synthesis remain manual
  • Relies on the interviewer to 'probe for deeper insights' rather than the tool enforcing depth

HubSpot

15 Questions to Ask in a Win-Loss Analysis to Help You Sell Better

A tight, practical set of 15 buyer questions covering decision factors, evaluation criteria, sales-team experience, product likes/dislikes, competitive differentiation, and open feedback, with guidance to keep interviews to 15-20 minutes and distribute findings cross-functionally. Strong starter script but static and human-run.

優れている点

  • Focused 15-question set that is easy for a non-specialist to run
  • Covers biggest decision factor, evaluation criteria, references, sales-team experience, roadmap concerns, and competitive comparison
  • Includes a high-signal 'one thing you'd advise us to change' improvement question
  • Practical guidance on interview length and sharing insights across departments

物足りない点

  • Static question list with no adaptive follow-up when a buyer names a competitor or objection
  • No voice-AI interviewer; assumes a rep or analyst manually runs each call
  • No automated synthesis into win/loss themes or an executive-ready report
  • Objectivity guidance (use a neutral interviewer) is advice, not something the tool enforces

Satrix Solutions

The Ideal Sales Win-Loss Analysis Template

A methodology guide for structuring win-loss interviews: use an impartial third party, define deal-selection criteria, schedule 20-30 minute calls, record with permission, and work from a live topics document rather than a rigid questionnaire. Strong on process discipline but light on the actual question list and reads as a consulting-led, manual program.

優れている点

  • Emphasizes interviewer objectivity via an impartial third party to reduce bias
  • Concrete deal-selection criteria for which deals to interview (revenue threshold, competitive deals, expected losses)
  • Practical logistics: email to schedule 20-30 minute calls, record with permission
  • Advocates a fluid 'live document' of topics over a rigid questionnaire to keep conversations natural

物足りない点

  • Positions win-loss as a human-consultant service; no AI interviewer to deliver that neutrality at scale or lower cost
  • No voice-AI capability to conduct the recorded debrief calls automatically
  • The 'strong listener who probes deeper' requirement is a person, not an automated adaptive-follow-up engine
  • Analysis/interpretation is deferred to later manual steps rather than an auto-generated report

SurveyMonkey

Win Loss Survey Template

A fielding-ready win-loss survey aimed at evaluating sales strategies and improving win rates. Solid for scaled, structured deal feedback, but it is a static form — buyers type what they're willing to volunteer, with nothing probing the story behind a lost deal.

優れている点

  • Ready-to-send template purpose-built for win-loss feedback
  • Backed by SurveyMonkey's benchmarks and analysis tooling
  • Quick to deploy across many closed deals at once

物足りない点

  • Static question set — no adaptive follow-ups on why the decision really went the way it did
  • No voice-interview option for the richer debrief buyers give in conversation
  • No independent-interviewer framing; it reads as the vendor asking directly

よくあるご質問

「Win-Loss Interview (AI Voice Debrief)」テンプレートにはどのような設問が含まれていますか？

すぐに使える設問が6問含まれており、最初の設問は次のとおりです：「Thanks for making time — win or lose, your honest account of the evaluation helps us improve. This is an independent deb…」・「Win-loss debrief interview」・「What was the outcome of your evaluation?」。すべての設問は上でプレビューでき、自由に編集できます。

このアンケートの回答にはどのくらい時間がかかりますか？

回答者は通常、6問を約10分で回答し終えます。

テンプレートは編集できますか？

はい。公開前であれば、すべての設問、選択肢、順序を編集できます。設問の追加や削除のほか、調査の目的に合わせた作り直しをAIエディターに依頼することもできます。

このテンプレートは無料で使えますか？

はい。エディターで開けば、すぐに編集を始められます。お試しにアカウントは不要で、無料プランでアンケートを公開できます。

公開の準備はできましたか？

このテンプレートをエディターで開いてみてください。最初の回答者が目にする前に、すべてを自由に変更できます。

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