How to use the Win/loss review template

Start a board from it
Use this template opens a new Freero board with the Win/loss review template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Win/loss review”.
Follow the instruction on the board
“Use the buyer’s words from calls and emails. One reason per sticky; cluster duplicates before you decide anything.”
Fill in each part
- Why we won What tipped the decision our way?
- Why we lost What did the buyer choose instead, and why?
- What buyers said Quotes worth keeping, good or bad.
- What we change Who owns each change, and by when?
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Win/loss review board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

Sales pipeline review
Deals by stage with the next step on each, plus the questions a weekly pipeline review should ask.
Deal review
Review one important deal with the team: where it really stands, who decides, the risks and the next step that moves it.
Churn risk review
Go through accounts that might leave: the warning signs, why you think they’re at risk, and the save plan with an owner.
Survey score follow-up
Turn last month’s customer satisfaction scores and comments into calls to make, themes to share and fixes to start.
Voice of the customer programme
Bring what customers say in surveys, calls, tickets and reviews into one place, and decide who hears it and how often.
Audience segments
Describe who you’re marketing to in a few segments: what each cares about, where they hang out and the message that lands.