Sales practice · 12-minute exercise

Corporate catering: lost-deal review

Use this lost-deal review exercise to learn from a buying decision without turning the feedback conversation into another pitch. You are discussing a staffed reception catering package with an event manager arranging a company reception. The point of the practice is to make a useful decision together, including recognising when the offer is not a fit.

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What you will work towards

Record a useful learning, its evidence and a specific improvement to test in future deals.

The situation

In this fictional brief, guest numbers, service times and dietary information arrive late. The buyer wants a clear service plan matched to confirmed headcount and venue access. Your offer is a staffed reception catering package, but you must first establish whether its scope addresses the actual need.

A relevant delivery constraint is that kitchen access and the final headcount deadline are fixed. Treat that as a fact in the exercise; do not remove it to make the sale easier.

Your counterpartan event manager arranging a company reception
Offer under discussiona staffed reception catering package
Evidence availablea sample menu, service schedule and documented dietary-information process
Terms to clarifyConfirm staffing, equipment, dietary handling, service times and cancellation terms.

How to approach lost-deal review

A useful question for this stage: “At what point did one option become a better fit for you?” Ask it when the conversation creates a reason for it, rather than reciting every question in order.

  1. Ask permission, keep the discussion short and explore the decision process. Record direct feedback separately from your interpretation.
  2. Ground the discussion in the buyer’s work. Ask: “How will guest numbers and dietary requirements be confirmed?” Listen for a concrete example before making a claim.
  3. Use evidence relevant to the decision: a sample menu, service schedule and documented dietary-information process. Explain what it demonstrates and what remains unverified.
  4. Record a useful learning, its evidence and a specific improvement to test in future deals.

Example exchange

An illustrative exchange. Real conversations will take a different path.

SellerIf you are comfortable sharing, what mattered most in your decision?

BuyerOur concern is that guest numbers, service times and dietary information arrive late. Also, kitchen access and the final headcount deadline are fixed.

SellerHow will guest numbers and dietary requirements be confirmed?

BuyerWe want more menu options without increasing the spend.

SellerWe can compare portioning, service format and menu complexity, then agree which choices matter most to the guests.

SellerAt what point did one option become a better fit for you?

An industry-specific concern

Buyer: “We want more menu options without increasing the spend.”

Possible response: “We can compare portioning, service format and menu complexity, then agree which choices matter most to the guests.”

Why this response helps: it acknowledges the concern, brings the discussion back to a verifiable requirement and leaves room for a different decision. Adapt the wording to what the buyer actually said.

Run the practice

  1. Prepare for two minutes. One person takes the seller role and one plays an event manager arranging a company reception. Read the offer and constraint separately from your preferred answer.
  2. Have a five-minute conversation focused on learn from a buying decision without turning the feedback conversation into another pitch. The buyer should answer consistently with the brief and ask for evidence when a claim is vague.
  3. Add this challenge: The buyer gives a polite, vague answer. Ask one concrete follow-up, then respect their decision to stop.
  4. Pause for feedback. Quote one useful question and one missed opportunity. Repeat the difficult exchange using a different response.
  5. Finish by writing the actual agreement. A sensible option, when it fits, is to review the service schedule and confirm a sample menu with the organiser. A clear decision to pause is also a useful outcome.

What to avoid

Common mistakeArguing with feedback or asking questions designed to prove the buyer was wrong.
A stronger directionThank you. What would we have needed to understand earlier?
Scope and claim boundaryNever promise an allergen-free environment without verified operational capability.
What to measure in real workdelivery against agreed service times and confirmed requirements. Establish a baseline and definition before interpreting a change.

Your working sheet

Write your own version below. Notes are saved on this browser when local storage is available. Use Download to keep a separate copy; avoid adding confidential information on a shared device.

Example: guest numbers, service times and dietary information arrive late; kitchen access and the final headcount deadline are fixed.

Example: At what point did one option become a better fit for you? Industry question: How will guest numbers and dietary requirements be confirmed?

Example: a sample menu, service schedule and documented dietary-information process. Never promise an allergen-free environment without verified operational capability.

Example: Propose a clear next step, such as: review the service schedule and confirm a sample menu with the organiser. Confirm the owner and date.

Review your work

Tick only what you can support with your answer or practice. This is a reflection checklist, not an automated assessment.

Questions about this resource

Who is this corporate catering exercise for?

Founders, salespeople and account managers preparing for a conversation about a staffed reception catering package. Adapt the brief to your real offer and authority before using it at work.

Can I use the example as a script?

Use the questions as prompts. Listen and respond to the buyer’s actual meaning. The target is to learn from a buying decision without turning the feedback conversation into another pitch, not to deliver a memorised speech.

How should I assess the result?

Record a useful learning, its evidence and a specific improvement to test in future deals. Use the three review questions below. The checklist is for reflection; it is not a validated prediction of sales performance.

Fictional training scenario. The dialogue illustrates response choices; it is not a customer testimonial or a record of a real sale. About these resources.