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Template: Win/Loss Review Introductions

Win review:

Hi [Champion],

Welcome to the [Dunder-Mifflin] family! I was talking to our Product Marketing Manager, [Sydney] (cc’d), about [your company], and s/he was really interested in getting some feedback on our product and messaging to ensure that we are positioned appropriately in the market. Would you be open to a quick conversation with him/her?

Thanks!

[AE]

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Loss review:

Hi [Champion],

Thanks again for taking the time to evaluate [Dunder-Mifflin]. While I'm disappointed it didn't work out, I really enjoyed partnering with you throughout the process. Speaking of which, we always strive to improve the product and buying experience. I was wondering if you'd be open to a conversation with our Product Marketing Manager, [Sydney], (cc’d) to capture some candid feedback on the product and buying process.

Best,

[AE]

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