Clozd Buyer Feedback Program Overview
Clozd's Buyer Feedback Program combines MBA-level expert guidance and advanced technology to design, implement, and manage customized win-loss analysis programs that automate outreach, conduct in-depth buyer interviews, and leverage generative AI to analyze and deliver actionable insights through detailed reports and dashboards.
Your Customer Feedback Program: The Perfect Mix of Expertise and World-Class Tech
When you partner with Clozd, a dedicated team of MBA-level experts will run your program from start to finish.
Program Design and Setup
Our experienced team helps you design a customized win-loss program and guides you step by step through the onboarding process to ensure your program is set up to your specifications. This includes:
- Creating a detailed project plan and holding regular touchpoints to keep your implementation on track
- Building your interview guide and determining your target audience
- Setting up automation to reduce manual effort
- Providing access to our community page with help articles and useful resources
Rather than offering a temporary or one-size-fits-all fix, we help you build a strong, recurring program that continuously delivers valuable insights.
Outreach
We do the outreach for you. The Clozd Platform streamlines the entire process, allowing you to spend less time on win-loss logistics and more time acting on the insights our team delivers. Our platform automatically:
- Builds a list of contacts based on your preset criteria
- Creates and sends email sequences, with options to involve you or your sales team
- Schedules interviews
- Offers and sends incentives
Interviews
We conduct deep, probing, adaptive interviews to uncover the full story. Our approach is tailored to your specific program needs, leveraging our experience to chart the best path forward. With tens of thousands of interviews completed, we ensure your buyers have a positive experience with our skilled team.
Analysis and Insight Delivery
Each interview is recorded and transcribed in real time. We tag and track positive and negative factors that led to the final decision for each deal. Generative AI is used to:
- Identify Decision Drivers
- Highlight themes and quotes
- Tag keywords
- Create summaries
Once your reports and dashboards are ready, the Clozd Platform automates sharing those insights throughout your organization via Slack, Teams, CRM, or email.
Why Clozd?
Critical Customer Insights—Collected by Adaptive AI Agents and Expert Interviewers
Understand exactly what your customers need to drive sustainable, long-term growth. Clozd supports:
- Win-loss analysis
- Implementation feedback
- Customer experience
- Retention analysis
Win-Loss Analysis
Leverage deep buyer insights to refine your sales strategy, sharpen your positioning, and systematically improve your win rate.
Implementation Feedback
Capture post-implementation feedback to identify roadblocks, drive engagement, and set your customers up for long-term success.
Customer Experience
Identify what keeps your customers engaged and create a roadmap for expansion opportunities.
Retention Analysis
Learn why some customers stay and others leave, so you can address their challenges with the solutions they need.
Partner with the Top Experts
Each Clozd program is led by an experienced program manager who acts as an extension of your team. They dedicate time to thoroughly understand your industry, buyers, competitors, and objectives. Program managers consult on program design, conduct interviews, help interpret findings and write reports, meet with you regularly, and more.
Program managers are supported by a senior director and an associate consultant. This team structure provides flexibility for scheduling interviews and ensures you always have the support you need.
Example Program Team Members
- Kjersten Moore: Master’s degree from the University of Chicago, led Cicero Group’s market research practice, conducted 1,500+ win-loss interviews.
- Cam Turnbow: MBA from the University of Utah, led programs for Morningstar, Salesforce, VMware, conducted 2,000+ interviews.
- Kelly Stansel: Marketing graduate from BYU, experience in consumer research interviews.
- Spencer Monson: MBA from the University of Utah, BA from Tufts University, oversees complex global programs.
- Scott Varner: MBA from Marriott School of Business, led global analyst relations at Qualtrics, conducted 3,000+ interviews.
- Carolyn Allen: Strategic management graduate from BYU, co-founded a social impact organization.
- Johnny Holmgren: MHA from University of Minnesota, BS in economics from BYU, experience in healthcare and management consulting.
- Gustavo Santos: Business strategy major, speaks seven languages, strong product focus.
- Ashley Hendrickson: English graduate from Utah State University, specializes in operations, strategy, and account management.
- Ryan Hyde: Corporate finance degree from BYU, edited 1,300+ win-loss interviews, supports B2B enterprise software clients.
Customer Testimonials
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"I love the Slack integration. We have a Slack group dedicated to win-loss. As the interviews are added to the platform, they come through Slack and email in real-time." — Heather Pepe, Senior Manager of Solutions Marketing
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"Clozd has been a great partner in our win-loss journey. They were flexible in developing a methodology that worked for our needs. They feel like an extension of our team." — Alissa Lydon, Product Marketing Manager
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"Clozd helps us understand, with confidence, why we win and lose deals." — Ike Nwabah, VP of Marketing
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"Every review from Clozd that I read teaches me new ways to improve our sales process." — Tripp R., Global Competitive Insights Manager
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"Depth of knowledge we could never achieve on our own." — Gary C., VP of Product Marketing
Connect with a Member of Our Team
Related
Clozd Platform Overview
Clozd is an AI-powered platform that automates the collection of authentic customer feedback through workflows and interviews, rapidly analyzes unstructured data with transcription, summarization, thematic aggregation, and tagging, and delivers actionable insights in real-time via integrations with communication and CRM tools to inform critical business decisions.
Trella Health Uses Win-Loss Insights to Refine Product Strategy and Improve Sales Training
Trella Health initiated a three-month pilot win-loss analysis program with Clozd in mid-2024 to understand their low CRM product win rate, which led to expanded use across departments, improved sales coaching, validated strategic assumptions, increased cross-functional engagement, and fostered a customer-centric company culture.
Share Buyer Feedback with Clozd
The Clozd Platform streamlines the collection, organization, and automated distribution of buyer feedback and win-loss data through customizable, real-time reports and dashboards, enabling timely, actionable insights that drive strategic alignment and collaboration with experienced program managers, enhanced by AI to accelerate delivery.
What is Win-Loss Analysis? The Ultimate Guide
Win-loss analysis is a systematic process of gathering and analyzing buyer feedback to uncover the true reasons behind sales wins and losses, enabling companies to replace guesswork with data-driven insights that improve sales, marketing, product strategies, and ultimately increase win rates by up to 50%.
Product Marketing and the importance of win-loss analysis
Talya Heller, a product marketing consultant, emphasizes the critical role of win-loss analysis in informing go-to-market strategies and competitive positioning by leveraging customer interviews, CRM data, and cross-functional insight sharing to improve product features, messaging, and market understanding, while addressing challenges like customer engagement and data management.
Calendly leads the way in building an impactful, collaborative win-loss analysis program
Calendly collaborated with Clozd to develop a comprehensive win-loss analysis program involving over 150 interviews in two years, which has provided actionable insights across product, marketing, sales, and customer success teams to improve win rates, build competitive advantage, and understand the precise reasons behind winning and losing deals, with strong cross-functional engagement and clear communication of goals and deliverables led by senior marketing manager Heather Pepe.