Competitive Intel & Battlecard

A streamlined competitor research and battlecard creation workflow for uncovering key competitor insights.

Use template
AGENTS
Label
Marketing Agent
CATEGORY
Marketing
INDUSTRIES
B2B Technology
Finance & Professional Services
Small Business

Introduction

Gain a comprehensive understanding of your competitors by systematically collecting and analyzing their website content, pricing structure, product reviews, and messaging. This template helps marketing teams build a battlecard for effective positioning and strategic advantage in sales conversations.

⚠️ Before running this template

We suggest adding some context about your company to your Workspace Context and toggling it on for this workflow.

How this template works

  1. The Marketing Agent researches your competitor’s website, LinkedIn, and reviews.
  2. The Marketing Agent compiles details on the competitor’s firmographics, business and product lineup, positioning and messaging, feature table, strengths and weaknesses.
  3. The Marketing Agent develops a comprehensive battlecard for the competitor and drafts a Sales FAQ.

Why you should use a Competitive Intel & Battlecard template

This template provides a clear, stepwise process to gather competitor data and transform it into actionable insights. Marketing and sales teams can use this systematic approach to better understand the competitive landscape, refine positioning, and ultimately close deals more effectively.

Who should use a Competitive Intel & Battlecard template

• Marketing professionals seeking to refine competitive positioning and messaging.
• Sales teams needing quick reference materials (battlecards and FAQs) to guide conversations.
• Market researchers looking for a structured method of analyzing competitor offerings.