B2B Win-Loss Research Survey Template
Compare won, lost, and no-decision accounts to isolate sales friction and competitor strengths.
11
questions
~8
minutes
143
demo uses
Create a draft from the backend template key, then edit questions, logic, targeting, and reporting in your workspace.
Best for
Qualified respondents matched to the research decision.
Decision output
A research-backed decision brief and chart-ready response set.
Method
Structured survey flow with preview questions, timing, and seeded analytics context.
Before you use this template
- • Confirm that the target audience and sample size fit the decision before launch.
- • Review wording, logic, variables, privacy needs, and quality thresholds for your context.
- • Treat preview outputs as illustrative until your own qualified responses have been reviewed.
Suggested Expert Roles
Research advisor
Survey design, sample plan, readout
Browse matching experts
Conjoint methodologist
Conjoint, pricing, segmentation
Browse matching experts
Pricing specialist
WTP, packaging, revenue strategy
Browse matching experts
Initial sample planning range: Set targets for the audience groups and comparisons you need. Confirm them against the method before recruiting.Pair this template with expert review when the study affects pricing, investment, launch, or regulated workflow decisions.
Build an expert invite panel from this templatePreview Sections
Deal context
Buying role, stage, urgency, and competing options.
Decision drivers
Why the vendor won, lost, or stalled.
Sales enablement
Language, proof, and objections for the revenue team.
Question Preview
1. What outcome best describes your evaluation?
2. Which factor most influenced the decision?
3. What proof would have changed the outcome?
Template FAQ
Who is the B2B Win-Loss Research template for?
It is designed for qualified respondents matched to the research decision. and teams that need decision-ready survey evidence.
How many questions are included?
B2B Win-Loss Research includes 11 questions across 3 sections and takes about 8 minutes to complete.
Can I customize this template?
Yes. Use the create-draft flow to copy the template into the builder, then adjust wording, targeting, logic, branding, and analytics settings before launch.