Lost quotes are the cheapest research you will ever get. This captures the reason while it is still fresh and turns a year of them into something you can act on.
What's Included
- A reason on every loss chosen from a short list plus a note.
- The competitor and their price where you can find it out.
- Loss reasons grouped so price, timing, and trust separate out.
- An assistant that names the biggest single cause and its value.
How To Use
- Capture the reason within a week. After that it becomes a story.
- Keep the reason list short. Twenty options means nobody picks accurately.
- Separate lost on price from lost on timing. They need opposite fixes.
- Revisit losses after six months. A surprising number come back.
Feed the fix into your price book, and watch it move in the win dashboard.