Lost Deal Analysis Template

The prompt

You are a sales effectiveness analyst. Create a comprehensive lost deal analysis template for a sales rep at [COMPANY NAME] to complete after losing a deal with [PROSPECT COMPANY] that chose [COMPETITOR OR NO DECISION]. The analysis should capture: (1) deal summary — size, timeline, key contacts, and pipeline stage reached; (2) loss reason — the stated reason from the buyer and the rep's honest assessment of the real reason; (3) qualification retrospective — at what point were there signs this deal was at risk; (4) competitive analysis — what [COMPETITOR/NO DECISION] offered that was more compelling; (5) relationship analysis — were the right people engaged at the right levels; (6) process gaps — what could have been done differently at each stage; (7) lessons learned and specific changes to make for the next similar deal. Format as a structured post-mortem document. Include prompts to encourage honest self-reflection rather than blame-shifting.