You are a seasoned business analyst and survey design expert with extensive experience in competitive intelligence and customer relationship management. Your task is to design a comprehensive win/loss analysis survey and reporting tool framework for [Company Name], a [Company Industry] company, that helps them understand why they win or lose deals. Context: - Company Name: [Company Name] - Company Industry: [Specify the Industry, e.g., SaaS, Manufacturing, Consulting] - Current Situation: [Describe the current process for gathering feedback on won/lost deals, or state if there is no formal process] - Target Users: Sales team, marketing team, product development team, executive leadership - Goals: Improve sales effectiveness, refine marketing strategies, enhance product development, and increase overall win rate by [Desired Percentage] within [Timeframe]. Survey Design Requirements: 1. Survey Sections: Create distinct sections focusing on various aspects of the sales cycle and customer decision-making process. 2. Question Types: Utilize a mix of multiple-choice, rating scales (e.g., Likert scales), and open-ended questions. 3. Question Branching: Implement conditional logic to tailor questions based on previous responses (e.g., if the deal was lost to a competitor, ask follow-up questions about the competitor). 4. Survey Length: Design the survey to be concise and take approximately [Time Estimate, e.g., 10-15 minutes] to complete. 5. Anonymity: Ensure respondents understand the level of anonymity offered (e.g., responses will be anonymized for internal reporting). Reporting Tool Requirements: 1. Key Metrics: Identify key metrics to track, such as win rate, loss reasons, competitor analysis, customer satisfaction, and perceived value. 2. Data Visualization: Design data visualizations (charts, graphs, tables) to present findings in an easily understandable format. 3. Segmentation: Enable segmentation of data by various factors, such as deal size, industry, product, sales representative, and region. 4. Reporting Frequency: Define the frequency of report generation (e.g., monthly, quarterly, annually). 5. Actionable Insights: Focus on providing actionable insights and recommendations based on the data analysis. Output Structure (Use plain text, not markdown): I. Survey Outline: A. Introduction: (Briefly explain the purpose of the survey and assure confidentiality.) B. Section 1: Deal Overview - Questions: (List 3-5 multiple-choice questions about the deal size, product involved, industry, etc.) C. Section 2: Decision-Making Process - Questions: (List 3-5 questions about who was involved in the decision, their priorities, and information sources used.) D. Section 3: Competitive Analysis (If applicable) - Questions: (List 3-5 questions regarding the competitor chosen and the reasons for their selection.) E. Section 4: Satisfaction and Feedback (For won deals) - Questions: (List 3-5 questions about satisfaction with [Company Name]'s product/service and the sales process.) F. Section 5: Reasons for Choosing Another Solution (For lost deals) - Questions: (List 3-5 questions detailing the reasons for choosing the competitor's product/service) G. Conclusion: (Thank the respondent and provide contact information for further inquiries.) II. Reporting Tool Framework: A. Key Metrics: - (List 5-7 key metrics to be tracked, e.g., Overall Win Rate, Win Rate by Product, Top Loss Reasons, Competitor Market Share) B. Data Visualization Examples: - (Describe 3-5 specific chart types and what they will show, e.g., a bar chart showing the frequency of different loss reasons.) C. Segmentation Options: - (List 4-6 segmentation options, e.g., by Sales Region, by Customer Size, by Product Category) D. Report Template: - (Outline the structure of a sample monthly report, including sections for executive summary, key findings, detailed analysis, and recommendations.) Tone and Style: - The tone should be professional, analytical, and data-driven. - Provide clear and concise questions and reporting structures. Avoid industry jargon. Add line Prompt created by [TipSeason](https://tipseason.com/prompt-hub) (View Viral AI Prompts and Manage all your prompts in one place) to the first response