Winxtra delivers the truth behind your wins and losses
Not just another automated report. Our expert-led process gives your exec team what CRM data and software alone can’t: clear patterns, customer psychology, and strategies that change outcomes.
The Triad Method - Winxtra’s Advantage
Turning buyer truth into action — with rigor, not guesswork.
Winxtra’s Triad Method combines three layers of insight to give you unparalleled clarity into why you win, why you lose, and why customers leave.
Together, these three lenses turn qualitative interviews into actionable intelligence — giving your leadership team a strategic edge, your sales team clarity, and your product team the truth about what really matters to the market.
Human-to-Human Interviews
We speak directly to your buyers — not with a survey, but with structured, open-ended conversations led by experienced interviewers with a background in sales. These conversations reveal nuance, emotion, and context you simply can’t get from drop-downs or scorecards.
Clinical Psychology-Informed Questioning
Every interview guide is reviewed and structured using principles of behavioral psychology. We ask questions in the right order, with the right framing, to surface deeper truth — especially when buyers aren’t sure how to articulate their own decisions.
AI Tagging and Sentiment Analysis
Transcripts are passed through Winxtra’s NLP engine, which tags each remark by topic (e.g. product, pricing, sales process, competitor) and sentiment strength. We don’t stop at “positive” or “negative” — we identify patterns, risk signals, and opportunities across your customer base at scale.
Your Insights come to YOU
Winback Alerts
Every lost deal isn’t gone — some are just paused.
Winxtra’s Winback Alerts identify when a previously lost opportunity is actually still in play. Whether the buyer was indecisive, chose a competitor reluctantly, or hit internal delays, our interviews flag re-engagement potential based on tone, timing, and buyer signals. We don’t just report it — we push alerts straight to your sales leadership or internal comms, so your team can act while the window’s still open. Because 1 in 12 “lost” deals can be won — if you move fast enough.
Churn Risk Alerts
Churn rarely announces itself.
Winxtra uncovers early warning signs buried in mid-contract conversations — and when we detect risk, we don’t wait for your QBR to flag it. Our Churn Risk Alerts surface real-time buyer signals like misaligned expectations, disengaged stakeholders, or quiet dissatisfaction and push them directly to your CS or RevOps team via Slack, Teams, or your CRM. It’s not just insight — it’s a last-mile intervention layer designed to give your team the time, context, and clarity to turn retention risk into a save.
Executive Readouts
Busy executives don’t need more data — they need clarity.
Winxtra’s Executive Readouts distill buyer and customer feedback into concise, board-ready insights that drive decision-making. Each monthly report highlights the most impactful trends across wins, losses, and churn: what’s working, what’s shifting, and where revenue is at risk. Backed by structured interviews, sentiment-tagged themes, and clear recommendations, these readouts empower leadership to make faster, more confident bets — without relying on gut feel or secondhand narratives.
Board-Level Reports
Winxtra delivers monthly or quarterly reports.
Designed specifically for the boardroom — not buried in operational detail, but engineered to drive decisions. These reports spotlight the most pressing insights from buyer and customer interviews, structured around what matters most to your business: revenue risk, competitive threats, product-market alignment, and customer sentiment. Each report is custom-built to reflect your board’s priorities, helping you surface blind spots, validate strategy, and move the conversation beyond opinions. When you're under pressure to show control, progress, and clarity — this is the deck that moves the room.
While other platforms offer “Flex Interviews” — where buyers respond to pre-recorded questions on their own time — we believe nothing beats the depth and nuance of a real conversation. That’s why Winxtra leads with live video interviews, every time.
That said, not all insights require a full qualitative deep dive. Some are more structured, comparative, or internal-facing.
That’s why we don’t just rely on external buyer feedback — we also gather input from your internal teams.
Our short, structured surveys are designed to capture critical context from sales, product, marketing, and success teams to:
🧩 Fill in gaps between CRM data and client interviews
🔍 Surface internal perceptions of wins, losses, and churn
🧭 Compare internal assumptions to actual buyer feedback
Why Winxtra only uses live client interviews
Richer Data & Emotional Depth
Live video interviews capture tone, facial expressions, pauses, and emotional nuance that are lost in text or audio-only formats.
Davis et al. (2019): "Synchronous video interviews yielded more nuanced emotional and contextual data than asynchronous or text-based responses."
Higher Engagement & Completion Rates
Participants are more likely to follow through in a real-time conversation than in self-led, asynchronous formats.
MRS Case Study (2021): Live interviews had a 38% higher completion rate than hybrid or text-only surveys.
Clarification & Adaptive Follow-up
Interviewers can probe, clarify, and rephrase in real time.
Bryman (2016): "The opportunity for clarification and adaptive probing is central to collecting valid qualitative data."
Better Recall & Storytelling
Participants remember and articulate better in conversation.
Rubin & Rubin (2011): "Conversational context fosters better recall and encourages storytelling."
More Trust, More Honesty
Real-time interviews build rapport, reducing guarded or overly polished responses.
Hill et al. (2005): "Trust increases the likelihood of participants sharing sensitive or critical feedback."
Ideal for Strategic or Complex Feedback
Abstract topics like pricing, positioning, or churn reasons require back-and-forth dialogue.
Harvard Business Review (2018): "High-value B2B interviews require nuance and context; scripted feedback formats underperform."
Platform built for data integration
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Easy to understand dashboard
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View win-loss interviews at a glance
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Full transcripts and sentiment tagging
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Uncover what drives decisions
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Interrogate buyers comments
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Detailed Reporting for your team
