Win/loss email invite templates

What is a win/loss email invite template?

A win/loss email invite template is a ready-to-use framework designed to help businesses gather feedback from customers or prospects after a won or lost deal.

These templates simplify the process of reaching out to learn why a customer chose your product—or why they didn’t.

Pssst...we also have a win/loss interview questions template.

What’s inside the template?

The win/loss email invite template includes two customizable email drafts tailored for different scenarios:

1. Deals won
   • A welcoming email to thank the customer for choosing your product.
   • A concise invitation to share feedback on why they selected your solution over competitors.
   • A link to schedule a call at their convenience.
2. Deals lost
   • A polite follow-up email acknowledging the prospect’s decision to choose another solution.
   • An invitation to discuss their experience with your product, focusing on how your team can improve.
   • A link to schedule a no-pressure feedback session.

How to use the template

1. Customize the templates – Personalize the email templates with the recipient’s name, your product’s name, and the time required for the call.
2. Include scheduling links – Add a link to your scheduling tool to make it easy for recipients to book a time.
3. Test and refine – A/B test different versions of the templates to optimize engagement and response rates.
4. Use insights to improve – Analyze the feedback from these calls to refine your sales approach, product features, or customer engagement strategies.

Download your win/loss email invite templates

Win/loss email invite templates

Win/loss email invite templates If you’re struggling to get won or lost deals to sign up to an interview, here are a couple of concise templates to try. Remember, if your emails aren’t working, just like any type of email, play around with your words and A/B test your approaches until you find…

Google Docs