A focused, two-week diagnostic built on your actual proposals — not assumptions.
The Lost Sales Analysis is not a consulting engagement, a workshop, or a software subscription. It is a structured diagnostic process that produces a specific, written set of findings based on your actual proposal history — won and lost.
We Reconstruct Your Commercial Pipeline from the Ground Up
We look at each proposal individually — then across the full sample — to identify where and why revenue stopped moving forward.
The output is specific to your pipeline, your segments, your team. Not a general audit. A specific picture of your pipeline in dollar terms, with a prioritized action plan tied directly to the patterns we find.
Where Revenue Is Won or Lost in Your Pipeline
Every commercial proposal moves through five stages. Revenue is lost at each one — but not equally. The analysis identifies your specific loss points and quantifies what each is costing you.
Five Steps. Two Weeks. One Clear Answer.
The process is designed to require as little of your time as possible while delivering findings that are precise enough to act on immediately.
Initial Discovery Meeting
No cost. No obligation. A structured 30–45 minute conversation. We’ll walk through your current sales process, how proposals move through your pipeline, and where revenue typically stalls. This step confirms that the engagement is the right fit — and surfaces initial patterns that guide the analysis.
If moving forward isn’t the right fit, we’ll tell you.
Data Submission
You submit two things: a summary of your recent proposals using a simple template we provide, and copies of the actual proposal documents themselves — won and lost.
- Key dates, outcome, follow-up activity, contract value
- Proposal documents in PDF or Word format
- No CRM required — spreadsheets and email records are sufficient
The summary data tells us what happened. The proposals tell us why.
Analysis
Two weeks. Nothing required from you. We analyze each proposal individually and across the full sample — tracing where proposals stalled, what actions were or weren’t taken at each stage, and the patterns that repeat across your pipeline.
The focus is on specific, repeatable breakdowns — not isolated incidents.
Lost Sales Analysis Report
Delivered in writing. A structured written report identifying:
- Where proposals were lost and why
- Patterns present across your pipeline
- The estimated dollar value of recoverable revenue
- A prioritized set of specific actions
Every finding is tied to your data.
Review Session
A 60-minute working session — not a presentation. We walk through the findings together. The goal is clarity on what’s happening, alignment on what needs to change, and confidence in the next steps. Questions are expected. We’ll make sure every finding is understood before we close.
A Written Diagnostic Built for Owners and Executive Teams
The Lost Sales Analysis report is a structured written diagnostic, typically 15-25 pages, delivered as a formatted document. It is organized in six sections: an executive summary with the central finding and dollar impact, a pipeline performance overview, a loss pattern analysis with revenue quantification for each pattern identified, a proposal quality assessment, a prioritized action plan with named owners and timelines, and a 90-day implementation roadmap.
Every finding references your actual data. Every recommendation is tied to a specific pattern identified in your pipeline. The report is written to be read by an owner or executive team – not a technical audience. You should be able to read it in 20 minutes and know exactly what to do on Monday morning.
Fixed Scope. Fixed Price. No Surprises.
Timeline
- Discovery meetingWithin 72 hours of inquiry
- Data submissionWithin 1 week of start
- Analysis & report~14 days from data receipt
- Review sessionScheduled at report delivery
Investment
You Own the Report. There Is No Ongoing Commitment.
The Lost Sales Analysis is a diagnostic — not a subscription. You receive a complete written report and you own it. There is no ongoing commitment required.
What You Leave With
The report tells you exactly what’s wrong, where proposals are being lost, and where changes will have the greatest impact on your win rate. You have a clear, specific picture of what’s happening in your pipeline — and a prioritized roadmap for fixing it.
The discovery meeting is free. The audit takes two weeks. The floor on your return is 5x.
Do you want to know what your data actually shows?
Submit the form below to schedule your FREE Discovery Meeting. We handle everything else.
Request a Discovery Meeting
Submit this form to schedule your FREE Discovery Meeting.