(Part 1 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. Sample Introduction Text
  12. Sample of an Executive Presentation

Detailed Course Description

This course is Part 1 of a two-course series designed to help organizations unlock one of their most valuable sources of insight: the honest feedback of buyers. Implementing a Win/Loss Intelligence Program gives organizations direct access to the perspectives of existing customers and lost prospects, enabling more focused strategic and tactical decision-making. Insights gathered through this process benefit multiple stakeholders - from executive leadership to sales and product management - informing product development, improving retention, and supporting lost prospect re-engagement efforts.

In competitive markets where buyer attention and spending are limited, organizations must maximize both mindshare and wallet share within existing accounts while learning why opportunities are lost. A structured Win/Loss Intelligence approach replaces assumptions with facts, allowing organizations to understand what they are doing well, where they fall short, and how to improve.

This course teaches how to establish a foundational intelligence framework that ensures insights are strategic, unbiased, measurable, actionable, and repeatable. From that foundation, the program expands to cover the processes, deliverables, and governance needed for long-term success. If your current intelligence efforts lack these essential pillars, this course provides the structure needed to strengthen and realign them.

All course activities are designed to help you implement an internal Win/Loss Intelligence Program that delivers a unified view of customer and lost prospect feedback across channels and behavioral signals. With this clarity, stakeholders across the organization can align around the highest-impact priorities, strengthen customer experience initiatives, and drive sustainable revenue 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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