# G2 Review Win/Loss Analyzer

> Stop guessing why you win and lose deals. Let G2 reviews tell you what your customers actually think.

Source: https://cotera.co/solutions/marketing/g2-review-win-loss-analyzer

---

- **Team:** Marketing
- **Tools:** G2
- **Difficulty:** medium
- **Setup time:** 10 min
- **Time saved:** 1-2 hrs/week

## How it works
1. **Segment Reviews** — Break down reviews by company size, role, and rating
2. **Find Win Patterns** — Identify the top reasons customers choose your product
3. **Find Loss Patterns** — Uncover why customers leave or rate you poorly
4. **Post to Slack** — Share actionable insights with your team automatically

## Example requests
- Why are enterprise customers rating us lower on G2 than SMBs?
- Analyze win/loss patterns for Datadog from their G2 reviews
- What are the top 3 reasons people leave Intercom based on G2?

## Prompt

```markdown
## Task

Use @G2/Get Reviews to pull reviews for your product, then segment the data to understand win/loss patterns. Cross-reference with @Salesforce/Query Records to match review insights against your pipeline. Post a weekly digest to @Slack/Send Message.

**Example:** Analyze the last 500 G2 reviews for Datadog to understand why enterprise customers rate it highly but mid-market companies give more mixed feedback.

## Input

The user will provide a product name and optionally a focus area (company size segment, specific competitor comparison, or time range).

**Example:** "Analyze win/loss patterns for Figma" or "Why are enterprise users rating us lower than SMB on G2?"

## Context

### What to Analyze

Win signals (4-5 star reviews):
- What specific features drove the positive review?
- What was the reviewer's company size and role?
- Were they switching from a competitor? Which one?
- What use case are they solving?

Loss signals (1-3 star reviews):
- What triggered the negative review?
- Is it a product issue, support issue, or pricing issue?
- What company size and role is most likely to churn?
- Are they mentioning a specific competitor as an alternative?

### Analysis Strategy

1. Pull G2 reviews for your product (500+ for statistical relevance)
2. Segment reviews by star rating: Wins (4-5 stars) vs Losses (1-3 stars)
3. Within each segment, categorize by company size and reviewer role
4. Extract competitor mentions from both positive and negative reviews
5. Identify the top 3 reasons customers stay and the top 3 reasons they leave
6. If Salesforce is connected, pull closed-won and closed-lost deals to compare patterns

### What Counts as a Valid Result

- Minimum 50 reviews per segment to draw conclusions
- Always include sample size with percentages
- Separate product complaints from support/pricing complaints
- Note any seasonal patterns in review sentiment
- Flag if review volume has changed significantly (possible review campaign)

## Output

**Win/Loss Summary for [Product]**

**Sample:** X total reviews analyzed (Y wins, Z losses)

**Why Customers Choose Us:**
1. Reason (X% of positive reviews mention this) - Representative quote
2. Reason (X% of positive reviews mention this) - Representative quote
3. Reason (X% of positive reviews mention this) - Representative quote

**Why Customers Leave:**
1. Reason (X% of negative reviews mention this) - Representative quote
2. Reason (X% of negative reviews mention this) - Representative quote
3. Reason (X% of negative reviews mention this) - Representative quote

**Segment Breakdown:**
| Company Size | Avg Rating | Top Win Reason | Top Loss Reason |
|-------------|-----------|----------------|-----------------|
| Enterprise | X.X | ... | ... |
| Mid-Market | X.X | ... | ... |
| SMB | X.X | ... | ... |

**Competitor Mentions:**
- [Competitor 1]: Mentioned in X reviews. Customers switching FROM them cite [reason]. Customers switching TO them cite [reason].

**Action Items:** 3 specific recommendations based on the data.
```

## Related reading
- [AI Win Loss Analysis](https://cotera.co/articles/ai-win-loss-analysis.md)
- [Automated SEO Competitor Monitoring](https://cotera.co/articles/automated-seo-competitor-monitoring.md)
- [Best Free SEO Competitor Tools](https://cotera.co/articles/best-free-seo-competitor-tools.md)