Day 12 of 20 Β· AI for Sales
Competitive Battlecards with AI
β± 7 min
π Beginner
A prospect says six words that change everything: "We're also looking at [competitor]." Your stomach drops. Or it doesn't β because you came prepared.
Competitive battlecards are the difference between these two reactions. They're one-page reference documents that arm you with everything you need the moment a competitor comes up: their strengths, their weaknesses, how to position against them, what questions to ask, and what traps to set.
The problem? Building good battlecards used to take hours of research per competitor, and they were outdated the moment the competitor shipped an update. Today you'll use AI research tools and ChatGPT together to build comprehensive battlecards in minutes β and keep them current effortlessly.
What goes on a battlecard
A great battlecard isn't a list of your competitor's features. It's a tactical playbook for when that competitor's name comes up in a conversation. Here are the seven sections every battlecard needs:
Company overview β Who they are, what they sell, their market position. Know them as well as you know your own product.
Strengths β Be honest. If they're genuinely good at something, acknowledge it. Credibility matters more than spin.
Weaknesses β Where they fall short. Not FUD, not rumors β real, verifiable gaps that your prospects will discover eventually.
Common objections when compared to us β What will the prospect say after seeing the competitor's demo?
Positioning statements β How to talk about your differentiation without bashing the competition.
Trap-setting discovery questions β Questions that expose the competitor's weaknesses naturally, without you having to point them out.
Win/loss themes β Patterns from deals you've won and lost against this competitor. What works and what doesn't.
Knowledge Check
Why should a battlecard honestly acknowledge a competitor's strengths?
A
Honesty is a legal requirement in sales documentation
B
Acknowledging strengths makes the battlecard longer and more thorough
C
Prospects will share the battlecard with the competitor
D
Honesty builds credibility β if you dismiss a competitor the prospect is already considering, you look uninformed or untrustworthy
If a prospect is evaluating your competitor, they've already seen the demo and liked parts of it. If you say "they have nothing going for them," the prospect knows you're either lying or uninformed. But if you say "they're strong in X, but where our customers see the real difference is Y and Z," you sound credible and knowledgeable. Trust drives deals.
Step 1 β AI-powered competitor research
The first step is gathering intelligence. This is where AI research tools like Perplexity or ChatGPT with browsing shine. They can scan dozens of sources in seconds β review sites, product pages, comparison articles, customer forums, and analyst reports.
Here's the research prompt:
"Research [Competitor Name] as a competitor to our product. They sell [brief description]. Find: (1) Their current pricing model and packages, (2) Their top 5 features and capabilities, (3) Common complaints from their customers (check G2, Capterra, Reddit, and forums), (4) Recent product updates or announcements, (5) Their ideal customer profile β who do they serve best? (6) Known limitations or gaps in their platform."
This gives you raw intelligence. The next step is turning it into a tactical battlecard.
Step 2 β Building the battlecard
Now take your research and feed it into ChatGPT to build the actual battlecard. This is where raw data becomes a sales weapon.
I sell a project management platform for agencies ($50/user/month). Our main competitor is TaskFlow ($35/user/month). Here's what I've researched about them:
- Strong task management and basic project tracking
- Good mobile app, better than ours honestly
- Weak on resource management β no capacity planning
- No built-in time tracking β requires integration with third-party tool
- Reporting is basic β no custom dashboards or client-facing reports
- Customers on G2 complain about poor customer support and slow bug fixes
- Recently raised Series B, aggressively hiring sales team
- Sweet spot: small teams (5-20 people), struggles at scale
Build me a competitive battlecard with all 7 sections: overview, strengths, weaknesses, common objections, positioning statements, trap-setting discovery questions, and win/loss themes.
# Competitive Battlecard: TaskFlow
## Company Overview
TaskFlow is a task and project management tool priced at $35/user/month. Recently raised Series B β expect aggressive sales tactics and potentially discounted pricing to grab market share. Their sweet spot is small teams (5-20 people). They start to break down at scale.
## Strengths (Be Honest)
- **Lower sticker price**: $35 vs. our $50/user/month β this WILL come up
- **Strong task management**: Their core task features are solid and well-designed
- **Better mobile app**: Their mobile experience is genuinely good β don't dismiss this if the prospect mentions it
- **Simple to adopt**: Less complexity = faster onboarding for small teams
## Weaknesses
- **No resource management**: Zero capacity planning. Agencies can't see who's overloaded or underutilized
- **No built-in time tracking**: Requires a third-party integration ($8-15/user/month extra) β which closes the price gap significantly
- **Basic reporting**: No custom dashboards, no client-facing reports. Agencies that need to show clients project status are stuck with screenshots
- **Customer support**: G2 reviews consistently cite slow response times and unresolved bugs. 3.2/5 support rating vs. our 4.6/5
- **Scalability ceiling**: Architecture struggles above 50 users β performance complaints increase at scale
## Common Objections After Seeing TaskFlow
- "TaskFlow is $15/user cheaper β why should we pay more?"
- "Their task management seems comparable to yours"
- "They have a better mobile app"
- "They're simpler and easier to set up"
## Positioning Statements
- **On price**: "TaskFlow's sticker price is $35, but once you add time tracking ($12/user) and a reporting tool ($8/user), you're at $55/user for less functionality than what we include at $50. The total cost of ownership is actually lower with us."
- **On features**: "TaskFlow is a great task manager. We're a complete agency operations platform. If your team just needs to track tasks, TaskFlow works. If you need resource planning, time tracking, client reporting, and capacity management in one place β that's what we built."
- **On mobile**: "You're right, their mobile app is strong. Ours is solid but not as polished on mobile. Where we pull ahead is everywhere else β the desktop experience, reporting, and resource management are in a different league."
## Trap-Setting Discovery Questions
Ask these during discovery to expose TaskFlow's gaps naturally:
1. "How do you currently manage resource allocation β do you have visibility into who's at capacity and who has bandwidth?"
2. "How are you tracking time against projects today? Is it built into your current tool or a separate system?"
3. "When your clients ask for a project status update, what does that process look like?"
4. "As your team has grown, have you noticed any performance issues with your current tools?"
5. "How important is it that your client reporting comes directly from the same system your team works in β versus pulling data from multiple tools?"
## Win/Loss Themes
**We win when:** The agency has 30+ users, needs resource management, values built-in time tracking, or needs client-facing reporting. Total cost of ownership favors us at scale.
**We lose when:** The agency is small (under 15 users), price is the primary driver, they don't need time tracking or resource planning, or mobile is a top priority. Don't force-fit β TaskFlow genuinely serves small teams well.
**Key differentiator in won deals:** Resource management and capacity planning. This is the feature that makes agency owners say "finally, I can see what's actually happening."
β» Replay conversation
Knowledge Check
What makes "trap-setting" discovery questions effective in competitive deals?
A
They expose the competitor's weaknesses naturally by getting the prospect to realise the gap themselves β which is far more persuasive than you pointing it out
B
They trick the prospect into disliking the competitor
C
They demonstrate that you've researched the competitor thoroughly
D
They make the conversation longer and more detailed
When you ask "How are you tracking time against projects today?" and the prospect realises their current tool (or the competitor they're evaluating) doesn't have built-in time tracking β they discovered that gap themselves. Self-discovery is 10x more persuasive than you saying "their tool doesn't have time tracking." The question does the selling for you.
Handling the price objection with data
Price comparisons come up in almost every competitive deal. Here's how to use your battlecard to handle them with confidence instead of panic:
Step 1 β Acknowledge: "You're right, their sticker price is lower. Let's look at the full picture."
Step 2 β Expand the frame: "Once you add the integrations you'll need for [feature they lack] and [another feature], the per-user cost is actually [higher/comparable]."
Step 3 β Shift to value: "But here's the real question β what's the cost of your team spending 5 hours a week doing manually what our platform automates? At $75/hour loaded cost, that's $19,500 a year in hidden costs."
Step 4 β Let them do the math: "So it's not $15/user more. It's actually $15/user less when you factor in the tools you won't need and the time you'll save."
This reframe works because you're not disputing their data β you're adding to it. And you prepared it in advance, so it sounds natural, not defensive.
Keeping battlecards current
A battlecard from six months ago is a liability. Competitors ship updates, change pricing, and pivot positioning constantly. Here's how to keep your battlecards fresh with minimal effort:
Monthly refresh prompt: "Here's my current battlecard for [Competitor]. Check for any updates in the last 30 days: pricing changes, new features, recent reviews on G2/Capterra, new funding or partnerships, or messaging changes on their website. Highlight what's changed."
After every lost deal: When you lose to a competitor, add the loss reason to your battlecard. Over time, this creates an invaluable pattern of what's working against you and where you need to improve.
Quarterly deep dive: Once per quarter, do a full rebuild. Research from scratch, compare against your current version, and update everything. This takes 20 minutes with AI instead of a full afternoon.
Your battlecard is a living document. Treat it like one and it'll keep paying dividends.
The anatomy of a competitive battlecard β seven sections that arm you with everything you need the moment a competitor's name comes up.
Knowledge Check
How often should competitive battlecards be updated to remain useful?
A
Monthly quick refreshes plus a quarterly deep rebuild β competitors change constantly, and outdated intelligence is worse than no intelligence
B
Every time the competitor posts on social media
C
Only when a prospect mentions the competitor
D
Once a year during the annual planning cycle
A six-month-old battlecard might have wrong pricing, missing features, or outdated positioning. Monthly refreshes (5 minutes with AI) catch the big changes. Quarterly rebuilds (20 minutes) ensure nothing has drifted. And adding every win/loss reason keeps your tactical intelligence sharp and current.
Building battlecards for your entire competitive landscape
Don't stop at one. Build a battlecard for every competitor you encounter more than once. Most teams have 3-5 primary competitors. With AI, you can build the entire set in an afternoon.
Start with your top competitor β the one that comes up most often. Get that battlecard dialled in. Then work through the rest in order of frequency. Within a week, you'll have a competitive library that would take a product marketing team months to build.
Share them with your team. The reps who have battlecards outperform the reps who don't β not because they're smarter, but because they're prepared. And in competitive sales, preparation is the unfair advantage that actually works.
Knowledge Check
Why should you build battlecards for all primary competitors rather than just the most common one?
A
It's important to monitor every company in your industry
B
Multiple battlecards help you remember more product features
C
Having more battlecards impresses your manager during reviews
D
Different competitors come up in different deals β having battlecards ready for all of them means you're never caught off guard, regardless of which name the prospect mentions
You might face Competitor A in 40% of deals and Competitor C in only 10%. But when Competitor C comes up and you have a polished battlecard ready β with positioning statements, trap questions, and pricing comparisons β you handle it with the same confidence as your most common competitor. Preparation across the board eliminates surprise.
π°
Day 12 Complete
"When a prospect says 'We're also looking at [competitor],' the prepared rep leans forward. Everyone else leans back. Be the one who leans forward."
Tomorrow β Day 13
CRM Notes in 30 Seconds
Tomorrow you'll solve every sales rep's least favourite task β updating the CRM β with AI that turns rough notes into structured entries in seconds.