Closed-Won¶
Won deal tracking and success documentation
Overview¶
Repository for closed-won deals with win analysis, case study potential, and expansion tracking.
Win Documentation Template¶
# Deal: [Company Name]
**Close Date**: [Date]
**Deal Value**: $[amount] (ACV: $[annual])
**Services**: [List of services]
**Sales Cycle**: [Days from first touch]
## Win Summary
[1-2 paragraph summary of the deal and why we won]
## Key Win Factors
1. [Factor 1 - e.g., "Vendor-neutral positioning resonated"]
2. [Factor 2 - e.g., "Strong reference from similar client"]
3. [Factor 3]
## Competitive Situation
- **Competitors evaluated**: [List]
- **Why we won**: [Differentiators that mattered]
## Case Study Potential
- [ ] Client willing to be reference
- [ ] Client willing to do case study
- [ ] Metrics available for quantification
- [ ] Logo rights secured
## Expansion Opportunities
| Opportunity | Timeline | Value |
|-------------|----------|-------|
| [Service 1] | Q[X] | $[amount] |
| [Service 2] | Q[X] | $[amount] |
## Handoff Checklist
- [ ] Kickoff meeting scheduled
- [ ] SOW signed
- [ ] Delivery team assigned
- [ ] Onboarding docs sent
Win Analysis Metrics¶
| Metric | Tracking |
|---|---|
| Win rate by persona | Monthly |
| Win rate by service | Monthly |
| Average deal size | Monthly |
| Sales cycle length | Monthly |
| Referral source attribution | Per deal |