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The perfect mix of expertise and world-class tech
We do the work—you enjoy the insights
Win-loss analysis takes a lot of work—and we make sure it’s work that you don’t have to do. Once your program is set up, our team and technology make your life easy by working together to deliver timely win-loss insights at scale.
Much of what makes a win-loss analysis program successful, however, goes on behind the scenes. Here’s a quick rundown of what you’ll get from the Clozd team.
Program design and setup
Our experienced team helps you design a customized win-loss program, and then we’ll walk you step by step through the onboarding process to ensure that your program is set up to your specifications. This includes …
Creating a detailed project plan and holding regular touchpoints to make sure your implementation is on track
Building your interview guide and determining who you want to target
Setting up automation to reduce your manual effort
Providing access to our community page, which is full of help articles and other useful resources
Rather than offering a temporary or one-size-fits all fix, we help you build a strong, recurring program that continuously delivers valuable insights.
Outreach
This is a big one, so we’ll put it in bold: We do the outreach for you. The Clozd Platform streamlines the entire process, so you’ll be able to spend less time worrying about win-loss logistics and more time acting on the win-loss insights our team delivers. Our platform automatically …
Builds a list of contacts based on your preset criteria
Creates and sends email sequences, including options to involve you or your sales team
Schedules interviews
Offers and sends incentives
Interviews
We’ll dive deep with probing, adaptive questions to uncover the full story. We can also tailor our approach based on the needs of your specific program, and we use our experience to help chart the best path forward. We’ve done tens of thousands of interviews, and we promise that your buyers will have a positive experience connecting with our skilled team.
Analysis
Each interview is recorded and transcribed in real time, and we also tag and track positive and negative factors that led to the final decision for each deal. We use generative AI to help identify Decision Drivers, highlight themes and quotes, tag keywords, create a summary, and more.
Delivery
Once your win-loss reports and dashboards are ready, the Clozd Platform automates the process of sharing those insights throughout your organization—through Slack, Teams, your CRM, or email.
Program design and setup
Our experienced team helps you design a customized win-loss program, and then we’ll walk you step by step through the onboarding process to ensure that your program is set up to your specifications. This includes …
Creating a detailed project plan and holding regular touchpoints to make sure your implementation is on track
Building your interview guide and determining who you want to target
Setting up automation to reduce your manual effort
Providing access to our community page, which is full of help articles and other useful resources
Rather than offering a temporary or one-size-fits all fix, we help you build a strong, recurring program that continuously delivers valuable insights.
Learn more about our program teams.png)
Outreach
This is a big one, so we’ll put it in bold: We do the outreach for you. The Clozd Platform streamlines the entire process, so you’ll be able to spend less time worrying about win-loss logistics and more time acting on the win-loss insights our team delivers. Our platform automatically …
Builds a list of contacts based on your preset criteria
Creates and sends email sequences, including options to involve you or your sales team
Schedules interviews
Offers and sends incentives
Interviews
We’ll dive deep with probing, adaptive questions to uncover the full story. We can also tailor our approach based on the needs of your specific program, and we use our experience to help chart the best path forward. We’ve done tens of thousands of interviews, and we promise that your buyers will have a positive experience connecting with our skilled team.
Live Interviews Page
Analysis
Each interview is recorded and transcribed in real time, and we also tag and track positive and negative factors that led to the final decision for each deal. We use generative AI to help identify Decision Drivers, highlight themes and quotes, tag keywords, create a summary, and more.
Analyze Data page
Delivery
Once your win-loss reports and dashboards are ready, the Clozd Platform automates the process of sharing those insights throughout your organization—through Slack, Teams, your CRM, or email.
Share Insights page
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I love the Slack integration. We have a Slack group dedicated to win-loss. As the interviews are added to the platform, they come through Slack and email in real-time.”
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We talk to buyers across the world
Partner with the top win-loss experts
The Clozd team plays a critical role in your program’s success. Each program is led by an experienced program manager who acts as an extension of your team. They’ll dedicate the time to thoroughly understand your industry, buyers, competitors, and objectives.
They’ll also consult on program design, conduct win-loss interviews, help interpret the findings and write reports, meet with you regularly, and much more.
Program managers are supported by a senior director as well as an associate consultant. Having a team of experts who are close to your program provides more flexibility to schedule interviews and ensures that you’ll always have the support you need.
We talk to buyers across the world
Kjersten Moore
Kjersten has a master’s degree from the University of Chicago and led Cicero Group’s market research practice. She’s conducted more than 1,500 win-loss interviews and has run win-loss programs for WebMD, Pluralsight, and C.H. Robinson.
Cam Turnbow
Cam has conducted more than 2,000 win-loss interviews and has led win-loss programs for companies like Morningstar, Salesforce, and VMware. He has an MBA from the University of Utah and currently leads and mentors Clozd’s win-loss program managers.
Kelly Stansel
Kelly graduated from Brigham Young University in marketing. Before joining Clozd, she conducted consumer research interviews at Intermountain Healthcare.
Spencer Monson
Spencer oversees complex, multi-departmental win-loss programs for many of Clozd’s largest global clients. He holds an MBA from the University of Utah and a BA from Tufts University, and he has also worked as a financial advisor and led a solar development subsidiary for a venture fund.
Scott Varner
Scott has managed win-loss programs for Marketo, Drive, and RingCentral. Before Clozd, Scott managed global analyst relations for Qualtrics, and he also worked for Nestle USA on the GTM strategy for a globally recognized brand. He holds an MBA from Brigham Young University.
Carolyn Allen
Carolyn graduated from Brigham Young University with a degree in strategic management and has worked on Clozd’s business intelligence team. She also co-founded a social impact organization focused on protecting women from sexual assault.
Johnny Holmgren
Johnny has extensive experience in healthcare and management consulting, holding an MHA from the University of Minnesota and a BS in economics from Brigham Young University. He works with clients in healthcare, cybersecurity, and big tech.
Cam Turnbow
Cam has conducted more than 2,000 win-loss interviews and has led win-loss programs for companies like Morningstar, Salesforce, and VMware. He has an MBA from the University of Utah and currently leads and mentors Clozd’s win-loss program managers.
Gustavo Santos
Gustavo majored in business strategy (with an emphasis in product management), speaks seven languages, and brings a strong product focus to his interviews.
Ashley Hendrickson
Ashley specializes in operations, strategy, and account management. A graduate of Utah State University with a degree in English, she combines strong communication skills with analytical thinking and has led win-loss programs for enterprise clients like Calendly, Insperity, and more.
Scott Varner
Scott has managed win-loss programs for Marketo, Drive, and RingCentral. Before Clozd, Scott managed global analyst relations for Qualtrics, and he also worked for Nestle USA on the GTM strategy for a globally recognized brand. He holds an MBA from Brigham Young University.
Ryan Hyde
Ryan has a corporate finance degree from Brigham Young University and has worked at Clozd for three years. He’s edited more than 1,300 win-loss interviews and supports B2B enterprise software clients.
Clozd has been a great partner in our win-loss journey. They were flexible in developing a methodology that worked for our needs. They feel like an extension of our team.”
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Clozd helps us understand, with confidence, why we win and lose deals."
Ike Nwabah | VP of Marketing
Every review from Clozd that I read teaches me new ways to improve our sales process.
Tripp R. | Global Competitive Insights Manager
Depth of knowledge we could never achieve on our own."
Gary C. | VP of Product Marketing
