Playbooks

See what Ranx can run.

These are the playbooks Ranx runs in the app: the same surveys, sections, and counts. Open any of them and take the survey the way your respondents will, starting with the ranking.

Playbook library

Choose who you're listening to.

Clear filter

CX Lifecycle

Win-Loss Survey

Hear honestly why deals closed — and why others slipped away.

2-6 min4 measures1 open-text promptRanks 2 sections

Trigger: deal-closed + 14 days Take the survey

CX Blank

Build your own

Start with a blank slate. Add your own questions, choose response scales, set the audience, schedule, and launch on your own terms. No template, no cadence, no recommendations.

No template, your schedule Start a pilot

2-6 min
4 measures
1 open-text prompt
2 sections

Starts with ranking: respondents put the 2 sections in order of importance before they answer.

Take the survey

The same survey your respondents get. Nothing you enter is saved.

What it is

Four-measure win-loss survey sent after a deal closes. Covers fit, value, sales confidence, competitive comparison, and one open-text improvement prompt for product, sales, and marketing learning.

Best for

B2B businesses with a defined sales cycle and a "deal closed" event in CRM. Especially valuable post-positioning-change — you'll see whether the new story actually landed.

Not for

Self-serve / PLG businesses without an explicit sales motion — adapt the Customer Onboarding NPS instead. Or businesses with <5 closed deals per quarter (sample too small for trend).

What you'll need

Customer listEmail sending domainEvent source

Driver focus

Decision driversCompetitive positioningSales experience

Industry fit

B2B SaaSEnterprise softwareProfessional servicesManufacturing B2B

What's inside

What shaped your decision 3 measures
- How well did our solution fit the requirements you cared about most?
- How strong was the value of our pricing relative to what we offered?
- How much confidence did the sales experience build in working with us?
Other options you considered 1 measure
- Compared with the other options you evaluated, how well did our solution stand out?
One last open prompt Open text
- What is one thing we could have done better in this evaluation?

Why this helps

Win-loss programs are typically outsourced to specialty research firms at $5-15K per wave. Ranx ships the structured listening as a playbook that runs continuously.