To move beyond anecdotal evidence, MobileIron conducted a "deal grind" by analyzing 20 won and 20 lost deals in a single session. This forced exercise reveals concrete patterns about the ideal customer profile, key decision-makers, and winning arguments, forming the core of a repeatable go-to-market playbook.
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.
The unmeasured activities between lead generation and opportunity creation—the "pipeline black box"—is the biggest failure point for B2B companies. Analyzing this SDR/BDR process for patterns is the key to systematically engineering pipeline growth, not just guessing.
To make post-mortems on lost deals effective, sales and product teams must collaborate to identify root causes. The meeting's primary goal should be to produce a specific, actionable change in the sales process or product roadmap, rather than just discussing the failure.
Stop defining your Ideal Customer Profile with abstract firmographics. Instead, feed context from your best closed-won deals into an AI and ask it to find public data that signaled their specific pain *before* they engaged you. This reverse-engineers a truly effective, data-driven targeting model.
A "tollbooth" strategy is not theoretical; it's discovered by reverse-engineering your quickest sales. Interviewing customers who bought fast reveals common "demand triggers"—the external events forcing them to seek a solution. This repeatable trigger then becomes your company's strategic focus.
Executive teams often create an ICP based on a 'wishlist' of big logos. The most accurate ICP is actually found by analyzing your first-party CRM data. Examining patterns across both close-won and close-lost deals reveals surprising truths about which customer segments are actually the best fit for your solution.
In a weekly meeting, have each SDR recount the story behind every meeting they booked: the channel, the persona, and the specific play used. This closes the feedback loop between activity and results, quickly revealing which personas and messaging are working right now.
When one rep achieves a significant win in a new vertical, use the SKO to create industry-specific breakout sessions. Have that rep detail their exact process, sharing materials and insights to enable the rest of the team to replicate that success across similar accounts.
To identify which events actually drive business, analyze your last 5-20 closed-won deals. Look for recurring, time-bound triggers that you didn't create. This data-driven approach provides clarity on where to focus your efforts, revealing the organic drivers behind your biggest successes.
Profound market insights come from rigorously analyzing why potential customers fail to convert, not just studying happy ones. Tripling down to understand why a prospect "dropped out" of the sales journey provides a more complete picture of product gaps and value proposition weaknesses than focusing only on successful closes.