(Part 2 of 2) - Implementing a Win/Loss Intelligence Program

Topics Covered in Course

  • Understanding what is comprised of a win/loss program
  • Intelligence industry statistics and benchmarks
  • Roles involved in the various win/loss functions
  • Overview of best-in-class intelligence programs
  • Classifying your organizational intelligence program level
  • Understanding the 5 foundation intelligence pillars
  • Defining impacts of sample size selection
  • Impacts of how bias can cause loss of program credibility
  • Generating the proper intelligence measuring scale
  • Creating measurable key indices
  • Application of employee insights to key indices
  • Human-to-human intelligence gathering techniques
  • Quantitative and qualitative intelligence aspects
  • Creating team communication scripts
  • Calculations for turning information into actionable intelligence
  • Calculating Gap Scores
  • Consolidating intelligence and identifying trends
  • Communicating the intelligence to executives
  • Critical reports that can be generated
  • Identify where most organizations lose program credibility
  • Real-world application discussion

Templates Included

  1. CI Cycle Diagram and Steps
  2. CI Maturity Model Diagram
  3. Creating KPIs
  4. KPI Examples
  5. Organizational Setup Examples
  6. Pillar Diagram and KPIs
  7. Sample Deliverable
  8. Sample Plus Minus Gap Score Grid
  9. Win Loss Formula Calculation Spreadsheet
  10. Win Loss Methodology
  11. Introduction Text
  12. Sample of an Exective Presentation

Detailed Course Description

This course is Part 2 of a two-course series and builds on the foundation established in Part 1, focusing on how to operationalize and scale a Win/Loss Intelligence Program for maximum organizational impact. By accessing the honest perspectives of existing customers and lost prospects, organizations gain a clear understanding of why deals are won, why opportunities are lost, and what buyers truly value.

These insights support more precise strategic and tactical decision-making across the organization. Executive leadership, sales teams, and product managers can use this intelligence to improve retention, refine product development, strengthen competitive positioning, and design effective lost prospect re-engagement strategies.

In markets where buyer attention and spending are limited, increasing mindshare and wallet share requires more than assumptions. This course demonstrates how to implement a structured intelligence foundation that ensures insights are strategic, unbiased, measurable, actionable, and repeatable - then shows how to expand that foundation into a fully functioning program.

You will learn how to consolidate feedback from multiple channels and behavioral signals to create a unified, consistent view of each account. This shared intelligence equips stakeholders with the clarity needed to align priorities, improve customer experience initiatives, and drive revenue growth.

By replacing guesswork with credible intelligence, your organization can focus on the actions that matter most - strengthening relationships, improving performance, and fueling sustainable growth.

Obtain your Course Completion Document

When you successfully pass a test, you will obtain a Course Completion document (this proves you took, and passed, that specific course). Collect the specific Course Completion documents for any given SME roadmap - or what your professor requires. When all are obtained for a given SME roadmap, submit those documents to glenb@market-awareness.com in one email and we will issue you a Subject Matter Expert personalized certificate.

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Available: Now

Level: 
Advanced
Category: 
Company
 

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