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November 6, 2024 · Last updated on November 13, 2024

How to Drive Action with Win-Loss Insights

How to Drive Action with Win-Loss Insights
# win-loss
# competitive enablement

Learn how to use win-loss to keep your org informed and drive change

Hunter Sones
Hunter Sones
How to Drive Action with Win-Loss Insights


In what felt like a real “steal the playbook” session, Hunter Sones shared his personal system for turning win-loss data into organizational action. This practical talk was loaded with insights as Hunter broke down the five different ways he distributes win-loss intelligence at Klue: from a unique Voice of the Market Board, to monthly Win-Loss Committee meetings, to Executive Summary Read-Outs, Functional Team updates, and Action Planning sessions.

🌶️ Pipin’ Hot Takeaways:

  1. Create a self-serve “Voice of the Market Board” where sales teams can quickly access win-loss stories, complete with video snippets of buyer feedback and key quotes organized by competitor and product line
  2. Form a Win-Loss Committee with representatives from research, customer success, product, sales, and marketing to review monthly findings and drive action items
  3. Incorporate video snippets of buyer feedback in executive presentations – seeing and hearing real customers discuss their decisions dramatically increases engagement and drives home key insights

🎤 Mic Drop Moments:

  1. On Video Impact“We started incorporating video in a much more meaningful way in our last few win-loss executive summaries, and holy smokes—the engagement was insane. It added a whole new dimension to these interviews.”
  2. On Sales Adoption“We’ve had sellers saying they’re using insights from the Voice of the Market Board to inform how they’re responding to RFPs. The SDRs say whenever there’s a new story, that’s the first thing they want to review.”
  3. On Distribution“Most win-loss programs stop at collecting insights. The key is creating a system for taking action on what you learn.”


Session Slides 👇



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