This sales template includes 10 fields. Capture details on customers lost to a specific competitor to support targeted win-back campaigns. Free to customize and use on ZenBuild.
Former Customer Name (text, required)
Company Name (text, required)
Email Address (email, required)
Account Manager Who Owned the Account (text, required)
Competitor Switched To (text, required)
Primary Reason for Switch (dropdown selection, required) — options: Lower Price, Better Features, Support Issues, Implementation Problems, Relationship Breakdown, Other
Lost ARR (USD) (number, required)
Date Customer Churned (text, required)
Win-Back Approach Proposed (long text, optional)
Customer Open to Reconnecting? (multiple choice, required) — options: Yes, Maybe, No, Unknown
