
Discover how Clozd's blend of expert guidance and advanced technology simplifies capturing deep customer insights. From program design to automated outreach and analysis, Clozd ensures you gain valuable feedback without the hassle.

Capturing rich customer feedback takes a lot of work—and we make sure it’s work that you don’t have to do. Once your program is set up, our team and technology make your life easy by working together to deliver timely customer insights at scale.
Much of what makes a qualitative research program successful, however, goes on behind the scenes. Here’s a quick rundown of what you’ll get from the Clozd team.
Our experienced team helps you design a customized win-loss program, and then we’ll walk you step by step through the onboarding process to ensure that your program is set up to your specifications. This includes …
Creating a detailed project plan and holding regular touchpoints to make sure your implementation is on track
Providing access to our community page, which is full of help articles and other 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.
This is a big one, so we’ll put it in bold: We do the outreach for you. The Clozd Platform streamlines the entire process, so you’ll be able to spend less time worrying about win-loss logistics and more time acting on the win-loss insights our team delivers. Our platform automatically …
We’ll dive deep with probing, adaptive questions to uncover the full story. We can also tailor our approach based on the needs of your specific program, and we use our experience to help chart the best path forward. We've done more than 50,000 interviews, and we promise that your customers will have a positive experience connecting with our skilled team.
Each interview is recorded and transcribed in real time, and we also tag and track positive and negative factors that led to the final decision for each deal. We use generative AI to help identify Decision Drivers, highlight themes and quotes, tag keywords, create a summary, and more.
Once your reports and dashboards are ready, the Clozd Platform automates the process of sharing those insights throughout your organization—through Slack, Teams, your CRM, or email.


The Why Behind RevenueThe Clozd team plays a critical role in your program’s success. Each program is led by an experienced program manager who acts as an extension of your team. They’ll dedicate the time to thoroughly understand your industry, buyers, competitors, and objectives.
They’ll also consult on program design, conduct interviews, help interpret the findings and write reports, meet with you regularly, and much more.
Program managers are supported by a senior director and an associate consultant. Having a team of experts who are close to your program provides more flexibility to schedule interviews and ensures that you’ll always have the support you need.
Kjersten has a master’s degree from the University of Chicago and led Cicero Group’s market research practice. She’s conducted more than 1,500 win-loss interviews and has run win-loss programs for WebMD, Pluralsight, and C.H. Robinson.
Senior Director
Cam has conducted more than 2,000 win-loss interviews and has led win-loss programs for companies like Morningstar, Salesforce, and VMware. He has an MBA from the University of Utah and currently leads and mentors Clozd’s win-loss program managers.
Associate Consultant
Kelly graduated from Brigham Young University in marketing. Before joining Clozd, she conducted consumer research interviews at Intermountain Healthcare.
Program Manager
Spencer oversees complex, multi-departmental win-loss programs for many of Clozd’s largest global clients. He holds an MBA from the University of Utah and a BA from Tufts University, and he has also worked as a financial advisor and led a solar development subsidiary for a venture fund.
Senior Director
Scott leads the strategic delivery of insights for a wide range of clients, including Microsoft, Google, Zoom, Mandiant, and VMware. He's also conducted 3,000 win-loss interviews. Before Clozd, he led global analyst relations at Qualtrics and earned an MBA from the Marriott School of Business.
Associate Consultant
Carolyn graduated from Brigham Young University with a degree in strategic management and has worked on Clozd’s business intelligence team. She also co-founded a social impact organization focused on protecting women from sexual assault.
Program Manager
Johnny has extensive experience in healthcare and management consulting, holding an MHA from the University of Minnesota and a BS in economics from Brigham Young University. He works with clients in healthcare, cybersecurity, and big tech.
Senior Director
Cam has conducted more than 2,000 win-loss interviews and has led win-loss programs for companies like Morningstar, Salesforce, and VMware. He has an MBA from the University of Utah and currently leads and mentors Clozd’s win-loss program managers.
Associate Consultant
Gustavo majored in business strategy (with an emphasis in product management), speaks seven languages, and brings a strong product focus to his interviews.
Program Manager
Ashley specializes in operations, strategy, and account management. A graduate of Utah State University with a degree in English, she combines strong communication skills with analytical thinking and has led win-loss programs for enterprise clients like Calendly, Insperity, and more.
Senior Director
Scott leads the strategic delivery of insights for a wide range of clients, including Microsoft, Google, Zoom, and VMware. He's also conducted 3,000 win-loss interviews. Before Clozd, he led global analyst relations at Qualtrics and earned an MBA from the Marriott School of Business.
Associate Consultant
Ryan has a corporate finance degree from Brigham Young University and has worked at Clozd for three years. He’s edited more than 1,300 win-loss interviews and supports B2B enterprise software clients.