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📣 Marketing & Lead Gen

Free Competitor Comparison Survey

Send a win/loss survey to closed deals — capture competitors compared, tie-breaker reasons and the one thing that would have flipped the decision.

~6 questions
Won / lost branches
CRM-ready export
Live Preview

Quick answer

Send this after a deal closes to capture which competitors were compared, the tie-breaker reasons and the single change that could have flipped the outcome. Lost-deal respondents are a selective group, so trust the recurring patterns over any one reply.

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About this template

Conversion dashboards tell you deals slipped; they never tell you why. This survey routes won and lost respondents down separate paths, captures the actual consideration set, ranks the tie-breaker reasons and exports reason codes your sales enablement, product and positioning teams can share.

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Live Preview

Sample form preview (fillable once the app is published).

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Fill it in to see how responses flow.
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What's Included

Everything you need to run this survey.

1

Consideration-set capture

Which vendors were seriously evaluated.

2

Won / lost branching

Different questions for each outcome.

3

Feature-gap ranking

What the winner had that you didn't.

4

Reason-code export

Clean codes for CRM and enablement.

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How It Works

From copy to deliverable in four steps.

1

Copy template

One-click import into your FormLM workspace — free.

2

Split won / lost branches

First question routes each group down the right path.

3

Send from the deal owner

Personal asks get 3× the reply rate of a no-reply address.

4

Feed the CRM

Export reason codes so sales, product and marketing share the picture.

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Who Is This For

Pick your role — see how it fits your workflow.

1

Revenue leaders

Turn a slipped-deal list into a repeatable objection map.

2

Product managers

Prioritize the roadmap on feature gaps that actually cost deals.

3

Positioning & sales enablement

Refresh battlecards with the exact words buyers used.

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Key Features

What makes this template work as a professional deliverable.

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Sample Questions Inside

A preview of real questions.

  1. Which vendors did you seriously consider before choosing? (multi)
  2. What was the single biggest reason you chose us? (open)
  3. What was the single biggest reason you did not choose us? (open, lost branch)
  4. Rate the feature gaps that mattered most (1–5 grid)
  5. Was price the deciding factor? (yes / no / partly)
  6. What one thing would have flipped your decision? (open)
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Frequently Asked Questions

Why run a win/loss survey instead of just tracking conversion rate?
Conversion tells you how many deals slipped; a win/loss survey tells you why — which competitor, which feature, which objection. That's the difference between a red arrow on a slide and a fix roadmap.
How is this different from pre-decision market research?
A needs survey probes pain before a buyer shortlists anyone. This comparison survey runs after the decision — capturing the actual consideration set and the tie-breaker.
How soon after the decision should I send it?
Within 7–14 days. Before that the buyer is still processing; after 30 days, memory of specific objections fades.
What response rate is realistic?
15–25% for closed-won and 5–10% for closed-lost with a short form and a personal send. Anonymity lifts the lost rate.
Is it free?
Yes. One click copies the survey and branding into your FormLM workspace at no cost.

Every lost deal teaches something — capture it

Copy, send, feed the roadmap — free.