Sales Competitive Intel
When to use
Use this when a deal is competitive or a prospect names an alternative, and you need a battlecard: where you win, where you lose, how to reframe, and the traps to set.
Not for: general account research (use sales-account-research); internal roadmap or pricing strategy; broad market sizing. This is a per-competitor, deal-facing weapon.
Method
- Scope the field. Confirm your product and the specific competitors in play. A battlecard is per-competitor, not generic.
- Gather facts. For each competitor collect positioning, target segment, pricing model, key features, integrations, and recent moves. Prefer verifiable sources; mark rumor as rumor.
- Map strengths and weaknesses honestly — theirs and yours. Decision point: if you can't name a real place they beat you, you haven't researched enough; keep going.
- Find the wedge. Identify 2-3 differentiators that matter to this buyer's use case, not just any difference.
- Build the matrix. Compare you vs. each competitor across the criteria the buyer actually weighs.
- Write objection handling. For each "but competitor X does Y," give a truthful reframe and a discovery question that exposes the trade-off. Decision point: if the reframe requires spin, concede the point and pivot to a criterion you own.
- Set landmines. Questions the prospect should ask the competitor that surface their weaknesses.
Example
Competitor "Rival Inc" is cheaper and prospect knows it. Matrix shows you win on native integrations and support SLA, lose on price and time-to-deploy. Objection: "Rival is 30% cheaper" → "True on sticker price — most teams find the integration work they charge extra for erases that; how are you scoping integration cost?" Landmine to plant: "Ask them what their P1 response SLA is in writing."
Pitfalls
- Overstating your edge. The prospect catches the exaggeration and stops trusting the whole card.
- Generic battlecards. "We're more enterprise-grade" wins nothing; tie every claim to a buyer criterion.
- Rumor as fact. Unverified competitor claims backfire when repeated to the buyer.
- No landmines. A defensive card with no questions to plant cedes the offense.
Output format
Competitors covered: <list>
Comparison matrix:
| Criterion | Us | Competitor A | Competitor B |
|-----------|----|--------------|--------------|
Where we win: <honest list>
Where we lose: <honest list>
Key differentiators (buyer-valued): <2-3>
Objection handling:
- "they say <X>" → "you say <reframe + discovery question>"
Landmines to plant:
- <question for the prospect to ask the competitor>
Confidence: <verified vs. assumed sources>