A structured win/loss retrospective: score what actually decided the outcome — pain, value, price, relationship, process — and get an AI report for coaching.
Quick answer
A structured win/loss review that scores what truly decided the outcome — pain, value, price, relationship, process — and turns it into an AI coaching report.
Lost deals get rationalized; won deals get celebrated; both get forgotten. This retrospective scores the anatomy of a finished deal — pain clarity, value demonstration, price position, relationship depth, process execution — across both outcomes, producing a weighted result and an AI report that states what actually decided it. Patterns across retros are how teams convert individual deals into institutional plays.
A fillable sample form and report preview — live once the app is published.
Everything you need to run this template.
Six dimensions of the outcome scored apart.
Process quality rated whether the deal won or lost.
The one-sentence verdict becomes the pattern library's raw text.
A printable AI retro per deal for team reviews.
From copy to deliverable in four steps.
Copy the retro and name the finished deal.
Reps and managers score, with the CRM thread open.
Send the decision-question version where the buyer will answer.
Stack the reports and fix the recurring dimension.
Pick your role — see how it fits your workflow.
Coach from scored patterns instead of war stories.
Learn which dimension you personally under-invest in.
Turn repeated retro findings into updated plays.
What makes this template work as a professional deliverable.
A preview of real questions — the live version scores them and builds a report per respondent.
