Win-loss voice interview template
Learn what shaped a recent decision to choose or reject [offering].
Use this templateEditable study draft · English content
Before you launch
Choose comparable evaluations and a recent period. Keep the interview separate from a sales follow-up.
Opens an AI-moderated voice interview with the research goal and discussion prompts shown here. The moderator can ask follow-up questions based on the participant’s answers. Replace the bracketed details and review the interview settings.
Discussion guide
- What need prompted the evaluation?
- Which options made your shortlist, and why?
- Tell me about a moment that changed your opinion of [offering].
- What trade-offs did you discuss before deciding?
- What finally settled the decision?
Plan your study
Who should take part?
Recent evaluators of [offering], including wins and losses.
What should I customize before launching?
Choose comparable evaluations and a recent period. Keep the interview separate from a sales follow-up.
How should I use the findings?
Compare decision paths across wins and losses with similar needs. Treat single-customer reasons as leads for further research.