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Instead of focusing on loss reviews where feedback is often polite and vague, conduct "win reviews." New customers are invested in your success and will give more truthful, detailed feedback on why they chose you over competitors, revealing your true differentiators.
Asking prospects "what do you think?" yields vague, polite feedback. Instead, try to sell them on a tangible outcome for a specific price. Their willingness or hesitation to buy provides much more direct and honest feedback on the value of your proposed solution.
Instead of relying on manual requests, create a system for passively collecting social proof. Set up a dedicated Slack channel where CS and sales reps can post customer wins. Better yet, use call recording software that automatically identifies positive customer sentiment and posts clips to that channel.
Instead of general discovery, conduct "loss calls" with prospects who chose a competitor. This provides unfiltered feedback on what capabilities truly matter, where your product falls short, and whether your pricing or sales process—not just features—was the problem.
Instead of asking for a generic "review," which can feel transactional, reframe the request. Ask past customers to provide a "reference" for your "digital resume" or "online presence." This reframing highlights the personal impact on your business, making clients more willing to contribute.
To identify your most potent value propositions, systematically analyze thousands of customer reviews and tally which features or outcomes are mentioned most often. The top one or two themes, derived directly from customer language, should become the lead messages for all your marketing campaigns and landing pages.
Your customer reviews are a goldmine of authentic language describing the problems you solve and the fears you alleviate. By feeding reviews into an AI tool and asking it to summarize them, you can quickly identify core themes and customer voice to create highly resonant marketing content.
After losing a deal, directly ask the prospect what you could have done differently to win their business. This uncomfortable step not only provides invaluable feedback for process improvement but can also build a deeper, more respectful relationship that can lead to future opportunities.
Sam Vander Wielen's team found that customers are more open about marketing perceptions and competitor comparisons when she isn't present. Her funnel specialist and copywriter now lead these calls, yielding more candid and useful insights for improving their strategy.
Instead of broad surveys, interview 10-12 satisfied customers who signed up in the last few months. Their fresh memory of the problem and evaluation phases provides the most accurate insights into why people truly buy your product, allowing you to find patterns and replicate success.
Instead of just celebrating a win, use that moment to learn. Ask the new customer two key questions: "Where were we better than we thought?" and "Where are we not as good as we think?" The champion is now invested in your success and will provide candid feedback to ensure their decision pays off.