(Part 1 of 2) - Implementing a Win/Loss Intelligence Program

Topics Covered in Course

  • Understanding what is comprised of a win/loss program
  • Intelligence industry statistics and benchmarks
  • Roles involved in the various win/loss functions
  • Overview of best-in-class intelligence programs
  • Classifying your organizational intelligence program level
  • Understanding the 5 foundation intelligence pillars
  • Defining impacts of sample size selection
  • Impacts of how bias can cause loss of program credibility
  • Generating the proper intelligence measuring scale
  • Creating measurable key indices
  • Application of employee insights to key indices
  • Human-to-human intelligence gathering techniques
  • Quantitative and qualitative intelligence aspects
  • Creating team communication scripts
  • Calculations for turning information into actionable intelligence
  • Calculating Gap Scores
  • Consolidating intelligence and identifying trends
  • Communicating the intelligence to executives
  • Critical reports that can be generated
  • Identify where most organizations lose program credibility
  • Real-world application discussion

Templates Included

  1. CI Cycle Diagram and Steps
  2. CI Maturity Model Diagram
  3. Creating KPIs
  4. KPI Examples
  5. Organizational Setup Examples
  6. Pillar Diagram and KPIs
  7. Sample Deliverable
  8. Sample Plus Minus Gap Score Grid
  9. Win Loss Formula Calculation Spreadsheet
  10. Win Loss Methodology
  11. Sample Introduction Text
  12. Sample of an Executive Presentation

Detailed Course Description

This is part 1 of a 2 course series. Implementing a Win/Loss Intelligence Program enables organizations to access the minds of their buyers. Existing customers and lost prospect intelligence can be leveraged by numerous stakeholders in an organization to allow more focused and concise strategic and tactical decision-making. Other internal stakeholders such as Product Managers and the Sales function can also significantly benefit from this intelligence within their own activities, including new product development, and impact customer retention rates and lost prospect re-engagement tactical initiatives.

Most Win/Loss Intelligence vendors that exist today could also greatly benefit by taking this course with its proven methodology, deliverables, and track record of success with large and small businesses. In a marketplace where buyers are limited, organizations struggle to gain a greater mind share within, and a wallet share from their existing accounts and lost prospects.

This online course will teach an organization how to implement a baseline intelligence foundation in which the information and intelligence is strategic, unbiased, measurable, actionable, and repeatable. The course then proceeds to build the intelligence program on top of that foundation covering all aspects needed for a successful program. If you have an existing intelligence program, and those five pillars don’t all exist in that program, this course is a must.

All of the activities in this course are aimed at allowing you to implement a Win/Loss Intelligence Program internal to your organization and understand precisely what each customer and lost prospect wants. The ability to provide a unified view of customer and lost prospect feedback from multiple channels and behavioral intelligence helps organizations establish a consistent view of each account by each organizational stakeholder.

Soon you no longer have to “assume” what your organization is doing right or wrong. Back it up with facts and intelligence in order to focus on the highest identified priorities that will ignite revenues and provide your organization the ability to manage their customer experience program.

Obtain your Course Completion Document

When you successfully pass a test you will obtain a Course Completion document (this proves you took, and passed, that specific course). Collect the specific Course Completion documents for any given SME roadmap - when all are obtained for a given SME roadmap, submit those documents to management@voiceofthebusinessacademy.com in one email and we will issue you a Subject Matter Expert personalized certificate.

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