Watch Win-Loss Week

FEATURED KEYNOTES

All Sessions

Day 1

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Sessions Available tomorrow

Day 2

What great win-loss programs get right
Sam and Riley
Head of Product Strategy & Director of Operations
Great win-loss programs don’t just happen. They’re built with clear intent and smart execution. In this session, Sam and Riley share lessons from Clozd’s internal program and hundreds of client engagements, highlighting the must-do’s for driving participation, surfacing sharp insights, and getting them to the right people.
Win-Loss Best Practices
How Infios restructured its win-loss program to drive company-wide impact
Megan Zidon
Director of Education
When Infios shifted ownership of win-loss into the sales organization, it unlocked a new level of impact. Under Megan Zidon’s leadership, the team sharpened their data, tailored communication to sellers, and elevated customer feedback—improving pricing strategy, revamping implementation processes, and even redesigning internal messaging across its 13-product suite.
Sales
Win-Loss Best Practices
How Nextracker is using win-loss analysis in a relationship-driven industry
Juan Palma
Product Marketing & Sales enablement
Juan talks about the importance of anchoring Nextracker’s strategy on customer feedback and how win-loss analysis is like a time machine—getting a view of the past, present, and future—that gives them a really clear, holistic view of what they need to do.
Sales
Win-Loss Best Practices
How win-loss analysis helps you build a culture centered on your customers
Libby Adams
Chief Advocacy Officer & Co-founder
Libby—who co-founded Alteryx and sits on Clozd’s board of directors—joins Clozd co-founder Andrew Peterson for a discussion about the importance of customer centricity, the future of data, and what companies need to do to win (and keep) new customers.
Win-Loss Best Practices
Customer Experience
Learn how SmartBear connects with their customers and refines their product strategy
Jenny Lowenthal
Sr. Director of Product Marketing
As a product marketer, it’s Jennifer’s goal to talk to customers as much as possible—and win-loss analysis makes that process so much easier. In this session, she talks about the value of learning what customers need and want “in their own words.”
Marketing
Win-Loss Best Practices
Conversations & connections: The story behind PointClickCare’s revamped win-loss program
Jenna Harwood-Pepers
Sr. Customer Experience Manager
Jenna partnered with Clozd to relaunch PointClickCare’s win-loss program earlier this year, and her focus on doing in-depth, conversational interviews and building connections with teams throughout her organization has led to immediate results.
Customer Experience
Win-Loss Best Practices
How Palo Alto Networks uses win-loss feedback to validate their competitive intelligence
Alysse Nockles
VP of Competitive Intelligence
Alysse discusses the org-wide benefits of win-loss analysis and how she leverages direct customer feedback to drive CI priorities and enable her team to focus on the most relevant competitive threats.
Competitive Intelligence
Win-Loss Best Practices
Huntress relies on win-loss feedback to drive their competitive intel and positioning
Dustin Ray
Head of Competitive & Market Intelligence
Dustin took over Huntress’ win-loss program with the goal of being a data “shepherd”—someone who makes a difference by consistently capturing powerful customer feedback and then sharing meaningful insights throughout the organization.
Competitive Intelligence
Win-Loss Best Practices
How Sitecore built a metrics-driven win-loss program from the ground up
Drake Lenhan
Senior Director, Global Market Insights
Sitecore didn’t have a competitive intel team when Drake took the reins. What started as a manual, Excel-based side hustle evolved into a robust win-loss program with real business impact. Drake shares how early traction, simple metrics, and smart storytelling earned leadership buy-in—and drove a 52% higher win rate and nearly 10 million in bookings.
Competitive Intelligence
Win-Loss Best Practices
Designing a win-loss program that works
Rhett Nelson & Johnny Holmgren
Sales Director & Program Manager
Whether you're launching a new win-loss program or looking to take yours to the next level, this session is for you. Rhett and Johnny will break down how to design a program that fits your goals—covering everything from interview types and timing to who should be involved and how to scale effectively. You'll walk away with clear guidance, real examples, and a sharper strategy for capturing the insights that matter most.
Win-Loss Best Practices
How PMMs can use win-loss to lead the GTM conversation
Jonathan Johnson & Dani Talbot
Director of Product Marketing & Growth & Head of Marketing
In this session, Dani and JJ share how win-loss analysis can elevate the role of product marketing by delivering insights that drive action across sales, product, and beyond. Learn how to turn raw feedback into GTM alignment, and position yourself as the voice of the customer—at the center of strategy, not the sidelines.
Win-Loss Best Practices
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