Client Loyalty and Win-Loss Reviews
Published October 17, 2018
Our Win-Loss Reviews typically cover the following areas. We will work with you to tailor this as needed to ensure the process covers the information and insight you need.
- Client Situation and Background
- What Prompted the Opportunity
- Decision Process and Criteria
- Competitive Landscape
- What Resonated During the Pursuit
- What Could Have Been Improved
- Reasons for Loss / Win
- Future Potential / Recommendations