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Research · output 2 of 34

Win / loss: why deals were really won and lost.

Buyers who already decided tell you what actually happened. Sourced from your deal list and short calls with the buyers; where there is no CRM, your own recollection, written down first, does the job.

Win / lossOutput 02 · RESEARCH

In

closed deals, and the buyers who will talk

Out

Why deals really died
The buyer's words
What the record got wrong

What you know at the end

Why the deal actually died, from the person who killed it.

What it cannot tell you

The deals nobody logged.

How it gets made

What goes in

Closed deals
Buyer conversations
Your recorded reasons
Call recordings

Won, lost, and went quiet

What comes out

The pre-call log

The interview guide

The report

Reusable every quarter

How long

2weeks

start to finish

a few hours plus the calls

The output, in full

Built on WealthKarma, a retirement app for Gulf expats. Every count is real and every gap is marked as a gap.

Win / loss12 deals · 8 buyers · Aug 2026
01 · Where the twelve went

Chose nothing

Asked someone they knew

Stayed on the employer scheme

Lost to a competitor

02 · Why you thought you lost, and why you did

Six of eight gave a different reason.

What you wrote down
What they told us
Too expensive
Didn't know where to start
Went quiet
Asked a friend instead
Not the right time
Didn't trust an app with it

You blamed price

Buyers who named price

03 · Why, in their words
“I signed up and then just… didn't. Nobody told me what the first step was.”
“My colleague uses a guy. I'd rather sit across a table from someone.”
“I get the gratuity at the end. I assumed that was the pension.”
04 · The finding
Twelve losses. None of them to a competitor.
05 · What can't be known
Four of the twelve wouldn't take a call.
Twelve deals is a pattern, not a statistic.
Every deal here is pre-launch.

Where it sits

Research

Compete

Position

Message

Launch

Measure

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