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NT-093 / Decision pack

Lost-deal review

Learn from the outcome without rewriting the story.

Record the outcome, stated reason, evidence and improvement action. Distinguish direct customer feedback from an internal explanation and keep uncertainty visible.

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Editable .xlsxPDF guideNo macros

Start with the decision

Which loss explanations are confirmed, and which learning actions are still open?

Owners and small sales teams reviewing unsuccessful opportunities.

From input to next step.

  1. 01

    Record what happened

    Use the actual opportunity outcome and date reference. Do not assume a competitor won if the customer simply stopped responding.

  2. 02

    Separate fact and interpretation

    Label the source of the reason. A customer statement may still be incomplete; use an unknown category when evidence is missing.

  3. 03

    Choose one learning action

    Identify a specific change or question worth testing. Name an owner and completion state rather than assigning blame or claiming causation.

A look inside

The example, in plain sight.

Fictional values from the workbook. Amounts are illustrative currency units, not a market rate or a customer result.

Opportunity reference
O-11
Recorded outcome
Declined
Reason source
Customer feedback
Reason summary
Timing changed
Learning action
Clarify future trigger
Action state
Complete
Open learning action
0

Before you use the result.

  • No response is not proof of price resistance.
  • Do not attribute statements the customer did not make.
  • Keep competitor claims supported by a source.

A qualitative learning worksheet, not a statistically valid win/loss study.

A few useful answers.

All questions →
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What will I receive?

Each product includes a PDF guide, an editable Excel workbook, a fictional worked example, a blank worksheet with 50 prepared rows and a decision log. Working kits also include an implementation plan and an adaptable message. The exact file list is on each product page.

What software do I need?

A PDF reader and spreadsheet software that supports standard .xlsx formulas. The workbooks contain no macros or external data connections. Formula results depend on your inputs and your spreadsheet software recalculating them. No paid AI account is required.

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