Sales Retrospective

	A	D	F	G	H	I	J	K	L
1	Convivio
2	Sales Retrospective
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4	Client:		Reviewer 1	Reviewer 2	Reviewer 3	Reviewer 4	No. of reviewers	Stage Retrospective Done At
5	Project:						0
6	Contactually:
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8	FACTS
9	Did we win this new project?
10	What was our evaluation score when we decided to proceed?
11	If we didn't win, at what stage did we lose?
12	What happened in the sale, positive and negative?
13	What feedback has the client given?
14	Who did win? Why did the client say they won?
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16	FEELINGS
17	Should we have won this project?
18	Knowing what we know now, would we have wanted it?
19	Should we have proceeded with bidding for it?
20	What could we have done better?
21	What did the successful vendor have that we didn't?
22	What else do we feel about how it went?
23	How well did we do at demonstrating our values:								Our Values are:
24	(1= terrible; 10=perfect)	Healthy	0	0	0	0	#DIV/0!		Healthy: putting people first, looking after ourselves and others, looking long-term, working sustainably. Working with integrity, being honest and frank, being ethical, earning trust. Doing the right thing.
25		Professional	0	0	0	0	#DIV/0!		Professional: developing talent and tools, asking great questions, having high standards and ensuring quality. Achieving excellence. Doing things right.
26		Ambitious	0	0	0	0	#DIV/0!		Ambitious: Growing ourselves, our knowledge and our expertise. Constantly seeking to be better. Aiming higher. Thinking long term. Change the world. Doing things big.
27		Delivery	0	0	0	0	#DIV/0!		Delivery: Getting things done with focus and momentum. Meeting the expectations of others. Doing things.
28		Sharing	0	0	0	0	#DIV/0!		Sharing: extreme transparency, amazing communication, brilliant collaboration, being open with our work, being consultative, and spreading success. Doing things together.
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30	FINDINGS
31	What should we improve about our new project evaluation?
32	What should we improve about our sales process?
33	What should we improve about our proposals/pitch approach?
34	What other improvements can be made?
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36	FUTURE							Assigned to:	Done:
37	Action 1
38	Action 2
39	Action 3
40	Action 4
41	Action 5
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44	This is a template released by Convivio under a Creative Commons Share Alike Attribution License. Feel free to edit, use and redistribute, but please keep this attribution. http://weareconvivio.com/
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