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Sales

Sales Win/Loss Interview

Run a neutral buyer debrief with outcome-specific questions, ranked decision factors, competitor context, and follow-up consent.

14 questions
7 minute completion
Starter schema
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Preview

Interact with the actual form experience before opening the template in Formspace. Responses entered here are not saved.

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What's included

A quick static summary of the main sections and fields, so visitors can scan the structure before opening the full template.

Decision context

Identify the opportunity and the respondent's role in the decision.

5 questions
Includes:

Organization, Respondent name, Role in the evaluation, Email, plus 1 more.

Short textShort textShort textShort text

Decision factors

Describe the criteria, alternatives, and experience behind the outcome.

6 questions
Includes:

Rank the factors that mattered most, How did the selected option compare?, Provider or approach selected, What most influenced the decision in our favor?, plus 2 more.

RankingMatrixShort textLong answer

Use of feedback

Choose how the team may use or follow up on this response.

3 questions
Includes:

May a researcher contact you to clarify this feedback?, May an anonymized excerpt be used internally?, What should the team change for future evaluations?.

Yes / noYes / noLong answer

How to use this template

When to use it

Use this template when you need a structured sales workflow for B2B sales, SaaS, Professional services teams. It works best when the response needs enough context for a reviewer to take the next step without sending several follow-up messages.

How to customize it

  • Replace generic labels with language your respondents already use.
  • Move optional questions later in the form so the first page stays easy to complete.
  • Add internal routing notes or tags if different team members handle different response types.
  • Use ranking questions when priorities matter more than selecting every applicable option.

Example questions

Scan the questions and field types included in the template at a glance.

Short text

Organization

Short text

Respondent name

Short text

Role in the evaluation

Short text

Email

Single choice

Decision outcome

Ranking

Rank the factors that mattered most

Matrix

How did the selected option compare?

Short text

Provider or approach selected

Long answer

What most influenced the decision in our favor?

Questions about this template

What is the sales win/loss interview template for?

A structured post-decision interview for revenue teams that want evidence about why an opportunity was won, lost, or paused without turning the conversation into another sales pitch. It is a good fit for B2B sales, SaaS, Professional services teams that need a structured sales workflow.

Can I customize this sales win/loss interview template?

Yes. Open it in Formspace to edit questions, pages, logic, branding, publishing settings, notifications, and response handling before sharing it.

What questions are included?

The template includes 14 questions across 3 sections. Example questions include: Organization; Respondent name; Role in the evaluation; Email.