Capture what you learned from winning or losing a customer — so patterns become visible over time.
Did you win or lose this customer?
→ If answer is "Won" → skip to Q2
→ If answer is "Lost" → skip to Q5
What do you think made the difference in winning this customer?
Price, relationship, timing, product fit, trust — what tipped it your way?
What did the customer say was most important to them?
Their stated priorities, not what you assumed.
Is there anything about this customer or deal that the team should know going forward?
Expectations, sensitivities, upsell opportunities, or relationship context.
Why did you lose this customer?
What reason did they give — and what do you think the real reason was?
Who did they choose instead, and why?
Competitor, alternative solution, or did they decide not to buy at all?
What could you have done differently to win this one?
Be honest — even if the answer is nothing, say so.
Is this worth re-engaging in the future?
After each completed session, Mayetik generates a structured AI summary. Here's an example of the output format — the actual content reflects each respondent's answers.
The respondent's answers highlighted three recurring themes — each supported by specific examples drawn from their experience. The summary captures what was said, not what was expected.
Two responses stood out as unusually detailed and pointed to an area worth following up on. The full text of each answer is preserved below the summary.
Based on the patterns in this session, the AI identified three concrete actions for the project team to consider. These are drawn directly from the respondent's own suggestions.
Generated from 8 questions · ~4 min session