Win/Loss Interview Kit

Difficulty: Beginner | Time to implement: 20 min | Saves you: ~2 hrs/week Tools: ChatGPT / Claude

This template generates everything you need to run win/loss interviews — the short conversations with customers who just bought and prospects who just didn't, where you learn why you actually win and lose: the outreach emails that get the meeting, a 20-minute interview script for each scenario, and a synthesis prompt that turns your notes into patterns. It's for any business that loses deals to "we went another direction" and never finds out what the direction was.